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PMO
Upturn stock ratingUpturn stock rating

Putnam Municipal Opportunities Trust (PMO)

Upturn stock ratingUpturn stock rating
$9.85
Last Close (24-hour delay)
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

06/27/2025: PMO (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

Analysts rated it

Very few follow this stock; limited insights, higher-risk early investing.

1 Year Target Price $0

1 Year Target Price $0

Analysts Price Target For last 52 week
$0Target price
Low$
Current$9.85
high$

Analysis of Past Performance

Type Stock
Historic Profit 0%
Avg. Invested days 0
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 1.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/27/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 291.52M USD
Price to earnings Ratio 4.58
1Y Target Price -
Price to earnings Ratio 4.58
1Y Target Price -
Volume (30-day avg) -
Beta 0.72
52 Weeks Range 9.34 - 10.96
Updated Date 06/29/2025
52 Weeks Range 9.34 - 10.96
Updated Date 06/29/2025
Dividends yield (FY) 4.79%
Basic EPS (TTM) 2.15

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin 50.09%
Operating Margin (TTM) 87.03%

Management Effectiveness

Return on Assets (TTM) 1.91%
Return on Equity (TTM) 2.04%

Valuation

Trailing PE 4.58
Forward PE -
Enterprise Value 456863776
Price to Sales(TTM) 13.65
Enterprise Value 456863776
Price to Sales(TTM) 13.65
Enterprise Value to Revenue 6.38
Enterprise Value to EBITDA -
Shares Outstanding 29596400
Shares Floating -
Shares Outstanding 29596400
Shares Floating -
Percent Insiders 0.01
Percent Institutions 25.77

Analyst Ratings

Rating -
Target Price -
Buy -
Strong Buy -
Buy -
Strong Buy -
Hold -
Sell -
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

Putnam Municipal Opportunities Trust

stock logo

Company Overview

overview logo History and Background

Putnam Municipal Opportunities Trust (PMO) is a closed-end management investment company. It was established to provide current income exempt from federal income tax, consistent with preservation of capital.

business area logo Core Business Areas

  • Municipal Bond Investments: PMO invests primarily in municipal bonds, aiming for tax-exempt income for its shareholders. This includes bonds issued by state and local governments.

leadership logo Leadership and Structure

Information on specific leadership team members is typically available on Putnam's website. The trust is managed by Putnam Investment Management, LLC.

Top Products and Market Share

overview logo Key Offerings

  • Tax-Exempt Income: PMO's primary offering is providing investors with a stream of income that is exempt from federal income tax. Market share is based on total assets under management compared to other municipal bond closed-end funds. Competitors include Nuveen and BlackRock municipal bond funds. Specific product revenue breakdown is not publicly available.

Market Dynamics

industry overview logo Industry Overview

The municipal bond market is influenced by interest rates, credit quality of issuers, and federal and state tax policies. Demand for tax-exempt income drives investor interest in municipal bonds.

Positioning

PMO is a player in the closed-end fund market specializing in municipal bonds. Its competitive advantage lies in Putnam's expertise in fixed-income investing and its track record in managing municipal bond portfolios.

Total Addressable Market (TAM)

The TAM for municipal bonds is in the trillions of dollars. PMO's position is within the closed-end fund segment of this larger market.

Upturn SWOT Analysis

Strengths

  • Experienced Management Team
  • Established Track Record
  • Tax-Exempt Income
  • Diversified Portfolio

Weaknesses

  • Interest Rate Sensitivity
  • Credit Risk
  • Market Volatility
  • Discount to NAV (Net Asset Value)

Opportunities

  • Rising Tax Rates (Increased demand for tax-exempt income)
  • Infrastructure Spending (Potential for new municipal bond issuance)
  • Increased Investor Demand for Fixed Income
  • Active Management (ability to outperform index funds)

Threats

  • Rising Interest Rates
  • Credit Downgrades of Municipal Issuers
  • Changes in Tax Laws
  • Economic Downturn

Competitors and Market Share

competitor logo Key Competitors

  • VFL
  • NUV
  • MUB

Competitive Landscape

PMO competes with other closed-end municipal bond funds based on performance, expense ratios, and distribution rates. Its competitive advantage depends on its investment strategy and ability to generate superior risk-adjusted returns.

Growth Trajectory and Initiatives

Historical Growth: Analyze historical growth in assets under management (AUM) and NAV.

Future Projections: Future growth is dependent on market conditions and the fund's ability to generate returns. Analyst estimates (if available) provide insights.

Recent Initiatives: Recent initiatives could include changes in investment strategy or expense management.

Summary

Putnam Municipal Opportunities Trust (PMO) offers tax-exempt income through municipal bond investments. Its strengths include an experienced management team and a diversified portfolio. Key challenges include interest rate sensitivity and market volatility. PMO must carefully manage credit risk and adapt to changes in the tax environment to maintain its competitive position.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Putnam Investments Website
  • SEC Filings
  • Morningstar
  • Bloomberg

Disclaimers:

This analysis is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Putnam Municipal Opportunities Trust

Exchange NYSE
Headquaters Boston, MA, United States
IPO Launch date 1994-10-27
CEO -
Sector Financial Services
Industry Asset Management
Full time employees -
Full time employees -

Putnam Municipal Opportunities Trust is a closed ended fixed income mutual fund launched and managed by Putnam Investment Management, LLC. The fund is co-managed by Putnam Investments Limited. It invests in fixed income markets of United States. The fund invests in companies operating across healthcare, utilities, transportation, water and sewer, and housing sectors. Putnam Municipal Opportunities Trust was formed in 1993 and is domiciled in United States.