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Putnam Municipal Opportunities Trust (PMO)
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Upturn Advisory Summary
11/05/2025: PMO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -6.16% | Avg. Invested days 51 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/05/2025 |
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 |
Upturn AI SWOT
Putnam Municipal Opportunities Trust
Company Overview
History and Background
Putnam Municipal Opportunities Trust (PMO) is a closed-end management investment company. It was formed to seek high current income exempt from federal income tax by investing primarily in municipal securities.
Core Business Areas
- Investment Management: Manages a portfolio of municipal securities aiming for high current income exempt from federal income tax.
Leadership and Structure
The fund is managed by Putnam Investment Management, LLC. The organizational structure involves a board of trustees and a team of portfolio managers and analysts.
Top Products and Market Share
Key Offerings
- Municipal Bond Portfolio: PMO's primary offering is a diversified portfolio of municipal bonds. Market share data specific to PMO is not readily available. Competitors include other closed-end municipal bond funds managed by firms like BlackRock, Nuveen, and Eaton Vance.
Market Dynamics
Industry Overview
The municipal bond market is influenced by factors like interest rates, tax policy, and the financial health of state and local governments. Demand for municipal bonds is often driven by investors seeking tax-exempt income.
Positioning
PMO is positioned as a closed-end fund offering access to a diversified portfolio of municipal bonds. Its competitive advantage depends on its investment strategy and expense ratio relative to peers.
Total Addressable Market (TAM)
The TAM for municipal bonds is in the trillions of dollars. PMO, as a closed-end fund, captures a small portion of this market.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified portfolio
- Tax-exempt income
Weaknesses
- Subject to interest rate risk
- Market risk
- Discount to net asset value (NAV)
Opportunities
- Rising demand for tax-exempt income
- Increasing investment in infrastructure
- Strategic allocation to undervalued municipal bonds
Threats
- Rising interest rates
- Credit risk of municipal issuers
- Changes in tax laws
Competitors and Market Share
Key Competitors
- MUB
- VTEB
- ITM
Competitive Landscape
PMO competes with other closed-end and open-end municipal bond funds. Its advantages and disadvantages depend on its investment strategy, expense ratio, and historical performance.
Growth Trajectory and Initiatives
Historical Growth: Growth is primarily driven by the performance of the underlying municipal bond portfolio and the fund's ability to maintain or increase its net asset value.
Future Projections: Future growth depends on market conditions, interest rates, and the fund's investment strategy.
Recent Initiatives: Portfolio adjustments to capitalize on market opportunities.
Summary
Putnam Municipal Opportunities Trust is a closed-end fund designed to provide tax-exempt income. Its performance is heavily reliant on the municipal bond market and interest rates. The fund's success hinges on effective portfolio management and cost control. Investors should monitor interest rate trends and credit risk within the municipal bond sector. Overall the company looks stable in the short term.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Putnam Investments website
- SEC filings
- Financial news sources
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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.
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