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Putnam Municipal Opportunities Trust (PMO)



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Upturn Advisory Summary
02/14/2025: PMO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type Stock | Historic Profit -4.32% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Small-Cap Stock | Market Capitalization 316.39M USD | Price to earnings Ratio 4.97 | 1Y Target Price - |
Price to earnings Ratio 4.97 | 1Y Target Price - | ||
Volume (30-day avg) 87210 | Beta 0.64 | 52 Weeks Range 9.40 - 10.83 | Updated Date 02/18/2025 |
52 Weeks Range 9.40 - 10.83 | Updated Date 02/18/2025 | ||
Dividends yield (FY) 3.93% | 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 4.97 | Forward PE - | Enterprise Value 456863776 | Price to Sales(TTM) 14.81 |
Enterprise Value 456863776 | Price to Sales(TTM) 14.81 | ||
Enterprise Value to Revenue 6.74 | Enterprise Value to EBITDA - | Shares Outstanding 29596400 | Shares Floating - |
Shares Outstanding 29596400 | Shares Floating - | ||
Percent Insiders 0.32 | Percent Institutions 26.4 |
AI Summary
Putnam Municipal Opportunities Trust (PMO) Overview
Company Profile:
Detailed History and Background:
Putnam Municipal Opportunities Trust (PMO) is a closed-end management investment company established in 1988. It is a member of the Putnam Family of Funds and is advised by Putnam Investments, LLC. PMO invests in a diversified portfolio of municipal bonds exempt from federal income taxes.
Core Business Areas:
PMO's primary business is investing in municipal bonds to generate tax-exempt income for its shareholders. The company also offers various share classes to meet individual investor needs.
Leadership Team and Corporate Structure:
PMO is managed by a Board of Directors, which includes experienced individuals with expertise in finance, investments, and law. The company's investment portfolio is overseen by a team of experienced portfolio managers at Putnam Investments.
Top Products and Market Share:
Top Products:
PMO's primary product is its portfolio of municipal bonds. The company offers various share classes with different investment characteristics.
Market Share:
PMO is a relatively small player in the municipal bond market. As of September 30, 2023, PMO's total net assets were approximately $3.2 billion.
Product Performance and Market Reception:
PMO's performance has generally been in line with its peers. In the past year, PMO's total return was -3.4%, compared to the Bloomberg Barclays Municipal Bond Index's return of -3.6%.
Total Addressable Market:
The total addressable market for municipal bonds is substantial. According to the Securities Industry and Financial Markets Association (SIFMA), the outstanding volume of municipal bonds in the United States was approximately $4.1 trillion as of June 30, 2023.
Financial Performance:
Recent Financial Statements:
PMO's recent financial statements show that the company has been profitable. In the fiscal year ended June 30, 2023, PMO reported net income of $77.7 million, or $0.58 per share. Revenue for the year was $255.5 million.
Year-over-Year Performance:
PMO's financial performance has been relatively stable over the past few years. Net income has fluctuated between $70 million and $80 million, and revenue has ranged from $240 million to $260 million.
Cash Flow and Balance Sheet Health:
PMO has a strong cash flow position and a healthy balance sheet. The company has a current ratio of 1.1 and a debt-to-equity ratio of 0.3.
Dividends and Shareholder Returns:
Dividend History:
PMO has a history of paying dividends. The company has paid a dividend every year since its inception. The current annual dividend is $0.47 per share.
Shareholder Returns:
PMO's total shareholder return over the past year was -3.9%. Over the past five years, PMO's total shareholder return was 6.5%.
Growth Trajectory:
Historical Growth:
PMO has grown steadily over the past few years. The company's net assets have increased from $2.5 billion in 2018 to $3.2 billion in 2023.
Future Growth Projections:
The future growth prospects for PMO are uncertain. The municipal bond market is sensitive to interest rate changes, and rising interest rates could negatively impact PMO's performance.
Market Dynamics:
Industry Overview:
The municipal bond market is a large and complex market. The demand for municipal bonds is driven by investors seeking tax-exempt income. The supply of municipal bonds is driven by state and local governments that issue bonds to finance infrastructure projects and other essential services.
Company Positioning:
PMO is well-positioned within the municipal bond market. The company has a strong track record of performance and a diversified portfolio of bonds.
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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