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Upturn AI SWOT - About
Putnam Premier Income Trust (PPT)
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Upturn Advisory Summary
09/16/2025: PPT (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 19.65% | Avg. Invested days 83 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 350.73M USD | Price to earnings Ratio 16.68 | 1Y Target Price - |
Price to earnings Ratio 16.68 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.27 | 52 Weeks Range 3.40 - 3.74 | Updated Date 06/29/2025 |
52 Weeks Range 3.40 - 3.74 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 8.50% | Basic EPS (TTM) 0.22 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 83.44% | Operating Margin (TTM) 85.65% |
Management Effectiveness
Return on Assets (TTM) 2.61% | Return on Equity (TTM) 5.99% |
Valuation
Trailing PE 16.68 | Forward PE - | Enterprise Value 349767872 | Price to Sales(TTM) 13.34 |
Enterprise Value 349767872 | Price to Sales(TTM) 13.34 | ||
Enterprise Value to Revenue 15.52 | Enterprise Value to EBITDA - | Shares Outstanding 95567504 | Shares Floating - |
Shares Outstanding 95567504 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 50.76 |
Upturn AI SWOT
Putnam Premier Income Trust
Company Overview
History and Background
Putnam Premier Income Trust (PPT) is a closed-end investment fund. It seeks to provide current income and capital appreciation. It was established to provide investors access to a diversified portfolio of income-producing securities.
Core Business Areas
- Fixed Income Investments: Invests in a diversified portfolio of fixed-income securities, including U.S. government securities, corporate bonds, mortgage-backed securities, and asset-backed securities. Actively managed to maximize income and total return.
Leadership and Structure
Putnam Investment Management, LLC serves as the investment advisor for Putnam Premier Income Trust. The fund is overseen by a board of trustees responsible for overall governance.
Top Products and Market Share
Key Offerings
- Closed-End Fund (PPT): A diversified portfolio of fixed-income securities aiming for current income and capital appreciation. Market share is relative to other closed-end funds. Competitors include other closed-end funds managed by firms like BlackRock, PIMCO, and Nuveen.
Market Dynamics
Industry Overview
The closed-end fund industry is competitive, influenced by interest rates, economic conditions, and investor sentiment. Demand for income-producing assets remains strong.
Positioning
PPT is positioned as a provider of diversified fixed-income exposure for income-seeking investors. Competitive advantages include Putnam's experience in fixed-income management.
Total Addressable Market (TAM)
The TAM is the overall market for fixed-income investments, estimated in the trillions. PPT's position is a niche within this broader market, catering to income-seeking investors through a closed-end fund structure.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified portfolio
- Consistent income stream
Weaknesses
- Sensitivity to interest rate changes
- Discount to net asset value (NAV)
- Management fees
Opportunities
- Increased demand for income-generating assets
- Potential for capital appreciation
- Strategic asset allocation
Threats
- Rising interest rates
- Economic downturn
- Increased competition in the closed-end fund space
Competitors and Market Share
Key Competitors
- BlackRock Funds (BLK)
- PIMCO Funds (PIM)
- Nuveen Funds (JFC)
Competitive Landscape
PPT competes with other closed-end funds based on investment strategy, management expertise, and expense ratios. Putnam's brand and expertise in fixed income are advantages. Discount to NAV and higher expense ratios can be disadvantages.
Growth Trajectory and Initiatives
Historical Growth: Discuss Putnam Premier Income Trust's growth trends over the past years. Requires up-to-date financial data.
Future Projections: Provide projections for Putnam Premier Income Trust's future growth based on analyst estimates. Requires up-to-date analyst estimates.
Recent Initiatives: Highlight recent strategic initiatives undertaken by Putnam Premier Income Trust.
Summary
Putnam Premier Income Trust (PPT) offers a diversified fixed-income portfolio, appealing to income-seeking investors. Its strength lies in Putnam's experienced management and consistent dividends. However, sensitivity to interest rates and a discount to NAV pose challenges. Monitoring market conditions and managing expenses are crucial for future success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Putnam Investments Website
- SEC Filings
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Market share estimates are approximate and may vary based on the source.
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 Premier Income Trust
Exchange NYSE | Headquaters Boston, MA, United States | ||
IPO Launch date 1988-02-19 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Putnam Premier Income 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 the public fixed income markets across the globe. The fund primarily invests in U.S. high-grade and high-yield bonds with an average credit quality of BBB by S&P Corporation. It benchmarks the performance of its portfolio against the Barclays Capital Government Bond Index. Putnam Premier Income Trust was formed on February 29, 1988 and is domiciled in the United States.
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