Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - Chart
- Upturn Summary
- Highlights
- Valuation
Upturn AI SWOT - About
Putnam Premier Income Trust (PPT)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
11/05/2025: PPT (1-star) is currently NOT-A-BUY. Pass it for now.
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 20.63% | Avg. Invested days 86 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/05/2025 |
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 fund focusing on high current income. It was incepted to provide investors with a steady stream of income by investing in a diversified portfolio of debt securities.
Core Business Areas
- Fixed Income Investments: Invests primarily in a diversified portfolio of fixed income securities, including U.S. government securities, corporate bonds, and mortgage-backed securities.
Leadership and Structure
Details about the leadership team and organizational structure are available on Putnam's website but not included in this response due to constant change.
Top Products and Market Share
Key Offerings
- Diversified Fixed Income Portfolio: PPT offers a diversified portfolio of income-generating securities. Market share data is not directly applicable to closed-end funds in the same way as operating companies. Competitors include other closed-end funds with similar investment objectives, such as BlackRock and PIMCO funds.
Market Dynamics
Industry Overview
The closed-end fund industry is influenced by interest rates, credit spreads, and overall economic conditions. Demand for income-generating assets often increases during periods of low interest rates.
Positioning
PPT positions itself as a provider of high current income through a diversified portfolio. Its competitive advantage lies in Putnam's expertise in fixed income investing.
Total Addressable Market (TAM)
The TAM for fixed income investments is vast. PPT is positioned to capture a portion of investors seeking income-generating assets within the closed-end fund structure.
Upturn SWOT Analysis
Strengths
- Experienced investment management team
- Diversified portfolio
- Potential for high current income
- Established track record
Weaknesses
- Subject to interest rate risk
- Market risk
- Management fees can reduce returns
- Discount to Net Asset Value (NAV)
Opportunities
- Rising interest rate environment (potentially)
- Increased demand for income-generating assets
- Strategic asset allocation
- Active management to enhance returns
Threats
- Economic recession
- Credit defaults
- Changes in interest rates
- Increased competition from other fixed income products
Competitors and Market Share
Key Competitors
- PIMCO Corporate & Income Opportunity Fund (PTY)
- BlackRock Enhanced Equity Dividend Trust (BDJ)
- Nuveen Core Equity Alpha Fund (JCE)
Competitive Landscape
PPT competes with other closed-end funds and fixed income products for investor capital. Its advantages and disadvantages depend on its investment strategy and performance relative to peers.
Growth Trajectory and Initiatives
Historical Growth: PPT's growth is primarily reflected in its NAV and the performance of its underlying investments.
Future Projections: Future projections are subject to market conditions and investment performance. Analyst estimates are typically not available for closed-end funds in the same way as operating companies.
Recent Initiatives: Recent initiatives may include adjustments to asset allocation or investment strategy to improve performance.
Summary
Putnam Premier Income Trust is a closed-end fund designed to provide income through fixed-income investments. Its strengths lie in Putnam's experience and portfolio diversification. Weaknesses include interest rate risk and market fluctuations. Investors should carefully consider these factors before investing.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Putnam Premier Income Trust's official website
- Financial news websites
- SEC filings
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances 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 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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.