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Upturn AI SWOT - About
Putnam Premier Income Trust (PPT)
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Upturn Advisory Summary
06/30/2025: 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.
Number of Analysts
Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $
1 Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
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 |
Analyst Ratings
Rating 3 | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Putnam Premier Income Trust
Company Overview
History and Background
Putnam Premier Income Trust (PPT) is a closed-end investment fund. It was formed to provide high current income, with a secondary objective of capital appreciation. While the exact founding date isn't readily available without extensive research, it has been operating for a significant period under the Putnam Investments umbrella.
Core Business Areas
- Fixed Income Investments: PPT focuses on investing in a diversified portfolio of fixed income securities, including U.S. government securities, corporate bonds, mortgage-backed securities, and other income-producing assets.
Leadership and Structure
PPT is managed by Putnam Investment Management, LLC, a global asset management firm. Specific individual leadership details would require additional research using SEC filings and Putnam's website.
Top Products and Market Share
Key Offerings
- Closed-End Fund (PPT): PPT provides investors with a way to access a diversified portfolio of fixed income assets. Market share is difficult to ascertain precisely for a single closed-end fund, as it competes within the broader fixed income and closed-end fund landscape. Competitors include other closed-end funds managed by firms like BlackRock, PIMCO, and Nuveen that focus on fixed income investments.
Market Dynamics
Industry Overview
The closed-end fund market is influenced by interest rates, credit spreads, and investor sentiment. Demand for income-producing assets tends to increase in low-interest-rate environments. Regulatory changes and macroeconomic conditions also play a role.
Positioning
PPT aims to provide high current income within the closed-end fund space. Its competitive advantage relies on Putnam's investment expertise and access to a range of fixed income securities.
Total Addressable Market (TAM)
The TAM for fixed-income closed-end funds is in the hundreds of billions of dollars. PPT is a small player in this market, but with significant assets under management (AUM) that provide consistent revenue
Upturn SWOT Analysis
Strengths
- Experienced Management Team (Putnam Investments)
- Diversified Portfolio of Fixed Income Assets
- Consistent Income Generation
- Established Brand Recognition
Weaknesses
- Sensitivity to Interest Rate Changes
- Market Discount to Net Asset Value (NAV)
- Reliance on Management Expertise
- Expense Ratio can be higher than ETFs.
Opportunities
- Increasing Demand for Income-Producing Assets
- Expansion into New Fixed Income Sectors
- Capitalizing on Market Volatility
- Attracting Investors Seeking Tax-Advantaged Income
Threats
- Rising Interest Rates
- Credit Risk and Defaults
- Economic Downturn
- Increased Competition from ETFs and Other Investment Vehicles
Competitors and Market Share
Key Competitors
- BlackRock Funds (various)
- PIMCO Funds (various)
- Nuveen Funds (various)
Competitive Landscape
PPT faces intense competition from larger fund families with greater resources. Its success depends on its ability to generate competitive returns and manage risk effectively.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is dependent on market conditions and investment performance. Performance requires real-time data retrieval to generate data.
Future Projections: Future projections depend on analyst estimates and market conditions. Analyst data requires paid access.
Recent Initiatives: Recent initiatives information is unavailable and would require deep research of company press releases.
Summary
Putnam Premier Income Trust is a closed-end fund aiming to provide high current income through fixed-income investments. It benefits from Putnam's management but faces risks from interest rate fluctuations and market volatility. Its market position is smaller compared to larger competitors like BlackRock and PIMCO, requiring a focus on competitive returns to attract and retain investors. Information on the recent initiatives of the fund is not readily accessible.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Publicly available financial data
- Company reports (where available)
- Industry analysis reports
Disclaimers:
This analysis is based on publicly available information and is intended for informational purposes only. It should not be considered investment advice. Financial data is placeholder and requires real-time fetching.
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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