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Upturn AI SWOT - About
BlackRock Limited Duration Income Trust (BLW)
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Upturn Advisory Summary
04/01/2025: BLW (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.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type Stock | Historic Profit 16.28% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 535.19M USD | Price to earnings Ratio 11.22 | 1Y Target Price - |
Price to earnings Ratio 11.22 | 1Y Target Price - | ||
Volume (30-day avg) 130617 | Beta 0.72 | 52 Weeks Range 12.14 - 14.35 | Updated Date 04/1/2025 |
52 Weeks Range 12.14 - 14.35 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 9.61% | Basic EPS (TTM) 1.26 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 70.71% | Operating Margin (TTM) 91.68% |
Management Effectiveness
Return on Assets (TTM) 4.33% | Return on Equity (TTM) 8.84% |
Valuation
Trailing PE 11.22 | Forward PE - | Enterprise Value 854665536 | Price to Sales(TTM) 8.41 |
Enterprise Value 854665536 | Price to Sales(TTM) 8.41 | ||
Enterprise Value to Revenue 19.14 | Enterprise Value to EBITDA - | Shares Outstanding 37849600 | Shares Floating - |
Shares Outstanding 37849600 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 29.85 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
BlackRock Limited Duration Income Trust
Company Overview
History and Background
BlackRock Limited Duration Income Trust (BDT) was established to provide current income and a high level of total return. The Trust invests primarily in a portfolio of investment-grade fixed income securities.
Core Business Areas
- Fixed Income Investments: The primary focus is on managing a portfolio of short-duration, investment-grade fixed income securities to generate current income.
Leadership and Structure
BlackRock is a global investment management firm. The specific leadership for BDT would reside within BlackRock's portfolio management teams. Organizational structure involves portfolio managers, analysts, and support staff specializing in fixed income investments.
Top Products and Market Share
Key Offerings
- Limited Duration Income Trust (BDT): This is a closed-end fund focused on short-duration, investment-grade fixed income. Market share data for closed-end funds is less readily available than for ETFs or mutual funds. Competitors include other closed-end funds and short-duration bond ETFs from firms like PIMCO, DoubleLine, and State Street.
Market Dynamics
Industry Overview
The investment management industry is highly competitive, with numerous firms offering fixed income products. Factors such as interest rates, economic growth, and credit spreads heavily influence the performance of fixed income strategies.
Positioning
BDT is positioned as a provider of current income with a focus on limiting interest rate risk through a short-duration portfolio. Its competitive advantage lies in BlackRock's extensive resources and expertise in fixed income management.
Total Addressable Market (TAM)
The TAM for fixed-income investment products is trillions of dollars globally. BlackRock is one of the world's largest asset managers, so they are very well positioned within the TAM.
Upturn SWOT Analysis
Strengths
- Strong brand recognition (BlackRock)
- Experienced management team
- Access to extensive research and resources
- Disciplined investment approach
Weaknesses
- Vulnerability to interest rate fluctuations
- Dependence on BlackRock's reputation
- Closed-end fund structure can lead to trading at a discount or premium to NAV
Opportunities
- Growing demand for income-generating investments
- Increasing investor awareness of interest rate risk
- Expansion into new fixed income sectors
Threats
- Rising interest rates
- Increased competition from other asset managers
- Economic recession
- Changes in regulations
Competitors and Market Share
Key Competitors
- PIMCO (PONAX)
- DoubleLine (DBLTX)
- State Street (SPDR)
Competitive Landscape
BDT benefits from BlackRock's scale and expertise. However, competitors like PIMCO and DoubleLine are also highly regarded in fixed income management. Competition is based on performance, expense ratios, and investment strategies.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth is tied to the performance of the underlying fixed income markets and BlackRock's management expertise.
Future Projections: Future projections are dependent on market conditions and analyst estimates, unavailable without current data.
Recent Initiatives: Recent initiatives are typically related to portfolio management strategies and adapting to changes in the fixed income market.
Summary
BlackRock Limited Duration Income Trust offers exposure to a short-duration fixed-income portfolio managed by a reputable firm. Its strengths lie in BlackRock's resources and expertise, however, it is vulnerable to interest rate fluctuations. It should look for ways to protect and improve the returns for its investors with different strategies.
Similar Companies
- PIMCO (PONAX)
- DBLTX
- SPDR
Sources and Disclaimers
Data Sources:
- Company Website
- Financial News Outlets
- Investment Research Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions are subject to change, and past performance is not indicative of future results.
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 BlackRock Limited Duration Income Trust
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2003-07-29 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
BlackRock Limited Duration Income Trust is a close ended fixed income mutual fund launched by BlackRock, Inc. It is managed by BlackRock Advisors, LLC. The fund invests in fixed income securities of the United States. It invests in securities of companies operating across diversified sectors. The fund primarily invests in investment grade corporate bonds, mortgage-related securities, asset-backed securities, US Government and agency securities, and senior, secured floating rate loans. It has an average portfolio duration of less than five years. The fund benchmarks the performance of its portfolio against the Lehman Brothers U.S. Aggregate Index. BlackRock Limited Duration Income Trust was formed on July 31, 2003 and is domiciled in the United States.
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