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Upturn AI SWOT - About
BlackRock Long-Term Municipal Advantage Trust (BTA)
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Upturn Advisory Summary
04/01/2025: BTA (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.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -16.62% | Avg. Invested days 44 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 131.71M USD | Price to earnings Ratio 11.01 | 1Y Target Price - |
Price to earnings Ratio 11.01 | 1Y Target Price - | ||
Volume (30-day avg) 22776 | Beta 0.75 | 52 Weeks Range 9.13 - 10.88 | Updated Date 04/2/2025 |
52 Weeks Range 9.13 - 10.88 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 6.06% | Basic EPS (TTM) 0.89 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 111.14% | Operating Margin (TTM) 84.72% |
Management Effectiveness
Return on Assets (TTM) 2.49% | Return on Equity (TTM) 8.42% |
Valuation
Trailing PE 11.01 | Forward PE - | Enterprise Value 223932112 | Price to Sales(TTM) 12.27 |
Enterprise Value 223932112 | Price to Sales(TTM) 12.27 | ||
Enterprise Value to Revenue 10.69 | Enterprise Value to EBITDA - | Shares Outstanding 13439900 | Shares Floating - |
Shares Outstanding 13439900 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 22.68 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
BlackRock Long-Term Municipal Advantage Trust
Company Overview
History and Background
BlackRock Long-Term Municipal Advantage Trust (BTA) is a closed-end fund. It was launched on February 26, 2010, and is managed by BlackRock Advisors, LLC. The trust focuses on investing in municipal securities to provide current income exempt from federal income tax.
Core Business Areas
- Municipal Bond Investments: Investing in a diverse portfolio of municipal bonds, aiming for tax-exempt income for its shareholders.
Leadership and Structure
BlackRock Advisors, LLC serves as the investment advisor. The trust has a board of directors overseeing its operations. Information on specific executive roles can be found in BlackRock's SEC filings.
Top Products and Market Share
Key Offerings
- Tax-Exempt Municipal Bonds: BTA invests in a diversified portfolio of municipal bonds providing income exempt from federal income tax. Market share data for a specific closed-end fund is not typically tracked in the same way as individual companies but BlackRock, as a whole, is a dominant player in fixed income markets. Competitors include Nuveen, Eaton Vance, and Invesco offering similar municipal bond funds.
Market Dynamics
Industry Overview
The municipal bond market is influenced by factors like interest rates, tax policies, and the financial health of state and local governments. Demand for tax-exempt income drives investment in municipal bonds.
Positioning
BTA is positioned as a vehicle for investors seeking tax-advantaged income through municipal bond investments. BlackRock's brand and investment expertise provide a competitive advantage.
Total Addressable Market (TAM)
The total municipal bond market is in the trillions of dollars. BTA's TAM is a portion of this, targeting investors looking for tax-advantaged income through a managed fund.
Upturn SWOT Analysis
Strengths
- Experienced management team (BlackRock)
- Diversified portfolio of municipal bonds
- Tax-exempt income for investors
- Established track record
Weaknesses
- Sensitivity to interest rate changes
- Market risk associated with municipal bonds
- Limited control over issuer creditworthiness
- Expense ratio impacts net returns
Opportunities
- Rising demand for tax-advantaged investments
- Potential for capital appreciation in a favorable interest rate environment
- Expansion of investment strategies within the municipal bond market
- Increased awareness of ESG factors in municipal finance
Threats
- Rising interest rates impacting bond values
- Economic downturn affecting municipal issuer creditworthiness
- Changes in tax laws reducing the attractiveness of municipal bonds
- Increased competition from other fixed income products
Competitors and Market Share
Key Competitors
- Nuveen AMT-Free Quality Municipal Income Fund (NEA)
- Eaton Vance Municipal Income Trust (EVN)
- Invesco Municipal Trust (VKQ)
Competitive Landscape
BTA benefits from BlackRock's strong brand and investment expertise. Competition is fierce among closed-end municipal bond funds, with factors such as yield, expense ratio, and fund performance driving investor decisions.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Growth is tied to the performance of its bond portfolio and investor demand for tax-exempt income.
Future Projections: Future growth depends on the municipal bond market environment and BlackRock's investment management capabilities.
Recent Initiatives: Recent initiatives will be found in BlackRocku2019s financial releases.
Summary
BlackRock Long-Term Municipal Advantage Trust (BTA) offers investors tax-exempt income through a portfolio of municipal bonds, managed by BlackRock. It is subject to market risks and interest rate sensitivity, while benefiting from BlackRock's expertise. Its strength lies in providing steady, tax-advantaged income, but the company needs to look out for rising interest rates and economic downturns which would negatively impact the municipal bond market. BTA holds a competitive position in the closed-end fund market due to Blackrocku2019s resources.
Similar Companies
EVN
Eaton Vance Municipal Income Closed Fund
EVN
Eaton Vance Municipal Income Closed Fund
VKQ
Invesco Municipal Trust
VKQ
Invesco Municipal Trust
Sources and Disclaimers
Data Sources:
- BlackRock official website
- SEC filings (EDGAR)
- Financial data providers (e.g., Bloomberg, Reuters)
- Investment research reports
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market data is subject to change and may not be completely accurate.
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 Long-Term Municipal Advantage Trust
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2006-02-27 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
BlackRock Long-Term Municipal Advantage Trust is a closed ended fixed income mutual fund launched by BlackRock, Inc. It is managed by BlackRock Advisors, LLC. The fund invests in fixed income markets of the United States. It uses financial derivatives to invest in municipal obligations. The fund primarily invests in long-term municipal bonds with a maturity of more than ten years at the time of investment. BlackRock Long-Term Municipal Advantage Trust was formed on February 28, 2006 and is domiciled in United States.
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