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Upturn AI SWOT - About
BlackRock Utility & Infrastructure Trust (BUI)
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Upturn Advisory Summary
04/01/2025: BUI (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
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 -20.67% | Avg. Invested days 40 | Today’s Advisory PASS |
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 512.38M USD | Price to earnings Ratio 14.29 | 1Y Target Price - |
Price to earnings Ratio 14.29 | 1Y Target Price - | ||
Volume (30-day avg) 49159 | Beta - | 52 Weeks Range 18.93 - 24.10 | Updated Date 04/2/2025 |
52 Weeks Range 18.93 - 24.10 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 7.39% | Basic EPS (TTM) 1.59 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE 14.29 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 14.01 |
Enterprise Value - | Price to Sales(TTM) 14.01 | ||
Enterprise Value to Revenue 14.01 | Enterprise Value to EBITDA - | Shares Outstanding 22551800 | Shares Floating - |
Shares Outstanding 22551800 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 14.41 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
BlackRock Utility & Infrastructure Trust
Company Overview
History and Background
BlackRock Utility & Infrastructure Trust (BUI) was formed to seek high current income and capital appreciation by investing in equity and debt securities of companies engaged in the utility, infrastructure, and related sectors.
Core Business Areas
- Equity Investments: Investments in common and preferred stocks of utility and infrastructure companies.
- Debt Investments: Investments in corporate and government bonds of utility and infrastructure companies.
Leadership and Structure
The fund is managed by BlackRock's portfolio management team. The organizational structure follows BlackRock's established hierarchy for investment trusts.
Top Products and Market Share
Key Offerings
- BUI Shares: Shares representing ownership in a diversified portfolio of utility and infrastructure assets. Market share data for closed-end funds is less readily available than for open-ended mutual funds or ETFs. Competitors include other closed-end funds investing in similar sectors, such as Reaves Utility Income Fund (UTG) and Cohen & Steers Infrastructure Fund (UTF).
Market Dynamics
Industry Overview
The utility and infrastructure industry is generally considered stable, driven by essential services and regulated markets. It benefits from increasing global demand and government investment in infrastructure.
Positioning
BUI positions itself as a provider of income and capital appreciation through strategic investments in utility and infrastructure companies. It leverages BlackRock's global research and investment expertise.
Total Addressable Market (TAM)
The global infrastructure investment market is vast, estimated at trillions of dollars. BUI's position is within the closed-end fund segment focused on this broad market.
Upturn SWOT Analysis
Strengths
- Experienced management team (BlackRock)
- Diversified portfolio
- Focus on stable, essential sectors
- High current income potential
Weaknesses
- Closed-end fund structure can lead to trading at a discount to NAV
- Interest rate sensitivity
- Sector concentration risk
- Management fees
Opportunities
- Increasing global infrastructure demand
- Government infrastructure spending initiatives
- Expansion into new infrastructure sub-sectors
- Growing investor demand for income-generating assets
Threats
- Rising interest rates
- Regulatory changes impacting utilities and infrastructure
- Economic downturns reducing demand for services
- Increased competition from other investment vehicles
Competitors and Market Share
Key Competitors
- UTG
- UTF
- MGU
- AWF
Competitive Landscape
BUI competes with other closed-end funds and ETFs focused on utility and infrastructure sectors. Its advantages include BlackRock's resources and global reach.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: BUI's historical growth is tied to the performance of the utility and infrastructure sectors, as well as its investment decisions.
Future Projections: Future growth prospects depend on infrastructure investment trends, regulatory changes, and the fund's ability to generate income and capital appreciation.
Recent Initiatives: Recent initiatives would likely involve portfolio adjustments based on market conditions and opportunities in the infrastructure sector.
Summary
BlackRock Utility & Infrastructure Trust offers exposure to essential sectors with potential for income and capital appreciation. Its strength lies in BlackRock's management, but closed-end fund structure and sector concentration pose risks. Growing infrastructure demand presents opportunities, while rising rates and regulatory changes are threats. Monitoring NAV performance and dividend yield is crucial.
Similar Companies
Sources and Disclaimers
Data Sources:
- BlackRock's website
- Financial news websites
- FactSet
- Morningstar
- SEC filings
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Investment decisions should be based on your own research and consultation with a financial advisor. Market share data is an approximation.
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 Utility & Infrastructure Trust
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2011-11-23 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
BlackRock Utility, Infrastructure & Power Opportunities Trust is a closed ended equity mutual fund launched by BlackRock, Inc. The fund is managed by BlackRock Advisors, LLC. It invests in public equity markets across the globe. The fund seeks to invest in stocks of companies operating in the utilities and infrastructure sectors. It invests in stocks of companies across diversified market capitalizations. The fund also invests through derivatives, with an emphasis on option writing. The fund was formerly known as BlackRock Utility and Infrastructure Trust. BlackRock Utility, Infrastructure & Power Opportunities Trust was formed on November 22, 2011 and is domiciled in the United States.
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