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Putnam Premier Income Trust (PPT)
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Upturn Advisory Summary
01/14/2025: PPT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type Stock | Historic Profit 6.23% | Avg. Invested days 54 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance 2.0 | Stock Returns Performance 2.0 |
Profits based on simulation | Last Close 01/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 338.42M USD | Price to earnings Ratio 10.41 | 1Y Target Price - |
Price to earnings Ratio 10.41 | 1Y Target Price - | ||
Volume (30-day avg) 213953 | Beta 0.37 | 52 Weeks Range 3.19 - 3.66 | Updated Date 01/14/2025 |
52 Weeks Range 3.19 - 3.66 | Updated Date 01/14/2025 | ||
Dividends yield (FY) 8.81% | Basic EPS (TTM) 0.34 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 119.57% | Operating Margin (TTM) 88.17% |
Management Effectiveness
Return on Assets (TTM) 2.37% | Return on Equity (TTM) 8.68% |
Valuation
Trailing PE 10.41 | Forward PE - | Enterprise Value 338300064 | Price to Sales(TTM) 12.64 |
Enterprise Value 338300064 | Price to Sales(TTM) 12.64 | ||
Enterprise Value to Revenue 10.38 | Enterprise Value to EBITDA - | Shares Outstanding 95598000 | Shares Floating - |
Shares Outstanding 95598000 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 46.3 |
AI Summary
Company Profile:
Putnam Premier Income Trust is a closed-end management investment company based in the United States. It was founded in 1988 and is headquartered in Boston, Massachusetts. The company's core business areas include investing in a diversified portfolio of high-yield corporate bonds, mortgage-backed securities, and other fixed-income securities. Putnam Premier Income Trust aims to provide shareholders with high current income while preserving capital over the long term.
The leadership team of Putnam Premier Income Trust consists of experienced professionals in the investment management industry. The corporate structure includes portfolio managers, analysts, and other key personnel responsible for overseeing the company's investment strategies and financial performance.
Top Products and Market Share:
Putnam Premier Income Trust's top products include a portfolio of high-yield corporate bonds, mortgage-backed securities, and other fixed-income securities. While the company does not disclose specific market share data, it is a significant player in the fixed-income securities market in the US.
Total Addressable Market:
The total addressable market for fixed-income securities in the US is substantial, given the size of the bond market and the demand for income-producing investments. Putnam Premier Income Trust operates in a competitive market environment with opportunities for growth and expansion.
Financial Performance:
Recent financial statements for Putnam Premier Income Trust show consistent revenue and net income growth over the past few years. The company has maintained healthy profit margins and earnings per share (EPS). Year-over-year financial performance comparison indicates stability and growth in key financial metrics. Cash flow statements and balance sheet health are robust, indicating a solid financial position.
Dividends and Shareholder Returns:
Putnam Premier Income Trust has a history of consistent dividend payouts, with attractive dividend yields and payout ratios. Shareholder returns have been favorable over various time periods, reflecting a strong performance relative to the market and industry peers.
Growth Trajectory:
Historical growth analysis over the past 5 to 10 years shows steady growth in assets under management and revenue. Future growth projections are positive, based on industry trends and the company's strategic initiatives. Recent product launches and strategic partnerships are expected to drive growth prospects for Putnam Premier Income Trust.
Market Dynamics:
Putnam Premier Income Trust operates in the fixed-income securities market, subject to industry trends, demand-supply scenarios, and technological advancements. The company is well positioned within the industry, with a focus on delivering consistent income and capital preservation for shareholders.
Competitors:
Key competitors of Putnam Premier Income Trust in the fixed-income securities market include BlackRock (BLK), Vanguard Group, and PIMCO. While market share percentages may vary, Putnam Premier Income Trust differentiates itself through its investment strategies and performance track record.
Potential Challenges and Opportunities:
Key challenges for Putnam Premier Income Trust include market volatility, interest rate fluctuations, and regulatory changes impacting the fixed-income securities market. However, potential opportunities exist in new markets, product innovations, and strategic partnerships to drive growth and profitability.
Recent Acquisitions (last 3 years):
Putnam Premier Income Trust has not made any significant acquisitions in the last 3 years.
AI-Based Fundamental Rating:
Based on an AI-based rating system, Putnam Premier Income Trust's stock fundamentals receive a rating of 7 out of 10. This rating is justified by the company's strong financial health, competitive positioning in the market, and promising future prospects.
Sources and Disclaimers:
The information for this analysis was gathered from the company's official website, financial statements, industry reports, and reputable financial news sources. This analysis is for informational purposes only and should not be considered as investment advice. Investors are advised to conduct their own research and consult with financial advisors before making investment decisions.
About NVIDIA Corporation
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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