Overview
Thornburg Income Builder Opportunities Trust is based in the United States and operates primarily within the financial industry, focusing on investment management. As an investment firm, it specializes in offering income solutions by managing diversified portfolios that span across various asset classes, including equity and fixed income securities globally. The Trust aims to generate income through strategic investments in a mix of stocks, bonds, and other income-producing securities, with an emphasis on achieving high levels of current income and long-term capital appreciation. The key projects and activities of the Trust involve meticulous market analysis, asset allocation, and risk management, to fulfill its objective of providing sustainable income and growth to its investors.
Basic Stats
The share price of Thornburg Income Builder Opportunities Trust as of September 5, 2025 is $19.99 / share. This is a decrease of -0.12% from the prior week.
The Factor Analysis chart (below right) shows a view of Thornburg Income Builder Opportunities Trust from a variety of lenses. Each factor shows how well the company ranks against all other companies in the Fintel global investing universe. Factor scores range from zero to 100, with 100 being most desirable, and 50 being average.
For example, a company with a Value Score of 100 would be the most undervalued company in our database. A company with a Value Score of zero would be the most overvalued.
| Market Cap | |
| EV | |
| Shares Out. | 0.00 MM |
| Earnings Date | |
| EPS (TTM) | |
| Dividend Yield | 6.77 % |
| Ex-Dividend Date | 2025-08-11 |
| Borrow Rate | 13.82 |
| Short Shares Avail. | 0.01 MM |
| Short Interest | 0.04 MM |
| Short Float | |
| Days to Cover | 0.57 days |
| Risk Free Rate | 4.22 % |
| Price Change (1 yr) | 14.96 % |
| Volatility (1 yr) | 0.14 |
| Beta | 0.40 |
| Sharpe Ratio (1 yr) | 0.75 |
| Sortino Ratio (1 yr) | 1.17 |
| PE Ratio | |
| Price/Book | |
| Price/TBV | |
| Book/Market | |
| EBIT/EV | |
| EBIT(3yr avg)/EV | |
| ROA | |
| ROE | |
| ROIC | |
| CROIC | |
| OCROIC | |
| Implied Volatility | |
| Put/Call OI Ratio |
Factor Scores range from 0 to 100, with 100 being most desirable. Larger circles are better. In situations where we have no data (e.g. no insider trades), we plot the score at 50 to avoid penalizing companies. However, a company that does not pay dividends will get a Dividend Score of Zero. Additionally, we inverted volatility to create a "stability" metric which is better when higher.
Stock Upgrades/Downgrades
This card shows analyst upgrades/downgrades for Thornburg Income Builder Opportunities Trust. An analyst rating is a classification that gives investors a sense of analyst sentiment about the direction and performance of an equity - usually a stock - over a period of time, typically 12 months.
The standard analyst ratings are generally as follows:
- Buy/Overweight/Outperform - Any of these ratings conveys an analyst’s belief that the stock is likely to outperform a market index (e.g. the S&P 500).
- Hold/Equal-Weight/Market Perform - Any of these ratings conveys an analyst’s belief that the stock is likely to perform in line with a market index.
- Sell/Underweight/Underperform - Any of these ratings suggest that an analyst believes the stock is likely to underperform a market index.
When an analyst upgrades a stock, they are signaling that the company’s fundamentals are being undervalued by investors. It could also mean they believe the market is underestimating the company’s potential. The opposite is true when a stock receives a downgrade.
The average rating of each individual analyst’s rating is the consensus rating for a stock. This gives investors a broader sense of the overall sentiment for that stock.
| Date | Analyst | Prior | Latest Recommendation |
Action |
|---|---|---|---|---|
| 2023-10-30 | Stifel | Buy | Initiate |
