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Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (PTA) 株式分析

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Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund

$19.50

+$0.18 (+0.93%)

最終更新日: 2026年5月26日

株価推移

分析

企業概要

Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund is a close-end fixed income mutual fund established by Cohen & Steers, Inc., and is managed by Cohen & Steers Capital Management, Inc. This entity operates within the Financial Services sector, specifically within the Asset Management industry, where it focuses on investing in the fixed income markets of global regions through direct holdings and derivatives. The fund's current market capitalization stands at $1.01 billion, while specific annual revenue figures and employee counts are not disclosed in the available data. Although precise revenue and headcount metrics are unavailable, the market capitalization of $1.01 billion indicates that the fund holds a significant position in the closed-end fund market, reflecting a substantial asset base managed for investors seeking tax-advantaged income strategies.

財務健全性

The available financial data does not disclose specific figures for revenue, net income, or EBITDA, meaning these metrics are currently unavailable for direct analysis of the fund's profitability structure. Similarly, free cash flow data is not provided, which limits the ability to assess the fund's immediate financial flexibility or its capacity to fund operations without relying on external financing. The gross margin, operating margin, and profit margin are all reported as 0.0%, indicating that the fund operates with a structure where these traditional corporate margins are either not applicable in the standard sense or are zeroed out in the reporting framework. In terms of liquidity, the current ratio is listed as unavailable, preventing a specific assessment of the fund's short-term ability to meet its obligations using current assets. Furthermore, data regarding total cash, total debt, the debt-to-equity ratio, return on equity, and return on assets are all unavailable, which precludes a detailed evaluation of the fund's leverage position or the management's effectiveness in generating returns relative to the equity and asset base.

バリュエーション評価

The P/E ratio for the trailing twelve months is reported at 11.17, whereas the forward P/E is unavailable, preventing a direct comparison between current earnings and future earnings expectations. The price-to-book ratio is not available, so a valuation relative to the fund's book value cannot be determined from the provided data. Additionally, the price-to-sales ratio and EV/EBITDA metrics are unavailable, limiting the available alternative valuation tools for assessing the fund's relative price. The fund's share price has fluctuated between a 52-week high of $20.92 and a 52-week low of $17.40, establishing a trading range of $3.52 over the past year. The beta value is unavailable, which means the fund's volatility relative to the broader market index cannot be quantified based on the current information.

Growth & Income

Revenue growth and earnings growth rates are both listed as unavailable, so a comparison between the pace of revenue expansion and earnings generation is not possible with the current data. For dividend investors, the fund offers a dividend yield of 8.8%, with a payout ratio of 98.7%. This high payout ratio suggests that the vast majority of distributable income is being returned to shareholders rather than retained for internal reinvestment, a characteristic common in closed-end funds focused on income generation rather than capital appreciation through expansion. Since the company reinvests minimal earnings into growth given the 98.7% payout, the fund prioritizes current income distribution over compounding earnings within the entity. Overall, the fund presents a distinct profile centered on high current income distribution, supported by a market capitalization of $1.01 billion and a trailing P/E of 11.17, though specific growth and leverage metrics remain undisclosed in the available facts.

同業他社比較

Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (PTA) は資産運用業界で事業を展開しています。時価総額による最も近い同業他社との比較は以下の通りです:

企業名 ティッカー 時価総額 PER
Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund PTA $1.07B 11.8
BlackRock, Inc. BLK $167.25B 27.1
Blackstone Inc. BX $144.37B 30.3
Brookfield Corporation BN.TO $142.06B 89.6

資産運用業界の平均PERは28.6倍です。Cohen & Steers Tax-Advantaged Preferred Securities and Income FundのPERは11.8です。

この分析はAIによって生成されたものであり、情報提供のみを目的としています。投資アドバイスではありません。データは遅延または不正確な場合があります。投資判断を行う前に、必ずご自身で調査を行い、資格を持つファイナンシャルアドバイザーにご相談ください。

Cohen & Steers Tax-Advantaged Preferred Securities and Income Fundについて

Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund is a close-end fixed income mutual fund launched by Cohen & Steers, Inc. The fund is managed by Cohen & Steers Capital Management, Inc. It invests in fixed income markets of global region. The fund invests directly and through derivates in preferred stock and debt securities, floating-rate and fixed-to-floating-rate preferred securities, fixed- and floating-rate corporate debt securities, convertible securities, contingent capital securities that are rated BBB- or above by S&P. The fund seeks to invest in securities of any maturity. It employs fundamental analysis to create its portfolio. Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund was formed on October 26, 2020 and is domiciled in the United States.

企業説明は英語で表示されています。

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主要指標

時価総額
$1.07B
PER
11.85
52週高値
$20.92
52週安値
$18.13
平均出来高
133.15K
配当利回り
8.32%

データはYahoo Financeよりyfinance経由で提供。毎日更新。

企業情報

取引所
NYSE
United States