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IGI · Western Asset Investment Grade Opportunity Trust Inc.

Track IGI — free
$15.27 -0.05 (-0.33%)
Market Cap
$91.82M
Shares
5.99M
Volume · Oct 21 13.26K Avg daily vol (3M) 14.48K

Price & Indicators

Drag to pan · scroll to zoom
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$15.27 Open$15.44 Day$15.25–15.44 52W close$15.21–16.83 Avg vol 30d18K Short int20K · 0.3% float · 1.0d Short vol30% DataJan 2020–Oct 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
—
Trailing 12 months
Net income (TTM)
—
Trailing 12 months
Revenue growth YoY
—
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
5.6%
Trailing 12 months
Shares change YoY
—
Year over year · more shares
Price change (1Y)
-9.0%
Trailing year
Short interest
0.3%
Latest settlement · 1.0 days to cover
View all 122 metrics

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Sell Momentum Very Weak Sentiment Neutral Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 17.3 · elevated Equity put/call 0.56
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg −5%
below
Price vs 50-day avg −3%
below
RSI (14) 39
neutral
MACD trend Negative
52-week position 4%
near low
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Weak
1-month return −4%
trailing
6-month return −5%
trailing
YTD return −7%
this year
Relative strength −13%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $16 › 200d $16 — 200d above 50d
Institutional flow Accumulating
4 of 28 funds reported for Sep 30 · net +8.4K sh shares
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.33% of float · ▲ +336.8% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
28 holders — mid 3-yr range
Squeeze score 43
elevated · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Very Low
Volatility 9%
annualized · 1-yr
Max drawdown −10%
past year
ATR 1.6%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Sell
2 · 5 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−5% Neutral
Price vs 50-day avg
−3% Neutral
RSI (14)
39 Neutral
MACD trend
Negative Bearish
52-week position
4% Bearish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $16 › 200d $16 — 200d above 50d
Institutional flow Accumulating
4 of 28 funds reported for Sep 30 · net +8.4K sh shares
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.33% of float · ▲ +336.8% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
28 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $15 Now $15 · 4% Range high $17
vs 200-day avg -5% vs 50-day avg -3%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
IGI
Western Asset Investment Grade Opportunity Trust Inc.
this stock
$91.82M -7.5% — — 0.3%
BLK
BlackRock, Inc.
$373.40B +7.4% +16.2% 27.5 0.6%
BN
BROOKFIELD Corp
$83.71B -18.3% — — 1.0%
BX
Blackstone Inc.
$82.25B -28.9% +9.2% 24.6 3.0%
KKR
KKR & Co. Inc.
$80.08B -29.5% -11.0% — 1.5%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
26
% held
44.6%
Reported
4 of 28
Top holder
SIT INVESTMENT ASSOCIATES…
Held Float
View
Held by Funds
Fund positions
2
View
Short & Settlement
Short Interest Rising
Shares short
19.8K
Days to cover
1.0d
Change
+15.3K sh
View
Short Volume
Short vol %
30%
As of
Oct 21, 2026
Short Total
View
Fails to Deliver
FTD shares
899
Value
$14.2K
As of
Sep 25, 2026
View
Off-Exchange
Off-exchange %
58.5%
Week of
Sep 14, 2026
Off-exch Lit
View
Filings
SEC Filings
Latest
DEF 14A
Filed
Mar 9, 2026
This year
1
View
Earnings & Events
Investor Relations
Latest news
Franklin Templeton, Inc. to Annou…
Published
Oct 5, 2026
View

Performance

5D 20D 120D MTD YTD
IGI -0.2% -4.3% -5.0% -3.7% -7.5%
SPY +0.5% +0.7% +7.6% +1.4% +13.4%
vs SPY -0.7% -5.0% -12.6% -5.0% -20.8%

Capital returns

Latest dividend
$0.071 / share · ex Sep 23, 2026
Declared · upcoming
$0.071 / share · ex Oct 23, 2026
Raised 1.4%
Paid (TTM)
$0.852 / share · 12 payouts
Dividend yield (TTM, derived)
5.58%

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1462586 CUSIP 95790A101 13F (30d) 2 filings 2 filers Visit website