Skip to main content
Equibles

PFO · Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC

Track PFO — free

Use PFO with AI

Add company filings, earnings and prices to ChatGPT or Claude, then ask questions in your own chat.

Choose your app for step-by-step connection instructions. Sign in with Equibles when asked; no code or API key is needed.

Claude ChatGPT

After connecting, ask your AI to use Equibles to research PFO.

Other apps & server URL
https://mcp.equibles.com/mcp
Gemini CLI setup
or ask here

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

See what you can ask in ChatGPT or Claude

All connection guides →
$8.56 +0.06 (+0.71%) At close · Oct 9
Rebalance outlook locked
Market Cap
$111.16M
Shares
13.08M
Volume · Oct 9 38.46K Avg daily vol (3M) 26.65K

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$8.50 Open$8.55 Day$8.48–8.55 52W close$8.50–9.80 Avg vol 30d27K Short int66K · 0.5% float · 2.0d Short vol45% 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
8.1%
Trailing 12 months
Shares change YoY
—
Year over year · more shares
Price change (1Y)
-12.1%
Trailing year
Short interest
0.5%
Latest settlement · 2.0 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical Sell Momentum Very Weak Sentiment Bearish Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 15.4 · calm Equity put/call 0.62
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg −8%
below
Price vs 50-day avg −5%
below
RSI (14) 25
oversold
MACD trend Negative
52-week position 0%
near low
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Weak
1-month return −5%
trailing
6-month return −9%
trailing
YTD return −10%
this year
Relative strength −18%
vs S&P · 6-mo
Sentiment
smart money
Bearish
Trend (MA cross) No cross
50d $9 › 200d $9 — 200d above 50d
Institutional flow Distributing
2 of 49 funds reported for Sep 30 · net -2.4K sh shares
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.50% of float · ▲ +24.0% MoM · 2.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
49 holders — mid 3-yr range
Squeeze score 38
low risk · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Very Low
Volatility 8%
annualized · 1-yr
Max drawdown −13%
past year
ATR 1.0%
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
3 · 4 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−8% Bearish
Price vs 50-day avg
−5% Neutral
RSI (14)
25 Neutral
MACD trend
Negative Bearish
52-week position
0% Bearish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $9 › 200d $9 — 200d above 50d
Institutional flow Distributing
2 of 49 funds reported for Sep 30 · net -2.4K sh shares
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.50% of float · ▲ +24.0% MoM · 2.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
49 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $9 Now $9 · 0% Range high $10
vs 200-day avg -8% vs 50-day avg -5%

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
PFO
Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC
this stock
$111.16M -10.1% — — 0.5%
BLK
BlackRock, Inc.
 $351.01B -0.5% +16.2% 25.9 0.6%
BX
Blackstone Inc.
 $86.03B -26.9% +9.2% 25.7 3.0%
BN
BROOKFIELD Corp /ON/
 $82.71B -19.9% — — 1.0%
KKR
KKR & Co. Inc.
 $81.64B -29.7% -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 Reducing
Holders
49
% held
30.9%
Reported
2 of 49
Top holder
SIT INVESTMENT ASSOCIATES…
Held Float
View
Held by Funds
Fund positions
3
View
Short & Settlement
Short Interest Rising
Shares short
66.0K
Days to cover
2.0d
Change
+12.8K sh
View
Short Volume
Short vol %
45%
As of
Oct 9, 2026
Short Total
View
Fails to Deliver
FTD shares
151
Value
$1.4K
As of
Aug 21, 2026
View
Off-Exchange
Off-exchange %
63.8%
Week of
Aug 31, 2026
Off-exch Lit
View
Filings
SEC Filings
Latest
DEF 14A
Filed
Mar 9, 2026
This year
1
View

Performance

5D 20D 120D MTD YTD
PFO -1.4% -5.1% -9.2% -1.5% -10.1%
SPY +1.3% +2.1% +9.0% +1.5% +13.5%
vs SPY -2.7% -7.3% -18.2% -3.0% -23.5%

Capital returns

Latest dividend
$0.057 / share · ex Sep 23, 2026
Declared · upcoming
$0.0567 / share · ex Oct 23, 2026
Raised 1.8%
Paid (TTM)
$0.69 / share · 12 payouts
Dividend yield (TTM, derived)
8.12%

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 882071 CUSIP 33848E106 13F (30d) 2 filings 2 filers Visit website