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Equibles

TBLD · Thornburg Income Builder Opportunities Trust

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$20.47 +0.09 (+0.42%)
Rebalance outlook locked
Market Cap
$653.83M
Shares
32.08M
Volume · Nov 6 10.84K Avg daily vol (3M) 58.67K

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$20.38 Open$20.71 Day$20.35–20.74 52W close$19.54–22.84 Avg vol 30d54K Short int39K · 0.1% of shares · 1.0d Short vol28% DataJul 2021–Nov 2026

Latest documents

2026
Feb 6
Proxy statement DEF 14A Meeting Mar 11, 2026
Proxy statement AI summary on its way
2025
2024
2023
All documents

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
6.0%
Trailing 12 months
Shares change YoY
—
Year over year · more shares
Price change (1Y)
+3.4%
Trailing year
Short interest
0.1%
Latest settlement · 1.0 days to cover
View all 122 metrics

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Neutral Momentum Weak Sentiment Bullish Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 28.2 · fear Equity put/call 0.89
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg −6%
below
Price vs 50-day avg −2%
below
RSI (14) 47
neutral
MACD trend Positive
52-week position 25%
mid-range
Momentum
relative strength
Weak
1-month return +1%
trailing
6-month return −7%
trailing
YTD return +1%
this year
Relative strength −6%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $21 › 200d $22 — 200d above 50d
Institutional flow Accumulating
28 of 57 funds reported for Sep 30 · net +383.2K sh shares · +3 new
Insider flow Accumulating
Net +$6.2K over 90 days · 0% sells
Short interest Rising
0.12% of shares out · ▲ +1075.9% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
57 holders — near 3-yr high, broad support
Squeeze score 47
elevated · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Very Low
Volatility 13%
annualized · 1-yr
Max drawdown −13%
past year
ATR 1.5%
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 Neutral
1 · 4 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−6% Bearish
Price vs 50-day avg
−2% Neutral
RSI (14)
47 Neutral
MACD trend
Positive Bullish
52-week position
25% Neutral
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross) No cross
50d $21 › 200d $22 — 200d above 50d
Institutional flow Accumulating
28 of 57 funds reported for Sep 30 · net +383.2K sh shares · +3 new
Insider flow Accumulating
Net +$6.2K over 90 days · 0% sells
Short interest Rising
0.12% of shares out · ▲ +1075.9% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
57 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $20 Now $20 · 25% Range high $23
vs 200-day avg -6% vs 50-day avg -2%

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
TBLD
Thornburg Income Builder Opportunities Trust
this stock
$653.83M +1.4% — — 0.1%
BLK
BlackRock, Inc.
 $379.37B +9.4% +16.2% 26.7 0.7%
BN
BROOKFIELD Corp
 $93.22B -9.0% — — 0.0%
BX
Blackstone Inc.
 $89.94B -22.3% +9.2% 26.9 2.5%
KKR
KKR & Co. Inc.
 $88.24B -22.9% -11.0% — 0.0%

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
60
% held
32.3%
Reported
28 of 57
Top holder
UBS Group AG
Held Float
View
Short & Settlement
Short Interest Rising
Shares short
39.4K
Days to cover
1.0d
Change
+36.0K sh
View
Short Volume
Short vol %
28%
As of
Nov 5, 2026
Short Total
View
Fails to Deliver
FTD shares
4.5K
Value
$91.3K
As of
Sep 30, 2026
View
Off-Exchange
Off-exchange %
68.9%
Week of
Sep 28, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net buying
Net (90d)
+$6.2K
Buyers / Sellers
1 / 0
Buyers Sellers
View
Filings
SEC Filings
Latest
DEF 14A
Filed
Feb 6, 2026
This year
1
View

Performance

5D 20D 120D MTD YTD
TBLD -1.0% +0.7% -6.9% -0.3% +1.4%
SPY -4.7% -5.3% -0.8% -3.0% +7.5%
vs SPY +3.7% +6.0% -6.0% +2.7% -6.1%

Capital returns

Latest dividend
$0.104 / share · ex Oct 13, 2026
Declared · upcoming
$0.1042 / share · ex Nov 12, 2026
Paid (TTM)
$1.248 / share · 12 payouts
Dividend yield (TTM, derived)
6.12%
Full dividend history

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 1820378 CUSIP 885213108 13F (30d) 38 filings 29 filers Visit website Investor relations