/FGB

FGB Stock - First Trust Specialty Finance and Financial Opportunities Fund

Q: What is the analyst price target for FGB?

Analyst price target information is not currently available for FGB.

Q: What is FGB's market cap?

Market capitalization information is not currently available for FGB.

Financial Services|Asset Management|NYSE

$4.15+0.12%

+$0.01 (+0.12%) • Jun 27

GoAI Score

Weighted average: Momentum (25%) + Sentiment (35%) + Risk (20%) + Value (20%). ≥70 = BUY, ≤35 = SELL.

HOLD

Medium Confidence

Momentum

Momentum Score

Based on price vs 50-day MA (40%), 200-day MA (40%), and MA crossover (20%). Higher = stronger uptrend.

Sentiment

Sentiment Score

Based on analyst price target upside. 50 = neutral, 100 = very bullish (25%+ upside expected).

Risk Score

Based on stock beta (volatility). Higher score = lower risk. Red (<40) = high volatility, Green (>60) = stable.

Price Target

Average analyst price target from the last quarter. Shows expected upside/downside from current price.

+10.0%upside

Target: $4.57

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Financial Statements

Revenue & Profitability Trend

FY2020

FY2021

FY2022

FY2023

FY2024

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Revenue

Net Income (Profit)

Net Loss

Key Metrics

Market CapN/A

P/E RatioN/A

Beta1.14

52W High$4.64

52W Low$3.39

Avg VolumeN/A

Income Statement (Fiscal Year)

Metric	FY2024	FY2023	FY2022	FY2021	FY2020
Revenue	$4.01M	$5.05M	$-3,631,804	$17.72M	$-29,085,000
Gross Profit	$3.16M	$4.30M	$-4,423,498	$16.93M	$-29,872,609
Gross Margin	78.9%	85.2%	121.8%	95.5%	102.7%
Operating Income	$12.56M	$-3,622,270	$-3,565,504	$17.50M	$-29,387,586
Net Income	$11.92M	$7.69M	$-3,852,036	$17.50M	$-29,387,586
Net Margin	297.7%	152.4%	106.1%	98.8%	101.0%
EPS	$0.83	$0.54	$-0.27	$1.22	$-2.05

Company Overview

First Trust Specialty Finance and Financial Opportunities Fund is a closed-ended equity mutual fund launched and managed by First Trust Advisors L.P. It is co-managed by Confluence Investment Management LLC. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating in the specialty finance and other financial sectors. The fund primarily invests in value stocks of companies, as well as in Business Development Companies, REITs, and other mortgage related securities. It employs fundamental analysis to create its portfolio. The fund benchmarks the performance of its portfolio against a composite benchmark comprised of 70% Wells Fargo BDC Index, 20% FTSE NAREIT Mortgage REIT Index, and 10% S&P SmallCap Financials Index. It was formerly known as First Trust/Gallatin Specialty Finance and Financial Opportunities Fund. First Trust Specialty Finance and Financial Opportunities Fund was formed on March 20, 2007 and domiciled in the United States.

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Earnings History & Surprises

FGB

Beat Rate

Last 0 quarters

Avg Surprise

+0%

EPS vs Estimate

Beats / Misses

0/0

Last 12 quarters

Latest EPS

$0.59

Q4 2023

EPS Surprise History

Q4 23

No data

Beat Estimate

Missed Estimate

Quarterly EPS Details

Period	Report Date	Estimated EPS	Actual EPS	Surprise	Result
Q4 2023	Nov 30, 2023	—	$0.59	—	—

Frequently Asked Questions about FGB

What is FGB's current stock price?

First Trust Specialty Finance and Financial Opportunities Fund (FGB) is currently trading at $4.15 per share. The stock has moved +0.12% today.

What is the analyst price target for FGB?

No analyst price targets are currently available for this stock.

What sector is First Trust Specialty Finance and Financial Opportunities Fund in?

First Trust Specialty Finance and Financial Opportunities Fund operates in the Financial Services sector, specifically within the Asset Management industry. The company is traded on the NYSE exchange.

What is FGB's market cap?

First Trust Specialty Finance and Financial Opportunities Fund has a market capitalization of $0.06 billion, making it a small-cap company.

Does FGB pay dividends?

No, First Trust Specialty Finance and Financial Opportunities Fund does not currently pay a dividend to shareholders.