Angel Oak Financial Strategies Income Term Trust
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Price Chart
About the company
The Angel Oak Financial Strategies Income Term Trust operates as a closed-end investment vehicle, with a primary objective of delivering current income and a secondary focus on achieving overall capital appreciation. This Trust employs an investment methodology predominantly centered on debt instruments within the banking sector, a strategy historically known for its limited correlation with other market areas. Established on June 14, 2018, its principal office is located in Atlanta, Georgia.
- CEO
- Michael Allen Fierman
- IPO
- 2019
- HQ
- Atlanta, GA, US
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Similar companies
Peers in the same neighborhood.
- Market Cap
- $297.93M
- P/E
- 8.43
- PEG
- 0.07
- P/S
- 8.25
- P/B
- 0.85
- EV/EBITDA
- 0.00
- Div Yield
- 11.62%
- Gross Margin
- 100.00%
- Op Margin
- 78.17%
- Net Margin
- 129.96%
- ROE
- 10.12%
- ROIC
- 4.78%
Latest fiscal year · YoY change
- Revenue
- $51.86M+28.4%
- Gross Profit
- $47.14M+16.7%
- Op Income
- $46.91M
- Net Income
- $46.91M+19.1%
- EPS
- $1.40-10.3%
- OCF Growth
- -244.6%
- FCF Growth
- -244.6%
- 52W High
- $13.45
- 52W Low
- $11.82
- 50D MA
- $12.39
- 200D MA
- $12.77
- Beta
- 0.19
- RSI (14)
- 31
- Avg Volume
- 44.70K
No earnings-call transcripts are available for FINS yet.
- Free Float
- 0.0%
- Shares Outstanding
- 25.06M
- Float Shares
- 0
of shares held by institutions
44 13F filers
Buy/sell ratio 0.00. Sells can include pre-scheduled 10b5-1 plan sales, not just discretionary selling.
Top institutional holders
Largest 13F positions, with quarter-over-quarter change.
| Holder | Shares | Δ Quarter |
|---|---|---|
| Sit Investment Associates Inc | 10.96M | ▲ 89.03K |
| Karpus Management, Inc. | 4.65M | ▼ 43.17K |
| Wells Fargo & Company/Mn | 1.29M | ▲ 20.73K |
| Atlas Wealth LLC | 1.10M | ▲ 1.10M |
| Ubs Group AG | 707.96K | ▼ 32.63K |
| Morgan Stanley | 627.00K | ▲ 4.11K |
| Nations Financial Group Inc,/Adv | 484.44K | 0 |
| Royal Bank Of Canada | 417.46K | ▲ 9.19K |
| Stifel Financial Corp | 383.48K | ▲ 11.98K |
| Advisors Asset Management, Inc. | 351.21K | ▼ 2.45K |
| Envestnet Asset Management Inc | 300.78K | ▲ 61.37K |
| Riverbridge Partners LLC | 235.36K | ▲ 1.89K |
Held by 1 ETFs
Biggest fund positions in FINS by dollar value.
Recent insider transactions
Who's buying, who's selling, and how much.
| Date | Insider | Type | Shares |
|---|---|---|---|
| Sep 25, 26 | Parks Kevin | buy | 1,000 |
| Sep 14, 26 | Parks Kevin | buy | 1,000 |
| Jul 8, 26 | MetLife Investment Management, LLC | buy | 40,000,000 |
| May 22, 26 | MetLife Investment Management, LLC | other | 0 |
| Feb 20, 26 | Cohen Ira P | buy | 379 |
| Nov 20, 25 | Prabhu Sreeniwas | buy | 9,203 |
| Dec 12, 25 | Fierman Michael | buy | 9 |
| Nov 7, 25 | Fierman Michael | buy | 15,898 |
| Nov 6, 25 | Fierman Michael | buy | 313 |
| Oct 1, 25 | Bortz Robert Edward III | other | 0 |
A “Sell” may be a pre-scheduled 10b5-1 plan sale rather than a discretionary decision — read insider selling with that in mind.
Our FINS coverage
Recent articles, reports, and earnings notes.
No research on FINS yet
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Generate FINS report →Angel Oak Financial Strategies Income Term Trust $FINS Stock Acquired by Envestnet Asset Management Inc.
defenseworld.net · Oct 5
Angel Oak Financial Strategies Income Term Trust Declares October 2026 Distribution
businesswire.com · Sep 30
Concerned Investor to Vote Against Angel Oak Financial Strategies Income Term Trust Trustee Nominees
prnewswire.com · Sep 3
Angel Oak Financial Strategies Income Term Trust Declares September 2026 Distribution
businesswire.com · Sep 1
FINS: Discounted And High Distribution Rate, But Not Enough
seekingalpha.com · Aug 13
Angel Oak Financial Strategies Income Term Trust Declares July 2026 Distribution
businesswire.com · Jul 1
Angel Oak Financial Strategies Income Term Trust Declares June 2026 Distribution
businesswire.com · Jun 1
Angel Oak Financial Strategies Income Term Trust Issues Mandatorily Redeemable Preferred Shares and New Notes and Sets Record Date and Date for Annual Meeting of Shareholders
businesswire.com · May 22
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