NYSE · Asset Management

First Trust High Yield Opportunities 2027 Term Fund (FTHY) Stock

$13.47 -0.52% NYSE: FTHY Financial Services

The First Trust High Yield Opportunities 2027 Term Fund operates as a diversified, closed-end investment vehicle. Its primary objective is the generation of current income.

Valuation

MetricValue
Price$13.47
Market Cap$495.33M
P/E Ratio0.00
P/B Ratio0.95
P/S Ratio14.26
EPS (TTM)$0.00
52-Week High$14.84
52-Week Low$13.20
Dividend Yield11.14%

Financials & Margins

MetricValue
ROE4.71%
ROA3.80%
ROCE3.83%
Gross Margin75.13%
Operating Margin72.92%
Net Margin72.92%
Debt/Equity0.27
Current Ratio0.01

Annual Financials (USD)

Metric20212022202320242025
Revenue$-72.0M$-19.0M$55.0M$54.0M$35.0M
Operating Profit$-73.0M$-20.0M$54.0M$45.0M$25.0M
Net Profit$-73.0M$-20.0M$54.0M$45.0M$25.0M
EPS$-1.98$-0.53$1.47$1.24$0.00
Op Margin101.5%104.7%98.3%83.7%72.9%

Balance Sheet (USD)

Metric20212022202320242025
Total Assets$925.0M$700.0M$703.0M$739.0M$667.0M
Total Liabilities$282.0M$134.0M$140.0M$187.0M$145.0M
Cash$0$0$0$0$0
Borrowings$278.0M$123.0M$131.0M$157.0M$139.0M

Latest News

FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND's Dividend Analysis GuruFocus.com · Aug 3, 2026 First Trust High Yield Opportunities 2027 Term Fund Declares its Monthly Common Share Distribution of $0.125 Per Share for August Business Wire · Jul 20, 2026

Cash Flow (USD)

Metric20212022202320242025
Operating Cash Flow$91.0M$212.0M$49.0M$30.0M$73.0M
Investing Cash Flow$0$0$0$0$0
Financing Cash Flow$0$0$0$0$0
Net Cash Flow$0$0$0$0$0
Free Cash Flow$91.0M$212.0M$49.0M$30.0M$73.0M

Valuation & Return Ratios

MetricValue
PEG Ratio0.00
EV / EBITDA25.04
FCF Yield14.73%
Quick Ratio0.01
Interest Coverage2.93
Return 1Y2.95%
Return 3Y34.99%
Return 5Y12.66%

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
CRMMXCRM Mid Cap Value Inv $25.30 -0.04% 13.12 $616.61M 5.31%
GUBGXVictory RS International A $20.53 +1.43% $702.47M 1.66%
GUTThe Gabelli Utility Trust $6.39 +2.40% 12.53 $572.54M 9.39%
HNMDXHeartland Mid Cap Value Fund Institutional Class $15.66 +0.06% $505.65M 0.00%
HRMDXHeartland Mid Cap Value Investor $15.55 +0.06% $505.39M 0.00%

About First Trust High Yield Opportunities 2027 Term Fund

The First Trust High Yield Opportunities 2027 Term Fund operates as a diversified, closed-end investment vehicle. Its primary objective is the generation of current income. Established on June 25, 2020, the fund maintains its principal office in Wheaton, Illinois.

First Trust High Yield Opportunities 2027 Term Fund is headquartered in US.

First Trust High Yield Opportunities 2027 Term Fund (FTHY) stock trades at $13.47 with a market capitalization of $495.33M. The stock is valued at a price-to-earnings (P/E) ratio of 0.00, price-to-book of 0.95, price-to-sales of 14.26. Over the past 52 weeks the stock has ranged between $13.20 and $14.84, and currently trades 9.2% below its 52-week high. It pays a dividend yielding 11.14%.

On profitability, First Trust High Yield Opportunities 2027 Term Fund generates a return on equity (ROE) of 4.71%, return on capital employed of 3.83%, an operating margin of 72.92%, a net profit margin of 72.92%.

Official website: www.ftportfolios.com/Retail/cef/cefSummary.aspx?Ticker=FTHY

Related Financial Services Stocks

BRK.A Insurance - Diversified $733370.00 +0.00% BRK.B FIRE, MARINE & CASUALTY INSURANCE $482.70 +0.00% JPM Banks - Diversified $357.52 +0.34% V Financial - Credit Services $362.50 -2.15% MA Financial - Credit Services $562.95 -2.26% BAC Banks - Diversified $63.17 +0.27% HSBC Banks - Diversified $102.60 -1.06% MS Financial - Capital Markets $203.19 -3.97% GS Financial - Capital Markets $980.75 -5.09% RY Banks - Diversified $206.45 -2.79% WFC Banks - Diversified $83.87 -3.45% MUFG Banks - Diversified $21.94 -2.18%

Popular Stocks

Apple (AAPL)Microsoft (MSFT)NVIDIA (NVDA)Alphabet (GOOGL)Amazon (AMZN)Meta (META)Tesla (TSLA)Broadcom (AVGO)Eli Lilly (LLY)Exxon Mobil (XOM)

Screens featuring this stock

High ROE Financial Services StocksLow P/E Financial Services StocksHigh Net Margin Financial Services StocksDividend Financial Services StocksLow Debt Financial Services StocksNYSE High ROE StocksAll stock screens
Run Stock Screener Investing Guides