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About Special Opportunities Fund (NYSE:SPE)
There is no company description available for Special Opportunities Fund.
Industry, Sector and Symbol
Industry Investment offices, not elsewhere classified
Sub-IndustryN/A
SectorFinance
SymbolNYSE:SPE
CUSIPN/A
WebN/A
PhoneN/A
Debt
Debt-to-Equity RatioN/A
Current RatioN/A
Quick RatioN/A
Price-To-Earnings
Trailing P/E RatioN/A
Forward P/E RatioN/A
P/E GrowthN/A
Sales & Book Value
Annual SalesN/A
Price / SalesN/A
Cash FlowN/A
Price / CashN/A
Book ValueN/A
Price / BookN/A
Profitability
EPS (Most Recent Fiscal Year)N/A
Net IncomeN/A
Net MarginsN/A
Return on EquityN/A
Return on AssetsN/A
Miscellaneous
EmployeesN/A
Outstanding Shares8,510,000
Special Opportunities Fund (NYSE:SPE) Frequently Asked Questions
What is Special Opportunities Fund's stock symbol?
Special Opportunities Fund trades on the New York Stock Exchange (NYSE) under the ticker symbol "SPE."
How often does Special Opportunities Fund pay dividends? What is the dividend yield for Special Opportunities Fund?
Special Opportunities Fund declared an annual dividend on Monday, December 11th. Investors of record on Tuesday, December 19th will be paid a dividend of $0.20 per share on Friday, December 29th. This represents a yield of 1.24%. The ex-dividend date is Monday, December 18th. View Special Opportunities Fund's Dividend History.
What price target have analysts set for SPE?
3 brokers have issued 12-month target prices for Special Opportunities Fund's shares. Their forecasts range from $8.00 to $11.25. On average, they expect Special Opportunities Fund's share price to reach $9.6667 in the next year. View Analyst Ratings for Special Opportunities Fund.
Who are some of Special Opportunities Fund's key competitors?
Some companies that are related to Special Opportunities Fund include BlackRock MuniHolding Insured Investm (MFL), Blackrock Muniassets Fund (MUA), Dreyfus Strategic Municipals (LEO), Nuveen Pennsylvania Investment (NQP), Blackrock Muniyield New York (MYN), Blackrock Muniyield California Quality Fund (MCA), MFS Intermediate Income Trust (MIN), Putnam Municipal Opportunities Trust (PMO), Scudder Municiple Income Trust (KTF), Blackrock Muniyield Quality Fund (MQY), VanEck Vectors Biotech ETF (BBH), H&Q Life Sciences Investors (HQL), Morgan Stanley India Investment (IIF), RCM Strategic Global Government Fund (RCS) and MFS Multimarket Income Trust (MMT).
Who are Special Opportunities Fund's key executives?
Special Opportunities Fund's management team includes the folowing people:
- Phillip F. Goldstein, Chairman of the Board, Secretary (Age 72)
- Andrew Dakos, President, Director (Age 50)
- Gerald Hellerman, Chief Compliance Officer, Director (Age 79)
- Ben H. Harris, Independent Director (Age 48)
- Marc Lunder, Independent Director (Age 53)
- Charles C. Walden, Independent Director (Age 72)
Has Special Opportunities Fund been receiving favorable news coverage?
Media headlines about SPE stock have been trending somewhat positive this week, according to Accern. Accern ranks the sentiment of press coverage by reviewing more than 20 million news and blog sources in real-time. Accern ranks coverage of publicly-traded companies on a scale of negative one to positive one, with scores closest to one being the most favorable. Special Opportunities Fund earned a news sentiment score of 0.13 on Accern's scale. They also assigned media headlines about the closed-end fund an impact score of 46.69 out of 100, indicating that recent press coverage is somewhat unlikely to have an impact on the stock's share price in the immediate future.
Who are Special Opportunities Fund's major shareholders?
Special Opportunities Fund's stock is owned by a variety of of institutional and retail investors. Top institutional shareholders include Ancora Advisors LLC (3.56%) and Ladenburg Thalmann Financial Services Inc. (0.21%). Company insiders that own Special Opportunities Fund stock include Gerald Hellerman and Phillip Goldstein. View Institutional Ownership Trends for Special Opportunities Fund.
Which institutional investors are buying Special Opportunities Fund stock?
SPE stock was purchased by a variety of institutional investors in the last quarter, including Ancora Advisors LLC and Ladenburg Thalmann Financial Services Inc.. Company insiders that have bought Special Opportunities Fund stock in the last two years include Gerald Hellerman and Phillip Goldstein. View Insider Buying and Selling for Special Opportunities Fund.
How do I buy shares of Special Opportunities Fund?
Shares of SPE can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Scottrade, Fidelity and Charles Schwab.
What is Special Opportunities Fund's stock price today?
One share of SPE stock can currently be purchased for approximately $15.09.
How big of a company is Special Opportunities Fund?
Special Opportunities Fund has a market capitalization of $128.26 million.
MarketBeat Community Rating for Special Opportunities Fund (SPE)
MarketBeat's community ratings are surveys of what our community members think about Special Opportunities Fund and other stocks. Vote "Outperform" if you believe SPE will outperform the S&P 500 over the long term. Vote "Underperform" if you believe SPE will underperform the S&P 500 over the long term. You may vote once every thirty days.
Special Opportunities Fund (NYSE:SPE) Price Target and Consensus Rating
(How are Consensus Ratings Calculated?) MarketBeat calculates consensus analyst ratings for stocks using the most recent rating from each Wall Street analyst that has rated a stock within the last twelve months. Each analyst's rating is normalized to a standardized rating score of 1 (sell), 2 (hold), 3 (buy) or 4 (strong buy). Analyst consensus ratings scores are calculated using the mean average of the number of normalized sell, hold, buy and strong buy ratings from Wall Street analysts. Each stock's consensus analyst rating is derived from its calculated consensus ratings score (0-1.5 = Sell, 1.5-2.5 = Hold, 2.5-3.5 = Buy, >3.5 = Strong Buy). MarketBeat's consensus price targets are a mean average of the most recent available price targets set by each analyst that has set a price target for the stock in the last twelve months. MarketBeat's consensus ratings and consensus price targets may differ from those calculated by other firms due to differences in methodology and available data.
3 Wall Street analysts have issued ratings and price targets for Special Opportunities Fund in the last 12 months. Their average twelve-month price target is $9.6667, suggesting that the stock has a possible downside of 35.94%. The high price target for SPE is $11.25 and the low price target for SPE is $8.00. There are currently 3 buy ratings for the stock, resulting in a consensus rating of "Buy."
| Today | 30 Days Ago | 90 Days Ago | 180 Days Ago |
| Consensus Rating: | Buy | Buy | Buy | Buy |
| Consensus Rating Score: | 3.00 | 3.00 | 3.00 | 2.50 |
| Ratings Breakdown: | 0 Sell Rating(s)
0 Hold Rating(s)
3 Buy Rating(s)
0 Strong Buy Rating(s) | 0 Sell Rating(s)
0 Hold Rating(s)
3 Buy Rating(s)
0 Strong Buy Rating(s) | 0 Sell Rating(s)
0 Hold Rating(s)
3 Buy Rating(s)
0 Strong Buy Rating(s) | 0 Sell Rating(s)
1 Hold Rating(s)
1 Buy Rating(s)
0 Strong Buy Rating(s) |
| Consensus Price Target: | $9.6667 | $9.6667 | $9.6667 | $9.3750 |
| Price Target Upside: | 35.94% downside | 37.23% downside | 37.23% downside | 40.40% downside |
Special Opportunities Fund (NYSE:SPE) Consensus Price Target History
Special Opportunities Fund (NYSE:SPE) Analyst Ratings History
Show:
(Data available from 5/22/2016 forward)
Special Opportunities Fund (NYSE:SPE) Dividend Information
Special Opportunities Fund pays an annual dividend of $0.20 per share, with a dividend yield of 1.33%. SPE's most recent annual dividend payment was Friday, December 29.
| Most Recent Dividend: | 12/29/2017 |
| Annual Dividend: | $0.20 |
| Dividend Yield: | 1.33% |
| Dividend Growth: | -15.60% (3 Year Average) |
| Payout Ratio(s): | N/A |
Special Opportunities Fund (NYSE:SPE) Dividend History by Quarter
| Announced | Period | Amount | Yield | Ex-Dividend Date | Record Date | Payable Date |
|---|
| 12/11/2017 | annual | $0.20 | 1.24% | 12/18/2017 | 12/19/2017 | 12/29/2017 |
| 12/12/2014 | special | $0.29 | 1.14% | 12/18/2014 | 12/22/2014 | 1/16/2015 |
(Data available from 1/1/2013 forward)
Special Opportunities Fund (NYSE SPE) Insider Trading and Institutional Ownership History
Insider Ownership Percentage: 22.38%
Institutional Ownership Percentage: 46.55%
Special Opportunities Fund (NYSE SPE) Insider Trading History
| Transaction Date | Insider Name | Title | Buy/Sell | Number of Shares | Average Share Price | Total Transaction | Shares Held After Transaction | Details |
|---|
| 5/11/2018 | Phillip Goldstein | Chairman | Buy | 186 | $15.03 | $2,795.58 | 80,588 |  |
| 4/13/2018 | Phillip Goldstein | Chairman | Buy | 3,000 | $14.89 | $44,670.00 | 80,402 | |
| 3/27/2018 | Phillip Goldstein | Chairman | Buy | 2,500 | $14.70 | $36,750.00 | 77,402 | |
| 3/23/2018 | Phillip Goldstein | Chairman | Buy | 3,630 | $14.58 | $52,925.40 | 71,902 | |
| 3/22/2018 | Gerald Hellerman | Insider | Buy | 1,000 | $14.82 | $14,820.00 | 21,793 | |
| 2/27/2018 | Phillip Goldstein | Chairman | Buy | 1,000 | $14.92 | $14,920.00 | 71,272 | |
| 2/5/2018 | Gerald Hellerman | Insider | Buy | 5,200 | $14.98 | $77,896.00 | 20,793 | |
| 2/2/2018 | Phillip Goldstein | Chairman | Buy | 1,000 | $15.14 | $15,140.00 | 70,272 | |
| 1/4/2018 | Gerald Hellerman | Insider | Buy | 2,000 | $15.10 | $30,200.00 | 13,899 | |
| 8/3/2017 | Phillip Goldstein | Chairman | Buy | 1,596 | $15.52 | $24,769.92 | 69,272 | |
| 11/1/2016 | Gerald Hellerman | CFO | Buy | 3,000 | $14.16 | $42,480.00 | 11,899 | |
| 6/3/2016 | Phillip Goldstein | Chairman | Buy | 1,661 | $13.50 | $22,423.50 | 81,747 | |
| 4/1/2016 | Charles C Walden | Director | Buy | 4,449 | $13.10 | $58,281.90 | 25,000 | |
| 4/1/2016 | Phillip Goldstein | Chairman | Buy | 4,000 | $13.06 | $52,240.00 | 80,839 | |
| 3/3/2016 | Phillip Goldstein | Chairman | Buy | 200 | $12.50 | $2,500.00 | 80,739 | |
| 3/1/2016 | Gerald Hellerman | CFO | Buy | 971 | $12.45 | $12,088.95 | 11,220 | |
| 2/3/2016 | Andrew Dakos | President | Buy | 2,000 | $12.46 | $24,920.00 | 6,000 | |
| 1/6/2016 | Phillip Goldstein | Chairman | Buy | 2,745 | $12.96 | $35,575.20 | 80,884 | |
| 12/2/2015 | Phillip Goldstein | Chairman | Buy | 8,000 | $14.44 | $115,520.00 | 77,894 | |
| 11/3/2015 | Phillip Goldstein | Chairman | Buy | 5,000 | $14.55 | $72,750.00 | 69,894 | |
| 2/2/2015 | Andrew Dakos | President | Buy | 4,000 | $14.95 | $59,800.00 | | |
| 1/30/2015 | Phillip Goldstein | Chairman | Buy | 8,500 | $14.94 | $126,990.00 | | |
| 1/30/2015 | Steven Samuels | Insider | Sell | 3,375 | $14.85 | $50,118.75 | | |
| 1/20/2015 | Charles C Walden | Director | Buy | 2,000 | $15.19 | $30,380.00 | | |
| 1/14/2015 | Marc Lunder | Director | Buy | 3,100 | $15.24 | $47,244.00 | | |
| 1/7/2015 | Marc Lunder | Director | Buy | 3,700 | $15.28 | $56,536.00 | | |
| 12/24/2014 | Phillip Goldstein | Chairman | Buy | 2,699 | $15.19 | $40,997.81 | | |
| 12/23/2014 | Phillip Goldstein | Chairman | Buy | 13,301 | $15.20 | $202,175.20 | | |
| 12/26/2013 | Gerald Hellerman | CFO | Buy | 1,000 | $16.97 | $16,970.00 | | |
| 5/1/2013 | Gerald Hellerman | CFO | Buy | 2,000 | $17.08 | $34,160.00 | | |
| 12/26/2012 | Rajeev P Das | VP | Buy | 2,500 | $14.97 | $37,425.00 | | |
| 9/17/2012 | Steven Samuels | Insider | Buy | 1,000 | $15.77 | $15,770.00 | | |
| 8/31/2012 | Phillip Goldstein | Chairman | Buy | 2,896 | $15.22 | $44,077.12 | | |
(Data available from 1/1/2013 forward)
Special Opportunities Fund (NYSE SPE) News Headlines
| Source: |
|
| Date | Headline |
|---|
 | Head-To-Head Analysis: Special Opportunities Fund (SPE) and Gladstone Capital (GLAD)
www.americanbankingnews.com - May 10 at 1:22 AM |
| Financial Comparison: Special Opportunities Fund (SPE) vs. Goldman Sachs BDC (GSBD)
www.americanbankingnews.com - April 18 at 5:14 AM |
| Phillip Goldstein Buys 3,000 Shares of Special Opportunities Fund, Inc. (SPE) Stock
www.americanbankingnews.com - April 17 at 1:27 PM |
| Hercules Technology Growth Capital (HTGC) & Special Opportunities Fund (SPE) Critical Review
www.americanbankingnews.com - April 13 at 3:13 AM |
| Special Opportunities Fund (SPE) Given "Buy" Rating at Scotiabank
www.americanbankingnews.com - April 7 at 4:29 PM |
| Horizon Technology Finance (HRZN) versus Special Opportunities Fund (SPE) Critical Review
www.americanbankingnews.com - April 5 at 9:18 AM |
| Special Opportunities Fund Inc. (SPE) Chairman Buys $36,750.00 in Stock
www.americanbankingnews.com - March 29 at 1:20 PM |
| Special Opportunities Fund Inc. (SPE) Chairman Phillip Goldstein Acquires 3,630 Shares
www.americanbankingnews.com - March 26 at 1:16 PM |
 | Healthcare Special Opportunities Fund Announces NAV Correction
globenewswire.com - March 24 at 4:15 PM |
 | IIFL Fund Investing in India IPO, Pre-IPO Opportunities; Collects USD 1.1 bn Since Launch
www.streetinsider.com - March 24 at 9:59 AM |
| Healthcare Special Opportunities Fund Announces March 2018 Quarterly Distribution
globenewswire.com - March 24 at 9:59 AM |
| Gerald Hellerman Acquires 1,000 Shares of Special Opportunities Fund Inc. (SPE) Stock
www.americanbankingnews.com - March 22 at 8:13 PM |
| Insider Buying: Special Opportunities Fund Inc. (SPE) Chairman Buys 1,000 Shares of Stock
www.americanbankingnews.com - March 1 at 3:22 PM |
| Head-To-Head Contrast: StoneCastle Financial (BANX) versus Special Opportunities Fund (SPE)
www.americanbankingnews.com - February 25 at 8:30 AM |
| Analyzing Oaktree Strategic Income (OCSI) and Special Opportunities Fund (SPE)
www.americanbankingnews.com - February 22 at 9:19 PM |
 | U.S. Says Indonesia Is Foregoing Billions of Dollars in Investment
www.bloomberg.com - February 20 at 9:10 AM |
| Gerald Hellerman Buys 5,200 Shares of Special Opportunities Fund Inc. (SPE) Stock
www.americanbankingnews.com - February 7 at 11:32 PM |
| Special Opportunities Fund Inc. (SPE) Chairman Phillip Goldstein Buys 1,000 Shares
www.americanbankingnews.com - February 6 at 7:00 PM |
| Head-To-Head Review: Special Opportunities Fund (SPE) & TICC Capital (TICC)
www.americanbankingnews.com - February 3 at 3:14 AM |
 | BrandywineGLOBAL – Global Opportunities Bond Fund Team Nominated for Morningstar 2017 U.S. Fixed-Income Fund Manager of the Year
finance.yahoo.com - January 19 at 4:01 PM |
| Special Opportunities Fund (SPE) Given Buy Rating at AltaCorp Capital
www.americanbankingnews.com - January 16 at 1:32 PM |
| Special Opportunities Fund, Inc. Announces Adjusted Conversion Ratio for Convertible Preferred Stock
finance.yahoo.com - January 16 at 11:10 AM |
| Special Opportunities Fund Inc. (SPE) Insider Gerald Hellerman Purchases 2,000 Shares
www.americanbankingnews.com - January 8 at 12:46 PM |
| Passport to Shut Global Hedge Fund After ‘Unacceptable’ Returns
www.bloomberg.com - December 12 at 3:55 PM |
| Head-To-Head Survey: Solar Capital (SLRC) versus Special Opportunities Fund (SPE)
www.americanbankingnews.com - December 12 at 1:38 AM |
| Special Opportunities Fund Inc. (SPE) to Issue Annual Dividend of $0.20
www.americanbankingnews.com - December 11 at 6:12 PM |
| Special Opportunities Fund, Inc. Announces Dividends on Common and Convertible Preferred Stock
finance.yahoo.com - December 8 at 11:27 AM |
| Special Opportunities Fund (SPE) Earns "Buy" Rating from Canaccord Genuity
www.americanbankingnews.com - December 1 at 2:14 PM |
 | Shelter Dogs Get Week-Long 'Vacation' To Spend Thanksgiving In Real Homes
www.huffingtonpost.com - November 23 at 6:22 PM |
| Special Opportunities Fund, Inc. Annual Stockholders Meeting
finance.yahoo.com - November 15 at 10:35 AM |
| Canaccord Genuity Reiterates Hold Rating for Special Opp Fd (SPE)
www.americanbankingnews.com - November 12 at 12:58 AM |
 | Cedar Fair's (FUN) CEO Matt Ouimet on Q3 2017 Results - Earnings Call Transcript
seekingalpha.com - November 4 at 4:51 PM |
| Special Opp Fd's (SPE) "Hold" Rating Reiterated at Canaccord Genuity
www.americanbankingnews.com - October 12 at 2:34 PM |
| Special Opportunities Fund, Inc. Dividend Declaration
finance.yahoo.com - October 6 at 11:47 AM |
| SPECIAL OPP FD (NYSE:SPE) Chairman Purchases $24,769.92 in Stock
www.americanbankingnews.com - August 4 at 4:30 PM |
 | Jay D. Squiers Joins Ankura Consulting as Managing Director
www.prnewswire.com - May 25 at 2:50 AM |
 | Where does the military buy its cool gear?
www.foxnews.com - May 16 at 7:54 PM |
 | Marcato Identifies Major Mistake In Buffalo Wild Wings Definitive Proxy Statement
www.bizjournals.com - April 25 at 9:43 AM |
 | After Valeant, Here are 5 Drug Stocks Bill Ackman Should Buy Instead
www.zacks.com - March 15 at 8:30 AM |
| Cedar Fair's (FUN) CEO Matt Ouimet on Q4 2016 Results - Earnings Call Transcript
seekingalpha.com - February 16 at 7:43 PM |
| Form 8-K PHARMATHENE, INC For: Feb 01
www.streetinsider.com - February 2 at 3:38 AM |
Special Opportunities Fund (NYSE:SPE) SEC Filings
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Special Opportunities Fund (NYSE:SPE) Income Statement, Balance Sheet and Cash Flow Statement
Special Opportunities Fund (NYSE SPE) Stock Chart for Tuesday, May, 22, 2018
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