Liberty All-Star Equity Fund Company Profile (NYSE:USA)

About Liberty All-Star Equity Fund (USA)

Liberty All-Star Equity Fund logoLiberty All-Star Equity Fund is a diversified, closed-end management investment fund. The Fund seeks total investment return comprising long-term capital appreciation and current income through investing primarily in a diversified portfolio of equity securities. It allocates its portfolio assets on an approximately equal basis among several independent investment management organizations having various investment styles recommended and monitored by its investment advisor. It invests at least 80% of its net assets in a diversified portfolio of equity securities. The Fund invests in various sectors, including financials, information technology, healthcare, consumer discretionary, consumer staples, industrials, energy, materials, real estate, utilities and telecommunication services. Its investment managers invest primarily for pension funds, endowments, foundations and other institutions. The Fund's investment advisor is ALPS Advisors, Inc.

Industry, Sector and Symbol:
  • Sector: Finance
  • Industry: Closed-End Fund - Equity
  • Sub-Industry: N/A
  • Exchange: NYSE
  • Symbol: USA
  • CUSIP: N/A
Key Metrics:
  • Previous Close: $5.46
  • 50 Day Moving Average: $5.47
  • 200 Day Moving Average: $5.28
  • 52-Week Range: $4.76 - $5.61
  • Trailing P/E Ratio: 11.98
  • Foreward P/E Ratio: 91.67
  • P/E Growth: 0.00
  • Market Cap: $1.04B
  • Beta: 1.22

Analyst Ratings

Consensus Ratings for Liberty All-Star Equity Fund (NYSE:USA) (?)
Ratings Breakdown: 3 Hold Ratings, 4 Buy Ratings
Consensus Rating:Buy (Score: 2.57)
Consensus Price Target: $37.90 (589.13% upside)

Analysts' Ratings History for Liberty All-Star Equity Fund (NYSE:USA)
Show:
DateFirmActionRatingPrice TargetImpact on Share PriceDetails
11/1/2016Morgan StanleyInitiated CoverageOverweight$25.00N/AView Rating Details
10/14/2016Credit Suisse Group AGUpgradeNeutral -> OutperformN/AView Rating Details
9/27/2016Loop CapitalInitiated CoverageHold$64.00N/AView Rating Details
8/17/2016Canaccord GenuityInitiated CoverageBuy -> NeutralN/AView Rating Details
7/20/2016Goldman Sachs Group IncInitiated CoverageBuy$70.00N/AView Rating Details
7/14/2016Jefferies Group LLCUpgradeHold -> Buy$26.00N/AView Rating Details
6/28/2016Raymond James Financial, Inc.UpgradeUnderperform -> Market Perform$4.51N/AView Rating Details
4/18/2016JPMorgan Chase & Co.DowngradeOverweight -> NeutralN/AView Rating Details
4/11/2016Royal Bank of CanadaUpgradeNeutral -> Outperform$3.91 -> $17.00N/AView Rating Details
3/24/2016Topeka Capital MarketsInitiated CoverageHoldN/AView Rating Details
2/16/2016Clarkson CapitalInitiated CoverageNeutral$12.25N/AView Rating Details
12/15/2015Sanford C. BernsteinInitiated CoverageOutperform$33.37 -> $48.00N/AView Rating Details
7/24/2015CIBCInitiated CoverageOutperform$12.78N/AView Rating Details
6/26/2015DA DavidsonInitiated CoverageBuy$13.50N/AView Rating Details
6/19/2015HC WainwrightInitiated CoverageBuyN/AView Rating Details
6/16/2015BMO Capital MarketsInitiated CoverageMarket Perform$35.00N/AView Rating Details
5/26/2015TD SecuritiesUpgradeHold -> Buy$47.00N/AView Rating Details
4/30/2015Barrington ResearchInitiated CoverageOutperformN/AView Rating Details
(Data available from 4/29/2015 forward)

Earnings

Earnings History for Liberty All-Star Equity Fund (NYSE:USA)
No earnings announcements for this company have been tracked by MarketBeat.com

Estimates

Earnings Estimates for Liberty All-Star Equity Fund (NYSE:USA)
Next Year EPS Consensus Estimate: $0.06 EPS

Dividends

Current Dividend Information for Liberty All-Star Equity Fund (NYSE:USA)
Next Dividend:6/12/2017
Annual Dividend:$0.12
Dividend Yield:2.18%
Dividend Growth:14.10% (3 Year Average)
Payout Ratio:200.00% (Based on Next Year's Estimates)
Dividend Payments by Quarter for Liberty All-Star Equity Fund (NYSE:USA)

Dividend History by Quarter for Liberty All-Star Equity Fund (NYSE:USA)
AnnouncedPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
4/18/2017quarterly$0.139.51%4/26/20174/28/20176/12/2017
2/6/2017quarterly$0.139.63%2/15/20172/17/20173/6/2017
10/18/2016quarterly$0.129.47%10/26/201610/28/20161/3/2017
7/19/2016quarterly$0.129.25%7/27/20167/29/20169/12/2016
4/19/2016quarterly$0.129.38%4/27/20164/29/20166/13/2016
1/12/2016quarterly$0.129.78%1/20/20161/22/20163/7/2016
10/20/2015quarterly$0.139.65%10/28/201510/30/20151/4/2016
4/21/2015quarterly$0.149.36%4/29/20155/1/20156/15/2015
1/13/2015quarterly$0.106.88%1/21/20151/23/20153/9/2015
10/20/2014quarterly$0.096.28%10/29/201410/31/20141/2/2015
7/21/2014quarterly$0.106.6%7/30/20148/1/20149/15/2014
4/21/2014quarterly$0.106.75%4/30/20145/2/20146/16/2014
1/13/2014quarterly$0.106.84%1/22/20141/24/20143/10/2014
10/21/2013quarterly$0.1010/30/201311/1/20131/2/2014
7/22/2013quarterly$0.097/31/20138/2/20139/16/2013
4/22/2013quarterly$0.086.3%5/1/20135/3/20136/17/2013
1/14/2013quarterly$0.086.56%1/23/20131/25/20133/11/2013
(Data available from 1/1/2013 forward)

Insider Trades

Insider Trading and Institutional Ownership History for Liberty All-Star Equity Fund (NYSE:USA)
Insider Ownership Percentage: 0.06%
Institutional Ownership Percentage: 29.20%
Insider Trades by Quarter for Liberty All-Star Equity Fund (NYSE:USA)
Institutional Ownership by Quarter for Liberty All-Star Equity Fund (NYSE:USA)
Insider Trades by Quarter for Liberty All-Star Equity Fund (NYSE:USA)
Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionDetails
8/17/2016John A BenningInsiderSell10,000$5.18$51,800.00View SEC Filing  
8/10/2016John A BenningInsiderSell5,000$5.16$25,800.00View SEC Filing  
5/8/2015Richard Carl RantzowInsiderBuy3,000$5.89$17,670.00View SEC Filing  
4/2/2015Richard Carl RantzowInsiderSell3,665$5.80$21,257.00View SEC Filing  
8/13/2014Dst Systems IncInsiderSell409,999$5.78$2,369,794.22View SEC Filing  
4/9/2013John A BenningInsiderSell12,000$5.13$61,560.00View SEC Filing  
(Data available from 1/1/2013 forward)

Headlines

Headline Trends for Liberty All-Star Equity Fund (NYSE:USA)
Latest Headlines for Liberty All-Star Equity Fund (NYSE:USA)
Source:
DateHeadline
americanbankingnews.com logoPositive News Coverage Somewhat Unlikely to Impact Liberty All-Star Equity Fund (USA) Stock Price
www.americanbankingnews.com - April 29 at 11:35 AM
americanbankingnews.com logoSomewhat Positive Media Coverage Very Unlikely to Affect Liberty All-Star Equity Fund (USA) Share Price
www.americanbankingnews.com - April 26 at 11:54 AM
americanbankingnews.com logoFavorable Press Coverage Very Unlikely to Impact Liberty All-Star Equity Fund (USA) Stock Price
www.americanbankingnews.com - April 21 at 7:10 PM
americanbankingnews.com logoLiberty All-Star Equity Fund (USA) Announces $0.13 Quarterly Dividend
www.americanbankingnews.com - April 18 at 5:36 PM
americanbankingnews.com logoLiberty All-Star Equity Fund (USA) Getting Somewhat Favorable News Coverage, Report Shows
www.americanbankingnews.com - April 18 at 2:32 PM
seekingalpha.com logoLiberty All-Star Equity Fund declares $0.13 dividend
seekingalpha.com - April 17 at 7:17 PM
americanbankingnews.com logoLiberty All-Star Equity Fund (USA) Receives Media Impact Score of 0.32
www.americanbankingnews.com - April 15 at 1:46 PM
finance.yahoo.com logoLiberty All-Star® Equity Fund 2016 Tax Information
finance.yahoo.com - February 17 at 5:31 AM
nasdaq.com logoLiberty All-Star Equity Fund (USA) Ex-Dividend Date Scheduled for ... - Nasdaq
www.nasdaq.com - February 15 at 6:46 AM
finance.yahoo.com logoLiberty All-Star(R) Equity Fund January 2017 Update
finance.yahoo.com - February 15 at 6:46 AM
finance.yahoo.com logoLiberty All-Star® Equity Fund Declares Distribution - Yahoo Finance
finance.yahoo.com - February 7 at 3:46 PM
streetinsider.com logoForm SC 13G/A LIBERTY ALL STAR EQUITY Filed by: FIRST TRUST PORTFOLIOS LP - StreetInsider.com
www.streetinsider.com - January 25 at 8:11 AM
marketwatch.com logoLiberty All-Star(R) Equity Fund December 2016 Update - MarketWatch
www.marketwatch.com - January 19 at 6:44 AM
finance.yahoo.com logoLiberty All-Star(R) Equity Fund December 2016 Update
finance.yahoo.com - January 18 at 5:03 AM
marketwatch.com logoLiberty All-Star(R) Equity Fund November 2016 Update - MarketWatch
www.marketwatch.com - December 16 at 6:15 AM
finance.yahoo.com logoLIBERTY ALL STAR EQUITY FUND Financials
finance.yahoo.com - November 24 at 8:01 PM
forbes.com logoHow To Get A $1M Yield With Just $224k - Forbes
www.forbes.com - November 12 at 10:32 AM
businesswire.com logoLiberty All-Star® Equity Fund Declares Distribution - Business Wire (press release)
www.businesswire.com - October 18 at 8:11 AM
seekingalpha.com logoLiberty All-Star Equity Fund declares $0.12 dividend
seekingalpha.com - October 17 at 7:47 PM
finance.yahoo.com logoLiberty All-Star® Equity Fund Declares Distribution
finance.yahoo.com - October 17 at 7:47 PM
finance.yahoo.com logoLiberty All-Star(R) Equity Fund September 2016 Update
finance.yahoo.com - October 17 at 7:47 PM

Social

Frequently Asked Questions for Liberty All-Star Equity Fund (NYSE:USA)

What is Liberty All-Star Equity Fund's stock symbol?

Liberty All-Star Equity Fund trades on the New York Stock Exchange (NYSE) under the ticker symbol "USA."

How often does Liberty All-Star Equity Fund pay dividends? What is the dividend yield for Liberty All-Star Equity Fund?

Liberty All-Star Equity Fund declared a quarterly dividend on Tuesday, April 18th. Investors of record on Friday, April 28th will be paid a dividend of $0.13 per share on Monday, June 12th. This represents a $0.52 dividend on an annualized basis and a dividend yield of 9.45%. The ex-dividend date is Wednesday, April 26th.

Where is Liberty All-Star Equity Fund's stock going? Where will Liberty All-Star Equity Fund's stock price be in 2017?

7 brokers have issued 1 year target prices for Liberty All-Star Equity Fund's stock. Their forecasts range from $4.51 to $70.00. On average, they expect Liberty All-Star Equity Fund's share price to reach $37.90 in the next twelve months.

Who owns Liberty All-Star Equity Fund stock?

Liberty All-Star Equity Fund's stock is owned by many different of institutional and retail investors. Top institutional shareholders include Wells Fargo & Company MN (0.00%), Blue Bell Private Wealth Management LLC (0.00%), Deschutes Portfolio Strategy LLC (0.00%), Arete Wealth Advisors LLC (0.00%), Oxbow Advisors LLC (0.00%) and Sigma Planning Corp (0.00%). Company insiders that own Liberty All-Star Equity Fund stock include John A Benning and Richard Carl Rantzow.

Who sold Liberty All-Star Equity Fund stock? Who is selling Liberty All-Star Equity Fund stock?

Liberty All-Star Equity Fund's stock was sold by a variety of institutional investors in the last quarter, including Wells Fargo & Company MN, Deschutes Portfolio Strategy LLC, Blue Bell Private Wealth Management LLC, Oxbow Advisors LLC, Arete Wealth Advisors LLC and Prospera Financial Services Inc.

Who bought Liberty All-Star Equity Fund stock? Who is buying Liberty All-Star Equity Fund stock?

Liberty All-Star Equity Fund's stock was bought by a variety of institutional investors in the last quarter, including OTA Financial Group L.P., Creative Planning, Sigma Planning Corp, Raymond James Trust N.A., Regent Investment Management LLC, Janney Montgomery Scott LLC and Hollencrest Securities LLC.

How do I buy Liberty All-Star Equity Fund stock?

Shares of Liberty All-Star Equity Fund can be purchased through any online brokerage account. Popular online brokerages include Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Scottrade, Fidelity and Charles Schwab.

How much does a share of Liberty All-Star Equity Fund stock cost?

One share of Liberty All-Star Equity Fund stock can currently be purchased for approximately $5.50.

Liberty All-Star Equity Fund (USA) Chart for Saturday, April, 29, 2017

This page was last updated on 4/29/2017 by MarketBeat.com Staff