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Home โบ Stocks โบ Calamos Long/Short Equity & Dynamic Income Trust (CPZ) Stock Forecast & Price Prediction United States | NASDAQ | Financial Services | Asset Management
$12.77
-0.22 (-1.69%)Did CPZ Make This Month's Elite Buy List?
We don't follow just any analyst โ only the top 3% with a proven track record make our cut. See if Calamos Trust is one of their latest high-conviction picks.
CPZ has shown a year-to-date change of -12.7% and a 1-year change of -20.3%, reflecting downward momentum over the past year. Comprehensive analyst forecasts are currently unavailable for CPZ. Please refer to the price chart above for recent performance and trends.
Please note that analyst price targets are forward-looking estimates subject to substantial market, economic, and company-specific risks. Past performance does not guarantee future results, and actual stock performance may materially differ from these projections. Investors should conduct their own due diligence and consider their investment objectives and risk tolerance before making investment decisions.
These are the latest 20 analyst ratings and price targets for CPZ.
| Date | Firm | Analyst | Rating | Change | Price Target |
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Calamos Long/Short Equity & Dynamic Income Trust has a market capitalization of $250.70M with a P/E ratio of 13.1x. The company generates $19.92M in trailing twelve-month revenue with a 0.0% profit margin.
Revenue growth is N/A quarter-over-quarter, while maintaining an operating margin of 0.0% and return on equity of +3.5%.
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Closed-end fund for income and capital appreciation.
The fund employs a dual-sleeve approach combining long/short equity strategies with income-generating assets. It generates revenue through monthly distributions by leveraging equities while managing risk with short positions and diversifying into preferred and fixed income securities.
Calamos Long/Short Equity & Dynamic Income Trust is actively managed, allowing it to adjust asset allocations in response to market conditions. This strategy aims to provide exposure to equity markets while minimizing downside risks, making it attractive for investors seeking consistent income and capital stability.
Calamos Investments announced monthly distributions for June 2026 for its seven closed-end funds, detailing the sources of these distributions to shareholders.
Monthly distributions from Calamos Investments' closed-end funds indicate ongoing income generation for shareholders, potentially attracting income-focused investors and influencing fund valuations.
Calamos Long/Short Equity & Dynamic Income Trust targets risk-averse investors but faces challenges with an 11.7% discount to NAV, high leverage (51.3%), and inconsistent dividends amid rising rates.
Calamos Long/Short Equity & Dynamic Income Trust's high leverage and discount to NAV, combined with inconsistent performance and dividend coverage, indicate heightened risk, affecting its attractiveness to risk-averse investors.
The Calamos Long/Short Equity & Dynamic Income Trust offers an 11.49% yield, with distributions covered by investment profits. However, it underperforms broad equity indices and some peers.
The Calamos Trust's high yield and covered distributions attract income-focused investors, but underperformance against indices raises concerns about long-term growth potential amidst market volatility.
Calamos L/S Equity & Dynamic Income Trust employs a long/short strategy, recently outperforming the S&P 500. It offers a ~10% distribution but is less tax-friendly due to reliance on short-term gains.
Calamos L/S Equity & Dynamic Income Trust's recent performance and distribution rate attract attention, but its reliance on short-term gains may affect tax efficiency, influencing investment decisions.
Closed End Funds (CEFs) provide investors with portfolio risk diversification and active management strategies.
CEFs provide diversified investment opportunities and active management, appealing to investors seeking risk mitigation and potential returns in volatile markets.
Calamos Long/Short Equity & Dynamic Income Trust (CPZ) offers exposure to equities and fixed income but has underperformed the S&P 500 and peers with higher volatility and tax inefficiency.
CPZ's high fees, weak performance, and tax inefficiency raise concerns for potential investors, suggesting a need to reconsider allocation to this fund compared to better alternatives.
Analyst forecasts for Calamos Long/Short Equity & Dynamic Income Trust (CPZ) are not currently available. The stock is trading at $12.77.
Analyst ratings for CPZ are not currently available. The stock is currently trading at $12.77. Investment decisions should be based on thorough research and your personal financial goals. Always conduct your own research and consider your investment goals before making investment decisions.
Price predictions from Wall Street analysts for CPZ are not currently available. The stock is trading at $12.77.
The fund employs a dual-sleeve approach combining long/short equity strategies with income-generating assets. It generates revenue through monthly distributions by leveraging equities while managing risk with short positions and diversifying into preferred and fixed income securities.
Price targets from Wall Street analysts for CPZ are not currently available. The stock is trading at $12.77.
Price targets from Wall Street analysts for CPZ are not currently available. The stock is trading at $12.77.
Analyst ratings for CPZ are not currently available. The stock is trading at $12.77.
Stock price projections, including those for Calamos Long/Short Equity & Dynamic Income Trust, are based on various factors including financial models, market conditions, and analyst forecasts. While these predictions provide valuable insights, they should be considered alongside your own research and risk tolerance.
The information provided by Ticker Nerd is for educational and informational purposes only. It should not be considered financial or investment advice. Past performance is not indicative of future results. Always conduct your own research and consult with a qualified financial advisor before making any investment decisions. Analyst ratings and price forecasts are sourced from Wall St analysts and other experts. These projections are speculative and do not guarantee future stock performance.