Western Asset Investment Grade Opportunity Trust Inc.

$15.96 ▼ -0.31%
2026-06-06 08:38:00

Explore Western Asset Investment Grade Opportunity Trust Inc. stock price, valuation, financial statements, dividend history, analyst estimates, and long-term business fundamentals on StockSifting.

Market Cap
Current Price
$15.96
52W High / Low
$17.09 / $15.78
Stock P/E
Book Value
Dividend Yield
ROCE
ROE
5.67%
Face Value
EPS
$1
Exp Qtr EPS
Sector
Financial Services

Pros

  • Valuation is not stretched on P/E basis.
  • Meaningful dividend yield is available.

Cons

  • Return on equity is on the weaker side.
  • Operating margin is thin.
  • Net margin is relatively low.

Sift Stocks

S.No. Name Price P.E. Market Cap Div Yld % ROCE ROE 52Week High/ Low Book Value
1. BlackRock, Inc. $995.6 25.92 $162.12 B 2.24% 4.7% 11.52% $1,219.94 / $917.39 $360.41
2. Blackstone Inc. $115.35 46.14 $140.9 B 4% 36.16% $190.09 / $101.73 $11.57
3. Brookfield Corporation $44.6 74.29 $99.25 B 0.01% 4.08% 2.84% $49.57 / $37.93 $21.33
4. KKR & Co. Inc. $93.4 28.32 $83.86 B 0.82% 0.14% 9.92% $153.87 / $82.67 $34.67
5. Apollo Global Management, Inc. $128.03 64.52 $73.81 B 1.75% 6.4% 5.34% $157.28 / $99.56 $40.31
6. Brookfield Asset Management Ltd. $46.18 29.25 $73.74 B 4.3% 20.18% 26.36% $64.1 / $42.2 $6.29
7. State Street Corporation $161.75 14.66 $44.94 B 2.06% 11.09% $163.95 / $95.62 $99.76

Quarterly Results

Figures shown in M / B

Sales
Operating Profit
Net Profit
EPS in Rs

Profit & Loss

Figures shown in M / B

2025202420232022
Sales6.29 M17.04 M7.12 M-37 M
Operating Profit
Net Profit6 M16.71 M6.94 M-37.27 M
EPS in Rs12.791.16-6.22

Balance Sheet

Figures shown in M / B

2025202420232022
Total Assets107.12 M107.19 M186.17 M188.74 M
Total Liabilities0.93 M1.88 M1 M1.79 M
Equity106.19 M105.3 M185.17 M186.95 M
Current Assets
Current Liabilities

Cash Flow

Last available yearly cash flow history

Operating CF
Investing CF
Financing CF
Free CF
Capex

5Y Margin & Growth History

Last 5 years of annual financial statement data.

2024202320222021
Revenue Growth %139.32%119.24%
Earnings Growth %140.68%118.63%
Profit Margin %98.06%97.51%100.72%
Operating Margin %
Gross Margin %
EBITDA Margin %

Dividend & Split History

Latest dividend payments and stock split events.

Dividend History

Ex DateDividend
2026-03-24$0.071
2026-02-20$0.071
2026-01-23$0.071
2025-12-23$0.071
2025-11-20$0.071
2025-10-24$0.071
2025-09-23$0.071
2025-08-22$0.071
2025-07-24$0.071
2025-06-23$0.071
2025-05-22$0.071
2025-04-23$0.071
2025-03-24$0.071
2025-02-21$0.071
2025-01-24$0.071
2024-12-23$0.071
2024-11-21$0.071
2024-10-24$0.071
2024-09-23$0.071
2024-08-23$0.071

Stock Splits

No stock split history available.

Shareholding Pattern

Shares and value shown in M / B

Holder Name Type Shares Value % Out Report Date
SIT Investment Associates Inc Institutional 0.77 M $12.49 M 0.13% 2025-12-31
1607 Capital Partners, LLC Institutional 0.38 M $6.18 M 0.06% 2025-12-31
UBS Group AG Institutional 0.31 M $5.01 M 0.05% 2025-12-31
Guggenheim Capital, LLC Institutional 0.13 M $2.09 M 0.02% 2025-12-31
Morgan Stanley Institutional 0.12 M $1.91 M 0.02% 2025-12-31
Karpus Management, Inc. Institutional 0.11 M $1.79 M 0.02% 2025-12-31
Raymond James Financial, Inc. Institutional 0.09 M $1.49 M 0.02% 2025-12-31
Wells Fargo & Company Institutional 0.08 M $1.23 M 0.01% 2025-12-31
Whipplewood Advisors, LLC Institutional 0.06 M $0.98 M 0.01% 2025-12-31
Wolverine Asset Management, LLC Institutional 0.05 M $0.88 M 0.01% 2025-12-31
Rydex Variable Trust-Multi-Hedge Strategies Fund Mutual Fund 0 M $0 M 2025-12-31
Rydex Series Funds-Multi-Hedge Strategies Fund Mutual Fund 0 M $0 M 2025-12-31

Frequently Asked Questions — Western Asset Investment Grade Opportunity Trust Inc.

Will Western Asset Investment Grade Opportunity Trust Inc. stock hit $19 in 2026?

Western Asset Investment Grade Opportunity Trust Inc. (IGI) is currently trading at $15.96, with a 52-week range of $15.78 to $17.09. Reaching the $19 level would represent a 20% gain from the current price — a target many investors consider when evaluating near-term upside potential.

Whether Western Asset Investment Grade Opportunity Trust Inc. can reach $19 in 2026 depends on several factors: revenue and earnings growth trajectory, broader market conditions, sector sentiment within the Financial Services space, and any company-specific catalysts such as product launches, earnings beats, or strategic announcements.

Short-term price predictions carry significant uncertainty — stock prices can be influenced by factors ranging from quarterly earnings surprises to global macroeconomic events. Use the IGI Stock Return Calculator on StockSifting to model different growth scenarios and see how various CAGR assumptions translate to potential price targets. This content is for informational purposes only and does not constitute financial advice.

Is Western Asset Investment Grade Opportunity Trust Inc. stock worth buying at $15.96?

Whether Western Asset Investment Grade Opportunity Trust Inc. (IGI) is worth buying at $15.96 depends on your investment goals, time horizon, and risk tolerance. Here is a breakdown of the key metrics investors typically evaluate:

Valuation: Valuation data is currently limited — check the full ratios section on StockSifting for the latest P/E, P/B, and EV/EBITDA figures.

Profitability & efficiency: Its Return on Equity (ROE) stands at 5.7%.

Financial health: Review the balance sheet section on StockSifting for the latest debt levels, cash reserves, and liquidity ratios.

Analyst view: Analyst estimates are not currently available for IGI. Always conduct your own due diligence and consider consulting a qualified financial advisor before making any investment decisions. Nothing on StockSifting constitutes financial advice.

What is the analyst price target for Western Asset Investment Grade Opportunity Trust Inc. (IGI) in 2026?

Analyst price target data for Western Asset Investment Grade Opportunity Trust Inc. (IGI) is not currently available on StockSifting. Analyst coverage and price targets are typically published by brokerage research desks for widely followed stocks, and are updated regularly after earnings results or major corporate events. Check back for the latest estimates, or explore IGI's financial ratios, historical returns, and fundamental data available on this page to form your own view.

What will Western Asset Investment Grade Opportunity Trust Inc. stock be worth in 2029?

Projecting Western Asset Investment Grade Opportunity Trust Inc. (IGI)'s stock price 3 years into the future — to 2029 — requires making assumptions about the company's earnings growth, valuation multiple, and broader market conditions. No projection is guaranteed, but historical growth rates offer a reasonable starting point.

In reality, stock prices rarely follow a straight-line trajectory. Short-term volatility, earnings misses, sector rotations, interest rate changes, and macroeconomic events can all cause significant deviations from any modeled path. Investors with a 3-year horizon should focus on the fundamental business trajectory — revenue growth, expanding margins, and free cash flow generation — rather than short-term price fluctuations.

You can model different scenarios — conservative, base, and bull case — using the IGI Return Calculator on StockSifting. Enter any investment amount and CAGR assumption to see projected outcomes over your chosen time horizon. All projections are mathematical estimates only and do not constitute financial advice.