Invesco California Value Municipal Income Trust

$10.66 ▼ -0.38%
2026-04-21 10:05:01

Explore Invesco California Value Municipal Income Trust stock price, valuation, financial statements, dividend history, analyst estimates, and long-term business fundamentals on StockSifting.

Market Cap
$509.32 M
Current Price
$10.66
52W High / Low
$11.38 / $9.65
Stock P/E
28.69
Book Value
$9.78
Dividend Yield
1.77%
ROCE
ROE
-7.53%
Face Value
EPS
$-0.79
Exp Qtr EPS
Sector
Financial Services
Industry
Asset Management
Employees
Beta
0.79
Debt / Equity
67.27
Current Ratio
2.98
Quick Ratio
Forward P/E
Price / Sales
13.38
Enterprise Value
$827.99 M
EV / EBITDA
EV / Revenue
21.6
Rating
None
Target Price
EPS Forecast (FY)

Pros

  • Balance sheet leverage appears manageable.
  • Strong operating margin profile.
  • Meaningful dividend yield is available.

Cons

  • Return on equity is on the weaker side.
  • 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. The Carlyle Group Inc. $51.89 23.85 $18.98 B 2.66% 14.1% $69.85 / $34.01 $16.12
2. Invesco Advantage Municipal Income Trust II $8.95 $397.19 M -5.62% $9.6 / $8.04 $8.64
3. Kayne Anderson BDC, Inc. $14.66 10.38 $972.31 M 8.16% $16.4 / $13.06
4. Barings Corporate Investors $17.94 $343.54 M 8.19% $23 / $17.24 $16.63
5. Beneficient $3.28 $45.06 M -34.17% -14.91% $12.48 / $1.75 $1.4
6. Invesco Value Municipal Income Trust $12.35 28.06 $589.81 M 2.37% -4.48% $13.17 / $11.2 $12.04
7. Invesco Pennsylvania Value Municipal Income Trust $10.54 $225.19 M -3.26% $11.31 / $9.61 $10.49

Quarterly Results

Figures shown in M / B

Sales
Operating Profit
Net Profit
EPS in Rs

Profit & Loss

Figures shown in M / B

2025202420232022
Sales18.1 M44.37 M-72.26 M0.02 M
Operating Profit
Net Profit17.5 M44.03 M-72.61 M-0.2 M
EPS in Rs0.360.92-1.51-0

Balance Sheet

Figures shown in M / B

2025202420232022
Total Assets854.97 M874.94 M888.69 M1 B
Total Liabilities326.15 M330.52 M368.99 M384.55 M
Equity528.81 M544.41 M519.7 M616.12 M
Current Assets
Current Liabilities

Cash Flow

Last available yearly cash flow history

2025202420232022
Operating CF47.49 M47.24 M44.3 M3.58 M
Investing CF
Financing CF-39.22 M-47.24 M-44.3 M-3.58 M
Free CF47.49 M47.24 M44.3 M3.58 M
Capex

5Y Margin & Growth History

Last 5 year derived history from yfinance annual statements

2025202420232022
Revenue Growth %-59.21%161.4%-426516.5%
Earnings Growth %-60.25%160.64%-35344.94%
Profit Margin %96.7%99.23%100.48%-1208.76%
Operating Margin %
Gross Margin %
EBITDA Margin %

Dividend & Split History

Latest dividend and stock split events stored from yfinance

Dividend History

Ex DateDividend
2026-03-16$0.065
2026-02-17$0.065
2026-01-15$0.065
2025-12-16$0.065
2025-11-17$0.065
2025-10-16$0.065
2025-09-16$0.065
2025-08-18$0.065
2025-07-16$0.065
2025-06-17$0.065
2025-05-16$0.065
2025-04-16$0.065
2025-03-17$0.065
2025-02-18$0.065
2025-01-17$0.065
2024-12-17$0.065
2024-11-15$0.065
2024-10-16$0.065
2024-09-17$0.065
2024-08-16$0.065

Stock Splits

No stock split history available.

Shareholding Pattern

Shares and value shown in M / B

Holder Name Type Shares Value % Out Report Date
Morgan Stanley Institutional 2.62 M $27.31 M 0.05% 2025-12-31
Advisors Asset Management, Inc. Institutional 1.15 M $11.97 M 0.02% 2025-12-31
Guggenheim Capital, LLC Institutional 1.09 M $11.3 M 0.02% 2025-12-31
Wells Fargo & Company Institutional 0.62 M $6.48 M 0.01% 2025-12-31
Hennion & Walsh Asset Management, Inc. Institutional 0.44 M $4.53 M 0.01% 2025-12-31
LPL Financial LLC Institutional 0.33 M $3.39 M 0.01% 2025-12-31
UBS Group AG Institutional 0.28 M $2.89 M 0.01% 2025-12-31
Bank of America Corporation Institutional 0.17 M $1.79 M 0% 2025-12-31
Commonwealth Equity Services, LLC Institutional 0.13 M $1.37 M 0% 2025-12-31
Osaic Holdings Inc. Institutional 0.1 M $1.03 M 0% 2025-12-31
Rydex Variable Trust-Multi-Hedge Strategies Fund Mutual Fund 0 M $0 M 2024-12-31