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HFRO

SELL

Highland Funds I - Highland Opportunities and Income Fund · Financial Services · United States · $407M · Avg Vol: $1M/d

33
StockRank
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Q
27
V
30
M
67
P/E (TTM)
—
ROE
-1.7%
D/E
—
Dividend %
6.3%
Dir. Trades · 180d
None →
Subst. holders: +$2.8M
Buybacks · 180d
None →

COMPANY DESCRIPTION

Highland Opportunities and Income Fund is a closed-end management investment company that seeks to provide high current income and capital appreciation. Managed by NexPoint Advisors, the fund employs an opportunistic investment strategy, targeting undervalued assets across real estate, private credit, and equity markets. It is characterized by its flexible mandate and focus on event-driven, high-yield situations to generate superior risk-adjusted returns.

FINANCIAL SUMMARY (USD)

Year20212022202320242025CAGRTTM
Revenue—44.5M-1.0M-23.8M-5.6M—-5.6M
EPS1.820.44-0.23-0.60-0.48-75.8%-0.50
Shares—68.1M68.3M65.3M55.4M-18.7%55.4M
Debt—21.7M20.7M——-4.8%—
Equity—946.0M870.4M783.3M870.0M-2.8%—
Op CF—0.5M45.3M80.0M9.3M172.2%9.3M
Inv CF———————
Fin CF—-58.8M-62.5M-70.4M-26.2M——
Loading 1Y...
PRICE (1Y)+4.4%
7.037.197.367.527.68Jun 11Jul 6Jul 24
SMA 50SMA 200
Close
$7.34
RSI (14)
44.4
52W High
$7.65
From 52W High
1.0%

SCORE BREAKDOWN

Quality
27
ROIC (ROA)
-1.7%*6.8
ROE
-1.7%8.7
GP/Assets
—N/A
Op. Margin
0.0%15.1
FCF/Assets
—N/A
Piotroski
577.0
Int. Cover
—N/A
D/E Ratio
—N/A
Current Ratio
—N/A
Value
30
P/E (TTM)
—N/A
EV/EBITDA
—N/A
P/FCF
—N/A
P/B
—N/A
P/S
—N/A
Div Yield
6.3%73.3
Momentum
67
52W High %
96%65.5
RS 6M
15%83.9
SMA 50/200
1.13x82.8
EPS Rev 4W
—N/A
EPS Rev 12W
—N/A
EPS Improve
—N/A
Q Growth
—N/A

FUNDAMENTALS

Market Cap
$407M
P/E (Forward)
—
Gross Margin
—

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of HFRO are excluded.

TickerCompanyMkt CapStockRankSignal
HFROHighland Funds I - Highland Opportunities and Income Fund(you)$407M33SELL
LEOBNY Mellon Strategic Municipals, Inc.$387M33SELL
DFPFlaherty & Crumrine Dynamic Preferred and Income Fund Inc.$423M32SELL
SDHYPGIM Short Duration High Yield Opportunities Fund$392M34SELL
EVNEaton Vance Municipal Income Trust$427M31SELL
KIOKKR Income Opportunities Fund$450M34SELL
GHYPGIM Global High Yield Fund, Inc$478M33SELL
JGHNuveen Global High Income Fund$348M34SELL
MCIBarings Corporate Investors$340M35SELL
SCDLMP Capital and Income Fund Inc.$353M29SELL

Peer medians: ROE 9.5% · P/E 13.9x · Gross margin 100.0%

Highland Funds I - Highland Opportunities and Income Fund (HFRO) — Stock Score Summary

Highland Funds I - Highland Opportunities and Income Fund (HFRO) has a MoatMap StockRank of 33/100 based on Quality (27/100), Value (30/100), and Momentum (67/100) factor scores. The current signal is SELL.

Highland Opportunities and Income Fund is a closed-end management investment company that seeks to provide high current income and capital appreciation. Managed by NexPoint Advisors, the fund employs an opportunistic investment strategy, targeting undervalued assets across real estate, private credit, and equity markets. It is characterized by its flexible mandate and focus on event-driven, high-yield situations to generate superior risk-adjusted returns.

Key Financial Metrics

Price$7.34
Market Cap$407M
Return on Equity-1.7%
Operating Margin0.0%
Dividend Yield6.3%

Highland Funds I - Highland Opportunities and Income Fund operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Highland Funds I - Highland Opportunities and Income Fund’s (HFRO) StockRank?
MoatMap’s StockRank for Highland Funds I - Highland Opportunities and Income Fund (HFRO) is 33/100, with a Sell signal. It is a composite of Quality (27), Value (30), and Momentum (67) factor ranks across MoatMap’s 20,000+ stock universe.
Does Highland Funds I - Highland Opportunities and Income Fund have an economic moat?
Highland Funds I - Highland Opportunities and Income Fund (HFRO) has a Quality factor score of 27/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Highland Funds I - Highland Opportunities and Income Fund a buy, hold, or sell?
MoatMap’s current signal for Highland Funds I - Highland Opportunities and Income Fund (HFRO) is Sell, based on a StockRank of 33/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Highland Funds I - Highland Opportunities and Income Fund in?
Highland Funds I - Highland Opportunities and Income Fund (HFRO) operates in the Financial Services sector, specifically the Asset Management industry (United States).
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