HIO

NEUTRAL

$3.67 Live

Western Asset High Income Opportunity Fund Inc. · NYSE

$3.52 52W Range $4.05

HIO Western Asset High Income Opportunity Fund Inc. - Fundamental Analysis

NEUTRAL

Console Chart News

HIO Stock | Fundamental Analysis & Investment Insights

NYSE • Financial Services • Asset Management

Current Price Live

$3.67

52W High

$4.05

52W Low

$3.52

Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers Insiders SEC Filings

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 28, 2026

Market cap

$349.01M

P/E

13.11

ROE

6.6%

Profit margin

78.8%

Debt/Equity

N/A

Dividend yield

11.61%

AI Analysis

AI-powered fundamental assessment

Confidence

85%

HIO exhibits a stable financial foundation with a Piotroski F-Score of 5/9, and it currently trades at a discount to both its Graham Number ($5.07) and Intrinsic Value ($4.65). However, the fund's dividend profile is highly alarming, with a payout ratio of 152.14%, indicating that distributions are not being covered by earnings. While valuation metrics are attractive (P/B of 0.90), negative revenue growth and a completely bearish technical trend suggest significant headwinds. The asset appears undervalued on a balance sheet basis but carries high risk regarding dividend sustainability.

Key Strengths

Trading below Graham Number ($5.07) and Intrinsic Value ($4.65)

Price-to-Book ratio of 0.90 indicates the fund is trading at a discount to NAV

Stable Piotroski F-Score of 5/9

Strong historical long-term performance (5Y Change +17.9%)

High current dividend yield of 11.61%

Key Risks

Unsustainable payout ratio of 152.14% suggesting capital erosion

Negative year-over-year revenue growth (-7.40%)

Bearish technical trend (0/100 score)

Low liquidity/solvency ratios (Current Ratio 0.53)

Bearish insider sentiment with recent director selling

AI Fair Value Estimate

Based on comprehensive analysis

$4.36

+18.8% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall

Moderate

Value

Future

Past

Health

Dividend

AI Verdict

Value Trap Risk

Key drivers: Deep discount to Graham Number, Unsustainable dividend payout, Negative revenue growth, Bearish technicals

Confidence

90%

Value

82/100

Ref P/E 13.11, P/B 0.90, Graham Number $5.07

Positives

P/B < 1.0
Price < Intrinsic Value
Low P/E relative to sector average

Watchpoints

High Price/Sales ratio

Future

35/100

Ref Growth rates and Technical Trend

Positives

Slight earnings growth (6.4%)

Watchpoints

Negative revenue growth (-7.4%)
Bearish technical trend

Past

65/100

Ref Historical price performance

Positives

Positive 1Y, 3Y, and 5Y returns

Watchpoints

Recent 1W decline

Health

50/100

Ref Piotroski F-Score and Liquidity Ratios

Positives

Piotroski F-Score 5/9 (Stable)

Watchpoints

Current Ratio 0.53
Quick Ratio 0.51

Dividend

20/100

Ref Yield and Payout Ratio

Positives

Very high yield (11.61%)

Watchpoints

Payout ratio 152.14% is critically high

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price

$3.67

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for HIO and closest competitors.

Updated 2026-04-27

Company	5Y	3Y	1Y	6M	1M	1W
HIO Western Asset High Income Opportunity Fund Inc. Primary	+17.9%	+34.5%	+7.9%	+0.5%	+4.7%	-0.9%
AWP abrdn Global Premier Properties Fund Peer	+21.9%	+28.7%	+9.6%	+5.5%	0.0%	-1.8%
INV Innventure, Inc. Peer	-56.6%	-57.7%	+17.9%	+25.4%	+30.1%	-6.5%
PKBK Parke Bancorp, Inc. Peer	+81.2%	+91.4%	+76.3%	+49.6%	+8.2%	-1.6%
FRST Primis Financial Corp. Peer	+8.4%	+62.6%	+66.1%	+36.4%	+8.3%	+5.0%

HIO

Western Asset High Income Opportunity Fund Inc.

Primary

+17.9%

+34.5%

+7.9%

+0.5%

+4.7%

-0.9%

AWP

abrdn Global Premier Properties Fund

Peer

+21.9%

+28.7%

+9.6%

+5.5%

0.0%

-1.8%

INV

Innventure, Inc.

Peer

-56.6%

-57.7%

+17.9%

+25.4%

+30.1%

-6.5%

PKB

Parke Bancorp, Inc.

Peer

+81.2%

+91.4%

+76.3%

+49.6%

+8.2%

-1.6%

FRS

Primis Financial Corp.

Peer

+8.4%

+62.6%

+66.1%

+36.4%

+8.3%

+5.0%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

13.11

N/A

0.9

10.52

10.51

N/A

$349.01M

Profitability

Profit margins and return metrics

Profit Margin 78.84%

Operating Margin 88.64%

Gross Margin 100.0%

ROE 6.62%

ROA 4.58%

Growth

Revenue and earnings growth rates

Revenue Growth -7.4%

Earnings Growth +6.4%

Q/Q Revenue Growth N/A

Q/Q Earnings Growth +6.4%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity

N/A

Current Ratio

0.53

Weak

Quick Ratio

0.51

Poor

Cash/Share

$0.0

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q3 2025

Total Assets

$0.4B

Liabilities

$0.0B

Equity

$0.4B

Debt/Equity

0.03x

Financial Services Sector Comparison

Comparing HIO against 820 companies in the Financial Services sector (141 bullish, 351 neutral, 328 bearish)

P/E Ratio

13.11

This Stock

36.01

Sector Avg

-63.6% (Discount)

Return on Equity (ROE)

6.62%

This Stock

-0.73%

Sector Avg

-1003.4% (Below Avg)

Profit Margin

78.84%

This Stock

91.62%

Sector Avg

-13.9% (Weaker)

Revenue Growth

-7.4%

This Stock

35.27%

Sector Avg

-121.0% (Slower)

Current Ratio

0.53

This Stock

3.18

Sector Avg

-83.3% (Weaker)

Similar Companies

Peer comparison within the same industry

Company	AI Rating	Market Cap	P/E	ROE	Profit Margin	Price
HIO Western Asset High Income...	NEUTRAL	$349.01M	13.11	6.6%	78.8%	$3.67
AWP abrdn Global Premier...	BEARISH	$349.39M	55.57	1.8%	54.6%	$3.89	Compare
INV Innventure, Inc.	BEARISH	$347.5M	-	-76.1%	-%	$4.34	Compare
PKBK Parke Bancorp, Inc.	BULLISH	$347.34M	9.28	12.1%	48.8%	$29.33	Compare
FRST Primis Financial Corp.	NEUTRAL	$346.53M	5.63	14.7%	29.1%	$14.03	Compare

HIO Western Asset...

NEUTRAL

Mkt Cap

$349M

P/E

13.1

ROE

6.6%

Price

$3.67

Compare with HIO

Compare with HIO

PKBK Parke Bancorp, Inc.

Compare with HIO

FRST Primis Financial Corp.

Compare with HIO

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

Date	Insider	Position	Transaction	Shares	Value
2026-04-13	COLMAN CAROL L	Director	Sale	4,500	$16,470

COLMAN CAROL L

Director

Sell

2026-04-13

4,500 shares · $16,470

Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

DEF 14A

2026-03-09

HIO filed a definitive proxy statement (DEF 14A) on March 9, 2026, providing shareholders with information required to vote on matters at an upcoming meeting.

DEF 14A

WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC

2025-03-07

Western Asset High Income Opportunity Fund Inc (HIO) filed a definitive proxy statement on March 7, 2025, providing shareholders with information necessary to vote on corporate governance and other proposed matters.

8-K

2024-11-20

Helius Medical Technologies, Inc. entered into a common stock purchase agreement to raise additional capital.

Data sourced from SEC EDGAR. AI summaries generated automatically.

Past News Coverage

Recent headlines mentioning HIO from our newsroom.

Newest → oldest

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HIO

HIO Western Asset High Income Opportunity Fund Inc. - Fundamental Analysis

At a glance

AI Analysis

Key Strengths

Key Risks

Performance Snowflake

Stock Price & Analyst Targets

Multi-Horizon Performance vs Peers

Historical Performance Trends

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Valuation Metrics

Profitability

Growth

Financial Health

Financial Statement Flow

Financial Services Sector Comparison

Similar Companies

Recent Insider Trading

SEC Filings

Past News Coverage

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