PDO PIMCO Dynamic Income Opportunities Fund Common Shares of Beneficial Interest

NYSE · N/A
$12.86
Price · Aug 19, 2026

PDO Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$12.86
Market Cap
P/E (TTM)
EPS (TTM)
Revenue (TTM)
Div Yield
ROE
Debt/Equity
52W Range
$12 – $14

PDO Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income
EPS
Free Cash Flow
Margins

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
PDO
Peer Median

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
PDO
Peer Median

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
PDO
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
PDO
Peer Median

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
PDO
Peer Median

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
PDO
Peer Median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
Payout Ratio
5Y Div CAGR
Ex-dateAmount
Aug. 13, 2026$0.1280
July 13, 2026$0.1280
June 11, 2026$0.1280
May 11, 2026$0.1280
April 13, 2026$0.1280
March 12, 2026$0.1280
Feb. 12, 2026$0.1280
Jan. 13, 2026$0.1280
Dec. 11, 2025$0.1280
Nov. 14, 2025$0.1280
Oct. 14, 2025$0.1280
Sept. 12, 2025$0.1280
Aug. 11, 2025$0.1280
July 11, 2025$0.1280
June 12, 2025$0.1280
May 12, 2025$0.1280
April 11, 2025$0.1280
March 13, 2025$0.1280
Feb. 13, 2025$0.1280
Jan. 13, 2025$0.1280

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Next Report
Sep 03, 2026

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Institutional owners (13F) 149 filers · $232.7M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
23 (-4 vs prior Q) 16 (+1 vs prior Q) 50 (+6 vs prior Q) 38 (+2 vs prior Q) +2.9M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
UBS Group AG $47,401,513 3,585,591 20.37% Shares
WELLS FARGO & COMPANY/MN $24,393,808 1,845,220 10.48% Shares
Cerity Partners LLC $22,890,006 1,731,470 9.84% Shares
GUGGENHEIM CAPITAL LLC $11,135,074 842,290 4.79% Shares
Cercano Management LLC $10,355,385 783,312 4.45% Shares
COMMONWEALTH EQUITY SERVICES, LLC $8,587,950 649,618 3.69% Shares
HighTower Advisors, LLC $7,605,658 575,315 3.27% Shares
Cetera Investment Advisers $6,049,742 457,620 2.60% Shares
LPL Financial LLC $4,934,914 373,292 2.12% Shares
LEAVELL INVESTMENT MANAGEMENT, INC. $4,846,548 363,117 2.08% Shares
RAYMOND JAMES FINANCIAL INC $4,736,622 358,292 2.04% Shares
J.W. COLE ADVISORS, INC. $4,722,528 357,226 2.03% Shares
Private Advisor Group, LLC $3,725,752 281,827 1.60% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $3,702,802 279,246 1.59% Shares
Cornerstone Advisory, LLC $3,687,197 278,910 1.58% Shares
Integrity Wealth Partners, LLC $3,015,237 233,197 1.30% Shares
Element Wealth, LLC $2,963,001 224,130 1.27% Shares
OSAIC HOLDINGS, INC. $2,837,027 214,587 1.22% Shares
Capital Investment Advisors, LLC $2,519,296 190,567 1.08% Shares
Venture Visionary Partners LLC $2,479,173 187,532 1.07% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $2,388,046 179,552 1.03% Shares
Belpointe Asset Management LLC $2,166,983 163,917 0.93% Shares
Estate Planners Group, LLC $1,998,383 151,164 0.86% Shares
INDEPENDENT FINANCIAL GROUP, LLC $1,661,326 125,668 0.71% Shares
Sanctuary Advisors, LLC $1,460,387 110,468 0.63% Shares
Concurrent Investment Advisors, LLC $1,315,721 99,525 0.57% Shares
NewEdge Advisors, LLC $1,284,600 97,171 0.55% Shares
Triumph Capital Management $1,279,061 96,752 0.55% Shares
Kestra Advisory Services, LLC $1,255,132 94,942 0.54% Shares
Palogic Value Management, L.P. $1,231,892 93,184 0.53% Shares
ENVESTNET ASSET MANAGEMENT INC $1,140,986 86,308 0.49% Shares
Shaker Financial Services, LLC $1,135,689 85,176 0.49% Shares
Anchor Capital Management Group Inc $1,117,090 84,500 0.48% Shares
Americana Partners, LLC $1,048,573 79,317 0.45% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $1,028,371 77,789 0.44% Shares
&PARTNERS $996,412 73,472 0.43% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $982,788 74,341 0.42% Shares
XTX Topco Ltd $915,353 69,240 0.39% Shares
COMERICA BANK $901,737 65,154 0.39% Shares
Thomas J. Herzfeld Advisors, Inc. $882,448 66,751 0.38% Shares
Goldstone Financial Group, LLC $829,449 62,742 0.36% Shares
ROYAL BANK OF CANADA $753,000 56,924 0.32% Shares
RFG Advisory, LLC $698,452 52,833 0.30% Shares
Bramshill Investments, LLC $696,601 52,693 0.30% Shares
AlphaCore Capital LLC $678,572 50,839 0.29% Shares
Boreal Capital Management LLC $661,469 0 0.28% Shares
Samalin Investment Counsel, LLC $654,552 49,512 0.28% Shares
HBK Sorce Advisory LLC $650,500 50,000 0.28% Shares
MCDONALD PARTNERS LLC $608,120 46,000 0.26% Shares
Meadowbrook Wealth Management, LLC $573,760 43,270 0.25% Shares
STIFEL FINANCIAL CORP $569,514 43,080 0.24% Shares
Maridea Wealth Management LLC $548,980 41,526 0.24% Shares
Rockefeller Capital Management L.P. $469,863 35,541 0.20% Shares
CreativeOne Wealth, LLC $469,319 35,501 0.20% Shares
FIFTH THIRD BANCORP $459,933 34,791 0.20% Shares
TWO SIGMA SECURITIES, LLC $422,472 31,957 0.18% Shares
CENTRAL TRUST Co $416,430 31,500 0.18% Shares
Stratos Wealth Partners, LTD. $415,372 31,420 0.18% Shares
Fund Advisors of America Inc/FL $406,204 30,726 0.17% Shares
PFG Investments, LLC $393,717 29,782 0.17% Shares
Atria Wealth Solutions, Inc. $376,880 27,700 0.16% Shares
DAVENPORT & Co LLC $370,001 27,988 0.16% Shares
MorganRosel Wealth Management, LLC $362,783 27,442 0.16% Shares
Crumly & Associates Inc. $356,940 27,000 0.15% Shares
Brookwood Investment Group LLC $356,239 26,947 0.15% Shares
Accredited Investors Inc. $330,500 25,000 0.14% Shares
BANK OF AMERICA CORP /DE/ $327,856 24,800 0.14% Shares
WEST MICHIGAN ADVISORS, LLC $326,448 25,000 0.14% Shares
D.A. DAVIDSON & CO. $303,890 22,987 0.13% Shares
CWM, LLC $300,441 23,236 0.13% Shares
Integrity Advisory Solutions, LLC $283,305 21,430 0.12% Shares
AE Wealth Management LLC $279,583 21,148 0.12% Shares
NWF Advisory Services Inc. $273,429 20,683 0.12% Shares
Buska Wealth Management, LLC $273,428 21,147 0.12% Shares
Invesco Ltd. $268,022 20,274 0.12% Shares
FIRST FOUNDATION ADVISORS $264,400 20,000 0.11% Shares
VestGen Advisors, LLC $262,064 19,823 0.11% Shares
Creative Planning $259,070 19,597 0.11% Shares
StoneX Group Inc. $258,032 19,350 0.11% Shares
Williams Jones Wealth Management, LLC. $254,816 19,275 0.11% Shares
JANE STREET GROUP, LLC $244,887 18,524 0.11% Shares
MML INVESTORS SERVICES, LLC $242,143 18,316 0.10% Shares
Traynor Capital Management, Inc. $240,566 18,197 0.10% Shares
World Investment Advisors $227,021 17,487 0.10% Shares
OPTIMUM INVESTMENT ADVISORS $225,920 16,000 0.10% Shares
SCOTIA CAPITAL INC. $221,594 16,762 0.10% Shares
COURIER CAPITAL LLC $215,081 16,269 0.09% Shares
Lindbrook Capital, LLC $212,225 15,290 0.09% Shares
Gridiron Partners, LLC $198,300 15,000 0.09% Shares
Sovran Advisors, LLC $185,373 14,370 0.08% Shares
Perigon Wealth Management, LLC $185,138 14,004 0.08% Shares
NOMURA HOLDINGS INC $185,080 14,000 0.08% Shares
Onyx Bridge Wealth Group LLC $174,068 13,167 0.07% Shares
BOOTHBAY FUND MANAGEMENT, LLC $171,093 12,942 0.07% Shares
KINGSWOOD WEALTH ADVISORS, LLC $160,887 12,170 0.07% Shares
Mariner, LLC $150,773 11,405 0.06% Shares
Noble Wealth Management PBC $145,142 10,979 0.06% Shares
Equitable Holdings, Inc. $143,186 10,831 0.06% Shares
Clearview Wealth Management LLC $142,948 10,813 0.06% Shares
Beacon Financial Advisory LLC $142,062 10,746 0.06% Shares

Company insiders 15 insiders · 2 officers · 2 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Hao Jessica Zhang Assistant Treasurer Jan. 27, 2021 P 250 0 0 $0
Miller Colleen Dean Deputy Treasurer Jan. 27, 2021 P 1,127 0 0 $0
Alan Rappaport Director Nov. 14, 2023 P 5,000 0 0 $0
David Nichols Fisher III Director Jan. 26, 2022 P 16,007 0 0 $0
Emmanuel Roman April 14, 2023 P 270,000 0 0 $0
Gregory Weston Hall Jan. 6, 2023 P 70,000 0 0 $0
Julie Ann Meggers Dec. 14, 2022 P 39,500 0 0 $0
Thibault Christian Stracke Feb. 9, 2022 P 50,000 0 0 $0
Jamie M. Weinstein Jan. 27, 2021 P 12,500 0 0 $0
Jerome M Schneider Jan. 27, 2021 P 15,000 0 0 $0
Eve Anne Celine Tournier Jan. 27, 2021 P 20,000 0 0 $0
Joshua M Anderson Jan. 27, 2021 P 12,500 0 0 $0
Alfred T Murata Jan. 27, 2021 P 25,000 0 0 $0
Jennifer E Durham Jan. 27, 2021 P 10,000 0 0 $0
Daniel J Ivascyn Jan. 27, 2021 P 250,000 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 2 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
PCEF · Invesco Exchange-Traded Fund Trust … 1.58% 986,317 Aug. 8, 2026 Daily
FCEF · First Trust Exchange-Traded Fund VI… 0.49% 29,658 NS May 31, 2026 N-PORT