PFO Flaherty & Crumrine Preferred and Income Opportunity Fund Incorporated
$9.08
Price · Aug 19, 2026
PFO Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$9.08
Market Cap
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P/E (TTM)
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EPS (TTM)
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Revenue (TTM)
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Div Yield
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ROE
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Debt/Equity
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52W Range
$9 – $10
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10-Year Performance Revenue, net income, margins and EPS trends
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Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
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5Y trend
PFO
Peer Median
Profitability Gross, operating and net margins; ROE, ROA, ROIC
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Financial Health Debt, liquidity, solvency — balance sheet strength
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Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
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Capital Efficiency Asset turnover, inventory turnover, receivables turnover
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Dividends Yield, payout ratio, dividend history, 5Y CAGR
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5Y Div CAGR
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| Ex-date | Amount |
|---|---|
| July 24, 2026 | $0.0560 |
| June 23, 2026 | $0.0560 |
| May 21, 2026 | $0.0560 |
| April 23, 2026 | $0.0550 |
| March 24, 2026 | $0.0550 |
| Feb. 20, 2026 | $0.0550 |
| Jan. 23, 2026 | $0.0550 |
| Dec. 23, 2025 | $0.0840 |
| Nov. 20, 2025 | $0.0530 |
| Oct. 24, 2025 | $0.0510 |
| Sept. 23, 2025 | $0.0510 |
| Aug. 22, 2025 | $0.0510 |
| July 24, 2025 | $0.0510 |
| June 23, 2025 | $0.0510 |
| May 23, 2025 | $0.0510 |
| April 23, 2025 | $0.0510 |
| March 24, 2025 | $0.0510 |
| Feb. 21, 2025 | $0.0510 |
| Jan. 24, 2025 | $0.0510 |
| Dec. 23, 2024 | $0.0840 |
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Institutional owners (13F) 55 filers · $27.3M 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 |
|---|---|---|---|---|
| 8 (-4 vs prior Q) | 6 (+3 vs prior Q) | 17 (+4 vs prior Q) | 13 (-3 vs prior Q) | -52K |
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 |
|---|---|---|---|---|
| CIBC Private Wealth Group LLC | $5,737,982 | 588,511 | 21.01% | Shares |
| CIBC Bancorp USA Inc. | $5,437,842 | 588,511 | 19.91% | Shares |
| 1607 Capital Partners, LLC | $1,849,645 | 200,178 | 6.77% | Shares |
| Private Advisor Group, LLC | $1,622,774 | 175,625 | 5.94% | Shares |
| Fiera Capital Corp | $1,188,939 | 128,673 | 4.35% | Shares |
| Pathstone Holdings, LLC | $938,091 | 101,525 | 3.44% | Shares |
| Noble Wealth Management PBC | $927,324 | 100,360 | 3.40% | Shares |
| Closed-End Fund Advisors, Inc. | $877,144 | 94,929 | 3.21% | Shares |
| D.A. DAVIDSON & CO. | $826,747 | 89,474 | 3.03% | Shares |
| MUSTICO FINANCIAL GROUP, INC. | $757,083 | 83,652 | 2.77% | Shares |
| MORGAN STANLEY | $717,735 | 77,677 | 2.63% | Shares |
| NAPA WEALTH MANAGEMENT | $546,390 | 56,040 | 2.00% | Shares |
| Atlas Wealth LLC | $530,829 | 57,449 | 1.94% | Shares |
| Summit X, LLC | $528,275 | 57,112 | 1.93% | Shares |
| LPL Financial LLC | $504,635 | 54,614 | 1.85% | Shares |
| Arax Advisory Partners | $499,314 | 54,038 | 1.83% | Shares |
| Baird Financial Group, Inc. | $387,415 | 41,928 | 1.42% | Shares |
| Sowell Financial Services LLC | $361,035 | 39,073 | 1.32% | Shares |
| Smith Asset Management Co., LLC | $283,834 | 30,718 | 1.04% | Shares |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | $266,680 | 29,500 | 0.98% | Shares |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $208,242 | 22,537 | 0.76% | Shares |
| TrueMark Investments, LLC | $208,242 | 22,537 | 0.76% | Shares |
| Catalina Capital Group, LLC | $170,160 | 18,823 | 0.62% | Shares |
| Logan Stone Capital, LLC | $156,932 | 16,984 | 0.57% | Shares |
| Traub Capital Management LLC | $154,853 | 16,759 | 0.57% | Shares |
| BANK OF AMERICA CORP /DE/ | $134,571 | 14,564 | 0.49% | Shares |
| SPC Financial, Inc. | $130,650 | 13,400 | 0.48% | Shares |
| Cetera Investment Advisers | $126,897 | 13,733 | 0.46% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $124,592 | 13,484 | 0.46% | Shares |
| JAG CAPITAL MANAGEMENT, LLC | $117,348 | 12,700 | 0.43% | Shares |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $109,251 | 11,824 | 0.40% | Shares |
| Clear Creek Financial Management, LLC | $102,379 | 11,080 | 0.37% | Shares |
| CITADEL ADVISORS LLC | $102,213 | 11,062 | 0.37% | Shares |
| AlphaCore Capital LLC | $97,944 | 10,600 | 0.36% | Shares |
| UBS Group AG | $79,261 | 8,578 | 0.29% | Shares |
| WELLS FARGO & COMPANY/MN | $59,931 | 6,486 | 0.22% | Shares |
| Basepoint Wealth LLC | $59,013 | 6,387 | 0.22% | Shares |
| ROYAL BANK OF CANADA | $51,000 | 5,498 | 0.19% | Shares |
| WOLVERINE ASSET MANAGEMENT LLC | $50,044 | 5,416 | 0.18% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $42,846 | 4,637 | 0.16% | Shares |
| OSAIC HOLDINGS, INC. | $42,273 | 4,575 | 0.15% | Shares |
| Thomas J. Herzfeld Advisors, Inc. | $33,994 | 3,679 | 0.12% | Shares |
| MATHER GROUP, LLC. | $29,919 | 3,238 | 0.11% | Shares |
| Rockefeller Capital Management L.P. | $27,720 | 3,000 | 0.10% | Shares |
| West Branch Capital LLC | $21,405 | 2,368 | 0.08% | Shares |
| SIT INVESTMENT ASSOCIATES INC | $15,894 | 1,720,165 | 0.06% | Shares |
| FIDUCIARY FINANCIAL ADVISORS | $15,708 | 1,700 | 0.06% | Shares |
| Clear Street Group Inc. | $14,183 | 1,535 | 0.05% | Shares |
| Federation des caisses Desjardins du Quebec | $12,012 | 1,300 | 0.04% | Shares |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $5,516 | 597 | 0.02% | Shares |
| GUGGENHEIM CAPITAL LLC | $5,082 | 550 | 0.02% | Shares |
| HARBOUR INVESTMENTS, INC. | $3,696 | 400 | 0.01% | Shares |
| HIGHLINE WEALTH PARTNERS LLC | $2,864 | 310 | 0.01% | Shares |
| Integrated Wealth Concepts LLC | $2,632 | 284 | 0.01% | Shares |
| Cambridge Investment Research Advisors, Inc. | $591 | 63,965 | 0.00% | Shares |
Company insiders 10 insiders · 0 officers · 0 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Karen Hanovice Hogan | — | Aug. 6, 2013 P | 900 | 0 | 0 | $0 |
| Chad Conwell | — | June 3, 2013 P | 500 | 0 | 0 | $0 |
| Robert F Wulf | — | April 14, 2010 S | 1,024 | 0 | 0 | $0 |
| Robert E Chadwick | — | Dec. 17, 2007 P | 8,013 | 0 | 0 | $0 |
| Robert M Ettinger | — | Dec. 17, 2007 P | 20,000 | 0 | 0 | $0 |
| Bradford S Stone | — | Aug. 20, 2007 P | 5,000 | 0 | 0 | $0 |
| Donald F Crumrine | — | Aug. 14, 2007 P | 7,143 | 0 | 0 | $0 |
| David Gale | — | Jan. 24, 2006 P | 3,000 | 0 | 0 | $0 |
| Martin Brody | — | Dec. 27, 2004 S | 0 | 0 | 0 | $0 |
| Peter C Stimes | — | April 5, 2004 P | 3,778 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 1 position
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| S.S. OR I.R.S. ID NO. OF ABOVE PERSON The Commerce Group Inc. ID ×13 filings | July 22, 2003 | — | Initial filing | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.