Special Opportunities Fund, Inc. (SPE)

US — Financial Services Sector
Peers: ARDC  LGI  PGZ  EXD  TPZ 

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Key Metrics & Ratings

  • symbol SPE
  • Rev/Share 0.6306
  • Book/Share 20.5899
  • PB 0.7353
  • Debt/Equity 0.0
  • CurrentRatio 0.0
  • ROIC 0.0

 

  • MktCap 160910948.0
  • FreeCF/Share 1.5191
  • PFCF 9.4455
  • PE 6.2871
  • Debt/Assets 0.0
  • DivYield 0.0804
  • ROE 0.1212

 

  • Rating C
  • Score 2
  • Recommendation Sell
  • P/E Score 1
  • DCF Score 5
  • P/B Score 1
  • D/E Score 1

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
No ratings available.

News

SPE: Looking For Diamonds In The Rough, But It Has Issues
SPE
Published: May 12, 2025 by: Seeking Alpha
Sentiment: Neutral

The Special Opportunities Fund is an investment I have looked at before, and was impressed with. I recommended it for income investors in the past. However, further review shows some cracks in the foundation, with odd reporting times and confusing tax paperwork where the fund managers contradict themselves. Despite this, the fund has proven to be a solid investment in the past, with a decent dividend record, and a unique asset mix that is not found in other funds.

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image for news SPE: Looking For Diamonds In The Rough, But It Has Issues
Shareholders of Tejon Ranch Co. Urged to Vote for an Accountable Board of Directors
SPE
Published: May 05, 2025 by: GlobeNewsWire
Sentiment: Neutral

SADDLE BROOK, N.J., May 05, 2025 (GLOBE NEWSWIRE) -- Special Opportunities Fund, Inc. (NYSE: SPE) and Bulldog Investors, LLP (together, “Bulldog”), holders of 2.1% of Tejon Ranch Co., urge shareholders of Tejon Ranch Co. (NYSE: TRC) (“Tejon”) to vote to elect Andrew Dakos, Phillip Goldstein, and Aaron Morris as directors. Bulldog strongly believes that electing these nominees to Tejon's ten-person Board of Directors, will result in greater transparency and accountability and a higher stock price.

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image for news Shareholders of Tejon Ranch Co. Urged to Vote for an Accountable Board of Directors
My Income Portfolio: In The Garden Of Eden
ARCC, BST, CCAP, EOS, ETO, EVT, FDUS, GOF, HTD, JEPI, JEPQ, MCI, PDI, PDT, PTY, RQI, RVT, SPE, USOI, UTF, UTG, XYLD
Published: May 05, 2025 by: Seeking Alpha
Sentiment: Neutral

Total Return can be misleading if not supported by NAV growth, as it may include unsustainable distributions and Return of Capital. Behavioral finance shows markets are irrational, making it crucial to consider practical aspects beyond theoretical Total Return calculations. I believe that NAV performance can affect our discretion in the reinvestment choices for the distributions we receive from our savings much more than Total Return.

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image for news My Income Portfolio: In The Garden Of Eden
Special Opportunities Fund Seeks to Elect Directors of Tejon Ranch Co.
SPE
Published: April 10, 2025 by: GlobeNewsWire
Sentiment: Neutral

SADDLE BROOK, N.J., April 10, 2025 (GLOBE NEWSWIRE) -- Special Opportunities Fund, Inc., (SPE or the “Fund”) (NYSE: SPE), one of the largest shareholders of Tejon Ranch Co., (TRC or “Tejon”) (NYSE: TRC), announced that it is soliciting proxies to elect three independent directors of Tejon at its annual meeting of shareholders on May 13, 2025.

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image for news Special Opportunities Fund Seeks to Elect Directors of Tejon Ranch Co.
Special Opportunities Fund Declares Distributions For Second Quarter of 2025
SPE
Published: April 04, 2025 by: Business Wire
Sentiment: Neutral

NEW YORK--(BUSINESS WIRE)--Special Opportunities Fund, Inc. (NYSE: SPE) (the “Fund”) today announced that the Fund's Board of Directors (the “Board”) has declared the next three monthly distributions under the Fund's managed distribution plan. Under the Fund's managed distribution plan, the Fund intends to make monthly distributions to common stockholders at an annual rate of 8% (or 0.6667% per month) for 2025, based on the net asset value of $16.47 of the Fund's common shares as of December 31.

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image for news Special Opportunities Fund Declares Distributions For Second Quarter of 2025
My Income Portfolio: Financial Awareness
ARCC, BST, CCAP, EOS, ETO, EVT, FDUS, GOF, HTD, JEPI, JEPQ, MCI, PCN, PDI, PDT, PTY, RQI, RVT, SPE, USOI, UTF, UTG, XYLD
Published: March 10, 2025 by: Seeking Alpha
Sentiment: Neutral

The essence of financial awareness is to realize that money can work for us through our investments. Understanding the value of money is the first step toward financial education, which leads to the selection of the most appropriate tools for developing that awareness. In my case, the instruments I have adopted are largely high-income vehicles, with monthly and, in some cases, quarterly distribution.

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image for news My Income Portfolio: Financial Awareness

About Special Opportunities Fund, Inc. (SPE)

  • IPO Date 1993-05-28
  • Website https://www.specialopportunitiesfundinc.com
  • Industry Asset Management
  • CEO Mr. Phillip Franklin Goldstein
  • Employees None

Special Opportunities Fund, Inc. is a close-ended balanced fund of funds launched and managed by Bulldog Investors, LLC. It invests in close-ended funds investing in public equity and fixed income markets. The fund employs a combination of value, opportunistic and special situations strategies to make its investments. It benchmarks the performance of its portfolio against the S&P 500 Index. The fund was previously known as Insured Municipal Income Fund, Inc. Special Opportunities Fund, Inc. was formed on February 18, 1993 and is domiciled in the United States.