profit from every $100 of sales.
$0$100
First Trust High Yield Opportunities 2027 Term Fund
$12.77-0.08% today
-9.1% in 1 year
1-year low $12.581-year high $14.22
Trading close to its lowest price of the past year.
The essentials
Four questions every investor asks, answered in one line each.
more sales each year, on average, 2024 to 2025.
0%20% a year
You pay $10.33 for every $1 of profit it makes in a year.
CheapExpensive
of earnings would pay off all its debt.
No debt5 years
Money in, money out
What First Trust High Yield Opportunities 2027 Term Fund sold, what it kept, and what it did with the cash.
Sales went from -$71.8 million in 2022 to $46.2 million in 2025, with $45.5 million of profit last year.
SalesProfit
First Trust High Yield Opportunities 2027 Term Fund handed back more cash to shareholders than it generated last year.
$56M
Free cash flow 2025$30M
Bought back its own shares–
Paid as dividends$56M
Cash vs. debt$211,899 vs. $157M
First Trust High Yield Opportunities 2027 Term Fund vs. similar companies
First Trust High Yield Opportunities 2027 Term Fund grows the slowest of these 5 and is priced in the middle for its profits.
| Company | Profit from $100 of sales | Sales growth a year | Price per $1 of profit |
|---|---|---|---|
| First Trust High Yield Opportunities 2027 Term Fund | 10.3× · Cheap | ||
 BlackRock | 34.0× · Expensive | ||
 Blackstone | 49.1× · Expensive | ||
 Investor | 8.5× · Cheap | ||
 Brookfield | 70.0× · Very expensive |
AI analysis
An AI analyst reads First Trust High Yield Opportunities 2027 Term Fund's last five years, its segments, earnings, insiders and peers, and writes the bull case, the bear case and what the price expects.
Run the AI analysisFull statementsIncome, balance sheet and cash flow, year by year
Income statement
| In millions of USD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| -72 | -19 | 55 | 46 | |
| – | – | – | – | |
| – | – | – | – | |
| – | – | – | – | |
| -73 | -20 | 54 | 45 | |
| -1.98 | -0.54 | 1.47 | 1.24 | |
| – | – | – | – | |
| – | – | – | – | |
| 101.5% | 104.7% | 98.3% | 98.5% |
Balance sheet
| In millions of USD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Total assets | 925 | 700 | 703 | 739 |
| Cash | 0 | 0 | 0 | 0 |
| Total debt | 278 | 123 | 131 | 157 |
| Total liabilities | 282 | 134 | 140 | 187 |
| 643 | 566 | 563 | 552 | |
| 37 | 36 | 37 | 37 | |
| – | – | – | – | |
| -11.3% | -3.5% | 9.6% | 8.2% |
Cash flow
| In millions of USD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| 91 | 212 | 49 | 30 | |
| – | – | – | – | |
| 91 | 212 | 49 | 30 | |
| Dividends paid | 61 | 57 | 57 | 56 |
| – | – | – | – | |
| – | – | – | – |
Valuation
- 10.3×
- –
- –
- 0.0×
- 10.2×
- 15.5×
- –
- 6.4%
- 9.7%
- 11.0%
Profitability
- 84.9%
- 83.7%
- 98.5%
- 83.7%
- 6.4%
- 2.2%
- 8.2%
- 6.2%
- 6.4%
- –
Growth
- −16.0%
- −15.6%
- −38.8%
- +20.2%
- –
Financial health
- 3.4×
- 0.28
- 21.2%
- 5.6×
- 0.65
- 0.65
- 0.07
How it ranks in Financial Services
Each dot is where the company stands among every company over $300M in the sector. Further right is better.
Top 40%of 852
Top 5%of 733
Top 29%of 863
Bottom 8%of 860
Top 48%of 920
11.0%of the share price, paid each year
On $1,000 invested$110a year at today's yield, before tax
+20.2%2020 to 2025
Raised–not every year
Paid per share, each year
$0.60 in 2020 → $1.50 in 2025
How safe it looks
123.3% of its profit
Room to growStretchedMore than it earns: 185.7%
News
Budget airlines are going upscale with first-class seats and faster wifiMarketWatch · Nov 13, 2026I am turning 18 next month and want to start investing. What do I do first?MarketWatch · Nov 13, 2026Trump administration is hiring debt collectors to go after defaulted student-loan borrowers for first time in 6 yearsMarketWatch · Nov 13, 2026Better U.S. Bank ETF: State Street's KBE vs. First Trust's FTXOYahoo Finance · Nov 13, 2026I’m 17 and will be a first-generation college student. Is law school worth being $200,000 in debt?MarketWatch · Nov 12, 2026Insider trades
Our insider feed has not updated since May 26, 2026. Trades filed after that are not listed yet.
No insider trades on file.
The seven classic investing rulebooks
1/7Passes 1 of 7. Each bar is how well the company fits that investor's published rules, from 0 to 100; 60 or more counts as a pass.
Warren Buffett
49No pass
Benjamin Graham
71Pass
Philip Fisher
56No pass
Peter Lynch
33No pass
Joel Greenblatt
28No pass
Charlie Munger
47No pass
Terry Smith
39No pass
Questions about First Trust High Yield Opportunities 2027 Term Fund
Is First Trust High Yield Opportunities 2027 Term Fund a good stock to buy?
A business with weak numbers, and the price looks low. 1 of the 7 famous investors' published rulebooks we apply pass it. Whether it suits you depends on your goals and the price you pay; invest-like never tells anyone to buy or sell. The AI analysis lays out the case for and against. Read the First Trust High Yield Opportunities 2027 Term Fund AI analysis
What does First Trust High Yield Opportunities 2027 Term Fund do?
First Trust High Yield Opportunities 2027 Term Fund is a diversified and closed-end management investment company. Its investment objective is to provide current income. The company was founded on June 25, 2020 and is headquartered in Wheaton, IL. It is in Asset Management.
Does First Trust High Yield Opportunities 2027 Term Fund pay a dividend?
Yes. At today's price the dividend is 11.0% a year, about 123% of its yearly profit. In 2025 it paid out $56.1 million in dividends.
Is First Trust High Yield Opportunities 2027 Term Fund stock halal?
No. First Trust High Yield Opportunities 2027 Term Fund does not pass our halal screen: its debt is 33% of its market value, at or above the 33% limit. How we check
How has First Trust High Yield Opportunities 2027 Term Fund stock done over the past year?
Down 9.1% over the past twelve months, to $12.77. It traded between $12.58 and $14.22 and is 10.2% below its high.
Who are First Trust High Yield Opportunities 2027 Term Fund's competitors?
The largest listed companies in the same industry are BlackRock, Blackstone, Investor and Brookfield. The peers table on this page compares their profit, growth and price with First Trust High Yield Opportunities 2027 Term Fund's.
Prices: daily closes to Nov 13, 2026. Fundamentals: company reports via invest-like data.