profit from every $100 of sales.
$0$100
Western Asset Investment Grade Defined Opportunity
$15.36-2.78% today
-6.5% in 1 year
1-year low $15.211-year high $16.66
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, 2023 to 2025.
0%20% a year
You pay $15.35 for every $1 of profit it makes in a year.
CheapExpensive
It holds more cash than debt.
No debt5 years
Money in, money out
What Western Asset Investment Grade Defined Opportunity sold, what it kept, and what it did with the cash.
Sales went from -$37.0 million in 2022 to $6.29 million in 2025, with $6.00 million of profit last year.
SalesProfit
Western Asset Investment Grade Defined Opportunity vs. similar companies
Western Asset Investment Grade Defined Opportunity grows in the middle 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 |
|---|---|---|---|
| Western Asset Investment Grade Defined Opportunity | 15.3× · Fair price | ||
 BlackRock | 34.1× · Expensive | ||
 Blackstone | 49.9× · Expensive | ||
 Investor | 8.5× · Cheap | ||
 Brookfield | 71.8× · Very expensive |
AI analysis
An AI analyst reads Western Asset Investment Grade Defined Opportunity'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 |
|---|---|---|---|---|
| -37 | 7 | 17 | 6 | |
| – | – | – | – | |
| – | – | – | – | |
| – | – | – | – | |
| -37 | 7 | 17 | 6 | |
| -3.44 | 0.64 | 1.34 | – | |
| – | – | – | – | |
| – | – | – | – | |
| 100.7% | 97.5% | 98.1% | 95.4% |
Balance sheet
| In millions of USD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Total assets | 189 | 186 | 107 | 107 |
| Cash | 0 | 0 | 0 | 0 |
| Total debt | – | – | – | – |
| Total liabilities | 2 | 1 | 2 | 1 |
| 187 | 185 | 105 | 106 | |
| 11 | 11 | 6 | – | |
| – | – | – | – | |
| -19.9% | 3.7% | 15.9% | 5.6% |
Cash flow
| In millions of USD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| – | – | – | – | |
| – | – | – | – | |
| – | – | – | – | |
| Dividends paid | – | – | – | – |
| – | – | – | – | |
| – | – | – | – |
Valuation
- 15.3×
- –
- –
- 0.9×
- 14.6×
- –
- –
- 0.0%
- 6.5%
- 5.3%
Profitability
- 29.5%
- 145.0%
- 95.4%
- 145.0%
- -649.2%
- 1.2%
- 5.7%
- 5.6%
- 5.6%
- –
Growth
- −6.0%
- –
- –
- +0.1%
- −13.8%
Financial health
- -0.0×
- 0.00
- 0.0%
- –
- –
- –
- 0.04
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.
Bottom 46%of 873
Bottom 14%of 883
Bottom 28%of 933
Recent earnings
Our results feed has not updated since May 21, 2026. Results reported after that are not in this table yet.
| Date | EPS | Expected | Surprise |
|---|---|---|---|
| May 30, 2024 | 0.66 | – | – |
| Apr 12, 2024 | 0.31 | – | – |
| May 30, 2023 | 0.33 | – | – |
| Nov 29, 2022 | -0.84 | – | – |
| May 30, 2022 | -2.60 | – | – |
| Nov 29, 2021 | 0.40 | – | – |
| May 30, 2021 | -0.22 | – | – |
| Nov 29, 2020 | 1.81 | – | – |
5.3%of the share price, paid each year
On $1,000 invested$53a year at today's yield, before tax
+0.1%2020 to 2025
Raised3 yearsin a row, in our data
Paid per share, each year
$1.20 in 2015 → $0.85 in 2025
How safe it looks
0.0% of its profit
Room to growStretchedMore than it earnsNews
Western Union purchase of Intermex gets conditional California approvalSeeking Alpha · Nov 11, 2026Western Forest Products reports Q3 resultsSeeking Alpha · Nov 6, 2026What Did Western Digital's Latest Quarter Change For Its Stock?Yahoo Finance · Oct 28, 2026Western Digital, Allegro MicroSystems, Amtech, and Teradyne shares skyrocket, what you need to knowYahoo Finance · Oct 27, 2026Western New England GAAP EPS of $0.32 beats by $0.06, revenue of $23.9M beats by $2.84MSeeking Alpha · Oct 27, 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
2/7Passes 2 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
36No pass
Benjamin Graham
62Pass
Philip Fisher
53No pass
Peter Lynch
61Pass
Joel Greenblatt
47No pass
Charlie Munger
52No pass
Terry Smith
34No pass
Questions about Western Asset Investment Grade Defined Opportunity
Is Western Asset Investment Grade Defined Opportunity a good stock to buy?
A strong, very profitable business at a fair price. 2 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 Western Asset Investment Grade Defined Opportunity AI analysis
What does Western Asset Investment Grade Defined Opportunity do?
Western Asset Investment Grade Defined Opportunity Trust Inc. is a close-ended fixed income mutual fund launched and managed by Legg Mason Partners Fund Advisor, LLC. It is co-managed by Western Asset Management Company, Western Asset Management Company Pte. It is in Asset Management.
Does Western Asset Investment Grade Defined Opportunity pay a dividend?
Yes. At today's price the dividend is 5.3% a year.
Is Western Asset Investment Grade Defined Opportunity stock halal?
No. Western Asset Investment Grade Defined Opportunity does not pass our halal screen: it looks like an interest-income fund. How we check
How has Western Asset Investment Grade Defined Opportunity stock done over the past year?
Down 6.5% over the past twelve months, to $15.36. It traded between $15.21 and $16.66 and is 7.8% below its high.
Who are Western Asset Investment Grade Defined Opportunity'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 Western Asset Investment Grade Defined Opportunity's.
Prices: daily closes to Nov 11, 2026. Fundamentals: company reports via invest-like data.