- The trend backdrop is active with a 81-week active streak.
- Price is above the Trend Line, keeping the weekly tape constructive.
- Price is above Fair Value, showing premium demand versus the model.
- Next-week expectancy is positive at 63.00% based on similar historical setup states.
TBLD
NASDAQ
Week ended 07 Aug 2026
Weekly Investor Report
Thornburg Income Builder Opportunities Trust Common Stock · Financial Services · Asset Management
Latest close
22.32 USD
1.9%
latest week
Weekly setup
Constructive, but selective
The weekly trend is active. Price is 3.5% above the Trend Line and sits at 86.7% of its 52-week range. The latest completed week returned 1.9%, after a 2.6% four-week move. The latest factor snapshot indicates quality is middle-of-the-pack; growth is moderate; valuation is neither clearly cheap nor expensive. The latest news-sentiment score is 56/100.
Setup score
65
out of 100
Latest Close
22.32 USD
7 Aug 2026
1W Return
1.9%
latest completed week
4W Return
2.6%
short-term follow-through
12W Return
2.5%
quarterly tape
Trend Breadth
100.0%
52 of 52 weeks active
Volume Ratio
1.0x
vs 13-week average
- Activity pressure is negative, which weakens the current setup.
- Price is close to its 52-week high; watch for continuation or exhaustion.
- Trend Line remains the key weekly regime level.
- Activity pressure is the gauge to monitor for confirmation or fade.
- A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through
1.9%
Latest completed week; four-week move 2.6%.
Indicator stack
100/37
Trend and activity pressure are weighted against the latest 12-week confirmation window.
Trend backdrop
Active
The trend backdrop defines the current weekly regime.
Patient Capital
Quiet
Activity-pressure buy-signal status for institutional accumulation timing.
Next-Week Expectancy
Positive 63.00%
Historical one-week expectancy contributes to the evidence score when direction is confirmed.
News sentiment
56/100
52 relevant articles in the latest sentiment read.
01 · Price action
Study the full chart
Where price is—and whether the trend supports it
The weekly trend is active. Price is 3.5% above the Trend Line and sits at 86.7% of its 52-week range. The latest completed week returned 1.9%, after a 2.6% four-week move.
52-week price path
Price vs Trend Line and Fair Value
Price
Trend Line
Fair Value
02 · Volume and demand
Is real participation confirming the move?
Latest weekly volume is 1.0x the 13-week average. Participation is around or above normal and provides reasonable confirmation.
26-week volume confirmation
Bar height shows volume; colour shows the weekly price direction
13 Feb
20 Feb
27 Feb
6 Mar
13 Mar
20 Mar
27 Mar
3 Apr
10 Apr
17 Apr
24 Apr
1 May
8 May
15 May
22 May
29 May
5 Jun
12 Jun
19 Jun
26 Jun
3 Jul
10 Jul
17 Jul
24 Jul
31 Jul
7 Aug
Up week
Down week
Demand beneath price
Activity pressure and institutional-style signals
These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.
Activity pressure path
Latest 0.8612-week average 0.86
12-week confirmation
Trend active12/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure0/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership0/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.86Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers0No reversal markers
No recent accumulation markers. No reversal markers.
03 · Momentum and leadership
Is performance persistent—and is the stock leading?
Performance is 2.6% over four weeks, 2.5% over 12 weeks, and 18.7% over one year. The current trend has remained active for 81 consecutive weeks.
Performance by holding period
Active trend streak81 weeks
Active weeks in one year52
Trend breadth100.0%
Activity pressure vs relative leadership
Activity pressureRelative leadership
Pressure-0.74Latest activity-pressure read.
Pressure change0.5%Four-week change in activity pressure.
Leadership-5.09Latest relative-leadership reading.
RS change37.5%Four-week change in relative leadership.
04 · Fundamentals and valuation
Open full factor analysis
What investors are paying for—and the quality behind it
The latest factor snapshot indicates quality is middle-of-the-pack; growth is moderate; valuation is neither clearly cheap nor expensive.
Factor week 09 Aug 2026
Financial statements through 31 Mar 2026
Field coverage 61%
Model confidence 57%
Relative factor standing
Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.
Overall factor strength34/100Blend of value, momentum, and quality. Underlying universe rank 67; rank 1 is best.
Value43/100Relative valuation strength. Underlying universe rank 58; rank 1 is best.
Quality40/100Profitability and accounting quality. Underlying universe rank 61; rank 1 is best.
Momentum43/100Medium-term price momentum. Underlying universe rank 58; rank 1 is best.
Growth43/100Revenue and earnings growth. Underlying universe rank 58; rank 1 is best.
Quality and valuation are separate questions
A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.
Valuation
How much investors are paying for earnings, sales, and cash flow.
- P/E
- 7.3x Price divided by trailing earnings.
- Price / sales
- 7.0x Market value relative to trailing revenue.
- EV / EBITDA
- - Enterprise value relative to operating cash earnings.
- Free-cash-flow yield
- - Free cash flow as a share of enterprise value.
Business quality
Margins and the return generated on invested capital.
- Gross margin
- - Gross profit retained from each unit of revenue.
- Operating margin
- - Operating profit retained from revenue.
- Free-cash-flow margin
- - Free cash flow generated from revenue.
- Return on invested capital
- - Operating return generated on invested capital.
Growth and financial strength
Recent business growth and accounting strength.
- Revenue growth
- -16.1% Latest one-year revenue growth.
- EPS growth
- -17.3% Latest one-year earnings-per-share growth.
- Free-cash-flow growth
- - Latest one-year free-cash-flow growth.
- Piotroski F-score
- 2/9 Nine-point accounting-strength checklist.
Shareholder return and balance sheet
Cash returned to owners and financial leverage.
- Dividend yield
- 5.6% Cash dividends relative to market value.
- Buyback yield
- 0.0% Net share repurchases relative to market value.
- Shareholder yield
- 5.6% Dividend yield plus net buyback yield.
- Net debt / EBITDA
- - Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment
What other market participants are doing
Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.
Insider activity-
No recent insider transactions are stored for this company.
News sentiment56/100
Weighted news tone is neutral across 52 relevant articles.
17 positive · 34 neutral · 1 negativePatient CapitalQuiet
Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal
06 · Catalysts and risk
What can move the shares—and how volatile the path has been
Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.
Next earnings-No event is currently stored.
Options expected move-Nearest-chain priced movement where available.
52-week drawdown-2.5%Distance below the 52-week high.
13-week volatility1.8%Standard deviation of weekly returns.
Weekly gains and losses
Latest 26 completed weeksEach bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.
13 Feb
13 Mar
10 Apr
8 May
5 Jun
3 Jul
7 Aug
Weeks higher14 of 2612 weeks finished lower.
Best week+4.1%Week of 22 May.
Worst week-4.0%Week of 5 Jun.
Latest week+1.9%Week of 7 Aug.
Shape of recent returns
Strong gains1
Modest gains13
Flat weeks0
Modest losses11
Sharp losses1
Recent vol1.8%13-week weekly-return volatility.
Base vol1.6%52-week weekly-return volatility.
Up/down split32/20Count of positive and negative weeks in the 52-week window.
Average skew1.3% / -1.2%Average positive week versus average negative week.
07 · Sector and peer context
Is this stock leading—or simply moving with its group?
Sector and industry breadth distinguish company-specific strength from a broad group move.
SectorUS Financial Services
4-week rank- / 100
Group average2.7%
Trend breadth73.0%
Trend73.0%active weekly trend signals
MD86.0%positive activity pressure
RS46.0%positive relative leadership
Four-week leaders
IndustryUS Asset Management
4-week rank61 / 100
Group average5.4%
Trend breadth51.0%
Trend51.0%active weekly trend signals
MD55.0%positive activity pressure
RS26.0%positive relative leadership
Four-week leaders
08 · Evidence and weekly data
The underlying research record
Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.
Weekly tape67/100
Trend, activity pressure, participation, and risk combine to a 67/100 tape read.
Indicator analysis49/100Latest 12-week confirmation: trend 12/12, activity pressure 0/12, relative leadership 0/12.
Activity pressure 0.86; No reversal markers Next-Week ExpectancyPositive 63.00%Next-week expectancy is positive with a 63.00% historical one-week setup read.
Adds short-term historical context without overriding trend, activity, or relative leadership. Factors39/100O'Shaughnessy factor stack blends value, quality, momentum, and confidence.
Buyback Yield rank 52; Small Cap Core rank 59 Patient CapitalQuietActivity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal Sentiment56/100Weighted news tone is neutral across 52 relevant articles.
Thornburg Income Builder Opportunities Trust Revenue Breakdown – LS:A3DEXR Insiders50/100No recent insider transaction evidence is stored.
Earnings50/100No stored earnings event is currently attached to this ticker.
| Week | Close | Return | Trend Line | Fair Value | Pressure | Leadership | Volume | Trend |
|---|---|---|---|---|---|---|---|---|
| 7 Aug 2026 | 22.32 USD | 1.9% | 21.56 USD | 16.68 USD | -0.74 | -5.09 | 244.2K | On |
| 31 Jul 2026 | 21.91 USD | 0.6% | 21.47 USD | 16.61 USD | -0.88 | -2.20 | 243.7K | On |
| 24 Jul 2026 | 21.78 USD | -1.2% | 21.40 USD | 16.55 USD | -0.90 | -2.34 | 255.9K | On |
| 17 Jul 2026 | 22.05 USD | 1.4% | 21.32 USD | 16.49 USD | -0.82 | -2.75 | 205.2K | On |
| 10 Jul 2026 | 21.75 USD | -0.5% | 21.23 USD | 16.43 USD | -0.75 | -8.14 | 293.7K | On |
| 3 Jul 2026 | 21.86 USD | 0.8% | 21.14 USD | 16.37 USD | -0.70 | -6.17 | 162.9K | On |
| 26 Jun 2026 | 21.68 USD | -0.9% | 21.05 USD | 16.31 USD | -0.67 | -6.30 | 245.6K | On |
| 19 Jun 2026 | 21.87 USD | 0.7% | 20.97 USD | 16.25 USD | -0.47 | -9.89 | 184.5K | On |
| 12 Jun 2026 | 21.71 USD | 0.1% | 20.87 USD | 16.19 USD | -0.26 | -8.38 | 287.4K | On |
| 5 Jun 2026 | 21.68 USD | -4.0% | 20.80 USD | 16.13 USD | -0.24 | -6.58 | 213.5K | On |
| 29 May 2026 | 22.58 USD | -0.4% | 20.73 USD | 16.07 USD | -0.11 | -7.21 | 213.4K | On |
| 22 May 2026 | 22.66 USD | 4.1% | 20.62 USD | 16.00 USD | -0.06 | -4.35 | 300.9K | On |
| 15 May 2026 | 21.78 USD | -0.3% | 20.50 USD | 15.93 USD | -0.05 | -7.10 | 264.6K | On |
| 8 May 2026 | 21.84 USD | 1.0% | 20.43 USD | 15.87 USD | 0.23 | -7.25 | 320.1K | On |
How to use this report
This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.