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ACVA

ACV Auctions Inc

May 03 • 04:00PM ET

17.81

Dollar change +0.43
Percentage change 2.47	%

Consumer Cyclical • Auto & Truck Dealerships • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: VTI VB IWM VXF VBK IWO SCHA VTWO DFAS DWAS

Index	RUT	P/E	-	EPS (ttm)	-0.47	Insider Own	16.13%	Shs Outstand	170.41M	Perf Week	-1.55%
Market Cap	3.04B	Forward P/E	40.36	EPS next Y	0.44	Insider Trans	-12.26%	Shs Float	142.92M	Perf Month	-2.94%
Income	-75.26M	PEG	-	EPS next Q	0.01	Inst Own	77.84%	Short Float	6.26%	Perf Quarter	30.96%
Sales	481.23M	P/S	6.31	EPS this Y	158.97%	Inst Trans	4.03%	Short Ratio	7.30	Perf Half Y	32.51%
Book/sh	2.82	P/B	6.31	EPS next Y	651.38%	ROA	-8.19%	Short Interest	8.95M	Perf Year	31.63%
Cash/sh	2.41	P/C	7.38	EPS next 5Y	0.80%	ROE	-15.97%	52W Range	12.84 - 19.54	Perf YTD	17.56%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-15.18%	ROI	-12.83%	52W High	-8.85%	Beta	1.56
Dividend TTM	-	Quick Ratio	2.12	Sales past 5Y	79.89%	Gross Margin	45.19%	52W Low	38.71%	ATR (14)	0.67
Dividend Ex-Date	-	Current Ratio	2.12	EPS Y/Y TTM	27.71%	Oper. Margin	-18.50%	RSI (14)	50.95	Volatility	3.06% 3.83%
Employees	2170	Debt/Eq	0.29	Sales Y/Y TTM	14.16%	Profit Margin	-15.64%	Recom	1.46	Target Price	21.54
Option/Short	Yes / Yes	LT Debt/Eq	0.28	EPS Q/Q	6.79%	Payout	-	Rel Volume	0.79	Prev Close	17.38
Sales Surprise	-0.20%	EPS Surprise	29.66%	Sales Q/Q	20.83%	Earnings	May 08 AMC	Avg Volume	1.23M	Price	17.81
SMA20	0.30%	SMA50	-0.68%	SMA200	13.40%	Trades		Volume	970,764	Change	2.47%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-10-24	Upgrade	Northcoast	Neutral → Buy	$22
Jul-20-23	Initiated	B. Riley Securities	Buy	$23
Jul-13-23	Downgrade	JP Morgan	Overweight → Neutral	$17
Feb-16-23	Downgrade	Piper Sandler	Overweight → Neutral	$11
Jun-30-22	Resumed	JMP Securities	Mkt Outperform
Jun-10-22	Initiated	Barrington Research	Outperform	$18
Apr-20-22	Resumed	Citigroup	Buy	$20
Mar-02-22	Upgrade	Stephens	Equal-Weight → Overweight	$17 → $19
Mar-01-22	Initiated	Needham	Buy	$20
Jan-07-22	Initiated	Goldman	Buy	$26
Oct-29-21	Initiated	Truist	Buy	$30
Aug-23-21	Upgrade	Citigroup	Neutral → Buy	$29 → $23
Aug-18-21	Upgrade	Piper Sandler	Neutral → Overweight	$30 → $26
Aug-13-21	Upgrade	BofA Securities	Neutral → Buy	$33 → $35
Aug-04-21	Upgrade	JP Morgan	Neutral → Overweight	$30
Apr-19-21	Initiated	Raymond James	Mkt Perform
Apr-19-21	Initiated	Piper Sandler	Neutral	$36
Apr-19-21	Initiated	JP Morgan	Neutral	$30
Apr-19-21	Initiated	JMP Securities	Mkt Outperform	$45
Apr-19-21	Initiated	Jefferies	Buy	$45

Show Previous Ratings

Apr-26-24 07:00AM	Used-Car Sales Have Moved OnlineHeres Why Both Customers and Dealers Are Happy (The Wall Street Journal)
Apr-24-24 04:05PM	ACV to Report First Quarter 2024 Financial Results on May 8, 2024 (GlobeNewswire)
Apr-15-24 08:05AM	ACV Transportation Expands Services to Vehicles Purchased Outside of the ACV Platform (GlobeNewswire)
Apr-05-24 07:00PM	Insider Sell: COO Vikas Mehta Sells 121,741 Shares of ACV Auctions Inc (ACVA) (GuruFocus.com)
Apr-04-24 01:31AM	Insider Sell: COO Vikas Mehta Sells 78,259 Shares of ACV Auctions Inc (ACVA) (GuruFocus.com)
08:03AM	Loading…
Apr-02-24 08:03AM	Does ACV Auctions (ACVA) Have the Potential to Create a Strong Competitive Moat? (Insider Monkey)
Mar-22-24 01:53AM	ACV Auctions Inc CFO William Zerella Sells 32,500 Shares (GuruFocus.com)
01:53AM	ACV Auctions Inc CEO George Chamoun Sells Over 300,000 Shares (GuruFocus.com)
Mar-20-24 08:29PM	Fuel Me Secures $18 Million in Oversubscribed Series A to Redefine Fuel Procurement as We Know It (PR Newswire)
Feb-28-24 08:00AM	ACV to Participate in The Citizens JMP Technology Conference (GlobeNewswire)
Feb-27-24 08:19AM	ACV Auctions Inc. (NASDAQ:ACVA) Q4 2023 Earnings Call Transcript (Insider Monkey) +7.14%
Feb-23-24 04:05PM	Carvana Stock Soars With Earnings Outlook Seen 'Driving The Squeeze' (Investor's Business Daily)
12:51PM	Carvana Stock Drives Past Buy Point As Earnings Outlook 'Trumps' Mixed Report (Investor's Business Daily)
11:00AM	Carvana Stock Soars Above Buy Point As Earnings Outlook 'Trumps' Mixed Report (Investor's Business Daily)
Feb-22-24 05:56PM	Carvana Stock Soars As Online Used-Car Seller Guides High (Investor's Business Daily) +17.21%
05:56PM	Loading…
05:56PM	Why ACV Auctions Stock Popped Today (Motley Fool)
04:50PM	Carvana Stock Soars After Guiding Higher Used Car Sales, Earnings In 2024 (Investor's Business Daily)
04:05PM	Carvana Stock Pops With Earnings On Deck. A Used-Car Auction Peer Soars. (Investor's Business Daily)
01:16PM	Carvana Stock Rises With Earnings On Deck. A Used-Car Auction Peer Beats And Soars. (Investor's Business Daily)
07:53AM	Q4 2023 ACV Auctions Inc Earnings Call (Thomson Reuters StreetEvents)
05:00AM	7 Unstoppable Software Stocks Set to Soar in 2024 (InvestorPlace)
Feb-21-24 06:30PM	ACV Auctions Inc. (ACVA) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
05:50PM	ACV Auctions Inc. (ACVA) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
04:05PM	ACV Auctions Announces the Settlement of Litigation Regarding AutoIMS (GlobeNewswire)
04:05PM	ACV Announces Fourth Quarter and Full-Year 2023 Results (GlobeNewswire)
Feb-19-24 09:15AM	ACV Auctions Inc. (ACVA) Q4 Earnings on the Horizon: Analysts' Insights on Key Performance Measures (Zacks)
Feb-09-24 01:40AM	ACV Auctions Inc CFO William Zerella Sells 32,500 Shares (GuruFocus.com)
Feb-07-24 07:09AM	Baron Discovery Fund Sold ACV Auctions (ACVA) Due to the Current Valuation (Insider Monkey)
Feb-02-24 05:00AM	3 Growth Stocks Poised for a 2024 Millionaire-Making Moonshot (InvestorPlace)
Feb-01-24 09:15AM	Impel Launches Car Buying AI and Integrates with ACV Auctions' ClearCar to Bring Enhanced Inventory Acquisition Solution to Auto Dealers (PR Newswire)
04:05PM	Loading…
Jan-24-24 04:05PM	ACV to Report Fourth Quarter and Full Year 2023 Financial Results on February 21, 2024 (GlobeNewswire)
Jan-18-24 04:30PM	Tyler Hall Joins Signal Technologies as Chief Commercial Officer (PR Newswire)
Jan-12-24 01:03AM	ACV Auctions Inc CFO William Zerella Sells 32,500 Shares (GuruFocus.com)
Jan-11-24 08:30AM	ACV to Showcase the Future of Vehicle Sourcing and Inventory Management at the 2024 National Automobile Dealers Association Show in Las Vegas (GlobeNewswire)
Dec-17-23 04:51AM	5 Most Promising Car Stocks According to Analysts (Insider Monkey)
Dec-16-23 01:12PM	Insider Sell: CEO George Chamoun Sells 443,776 Shares of ACV Auctions Inc (ACVA) (GuruFocus.com)
Dec-15-23 01:02PM	Insider Sell: CFO William Zerella Sells 17,500 Shares of ACV Auctions Inc (ACVA) (GuruFocus.com) -5.28%
Dec-12-23 09:40AM	Is ACV Auctions (ACVA) Outperforming Other Retail-Wholesale Stocks This Year? (Zacks) -6.12%
Nov-23-23 09:40AM	Are Retail-Wholesale Stocks Lagging ACV Auctions (ACVA) This Year? (Zacks)
Nov-22-23 09:55AM	Wall Street Analysts See a 31.71% Upside in ACV Auctions Inc. (ACVA): Can the Stock Really Move This High? (Zacks)
Nov-17-23 11:22AM	ACV Panels Discuss using AI for Trusted Vehicle Valuation and Disposal Strategies at Used Car Week 2023 (GlobeNewswire)
09:04AM	Insider Sell: CFO William Zerella Sells 17,500 Shares of ACV Auctions Inc (ACVA) (GuruFocus.com)
Nov-07-23 09:46AM	ACV Auctions Inc. (NASDAQ:ACVA) Q3 2023 Earnings Call Transcript (Insider Monkey)
08:30AM	ACV Announces Participation in Upcoming Investor Conferences (GlobeNewswire)
Nov-06-23 05:30PM	Compared to Estimates, ACV Auctions Inc. (ACVA) Q3 Earnings: A Look at Key Metrics (Zacks)
05:11PM	ACV Auctions Inc (ACVA) Q3 2023 Earnings: Revenue Up 13% YoY, Adjusted EBITDA Beats Guidance (GuruFocus.com)
04:01PM	ACV Announces Third Quarter 2023 Results (GlobeNewswire)
09:55AM	Wall Street Analysts Think ACV Auctions Inc. (ACVA) Could Surge 39.09%: Read This Before Placing a Bet (Zacks)
Oct-30-23 10:00AM	Will ACV Auctions Inc. (ACVA) Report Negative Earnings Next Week? What You Should Know (Zacks)
Oct-19-23 09:40AM	Are Retail-Wholesale Stocks Lagging ACV Auctions (ACVA) This Year? (Zacks)
Oct-16-23 04:05PM	ACV to Report Third Quarter 2023 Financial Results on November 6, 2023 (GlobeNewswire)
08:30AM	ACV Leverages AI to Introduce ClearCar (GlobeNewswire)
Oct-12-23 11:01PM	Insider Sell: CFO William Zerella Sells 17,500 Shares of ACV Auctions Inc (ACVA) (GuruFocus.com)
Sep-29-23 09:40AM	Is ACV Auctions (ACVA) Stock Outpacing Its Retail-Wholesale Peers This Year? (Zacks)
Sep-25-23 03:48AM	ACV Auctions (ACVA) Rose on Full-Year Guidance (Insider Monkey)
Sep-15-23 07:20PM	Insider Sell: CEO George Chamoun Sells 245,474 Shares of ACV Auctions Inc (ACVA) (GuruFocus.com)
Sep-14-23 07:11PM	Insider Sell: Craig Anderson Sells 15,000 Shares of ACV Auctions Inc (ACVA) (GuruFocus.com)
Sep-12-23 09:40AM	Is ACV Auctions (ACVA) Outperforming Other Retail-Wholesale Stocks This Year? (Zacks)
Aug-30-23 09:00AM	ACV Prioritizes User Experience and Customer Communication Enhancements, Adding Chat to Its Robust Options (GlobeNewswire)
Aug-23-23 04:05PM	ACV Announces Participation in Upcoming Investor Conferences (GlobeNewswire)
Aug-08-23 10:48AM	Q2 2023 ACV Auctions Inc Earnings Call (Thomson Reuters StreetEvents)
09:27AM	ACV Auctions Inc. (NASDAQ:ACVA) Q2 2023 Earnings Call Transcript (Insider Monkey)
Aug-07-23 04:05PM	ACV Announces Second Quarter 2023 Results (GlobeNewswire)
Aug-05-23 12:38AM	Q2 2023 Rand Capital Corp Earnings Call (Thomson Reuters StreetEvents)
Jul-27-23 07:20AM	ACV Auctions Inc. (NASDAQ:ACVA) Shares Could Be 45% Below Their Intrinsic Value Estimate (Simply Wall St.)
Jul-17-23 04:05PM	ACV to Report Second Quarter 2023 Financial Results and Participate in the Canaccord Genuity 43rd Annual Growth Conference (GlobeNewswire)
Jul-13-23 10:00AM	Best Momentum Stocks to Buy for July 13 (Zacks)
Jun-29-23 09:40AM	Has ACV Auctions (ACVA) Outpaced Other Retail-Wholesale Stocks This Year? (Zacks)
Jun-28-23 09:05AM	When Will ACV Auctions Inc. (NASDAQ:ACVA) Become Profitable? (Simply Wall St.)
Jun-22-23 05:00AM	Zacks Industry Outlook Highlights PDD Holdings, Rover Group and ACV Auctions (Zacks)
Jun-21-23 03:54PM	3 Picks from a Strengthening E-commerce Industry (Zacks)
Jun-13-23 09:40AM	Are Retail-Wholesale Stocks Lagging ACV Auctions (ACVA) This Year? (Zacks)
Jun-08-23 09:30AM	ACVs 2023 Analyst Day Showcases Latest Data & Technology Innovations (GlobeNewswire)
May-26-23 09:40AM	Is ACV Auctions (ACVA) Stock Outpacing Its Retail-Wholesale Peers This Year? (Zacks)
May-11-23 07:02PM	Why ACV Auctions Stock Trounced the Market Today (Motley Fool) +20.42%
May-10-23 06:35PM	ACV Auctions Inc. (ACVA) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
04:05PM	ACV Announces First Quarter 2023 Results (GlobeNewswire)
02:19AM	Q1 2023 Rand Capital Corp Earnings Call (Thomson Reuters StreetEvents)
May-08-23 06:13AM	Is It Time To Consider Buying ACV Auctions Inc. (NASDAQ:ACVA)? (Simply Wall St.)
Apr-19-23 04:05PM	ACV to Report First Quarter 2023 Financial Results on May 10, 2023 (GlobeNewswire)
Apr-17-23 09:15AM	ACV Auctions Inc. (NASDAQ:ACVA) Investors Are Less Pessimistic Than Expected (Simply Wall St.)
Mar-31-23 09:13AM	ACV Reaches Milestone Of Over Three Million Vehicle Inspections and Two Million Vehicles Sold, Extending Its Data Moat and Marketplace Share Gains (GlobeNewswire)
Mar-17-23 07:11AM	ACV Auctions (NASDAQ:ACVA) investors are sitting on a loss of 12% if they invested a year ago (Simply Wall St.)
Mar-08-23 09:37AM	ACVs AI-Powered Monk Technology Tapped by Toyota Financial Services France for Off-Lease Vehicle Inspections (GlobeNewswire)
Feb-24-23 06:35PM	Why ACV Auctions Stock Blasted Higher This Week (Motley Fool) -5.13%
02:06PM	ACV Auctions' Better-Than-Expected Q4 Earnings Signal Improvements In The Industry, Says Analyst (Benzinga)
Feb-23-23 12:34PM	Why ACV Auctions Stock Surged Today (Motley Fool) +16.76%
Feb-22-23 06:56PM	ACV sees industry improvements ahead after year of challenges (American City Business Journals)
05:15PM	ACV Auctions Inc. (ACVA) Reports Q4 Loss, Lags Revenue Estimates (Zacks)
05:00PM	ACV to and Participate at the 2023 JMP Securities Technology Conference on March 7, 2023 and Host Analyst Day on June 1, 2023 (GlobeNewswire)
04:01PM	ACV Announces Fourth Quarter and Full-Year 2022 Results (GlobeNewswire)
Feb-17-23 06:07AM	Is ACV Auctions Inc. (NASDAQ:ACVA) Trading At A 49% Discount? (Simply Wall St.)
Feb-16-23 10:01AM	Booking Holdings (BKNG) Earnings Expected to Grow: Should You Buy? (Zacks)
Feb-15-23 10:00AM	ACV Auctions Inc. (ACVA) Expected to Beat Earnings Estimates: What to Know Ahead of Q4 Release (Zacks)
Feb-02-23 06:22PM	Carvana or ACV Auctions? J.P. Morgan Weighs In (TipRanks) +7.58%
Jan-26-23 01:49PM	ACV to Engage Dealers at NADA 2023 With Tailored Content and Solutions Addressing Key Pain Points (GlobeNewswire)
Jan-25-23 04:01PM	ACV to Report Fourth Quarter and Full Year 2022 Financial Results on February 22, 2023 (GlobeNewswire)
01:20PM	ACV Solutions Enhance Dealer Sourcing, Appraisal and Acquisition of Consumer Vehicles (GlobeNewswire)
Jan-19-23 06:21AM	ACV Auctions Inc. (NASDAQ:ACVA): Are Analysts Optimistic? (Simply Wall St.)
Jan-16-23 11:28AM	UPDATE ACV Equips Dealer Partners with Solutions to Manage Rising Used and Aged Retail Inventory (GlobeNewswire)

ACV Auctions, Inc. provides a vibrant digital marketplace for wholesale vehicle transactions and data services, which offers transparent and accurate vehicle information to its customers. The company's platform leverages data insights and technology to power its digital marketplace and data services, enabling its dealers and commercial partners to buy, sell and value vehicles. Its platform includes Digital Marketplace, Remarketing Centers, Data Services and Data and Technology. Digital Marketplace connects buyers and sellers of wholesale vehicles in an intuitive and efficient manner. Remarketing Centers provides an additional channel to provide dealers and commercial partners with auction services. Data Services offers insights into the condition and value of used vehicles for transactions both on and off its marketplace and helps dealers, their end consumers, and commercial partners make more informed decisions to transact with confidence and efficiency. Data and Technology underpins everything it does, and powers its vehicle inspections, comprehensive vehicle intelligence reports, digital marketplace and operations automation platform. The company was founded by Joseph Neiman, Daniel Magnuszewsk, and Jack Greco in December 2014 and is headquartered in Buffalo, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
ZERELLA WILLIAM	Chief Financial Officer	Apr 16 '24	Sale	17.17	32,500	558,025	314,151	Apr 17 05:20 PM
Anderson Craig Eric	CCDSO	Apr 09 '24	Sale	18.50	7,500	138,750	194,525	Apr 11 04:09 PM
Mehta Vikas	Chief Operating Officer	Apr 04 '24	Sale	18.55	13,399	248,551	321,475	Apr 05 04:12 PM
Mehta Vikas	Chief Operating Officer	Apr 03 '24	Sale	18.40	108,342	1,993,493	321,475	Apr 05 04:12 PM
Mehta Vikas	Chief Operating Officer	Apr 02 '24	Sale	17.97	78,259	1,406,314	321,475	Apr 03 05:36 PM
Anderson Craig Eric	CCDSO	Mar 28 '24	Sale	19.07	5,000	95,350	202,797	Mar 29 04:01 PM
Chamoun George	Chief Executive Officer	Mar 21 '24	Sale	19.14	120,062	2,297,987	597,921	Mar 21 07:32 PM
Chamoun George	Chief Executive Officer	Mar 20 '24	Sale	18.73	77,198	1,445,919	597,921	Mar 21 07:32 PM
Chamoun George	Chief Executive Officer	Mar 19 '24	Sale	18.42	124,999	2,302,482	597,921	Mar 21 07:32 PM
ZERELLA WILLIAM	Chief Financial Officer	Mar 19 '24	Sale	18.40	32,500	598,000	323,286	Mar 21 07:26 PM
Hirsch Brian	Director	Mar 15 '24	Sale	17.58	3,362	59,104	0	Mar 15 05:36 PM
Hirsch Brian	Director	Mar 14 '24	Sale	17.38	102,970	1,789,619	3,362	Mar 15 05:36 PM
KAMERICK EILEEN A	Director	Mar 14 '24	Sale	17.34	12,498	216,715	0	Mar 18 05:20 PM
Hirsch Brian	Director	Mar 13 '24	Sale	17.49	1,101,807	19,270,604	0	Mar 15 05:36 PM
Hirsch Brian	Director	Mar 13 '24	Sale	17.67	61,853	1,092,943	106,332	Mar 15 05:36 PM
Hirsch Brian	Director	Mar 12 '24	Sale	17.52	79,174	1,387,128	275,452	Mar 13 07:15 PM
Hirsch Brian	Director	Mar 11 '24	Sale	17.46	24,052	419,948	295,245	Mar 13 07:15 PM
Hirsch Brian	Director	Mar 08 '24	Sale	18.31	241,455	4,421,041	301,258	Mar 08 06:15 PM
Hirsch Brian	Director	Mar 07 '24	Sale	17.96	67,072	1,204,613	361,622	Mar 08 06:15 PM
Hirsch Brian	Director	Mar 06 '24	Sale	18.24	38,763	707,037	378,390	Mar 08 06:15 PM
Mehta Vikas	Chief Operating Officer	Mar 06 '24	Sale	18.67	9,003	168,086	333,327	Mar 07 05:13 PM
Mehta Vikas	Chief Operating Officer	Mar 05 '24	Sale	18.62	333,497	6,209,714	333,327	Mar 07 05:13 PM
ZERELLA WILLIAM	Chief Financial Officer	Mar 05 '24	Sale	18.72	50,000	936,000	323,286	Mar 07 05:11 PM
Waterman Michael	Chief Sales Officer	Mar 05 '24	Sale	18.47	10,130	187,101	234,234	Mar 07 05:12 PM
Anderson Craig Eric	CCDSO	Feb 28 '24	Sale	18.00	5,000	90,000	202,797	Feb 29 05:00 PM
Mehta Vikas	Chief Operating Officer	Feb 22 '24	Sale	16.48	200,000	3,296,000	319,036	Feb 26 06:09 PM
ZERELLA WILLIAM	Chief Financial Officer	Feb 06 '24	Sale	14.07	32,500	457,275	305,579	Feb 08 05:02 PM
ZERELLA WILLIAM	Chief Financial Officer	Jan 09 '24	Sale	13.55	32,500	440,375	305,579	Jan 11 04:15 PM
Waterman Michael	Chief Sales Officer	Jan 09 '24	Sale	13.54	4,919	66,603	219,963	Jan 11 04:19 PM
Anderson Craig Eric	CCDSO	Jan 03 '24	Sale	14.43	48,297	696,926	191,526	Jan 04 06:50 PM
Anderson Craig Eric	CCDSO	Jan 02 '24	Sale	14.89	129,552	1,929,029	199,781	Jan 04 06:50 PM
Anderson Craig Eric	CCDSO	Dec 21 '23	Sale	14.97	58,883	881,479	199,413	Dec 21 06:55 PM
Anderson Craig Eric	CCDSO	Dec 20 '23	Sale	14.72	73,016	1,074,796	199,413	Dec 21 06:55 PM
Anderson Craig Eric	CCDSO	Dec 19 '23	Sale	14.86	40,252	598,145	199,413	Dec 21 06:55 PM
Chamoun George	Chief Executive Officer	Dec 15 '23	Sale	14.65	190,471	2,790,400	599,293	Dec 15 05:23 PM
Chamoun George	Chief Executive Officer	Dec 14 '23	Sale	15.29	128,691	1,967,685	599,293	Dec 15 05:23 PM
Chamoun George	Chief Executive Officer	Dec 13 '23	Sale	14.32	124,614	1,784,472	599,293	Dec 15 05:23 PM
ZERELLA WILLIAM	Chief Financial Officer	Dec 12 '23	Sale	13.70	17,500	239,750	315,296	Dec 14 04:21 PM
ZERELLA WILLIAM	Chief Financial Officer	Nov 14 '23	Sale	14.68	17,500	256,900	315,296	Nov 16 04:15 PM
ZERELLA WILLIAM	Chief Financial Officer	Oct 10 '23	Sale	15.08	17,500	263,900	315,296	Oct 12 04:16 PM
Waterman Michael	Chief Sales Officer	Oct 04 '23	Sale	14.60	5,210	76,066	228,762	Oct 05 04:35 PM
Chamoun George	Chief Executive Officer	Sep 14 '23	Sale	15.74	64,383	1,013,388	622,950	Sep 14 06:51 PM
Bessemer Venture Partners IX L	10% Owner	Sep 14 '23	Sale	15.80	39,073	617,353	1,814,592	Sep 19 06:59 PM
Chamoun George	Chief Executive Officer	Sep 13 '23	Sale	15.61	97,196	1,517,230	622,950	Sep 14 06:51 PM
Bessemer Venture Partners IX L	10% Owner	Sep 13 '23	Sale	16.07	5,549	89,172	1,853,665	Sep 15 06:10 AM
Bessemer Venture Partners IX L	10% Owner	Sep 12 '23	Sale	16.21	128,479	2,082,645	1,859,214	Sep 15 06:10 AM
Chamoun George	Chief Executive Officer	Sep 12 '23	Sale	16.21	83,895	1,359,938	622,950	Sep 14 06:51 PM
Mehta Vikas	Chief Operating Officer	Sep 12 '23	Sale	16.21	50,000	810,500	342,577	Sep 14 04:34 PM
ZERELLA WILLIAM	Chief Financial Officer	Sep 12 '23	Sale	16.21	17,500	283,675	324,432	Sep 14 06:49 PM
Anderson Craig Eric	CCDSO	Sep 12 '23	Sale	16.21	15,000	243,150	207,684	Sep 14 04:37 PM
ZERELLA WILLIAM	Chief Financial Officer	Aug 15 '23	Sale	15.73	17,500	275,275	324,432	Aug 16 05:31 PM
Castillo Kirsten	Director	Aug 11 '23	Sale	15.69	30,000	470,700	0	Aug 15 04:22 PM
Waterman Michael	Chief Sales Officer	Jul 25 '23	Sale	16.66	6,043	100,676	237,569	Jul 27 04:16 PM
Waterman Michael	Chief Sales Officer	Jul 12 '23	Sale	18.05	5,410	97,650	239,532	Jul 13 04:12 PM
ZERELLA WILLIAM	Chief Financial Officer	Jul 11 '23	Sale	17.29	17,500	302,575	324,432	Jul 13 04:15 PM
Waterman Michael	Chief Sales Officer	Jul 11 '23	Sale	17.26	5,410	93,377	241,224	Jul 13 04:12 PM
Chamoun George	Chief Executive Officer	Jun 22 '23	Sale	17.75	105,970	1,880,968	646,607	Jun 22 05:30 PM
Chamoun George	Chief Executive Officer	Jun 21 '23	Sale	17.83	101,041	1,801,561	646,607	Jun 22 05:30 PM
Chamoun George	Chief Executive Officer	Jun 20 '23	Sale	18.01	143,049	2,576,312	646,607	Jun 22 05:30 PM
ZERELLA WILLIAM	Chief Financial Officer	Jun 20 '23	Sale	17.93	17,500	313,775	333,567	Jun 22 04:30 PM
Hirsch Brian	Director	Jun 16 '23	Sale	18.00	7,373	132,714	182,647	Jun 20 04:39 PM
Bessemer Venture Partners IX L	10% Owner	Jun 15 '23	Sale	17.90	73,951	1,323,723	0	Jun 20 04:05 PM
Hirsch Brian	Director	Jun 15 '23	Sale	17.81	60,394	1,075,617	190,020	Jun 20 04:39 PM
Hirsch Brian	Director	Jun 14 '23	Sale	17.66	46,195	815,804	0	Jun 14 06:14 PM
Hirsch Brian	Director	Jun 14 '23	Sale	17.69	25,702	454,668	250,414	Jun 14 06:14 PM
Waterman Michael	Chief Sales Officer	Jun 14 '23	Sale	17.66	23,482	414,692	250,032	Jun 15 04:27 PM
Bessemer Venture Partners IX L	10% Owner	Jun 13 '23	Sale	18.09	74,552	1,348,646	74,951	Jun 13 08:08 PM
Hirsch Brian	Director	Jun 13 '23	Sale	18.02	63,322	1,141,062	0	Jun 14 06:14 PM
Hirsch Brian	Director	Jun 13 '23	Sale	18.03	56,710	1,022,481	276,116	Jun 14 06:14 PM
Mehta Vikas	Chief Operating Officer	Jun 13 '23	Sale	18.00	50,000	900,000	354,429	Jun 15 04:23 PM
Anderson Craig Eric	CCDSO	Jun 13 '23	Sale	18.00	15,000	270,000	215,956	Jun 15 04:20 PM
Hirsch Brian	Director	Jun 12 '23	Sale	18.02	84,076	1,515,050	0	Jun 14 06:14 PM
Bessemer Venture Partners IX L	10% Owner	Jun 12 '23	Sale	18.07	83,473	1,508,357	149,503	Jun 13 08:08 PM
Bessemer Venture Partners IX L	10% Owner	Jun 09 '23	Sale	18.22	92,405	1,683,619	232,976	Jun 13 08:08 PM
Bessemer Venture Partners IX L	10% Owner	Jun 08 '23	Sale	18.22	342,236	6,235,540	325,381	Jun 08 08:12 PM
Bessemer Venture Partners IX L	10% Owner	Jun 07 '23	Sale	18.12	30,338	549,725	667,617	Jun 08 08:12 PM
Bessemer Venture Partners IX L	10% Owner	Jun 06 '23	Sale	18.02	295,891	5,331,956	697,955	Jun 08 08:12 PM
KAMERICK EILEEN A	Director	May 25 '23	Sale	17.21	25,000	430,250	0	May 26 04:47 PM
Castillo Kirsten	Director	May 24 '23	Sale	17.34	36,583	634,349	0	May 26 04:48 PM
ZERELLA WILLIAM	Chief Financial Officer	May 16 '23	Sale	16.25	67,500	1,096,875	333,567	May 17 04:41 PM
GOODMAN ROBERT P	Director	May 12 '23	Sale	16.00	238,643	3,818,288	276,550	May 15 04:55 PM
GOODMAN ROBERT P	Director	May 12 '23	Sale	16.00	61,357	981,712	0	May 15 04:55 PM
Bessemer Venture Partners IX L	10% Owner	May 11 '23	Sale	16.03	3,000,000	48,090,000	0	May 15 05:00 PM

Open in Screener

ASB

Associated Banc-Corp.

May 03 • 04:00PM ET

21.97

Dollar change +0.10
Percentage change 0.46	%

Financial • Banks - Regional • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

ASB Associated Banc-Corp. daily Stock Chart

Held by: IJH VTI IWM VB VBR VXF AVUV IWN DFAT IJJ

Index	RUT	P/E	22.45	EPS (ttm)	0.98	Insider Own	1.19%	Shs Outstand	151.04M	Perf Week	1.85%
Market Cap	3.31B	Forward P/E	9.28	EPS next Y	2.37	Insider Trans	-4.33%	Shs Float	149.01M	Perf Month	4.72%
Income	147.91M	PEG	2.81	EPS next Q	0.52	Inst Own	83.05%	Short Float	3.00%	Perf Quarter	6.96%
Sales	2.11B	P/S	1.57	EPS this Y	-5.98%	Inst Trans	-1.99%	Short Ratio	3.18	Perf Half Y	35.87%
Book/sh	26.37	P/B	0.83	EPS next Y	10.98%	ROA	0.39%	Short Interest	4.48M	Perf Year	37.48%
Cash/sh	-	P/C	-	EPS next 5Y	8.00%	ROE	3.84%	52W Range	14.47 - 22.16	Perf YTD	2.71%
Dividend Est.	0.89 (4.04%)	P/FCF	6.91	EPS past 5Y	-9.80%	ROI	2.61%	52W High	-0.86%	Beta	0.95
Dividend TTM	0.86 (3.91%)	Quick Ratio	-	Sales past 5Y	9.21%	Gross Margin	-	52W Low	51.83%	ATR (14)	0.55
Dividend Ex-Date	Jun 03, 2024	Current Ratio	0.03	EPS Y/Y TTM	-61.33%	Oper. Margin	8.36%	RSI (14)	63.57	Volatility	2.33% 2.43%
Employees	-	Debt/Eq	0.64	Sales Y/Y TTM	27.55%	Profit Margin	7.00%	Recom	2.80	Target Price	23.80
Option/Short	Yes / Yes	LT Debt/Eq	0.36	EPS Q/Q	-22.07%	Payout	75.24%	Rel Volume	0.51	Prev Close	21.87
Sales Surprise	-0.66%	EPS Surprise	8.46%	Sales Q/Q	17.51%	Earnings	Apr 25 AMC	Avg Volume	1.41M	Price	21.97
SMA20	4.93%	SMA50	5.38%	SMA200	14.69%	Trades		Volume	716,704	Change	0.46%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-08-24	Initiated	Barclays	Equal Weight	$22
Oct-04-23	Downgrade	Wells Fargo	Overweight → Equal Weight	$18
Sep-05-23	Upgrade	Robert W. Baird	Neutral → Outperform	$19 → $24
Jul-06-23	Upgrade	Raymond James	Mkt Perform → Outperform	$20
Mar-15-23	Initiated	UBS	Neutral	$22
Oct-25-22	Upgrade	BofA Securities	Underperform → Neutral	$24
Mar-21-22	Upgrade	Wells Fargo	Equal Weight → Overweight	$26 → $28
Jan-18-22	Resumed	BofA Securities	Underperform	$23
Jun-04-21	Downgrade	Wells Fargo	Overweight → Equal Weight	$24
Oct-08-20	Upgrade	Wells Fargo	Equal Weight → Overweight	$16 → $18
Jul-09-20	Downgrade	Jefferies	Buy → Hold
Mar-30-20	Upgrade	Wells Fargo	Underweight → Equal Weight	$19 → $15
Feb-20-20	Upgrade	Raymond James	Underperform → Mkt Perform
Jan-06-20	Downgrade	Wells Fargo	Equal Weight → Underweight	$20
Dec-03-19	Downgrade	Robert W. Baird	Outperform → Neutral
Jan-10-19	Downgrade	BofA/Merrill	Neutral → Underperform
Jan-08-19	Upgrade	Jefferies	Hold → Buy
Jan-07-19	Downgrade	Raymond James	Mkt Perform → Underperform
Oct-19-18	Downgrade	Sandler O'Neill	Buy → Hold
Apr-20-18	Upgrade	Sandler O'Neill	Hold → Buy

Show Previous Ratings

May-01-24 04:15PM	Associated Banc-Corp to Attend Three Second Quarter Investor Events (PR Newswire)
Apr-30-24 04:15PM	Rodney Jones-Tyson joins Associated Banc-Corp Board of Directors (PR Newswire)
04:15PM	Associated Announces Annual Meeting Results and Dividends (PR Newswire)
09:33AM	Associated Banc-Corp (NYSE:ASB) Q1 2024 Earnings Call Transcript (Insider Monkey)
Apr-26-24 08:14AM	Q1 2024 Associated Banc-Corp Earnings Call (Thomson Reuters StreetEvents)
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06:51AM	Associated Banc-Corp (ASB) Q1 Earnings Top as Fee Income Rises (Zacks)
Apr-25-24 09:55PM	ASB Stock Earnings: Associated Banc Beats EPS, Misses Revenue for Q1 2024 (InvestorPlace)
08:00PM	Compared to Estimates, Associated Banc-Corp (ASB) Q1 Earnings: A Look at Key Metrics (Zacks)
06:25PM	Associated Banc-Corp (ASB) Q1 Earnings Surpass Estimates (Zacks)
05:40PM	Associated Banc-Corp Reports Earnings Rebound in Q1 2024, Surpassing Analyst Estimates (GuruFocus.com)
05:19PM	Associated Banc-Corp: Q1 Earnings Snapshot (Associated Press Finance)
04:15PM	Associated Banc-Corp Reports First Quarter 2024 Net Income Available to Common Equity of $78 Million, or $0.52 per Common Share (PR Newswire)
Apr-18-24 10:01AM	Analysts Estimate Associated Banc-Corp (ASB) to Report a Decline in Earnings: What to Look Out for (Zacks)
Apr-17-24 09:40AM	Is Associated BancCorp (ASB) Stock Undervalued Right Now? (Zacks)
Apr-16-24 12:00PM	What Makes Associated Banc-Corp (ASB) a New Buy Stock (Zacks)
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Mar-28-24 08:02AM	Associated Bank Named Best for Customer Satisfaction with Retail Banking in the Upper Midwest Region by J.D. Power (PR Newswire)
Mar-27-24 04:15PM	Associated Banc-Corp to Announce First Quarter 2024 Earnings and Hold Conference Call on April 25, 2024 (PR Newswire)
Mar-07-24 09:00AM	Director Eileen Kamerick Sells 5,000 Shares of Associated Banc-Corp (ASB) (GuruFocus.com)
Feb-21-24 04:15PM	Associated Banc-Corp to Present at the 2024 RBC Capital Markets Global Financial Institutions Conference on March 5-6, 2024 (PR Newswire)
Feb-16-24 01:12PM	Associated Banc-Corp (ASB) Rides on Strategic Plan, Costs High (Zacks)
Feb-09-24 01:57PM	Associated Bank Named Among Newsweek's 'America's Best Regional Banks and Credit Unions 2024' (PR Newswire)
Feb-06-24 05:15PM	Associated Banc-Corp to Attend the 2024 KBW Winter Financial Services Conference on February 14 - 16, 2024 (PR Newswire)
Jan-30-24 04:15PM	Associated Banc-Corp Announces Dividends (PR Newswire)
Jan-29-24 08:43AM	Associated Banc-Corp (ASB) Down 1.1% Despite Q4 Earnings Beat (Zacks)
Jan-27-24 11:54AM	Associated Banc-Corp (NYSE:ASB) Q4 2023 Earnings Call Transcript (Insider Monkey)
Jan-26-24 07:35AM	Q4 2023 Associated Banc-Corp Earnings Call (Thomson Reuters StreetEvents)
Jan-25-24 06:30PM	Associated Banc-Corp (ASB) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
04:20PM	Associated Banc-Corp: Q4 Earnings Snapshot (Associated Press Finance)
03:31PM	Associated Banc-Corp Reports Full Year 2023 Earnings of $1.13 Per Common Share, or $2.27 Per Common Share(1) Excluding One Time Items Recognized During the Fourth Quarter (PR Newswire)
Jan-23-24 01:48PM	What Analyst Projections for Key Metrics Reveal About Associated Banc-Corp (ASB) Q4 Earnings (Zacks)
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Jan-18-24 10:00AM	Associated Banc-Corp (ASB) Expected to Beat Earnings Estimates: Can the Stock Move Higher? (Zacks)
Jan-17-24 10:00AM	Associated Bank welcomes Steven Zandpour as executive vice president, director of retail banking (PR Newswire)
Dec-29-23 09:27PM	Associated Banc-Corp to Announce Fourth Quarter 2023 Earnings and Hold Conference Call on January 25, 2024 (PR Newswire)
Dec-14-23 09:55AM	After Golden Cross, Associated Banc-Corp (ASB)'s Technical Outlook is Bright (Zacks) +5.12%
09:00AM	Associated Bank earns top score in Human Rights Campaign Foundation's 2023-2024 Corporate Equality Index (PR Newswire)
Nov-22-23 09:09AM	Dividend Achievers List Ranked By Yield: Top 30 (Insider Monkey)
Nov-16-23 04:01PM	Associated Bank welcomes Phillip Trier as executive vice president, commercial banking group leader (PR Newswire)
Nov-13-23 07:14AM	Associated Bank lays off 3%: report (Banking Dive)
Nov-10-23 07:30AM	Associated Banc-Corp (ASB) Announces Phase 2 of Strategic Plan (Zacks)
Nov-09-23 04:05PM	Associated Bank executing next phase of strategic plan (PR Newswire)
Oct-24-23 04:15PM	Associated Banc-Corp Announces Increase in Common Stock Dividend (PR Newswire)
Oct-20-23 03:18PM	Why Associated Banc-Corp. Stock Dropped Today (Motley Fool) -5.61%
11:11AM	Q3 2023 Associated Banc-Corp Earnings Call (Thomson Reuters StreetEvents)
09:55AM	Associated Banc-Corp (NYSE:ASB) Q3 2023 Earnings Call Transcript (Insider Monkey)
08:29AM	Associated Banc-Corp (ASB) Q3 Earnings Meet, Stock Gains (Zacks)
Oct-19-23 06:00PM	Here's What Key Metrics Tell Us About Associated Banc-Corp (ASB) Q3 Earnings (Zacks)
05:49PM	Associated Banc-Corp (ASB) Reports Q3 2023 Earnings of $80 Million, Down from Previous Quarters (GuruFocus.com)
05:40PM	Associated Banc-Corp (ASB) Q3 Earnings Match Estimates (Zacks)
04:34PM	Associated Banc-Corp: Q3 Earnings Snapshot (Associated Press Finance)
04:15PM	Associated Banc-Corp Reports Third Quarter 2023 Net Income Available to Common Equity of $80 Million, or $0.53 per Common Share (PR Newswire)
Oct-17-23 10:01AM	Earnings Preview: Independent Bank (IBCP) Q3 Earnings Expected to Decline (Zacks)
Oct-12-23 10:00AM	Earnings Preview: Associated Banc-Corp (ASB) Q3 Earnings Expected to Decline (Zacks)
Oct-03-23 10:54AM	Associated Bank's Jay Williams named to List of Influential Leaders (PR Newswire)
Oct-02-23 10:25AM	Associated Banc-Corp (ASB) Rides on Rates, Asset Quality Ails (Zacks)
Sep-22-23 09:38AM	Associated Bank focused on organic growth, not M&A (American City Business Journals)
Sep-21-23 04:49AM	New Strong Sell Stocks for September 21st (Zacks)
Sep-19-23 07:05PM	Associated Banc-Corp to Announce Third Quarter 2023 Earnings and Hold Conference Call on October 19, 2023 (PR Newswire)
Sep-12-23 06:45AM	The 7 Most Undervalued Bank Stocks to Buy in September 2023 (InvestorPlace)
Sep-06-23 10:02AM	Associated Bank Releases 2022 Sustainability Report (PR Newswire)
Aug-25-23 12:17PM	Associated hires former U.S. Bank exec Jayne Hladio to lead private wealth division (American City Business Journals)
09:15AM	Associated Banc-Corp appoints Jayne C. Hladio as President of Private Wealth (PR Newswire)
Aug-22-23 04:43PM	S&P bank downgrades, Nvidia earnings hype: Top Stories (Yahoo Finance Video)
04:14PM	S&P downgrades show some regional banks still face rising pressures (Yahoo Finance)
02:32PM	Banks Get Another Credit Downgrade and Stocks Drop (Barrons.com)
10:45AM	S&P downgrades five banks: 'A lot of opportunity' in banks, strategist says (Yahoo Finance Video)
09:24AM	Lowe's earnings, S&P downgrades U.S. banks, Arm IPO: 3 Things (Yahoo Finance Video)
Aug-17-23 09:10PM	Associated Banc-Corp to Present at the 2023 Barclays Global Financial Services Conference on September 11-13, 2023 (PR Newswire)
Aug-12-23 08:10AM	Associated Banc-Corp (NYSE:ASB) Will Pay A Larger Dividend Than Last Year At $0.21 (Simply Wall St.)
Aug-10-23 05:35PM	Associated Bank selects branches to close in Wisconsin, Illinois (American City Business Journals)
Aug-09-23 05:00AM	The Zacks Analyst Blog Highlights M&T Bank, Associated Banc-Corp, U.S. Bancorp, Truist Financial and Capital One (Zacks)
Aug-08-23 09:06AM	U.S. Banks' Ratings Cut by Moody's on Funding Costs, CRE Lending (Zacks)
Aug-04-23 06:35AM	New Strong Sell Stocks for August 4th (Zacks)
Aug-02-23 05:03AM	New Strong Sell Stocks for August 2nd (Zacks)
Jul-31-23 11:42AM	Elevated Expenses to Hurt Associated Banc-Corp's (ASB) Profits (Zacks)
Jul-29-23 08:06AM	Associated Banc-Corp (NYSE:ASB) Is Paying Out A Larger Dividend Than Last Year (Simply Wall St.)
Jul-27-23 04:15PM	Associated Banc-Corp to Attend the 2023 UBS Financial Services Conference on August 7 - 9, 2023 (PR Newswire)
Jul-26-23 04:05PM	Associated Banc-Corp Increases Prime Rate (PR Newswire)
Jul-25-23 04:15PM	Associated Banc-Corp Announces Dividends (PR Newswire)
Jul-22-23 02:19AM	Associated Banc-Corp (NYSE:ASB) Q2 2023 Earnings Call Transcript (Insider Monkey)
Jul-21-23 09:23AM	Associated Banc-Corp (ASB) Q2 Earnings Miss as Provisions Jump (Zacks)
06:50AM	Q2 2023 Associated Banc-Corp Earnings Call (Thomson Reuters StreetEvents)
Jul-20-23 06:30PM	Associated Banc-Corp (ASB) Reports Q2 Earnings: What Key Metrics Have to Say (Zacks)
05:35PM	Associated Banc-Corp (ASB) Q2 Earnings and Revenues Miss Estimates (Zacks)
04:28PM	Associated Banc-Corp: Q2 Earnings Snapshot (AP Finance)
04:15PM	Associated Banc-Corp Reports Second Quarter 2023 Net Income Available to Common Equity of $84 Million, or $0.56 per Common Share (PR Newswire)
Jul-17-23 10:00AM	Park National (PRK) Earnings Expected to Grow: What to Know Ahead of Q2 Release (Zacks)
Jul-13-23 10:48AM	Associated Bank Day of Service to feature hundreds of colleagues volunteering in over 100 communities to ensure food security (PR Newswire)
10:00AM	Associated Banc-Corp (ASB) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Jul-10-23 07:16AM	Do Associated Banc-Corp's (NYSE:ASB) Earnings Warrant Your Attention? (Simply Wall St.)
Jun-27-23 06:56PM	Associated Banc-Corp to Announce Second Quarter 2023 Earnings and Hold Conference Call on July 20, 2023 (PR Newswire)
Jun-21-23 08:00PM	ASB: Lowering target price to $18.00 (Argus Research)
Jun-19-23 08:04AM	Financial Institutions (FISI) in Focus on Solid Dividend (Zacks)
Jun-12-23 10:16AM	While shareholders of Associated Banc-Corp (NYSE:ASB) are in the red over the last five years, underlying earnings have actually grown (Simply Wall St.)
08:55AM	Should You Watch Heritage Commerce (HTBK) for Solid Dividend? (Zacks)
Jun-09-23 08:21AM	Associated Banc-Corp (ASB) Rides on Organic Growth Amid Cost Woes (Zacks)
Jun-02-23 01:08PM	Should You Consider T. Rowe Price (TROW) for Its Dividend? (Zacks) +6.29%
May-24-23 09:05AM	Hercules Capital (HTGC) in Focus on 11.4% Dividend Yield (Zacks)
May-22-23 11:20AM	Columbia Banking Stock (COLB) to Watch on 5.8% Dividend Yield (Zacks)
May-19-23 07:56AM	Seeking More Than 6% Dividend Yield? Watch for Zions (ZION) (Zacks)
May-18-23 03:07PM	Huntington (HBAN) Stock May Be Retained for Dividend Yield (Zacks)

Associated Banc-Corp. is a holding company, which engages in banking and non-banking financial services to individuals and businesses through its subsidiaries. It operates through the following segments: Corporate and Commercial Specialty, Community, Consumer and Business, and Risk Management and Shared Services. The Corporate and Commercial Specialty segment serves customers including businesses, developers, non-profits, municipalities, and financial institutions. The Community, Consumer and Business segment provides individuals, as well as small and mid-sized businesses. The Risk Management and Shared Services segment includes corporate risk management, credit administration, finance, treasury, operations, and technology shared functions. The company was founded in 1964 and is headquartered in Green Bay, WI.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Kitowski Nicole M	Executive Vice President	Apr 30 '24	Sale	21.23	5,019	106,578	37,993	May 01 11:51 AM
VAN LITH KAREN	Director	Mar 06 '24	Sale	21.28	5,499	117,019	61,178	Mar 07 11:10 AM
Utz John A.	Executive Vice President	Mar 05 '24	Option Exercise	17.67	8,510	150,372	98,390	Mar 06 01:52 PM
Utz John A.	Executive Vice President	Mar 05 '24	Sale	21.20	14,010	297,031	89,880	Mar 06 01:52 PM
KAMERICK EILEEN A	Director	Mar 05 '24	Sale	21.02	5,000	105,101	50,126	Mar 06 02:05 PM
WILLIAMS JOHN B	Director	Feb 07 '24	Sale	19.55	2,700	52,789	62,876	Feb 08 11:32 AM
Erickson Randall J.	Executive Vice President	Dec 14 '23	Option Exercise	17.67	8,267	146,078	146,322	Dec 15 03:34 PM
Utz John A.	Executive Vice President	Dec 12 '23	Option Exercise	17.02	14,755	251,130	104,937	Dec 13 12:08 PM
Utz John A.	Executive Vice President	Dec 12 '23	Sale	19.49	14,755	287,590	90,182	Dec 13 12:08 PM
Stadler Tammy C.	Principal Accounting Officer	Dec 04 '23	Option Exercise	17.67	14,838	262,187	74,074	Dec 05 11:18 AM
Stadler Tammy C.	Principal Accounting Officer	Dec 04 '23	Sale	18.79	14,838	278,732	59,236	Dec 05 11:18 AM
Stein David L	Executive Vice President	Nov 29 '23	Option Exercise	17.27	19,379	334,704	97,665	Nov 30 05:48 PM
Stein David L	Executive Vice President	Nov 29 '23	Sale	18.00	19,379	348,822	78,286	Nov 30 05:48 PM
Erickson Randall J.	Executive Vice President	Aug 04 '23	Option Exercise	17.02	26,335	448,222	164,390	Aug 07 03:47 PM
Erickson Randall J.	Executive Vice President	Aug 04 '23	Sale	19.00	26,335	500,365	138,055	Aug 07 03:47 PM

Dollar change +0.03
Percentage change 0.21	%

IGI Western Asset Investment Grade Defined Opportunity Trust Inc. daily Stock Chart

Index	-	P/E	-	EPS (ttm)	-0.51	Insider Own	-	Shs Outstand	10.85M	Perf Week	1.60%
Market Cap	183.06M	Forward P/E	-	EPS next Y	-	Insider Trans	-	Shs Float	10.08M	Perf Month	-0.75%
Income	-	PEG	-	EPS next Q	-	Inst Own	37.13%	Short Float	0.09%	Perf Quarter	-2.74%
Sales	-	P/S	-	EPS this Y	-	Inst Trans	-	Short Ratio	0.29	Perf Half Y	8.80%
Book/sh	-	P/B	-	EPS next Y	-	ROA	-	Short Interest	0.01M	Perf Year	0.03%
Cash/sh	-	P/C	-	EPS next 5Y	-	ROE	-	52W Range	15.13 - 17.79	Perf YTD	-4.01%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-	ROI	-	52W High	-5.14%	Beta	0.58
Dividend TTM	0.82 (4.86%)	Quick Ratio	-	Sales past 5Y	-	Gross Margin	-	52W Low	11.55%	ATR (14)	0.17
Dividend Ex-Date	May 22, 2024	Current Ratio	-	EPS Y/Y TTM	-	Oper. Margin	-	RSI (14)	52.62	Volatility	0.99% 1.00%
Employees	-	Debt/Eq	-	Sales Y/Y TTM	-	Profit Margin	-	Recom	3.00	Target Price	-
Option/Short	No / Yes	LT Debt/Eq	-	EPS Q/Q	-	Payout	-	Rel Volume	0.53	Prev Close	16.84
Sales Surprise	-	EPS Surprise	-	Sales Q/Q	-	Earnings	-	Avg Volume	30.92K	Price	16.88
SMA20	0.82%	SMA50	-0.58%	SMA200	1.86%	Trades		Volume	16,516	Change	0.21%

Apr-29-24 08:00AM	Western Asset Investment Grade Defined Opportunity Trust Inc. Announces Financial Position as of February 29, 2024 (Business Wire)
Apr-17-24 08:00AM	Western Asset Investment Grade Defined Opportunity Trust Inc. Announces Results of Annual Meeting of Stockholders (Business Wire)
Mar-04-24 08:00AM	Western Asset Investment Grade Defined Opportunity Trust Inc. (NYSE: IGI) Announces Portfolio Management Team Update (Business Wire)
Feb-20-24 08:00AM	Western Asset Term Funds Announce Stockholder Proposals (Business Wire)
Oct-24-23 08:00AM	Western Asset Investment Grade Defined Opportunity Trust Inc. Announces Financial Position as of August 31, 2023 (Business Wire)
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Apr-24-23 08:00AM	Western Asset Investment Grade Defined Opportunity Trust Inc. Announces Financial Position as of February 28, 2023 (Business Wire)
Oct-24-22 08:00AM	Western Asset Investment Grade Defined Opportunity Trust Inc. Announces Financial Position as of August 31, 2022 (Business Wire)
Apr-27-22 08:00AM	Western Asset Investment Grade Defined Opportunity Trust Inc. Announces Financial Position as of February 28, 2022 (Business Wire)
Oct-20-21 08:00AM	Western Asset Investment Grade Defined Opportunity Trust Inc. Announces Financial Position as of August 31, 2021 (Business Wire)
Apr-28-21 08:00AM	Western Asset Investment Grade Defined Opportunity Trust Inc. Announces Financial Position as of February 28, 2021 (Business Wire)
Oct-26-20 08:00AM	Western Asset Investment Grade Defined Opportunity Trust Inc. Announces Financial Position as of August 31, 2020 (Business Wire)
Apr-28-20 08:00AM	Western Asset Investment Grade Defined Opportunity Trust Inc. Announces Financial Position as of February 29, 2020 (Business Wire)
Mar-25-20 08:00AM	Western Asset Investment Grade Defined Opportunity Trust Inc. Announces Results of Annual Meeting of Shareholders (Business Wire)
Nov-21-19 08:00AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for the Months of December 2019, January and February 2020 (Business Wire)
Oct-30-19 08:00AM	Western Asset Investment Grade Defined Opportunity Trust Inc. Announces Financial Position as of August 31, 2019 (Business Wire)
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Aug-20-19 08:00AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for the Months of September, October and November 2019 (Business Wire)
Jul-23-19 08:00AM	Western Asset Investment Grade Defined Opportunity Trust Inc. Portfolio Composition as of June 30, 2019 (Business Wire)
May-21-19 01:50PM	CORRECTING and REPLACING Legg Mason Partners Fund Advisor, LLC Announces Distributions for the Months of June, July and August 2019 (Business Wire)
Apr-29-19 08:30AM	Western Asset Investment Grade Defined Opportunity Trust Inc. Announces Financial Position as of February 28, 2019 (Business Wire)
Apr-16-19 09:00AM	Western Asset Investment Grade Defined Opportunity Trust Inc. Announces Results of Annual Meeting of Shareholders (Business Wire)
Feb-20-19 08:30AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for the Months of March, April and May 2019 (Business Wire)
Jan-30-19 05:30PM	Western Asset Investment Grade Defined Opportunity Trust Inc. Portfolio Composition as of December 31, 2018 (Business Wire)
Jan-02-19 08:00AM	Certain Closed-End Funds Advised by Legg Mason Partners Fund Advisor, LLC Announce Appointment of New Director and Retirements (Business Wire)
Nov-12-18 08:30AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for the Months of December 2018, January and February 2019 (Business Wire)
Nov-07-18 08:30AM	Western Asset Investment Grade Defined Opportunity Trust Inc. Announces Financial Position as of August 31, 2018 (Business Wire)
Nov-01-18 08:30AM	Western Asset Investment Grade Defined Opportunity Trust Inc. Portfolio Composition as of September 30, 2018 (Business Wire)
Aug-20-18 08:00AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for the Months of September, October and November 2018 (Business Wire)
Aug-02-18 05:00PM	Western Asset Investment Grade Defined Opportunity Trust Inc. Portfolio Composition as of June 30, 2018 (Business Wire)
May-14-18 08:30AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for the Months of June, July and August 2018 (Business Wire)
May-09-18 05:30PM	Legg Mason Affiliated Closed-End Funds Commentaries Now Available (Business Wire)
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Apr-26-18 12:35PM	Western Asset Investment Grade Defined Opportunity Trust Inc. Portfolio Composition as of March 31, 2018 (Business Wire)
Apr-16-18 08:30AM	Western Asset Investment Grade Defined Opportunity Trust Inc. Announces Financial Position as of February 28, 2018 (Business Wire)
Mar-28-18 08:30AM	Western Asset Investment Grade Defined Opportunity Trust Inc. Announces Results of Annual Meeting of Shareholders (Business Wire)
Feb-15-18 08:00AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for the Months of March, April and May 2018 (Business Wire)
Feb-05-18 05:30PM	Western Asset Investment Grade Defined Opportunity Trust Inc. Portfolio Composition as of December 31, 2017 (Business Wire)
Dec-29-17 08:30AM	Closed End Funds Advised or Administered by Legg Mason Partners Fund Advisor, LLC Change Custodians (Business Wire)
Nov-13-17 08:00AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for the Months of December 2017, January and February 2018 (Business Wire)
Nov-07-17 05:04PM	Western Asset Investment Grade Defined Opportunity Trust Inc. Portfolio Composition as of September 30, 2017 (Business Wire)
Oct-09-17 08:00AM	Western Asset Investment Grade Defined Opportunity Trust Inc. Announces Financial Position as of August 31, 2017 (Business Wire)
Aug-14-17 08:00AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for the Months of September, October and November 2017 (Business Wire)
Aug-04-17 08:00AM	Western Asset Investment Grade Defined Opportunity Trust Inc. Portfolio Composition as of June 30, 2017 (Business Wire)

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. Ltd, Western Asset Management Company Ltd., and Western Asset Management Company Limited. The fund invests in fixed income markets of the United States. It seeks to invest in securities of companies operating across diversified sectors. The fund primarily invests in investment-grade corporate debt securities with varied maturities. It will liquidate on or about December 2, 2024. The fund conducts in-house research to make its investments. Western Asset Investment Grade Defined Opportunity Trust Inc. was formed on June 26, 2009 and is domiciled in the United States.

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SCD

LMP Capital and Income Fund Inc.

May 03 • 04:00PM ET

15.02

Dollar change -0.08
Percentage change -0.56	%

Financial • Closed-End Fund - Equity • USA • NYSE

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SCD LMP Capital and Income Fund Inc. daily Stock Chart

Index	-	P/E	10.15	EPS (ttm)	1.48	Insider Own	-	Shs Outstand	17.14M	Perf Week	-1.25%
Market Cap	257.41M	Forward P/E	-	EPS next Y	-	Insider Trans	-	Shs Float	17.13M	Perf Month	-0.86%
Income	-	PEG	-	EPS next Q	-	Inst Own	34.16%	Short Float	0.22%	Perf Quarter	8.37%
Sales	7.03M	P/S	36.59	EPS this Y	-	Inst Trans	-	Short Ratio	0.67	Perf Half Y	26.43%
Book/sh	14.90	P/B	1.01	EPS next Y	-	ROA	-	Short Interest	0.04M	Perf Year	26.95%
Cash/sh	-	P/C	-	EPS next 5Y	-	ROE	-	52W Range	11.33 - 15.90	Perf YTD	7.21%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-	ROI	-	52W High	-5.53%	Beta	1.43
Dividend TTM	1.15 (7.68%)	Quick Ratio	-	Sales past 5Y	-	Gross Margin	-	52W Low	32.57%	ATR (14)	0.36
Dividend Ex-Date	May 22, 2024	Current Ratio	-	EPS Y/Y TTM	-	Oper. Margin	-	RSI (14)	51.93	Volatility	1.94% 2.57%
Employees	-	Debt/Eq	-	Sales Y/Y TTM	-	Profit Margin	-	Recom	-	Target Price	-
Option/Short	No / Yes	LT Debt/Eq	-	EPS Q/Q	-	Payout	91.47%	Rel Volume	0.41	Prev Close	15.10
Sales Surprise	-	EPS Surprise	-	Sales Q/Q	-41.20%	Earnings	-	Avg Volume	55.45K	Price	15.02
SMA20	0.69%	SMA50	1.43%	SMA200	11.38%	Trades		Volume	22,833	Change	-0.56%

May-01-24 08:00AM	LMP Capital and Income Fund Inc. (SCD or the Fund; CUSIP: 50208A102) Announces Notification of Sources of Distributions (Business Wire)
Apr-17-24 08:00AM	LMP Capital and Income Fund Inc. Announces Results of Annual Meeting of Stockholders (Business Wire)
Apr-01-24 08:00AM	LMP Capital and Income Fund Inc. (SCD or the Fund; CUSIP: 50208A102) Announces Notification of Sources of Distributions (Business Wire)
Mar-05-24 08:17AM	CORRECTING and REPLACING LMP Capital and Income Fund Inc. (NYSE: SCD) Announces Portfolio Management Team Update (Business Wire)
Mar-04-24 08:00AM	LMP Capital and Income Fund Inc. (NYSE: SCD) Announces Portfolio Management Team Update (Business Wire)
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Mar-01-24 08:00AM	LMP Capital and Income Fund Inc. (SCD or the Fund; CUSIP: 50208A102) Announces Notification of Sources of Distributions (Business Wire)
Feb-20-24 08:00AM	Franklin Templeton Fund Adviser, LLC Announces Distributions for Certain Closed End Funds Pursuant to their Managed Distribution Policy for the Months of March, April and May 2024 (Business Wire)
Feb-01-24 08:00AM	LMP Capital and Income Fund Inc. (SCD or the Fund; CUSIP: 50208A102) Announces Notification of Sources of Distributions (Business Wire)
Dec-29-23 08:00AM	LMP Capital and Income Fund Inc. (SCD or the Fund; CUSIP: 50208A102) Announces Notification of Sources of Distributions (Business Wire)
Dec-26-23 08:00AM	ClearBridge MLP and Midstream Fund Inc., ClearBridge Energy Midstream Opportunity Fund Inc. and ClearBridge MLP and Midstream Fund Total Return Inc. Announce Plans for Tender Offers (Business Wire)
Dec-01-23 08:00AM	LMP Capital and Income Fund Inc. (SCD or the Fund; CUSIP: 50208A102) Announces Notification of Sources of Distributions (Business Wire)
Nov-14-23 08:00AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for Certain Closed End Funds Pursuant to their Managed Distribution Policy for the Months of December 2023, January and February 2024 (Business Wire)
Nov-01-23 08:00AM	LMP Capital and Income Fund Inc. (SCD or the Fund; CUSIP: 50208A102) Announces Notification of Sources of Distributions (Business Wire)
Oct-02-23 08:00AM	LMP Capital and Income Fund Inc. (SCD or the Fund; CUSIP: 50208A102) Announces Notification of Sources of Distributions (Business Wire)
Aug-02-23 08:45AM	LMP Capital and Income Fund Inc. (SCD) Announces Distributions Pursuant to its Managed Distribution Policy for the Months of September, October and November 2023 (Business Wire)
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Jul-13-23 08:00AM	Franklin Templeton Closed-End Funds Announce Share Repurchases for the Second Quarter of 2023 (Business Wire)
Jul-03-23 08:00AM	LMP Capital and Income Fund Inc. (SCD or "the Fund"; CUSIP: 50208A102) Announces Notification of Sources of Distributions (Business Wire)
May-15-23 08:00AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for Certain Closed End Funds Pursuant to Their Managed Distribution Policy for the Months of June, July and August 2023 (Business Wire)
Apr-18-23 08:00AM	Franklin Templeton Closed-End Funds Announce Share Repurchases for the First Quarter of 2023 (Business Wire)
Apr-03-23 08:00AM	LMP Capital and Income Fund Inc. (SCD or "the Fund"; CUSIP: 50208A102) Announces Notification of Sources of Distributions (Business Wire)
Feb-14-23 08:00AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for Certain Closed End Funds Pursuant to their Managed Distribution Policy for the Months of March, April and May 2023 (Business Wire)
Jan-26-23 08:00AM	Franklin Templeton Closed-End Funds Announce Share Repurchases for the Fourth Quarter of 2022 (Business Wire)
Dec-30-22 08:00AM	LMP Capital and Income Fund Inc. (SCD or "the Fund"; CUSIP: 50208A102) Announces Notification of Sources of Distributions (Business Wire)
Nov-14-22 08:00AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for Certain Closed End Funds Pursuant to their Managed Distribution Policy for the Months of December 2022, January and February 2023 (Business Wire)
Oct-03-22 08:00AM	LMP Capital and Income Fund Inc. (SCD or "the Fund"; CUSIP: 50208A102) Announces Notification of Sources of Distributions (Business Wire)
Aug-02-22 08:00AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for Certain Closed End Funds Pursuant to their Managed Distribution Policy for the Months of September, October, and November 2022 (Business Wire)
Jul-21-22 08:00AM	Franklin Templeton Closed-End Funds Announce Share Repurchases for the Second Quarter of 2022 (Business Wire)
May-17-22 08:00AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for Certain Closed End Funds Pursuant to their Managed Distribution Policy for the Months of June, July, and August 2022 (Business Wire)
May-12-22 08:13AM	ClearBridge and Western Asset Closed-End Funds Announce Share Repurchases for the First Quarter of 2022 (Business Wire)
Feb-16-22 08:00AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for Certain Closed End Funds Pursuant to their Managed Distribution Policy for the Months of March, April and May 2022 (Business Wire)
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Nov-17-21 11:38AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for Certain Closed End Funds Pursuant to their Managed Distribution Policy (Business Wire)
Aug-09-21 08:30AM	LMP Capital and Income Fund Inc. (NYSE: SCD) Announces Share Repurchases for Quarter Ended June 30, 2021 (Business Wire)
Aug-04-21 08:00AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for Certain Closed End Funds Pursuant to Their Managed Distribution Policy (Business Wire)
May-18-21 08:00AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for Certain Closed End Funds Pursuant to their Managed Distribution Policy (Business Wire)
Feb-17-21 08:00AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for Certain Closed End Funds Pursuant to Their Managed Distribution Policy (Business Wire)
Nov-18-20 03:29PM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for Certain Closed End Funds Pursuant to their Managed Distribution Policy (Business Wire)
Aug-19-20 04:05PM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for Certain Closed End Funds Pursuant to Their Managed Distribution Policy (Business Wire)
Aug-14-20 08:00AM	Closed-End Funds Advised by Legg Mason Partners Fund Advisor, LLC Announce Election To Opt In to Maryland Control Share Acquisition Act (Business Wire)
Jul-31-20 04:30PM	Closed-End Funds Advised or Administered by Legg Mason Partners Fund Advisor, LLC Announce that Franklin Resources, Inc. Acquired Legg Mason, Inc. (Business Wire)
Jul-07-20 08:00AM	Closed-End Funds Advised By Legg Mason Partners Fund Advisor, LLC Announce Results of Special Meetings of Shareholders (Business Wire)
Jun-08-20 08:00AM	Certain Closed-End Funds Announce Adjournment and Rescheduling of June 5, 2020 Special Meeting of Shareholders (Business Wire)
May-19-20 08:00AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for Certain Closed End Funds Pursuant to their Managed Distribution Policy (Business Wire)
Apr-02-20 08:30AM	Closed-End Funds Advised by Legg Mason Partners Fund Advisor, LLC Announce Board Approval of New Management and Subadvisory Contracts (Business Wire)
Mar-25-20 08:00AM	LMP Capital and Income Fund Inc. Announces Results of Annual Meeting of Shareholders (Business Wire) +13.88%
Mar-03-20 02:15AM	Closed-End Funds Advised by Legg Mason Partners Fund Advisor, LLC Announce Record Date and Meeting Date for Special Meeting of Stockholders (Business Wire)
Feb-19-20 08:00AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for Certain Closed End Funds Pursuant to their Managed Distribution Policy (Business Wire)
02:17AM	Closed-End Funds Advised by Legg Mason Partners Fund Advisor, LLC Announce that Franklin Resources, Inc. is to Acquire Legg Mason, Inc. (Business Wire)
Nov-22-19 10:29AM	AI Sirona (Luxembourg) Acquisition S.a.r.l. -- Moody's affirms Zentiva's B3 CFR; outlook stable (Moody's)
Nov-21-19 02:39PM	AI Sirona (Luxembourg) Acquisition S.a.r.l. -- Moody's affirms Zentiva's B3 CFR; outlook stable (Moody's)
08:00AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for Certain Closed End Funds Pursuant to their Managed Distribution Policy (Business Wire)
Sep-23-19 11:40AM	AI Sirona (Luxembourg) Acquisition S.a.r.l. -- Moody's announces completion of a periodic review of ratings of AI Sirona (Luxembourg) Acquisition S.a.r.l. (Moody's)
Aug-20-19 08:00AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for Certain Closed End Funds Pursuant to their Managed Distribution Policy (Business Wire)
Jul-23-19 08:00AM	LMP Capital and Income Fund Inc. Portfolio Composition as of June 30, 2019 (Business Wire)
May-21-19 08:30AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for Certain Closed End Funds Pursuant to their Managed Distribution Policy (Business Wire)
Apr-29-19 04:30PM	LMP Capital and Income Fund Inc. Commentary Now Available (Business Wire)
Apr-25-19 06:00PM	LMP Capital and Income Fund Inc. Portfolio Composition as of March 31, 2019 (Business Wire)
Apr-16-19 09:00AM	LMP Capital and Income Fund Inc. Announces Results of Annual Meeting of Shareholders (Business Wire)
Feb-20-19 08:30AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for Certain Closed End Funds Pursuant to their Managed Distribution Policy (Business Wire)
Feb-01-19 12:20PM	LMP Capital and Income Fund Inc. Commentary Now Available (Business Wire)
Jan-29-19 08:30AM	LMP Capital and Income Fund Inc. Portfolio Composition as of December 31, 2018 (Business Wire)
Jan-02-19 08:00AM	Certain Closed-End Funds Advised by Legg Mason Partners Fund Advisor, LLC Announce Appointment of New Director and Retirements (Business Wire)
Nov-15-18 08:30AM	LMP Capital and Income Fund Inc. Commentary Now Available (Business Wire)
Nov-12-18 08:30AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for Certain Closed End Funds Pursuant to their Managed Distribution Policy (Business Wire)
Oct-25-18 04:30PM	LMP Capital and Income Fund Inc. Portfolio Composition as of September 30, 2018 (Business Wire)
Aug-20-18 08:30AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for Certain Closed End Funds Pursuant to their Managed Distribution Policy (Business Wire)
Aug-08-18 08:00AM	LMP Capital and Income Fund Inc. Commentary Now Available (Business Wire)
Aug-02-18 05:01PM	LMP Capital and Income Fund Inc. Portfolio Composition as of June 30, 2018 (Business Wire)
May-18-18 10:30AM	AI Sirona (Luxembourg) Acquisition S.a.r.l. -- Moody's assigns Al Sirona Acquisition (Zentiva) a first-time rating of B3; outlook stable (Moody's)
May-17-18 08:30AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for Certain Closed End Funds Pursuant to their Managed Distribution Policy (Business Wire)
May-09-18 05:30PM	Legg Mason Affiliated Closed-End Funds Commentaries Now Available (Business Wire)
Apr-26-18 02:12PM	LMP Capital and Income Fund Inc. Portfolio Composition as of March 31, 2018 (Business Wire)
Apr-10-18 08:30AM	LMP Capital and Income Fund Inc. Announces Results of Annual Meeting of Shareholders (Business Wire)
Mar-06-18 10:40AM	Børsmeddelelse nr. 13.2018, investororientering og årsrapport 2017 (GlobeNewswire)
Feb-21-18 08:30AM	Legg Mason Affiliated Closed-End Funds Commentaries Now Available (Business Wire)
Feb-15-18 08:00AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for Certain Closed End Funds Pursuant to their Managed Distribution Policy (Business Wire)
Feb-05-18 08:30AM	LMP Capital and Income Fund Inc. Portfolio Composition as of December 31, 2017 (Business Wire)
Dec-29-17 08:30AM	Closed End Funds Advised or Administered by Legg Mason Partners Fund Advisor, LLC Change Custodians (Business Wire)
Nov-16-17 08:00AM	Legg Mason Affiliated Closed-End Funds Commentaries Now Available (Business Wire)
Nov-13-17 08:00AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for Certain Closed End Funds Pursuant to their Managed Distribution Policy (Business Wire)
Nov-07-17 08:00AM	LMP Capital and Income Fund Inc. Portfolio Composition as of September 30, 2017 (Business Wire)
Sep-06-17 04:30PM	Legg Mason Affiliated Closed-End Funds Commentaries Now Available (Business Wire)
Aug-14-17 08:00AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for Certain Closed End Funds Pursuant to Their Managed Distribution Policy (Business Wire)
Aug-04-17 05:30PM	LMP Capital and Income Fund Inc. Portfolio Composition as of June 30, 2017 (Business Wire)
May-17-17 08:00AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for Certain Closed End Funds Pursuant to their Managed Distribution Policy (Business Wire)
May-15-17 04:30PM	Legg Mason Affiliated Closed-End Funds Commentaries Now Available (Business Wire)
Apr-27-17 05:30PM	LMP Capital and Income Fund Inc. Portfolio Composition as of March 31, 2017 (Business Wire)
Apr-12-17 08:00AM	LMP Capital and Income Fund Inc. Announces Results of Annual Meeting of Shareholders (Business Wire)
Feb-14-17 08:00AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for Certain Closed End Funds Pursuant to their Managed Distribution Policy (Business Wire)
Feb-01-17 05:30PM	Legg Mason Affiliated Closed-End Funds Commentaries Now Available (Business Wire)
Jan-30-17 05:30PM	LMP Capital and Income Fund Inc. Portfolio Composition as of December 31, 2016 (Business Wire)
Dec-15-16 08:00AM	Closed End Funds Advised by Legg Mason Partners Fund Advisor, LLC Amend Dividend Reinvestment Plans (Business Wire)
Nov-15-16 08:00AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for Certain Closed End Funds Pursuant to their Managed Distribution Policy (Business Wire)
Nov-08-16 05:00PM	Legg Mason Affiliated Closed-End Funds Commentaries Now Available (Business Wire)
Oct-27-16 05:00PM	LMP Capital and Income Fund Inc. Portfolio Composition as of September 30, 2016 (Business Wire)
Aug-15-16 08:00AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for Certain Closed End Funds Pursuant to their Managed Distribution Policy (Business Wire)
Aug-02-16 04:45PM	Legg Mason Affiliated Closed-End Funds Commentaries Now Available (Business Wire)
Aug-01-16 08:00AM	LMP Capital and Income Fund Inc. Portfolio Composition as of June 30, 2016 (Business Wire)
May-26-16 04:55PM	LMP Capital and Income Fund Inc. and LMP Real Estate Income Fund Inc. Conference Call Replay Now Available (Business Wire)
May-17-16 08:00AM	Legg Mason Partners Fund Advisor, LLC Announces Distributions for Certain Closed End Funds Pursuant to Their Managed Distribution Policy (Business Wire)
May-03-16 08:00AM	LMP Capital and Income Fund Inc. Portfolio Composition as of March 31, 2016 (Business Wire)

LMP Capital and Income Fund Inc. is a closed ended balanced mutual fund launched and managed by Legg Mason Partners Fund Advisor, LLC. It is co-managed by Clearbridge Investments, LLC, Western Asset Management Company Limited, and Western Asset Management Company. The fund invests in public equity and fixed income markets across the globe. It seeks to invest in securities of companies operating across diversified sectors. The fund primarily invests in stocks of large-cap companies, intermediate period corporate bonds and notes rated at least A-, energy and non-energy master limited partnerships, and real estate investment trusts. It focuses on such factors as economic, market, or political conditions, fiscal and monetary policy, and security valuation to create its portfolio. The fund benchmarks the performance of its portfolio against the U.S. Aggregate Index and S&P 500 Index. It was formerly known as Salomon Brothers Capital and Income Fund Inc. LMP Capital and Income Fund Inc. was formed on November 12, 2003 and is domiciled in the United States.

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Western Asset Investment Grade Defined Opportunity Trust Inc.

SCD

LMP Capital and Income Fund Inc.

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