Invesco Trust for Investment Grade New York Municipals (VTN) carries a Roarable Rating of D (Sell) with 48/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.
As of 2026-11-03, Invesco Trust for Investment Grade New York Municipals (NYSE: VTN) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 48/100 at a spot price of $9.89 (-1.20% 1D, market cap $195.1M). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 9/20, SEC Balance-Sheet Forensics 13/20, FRED Macro Regime Fit 6/20, and Executive Insider Alignment 9/20. Across 1097 tracked Financials issuers, VTN ranks #705 in composite RQD confidence.
Within the Financials sector (Finance Companies), VTN carries a Roarable D (48/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of —. By comparison, MPV (Barings Participation Investors) holds a D grade (51/100 RQD, P/E N/A, ROIC —, cap $179.5M) and MFM (Aberdeen Municipal Income Fund of) posts a D grade (49/100 RQD, P/E N/A, ROIC —, cap $214.2M). Among the 5-stock peer group, WHF leads on earnings multiple (12.2x) while WHF leads on capital efficiency (5.5% ROIC).
For Invesco Trust for Investment Grade New York Municipals (VTN), key quantitative strengths include Established market leader in Financials with deep daily trading liquidity and sector rank #705 in Financials, while primary risk factors center on Company executives have done more routine share selling than personal cash buying lately and Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9
SEC XBRL Trailing 12 Months: 0.1% FCF Margin ($5.5M FCF) & 52% Gross Margin
Macro rate sensitivity & RSI-14 (58) create a -14 pt regime headwind
While VTN currently carries a cautious 48/100 (D) rating due to Macro Regime Fit (6/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.
Established market leader in Financials with deep daily trading liquidity.
Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($9.89) and Max Pain ($10.38) forces dealer call-delta covering toward $12.71.
Forensic Repair Trigger: Halting share dilution (Disciplined Float (-0.40% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.
Invesco Trust for Investment Grade New York Municipals (VTN) slipped -1.20% to $9.89, trading at 29% of its 52-week range ($8.99 – $12.1). Stretched risk/reward at current multiples (steady margins) under elevated 10-year interest-rate pressure.
TradingView report covering Invesco Trust for Investment Grade New York Municipals (VTN) market action, institutional positioning, and fundamental catalysts.
Yahoo! Finance Canada report covering Invesco Trust for Investment Grade New York Municipals (VTN) market action, institutional positioning, and fundamental catalysts.
Stock Traders Daily report covering Invesco Trust for Investment Grade New York Municipals (VTN) market action, institutional positioning, and fundamental catalysts.
Yahoo! Finance Canada report covering Invesco Trust for Investment Grade New York Municipals (VTN) market action, institutional positioning, and fundamental catalysts.
The Board of Trustees of each of the Invesco closed-end funds listed below declared dividends.
This article first appeared on GuruFocus. Invesco Trust For Investment Grade New York Municipals (NYSE:VTN) recently announced a total dividend of $0.07 per share, with the ex-dividend date set for 2026-09-14. For income
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +6.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on VTN today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for VTN. Explore sector supply chains on /butterfly.
Across 1097 tracked Financials securities in the Roarable RQD universe, Invesco Trust for Investment Grade New York Municipals (VTN) ranks #705 by composite RQD confidence (48/100, grade D) and #888 by equity capitalization ($195.1M). Within this direct 5-issuer industry benchmark cohort, WHF leads on earnings valuation at 12.2x trailing P/E, while WHF leads on capital efficiency and profitability with 5.5% ROIC and — gross margin. WHF currently holds the highest overall quantitative score in the immediate peer group at 61/100 (C-) compared with VTN at 48/100 (D).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| VTN
ACTIVE
Invesco Trust for Investment Grade New York Municipals | D | 48/100 | — | — | — | -1.20% | $195.1M | Benchmark Subject |
| MPV Barings Participation Investors | D | 51/100 | — | — | — | -2.13% | $179.5M | /mpv-vs-vtn → |
| MFM Aberdeen Municipal Income Fund of | D | 49/100 | — | — | — | -0.19% | $214.2M | /mfm-vs-vtn → |
| WHF WhiteHorse Finance Inc. | C- | 61/100 | 12.2x | — | 5.5% | +1.51% | $171.2M | /whf-vs-vtn → |
| PIM Franklin Master Intermediate Income Trust | D | 48/100 | — | — | — | 0.00% | $153.3M | /pim-vs-vtn → |
Invesco Trust for Investment Grade New York Municipals (VTN) operates in Finance Companies (Financials) with an equity capitalization of $195.1M, trailing P/E of N/A, forward P/E of N/A, and EV/EBITDA of N/A. Operating profitability registers a gross margin of —, operating margin of —, net profit margin of —, ROIC of —, and free cash flow yield of —, alongside an Altman Z-Score of N/A and Piotroski F-Score of N/A.
As of 2026-11-03, Invesco Trust for Investment Grade New York Municipals (NYSE: VTN) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 48/100 at a spot price of $9.89 (-1.20% 1D, market cap $195.1M). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 9/20, SEC Balance-Sheet Forensics 13/20, FRED Macro Regime Fit 6/20, and Executive Insider Alignment 9/20. Across 1097 tracked Financials issuers, VTN ranks #705 in composite RQD confidence.
Within the Financials sector (Finance Companies), VTN carries a Roarable D (48/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of —. By comparison, MPV (Barings Participation Investors) holds a D grade (51/100 RQD, P/E N/A, ROIC —, cap $179.5M) and MFM (Aberdeen Municipal Income Fund of) posts a D grade (49/100 RQD, P/E N/A, ROIC —, cap $214.2M). Among the 5-stock peer group, WHF leads on earnings multiple (12.2x) while WHF leads on capital efficiency (5.5% ROIC).
For Invesco Trust for Investment Grade New York Municipals (VTN), key quantitative strengths include Established market leader in Financials with deep daily trading liquidity and sector rank #705 in Financials, while primary risk factors center on Company executives have done more routine share selling than personal cash buying lately and Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.
VTN last traded at $9.89 (-1.20% on volume of 81,294 shares), positioning the stock 0.00% above its 50-day simple moving average ($9.89) and -9.35% below its 200-day simple moving average ($10.91). Across its 52-week range of $8.99 to $12.10, VTN sits at the 28.9% percentile with a 14-day RSI of 58.0 (BULLISH MOMENTUM) and an implied next-earnings move of ±4.7% ($9.43 to $10.35).
Invesco Trust for Investment Grade New York Municipals (VTN) earns a live Roarable RQD composite score of 48/100, corresponding to a D letter grade (Roarable Sell) at a spot price of $9.89 (-1.20% 1D, market capitalization $195.1M).
Invesco Trust for Investment Grade New York Municipals (VTN) operates in the Finance Companies industry (Financials sector) with an equity capitalization of $195.1M, gross margin of —, operating margin of —, and return on invested capital (ROIC) of —.
The only sector context supplied is the classification as Financials / Finance Companies.
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TradingView report covering Invesco Trust for Investment Grade New York Municipals (VTN) market action, institutional positioning, and fundamental catalysts.
Yahoo! Finance Canada report covering Invesco Trust for Investment Grade New York Municipals (VTN) market action, institutional positioning, and fundamental catalysts.
Stock Traders Daily report covering Invesco Trust for Investment Grade New York Municipals (VTN) market action, institutional positioning, and fundamental catalysts.
Yahoo! Finance Canada report covering Invesco Trust for Investment Grade New York Municipals (VTN) market action, institutional positioning, and fundamental catalysts.
The Board of Trustees of each of the Invesco closed-end funds listed below declared dividends.
This article first appeared on GuruFocus. Invesco Trust For Investment Grade New York Municipals (NYSE:VTN) recently announced a total dividend of $0.07 per share, with the ex-dividend date set for 2026-09-14. For income
Picked up a starter position in VTN in my $100K Virtual Cash book at $10.01. Balance-sheet and macro-fit pillars (Forensic 13/20, Macro 15/20) provide the strongest support in the rating at a $10.01 price within a $8.99–$12.1 52-week range.. Trading inside a $8.99–$12.10 52-week range with 0.0% FCF yield gives solid downside support if Finance Companies multiples expand this quarter.
@ShortSeller_Dan Shorting a 9/20 institutional whale-flow stock at $10.01 is dangerous when funds are rotating into Financials.
Here is the bear case nobody on the bull side wants to address on VTN: ROIC and FCF yield both at 0%, with insider conviction at 9/20, leave no earnings or cash-yield anchor for the valuation.. At current EV/EBITDA multiples, even a small guidance miss in Finance Companies triggers a 12-15% air pocket.
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