PHLEGAR JEFFREY S
Transaction: 09/02/2025
OTHER
Change
0
Price
Not reported
Filing
09/12/2025
Type
OTHER
Calamos Strategic Total Return Fund
CSQ • Asset Management
$20.03
▲ +0.08 (+0.40%)
Current price
EarningsLatest report: Oct 31, 2025
HIGHER-RISK PROFILECautionConfidence: 70%
Quantitative profile — not an investment recommendation.
Quantitative profile — not an investment recommendation.Methodology
Analysis thesis: Caution is warranted. Recent ratios show weaknesses that may limit returns unless fundamentals improve.
Market Cap
$3.21B
Growth
9.4%
Cash Flow
4/5
Trend
Mostly stable
Evidence
Consistent free cash flow · 4/5Reasonable earnings multiple · 4.29Manageable debt level · 0.41Weak profitability
Financial data as of: Oct 31, 2025, 12:00 AM UTCLast earnings update: Oct 31, 2025, 12:00 AM UTCLast profile update: Aug 5, 2026, 2:27 PM UTC
Company Snapshot
Key valuation, quality, financial strength, momentum and analyst data.
Price$20.03
Change0.40%
Shares Out160.37M
Market Cap$3.21B
Enterprise Value$4.45B
52W Range16.41 - 20.82
Beta1.31
P/E2.03
P/S5.07
P/B0.96
P/FCF-165.44
EV/Sales7.02
Price$20.03
Change0.40%
Shares Out160.37M
Market Cap$3.21B
Enterprise Value$4.45B
52W Range16.41 - 20.82
Beta1.31
P/E2.03
P/S5.07
P/B0.96
P/FCF-165.44
EV/Sales7.02
EV/EBITDA2.60
EV/FCF-229.05
Earnings Yield49.30%
FCF Yield-0.60%
Dividend Yield12.26%
Gross Margin87.50%
Oper. Margin2.26%
Profit Margin2.08%
Debt/Eq0.41
Current Ratio0.00
Quick Ratio0.00
Revenue 5Y9.44%
Volume161.81K
Avg Volume243.27K
Investment DNA
How strong this company looks for long-term investors
52
out of 100
Business Quality
Margins, moat, returns
27/100
Financial Strength
Debt, cash, stability
56/100
Growth Potential
Revenue and expansion
58/100
Price Attractiveness
Cheap or expensive today
79/100
Why this score▼
Consistent free cash flow · 4/5Reasonable earnings multiple · 4.29Manageable debt level · 0.41Weak profitability
Analyst view
Analyst sentiment and price target
Analyst sentiment
Based on 2 analyst votes · 2026-10-21
50/100
Neutral
Bullish
0
Hold
2
Bearish
0
Insider Transactions
Recent executive and insider activity
⚠ 3 high-volume insider sells detected
Armstrong Hugh
Transaction: 09/01/2025
OTHER
Change
0
Price
Not reported
Filing
09/09/2025
Type
OTHER
Koudounis John S.
Transaction: 09/01/2025
OTHER
Change
0
Price
Not reported
Filing
09/09/2025
Type
OTHER
| Insider | Type | Change | Price | Transaction | Filing |
|---|---|---|---|---|---|
| PHLEGAR JEFFREY S | OTHER | 0 | Not reported | 09/02/2025 | 09/12/2025 |
| Armstrong Hugh | OTHER | 0 | Not reported | 09/01/2025 | 09/09/2025 |
| Koudounis John S. | OTHER | 0 | Not reported | 09/01/2025 | 09/09/2025 |
| Kelly Walter M | OTHER | 0 | Not reported | 07/29/2025 | 08/04/2025 |
| Herman Thomas E | BUY | +11,507 | $18.39 | 01/30/2025 | 01/31/2025 |
| Herman Thomas E | BUY | +11,683 | $18.23 | 01/29/2025 | 01/31/2025 |
| Kiley Thomas P III | OTHER | 0 | Not reported | 12/17/2024 | 12/27/2024 |
| THRIVENT FINANCIAL FOR LUTHERANS | BUY | +660,000 | $25.00 | 09/06/2024 | 10/09/2024 |
| NORTHWESTERN MUTUAL LIFE INSURANCE CO | SELL | 0 | Not reported | 09/09/2024 | 09/10/2024 |
| MetLife Investment Management, LLC | SELL | -148,000 | $25.00 | 09/06/2024 | 09/10/2024 |
| Koudounis John S. | SELL | -912 | $14.19 | 12/06/2023 | 12/06/2023 |
| Ojala Erik D. | OTHER | 0 | Not reported | 09/26/2023 | 09/28/2023 |
| Schoenberger Susan L | OTHER | 0 | Not reported | 09/30/2022 | 02/02/2023 |
| MetLife Investment Management, LLC | SELL | -652,000 | Not reported | 09/06/2022 | 09/08/2022 |
| THRIVENT FINANCIAL FOR LUTHERANS | SELL | -180,000 | $25.01 | 09/06/2022 | 09/07/2022 |
| Apollo Management Holdings GP, LLC | OPTION | 0 | Not reported | 05/24/2022 | 06/02/2022 |
| Voya Financial, Inc. | OPTION | 0 | Not reported | 05/24/2022 | 05/27/2022 |
| MetLife Investment Management, LLC | BUY | +320,000 | $25.00 | 05/24/2022 | 05/26/2022 |
| MetLife Investment Management, LLC | BUY | +600,000 | $25.00 | 08/24/2021 | 05/26/2022 |
| MetLife Investment Management, LLC | OPTION | 0 | Not reported | 09/06/2017 | 05/26/2022 |