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Angel Oak Financial Strats Income Term Stock Price, News & Analysis

FINS NYSE

Welcome to our dedicated page for Angel Oak Financial Strats Income Term news (Ticker: FINS), a resource for investors and traders seeking the latest updates and insights on Angel Oak Financial Strats Income Term stock.

Angel Oak Financial Strategies Income Term Trust (NYSE: FINS) is a closed-end fund that focuses on U.S. financial sector debt and selective opportunities in financial sector preferred and common equity. The FINS news stream highlights developments that affect the fund’s investment strategy, governance, and advisory arrangements, giving readers insight into how the fund is managed and how it responds to conditions in the financial sector.

News about FINS frequently covers portfolio and capital-raising activity, including rights offerings and updates on how new capital is deployed into bank and other financial institution debt. Fund communications have described oversubscribed rights offerings, the allocation of proceeds into higher-coupon bank debt, and changes in the mix of bank debt, non-bank financial debt, preferred equity, and common equity in the portfolio. These updates help investors understand how the fund is positioning itself within the financial sector.

Another key theme in FINS-related news is governance and advisory oversight. Articles and filings discuss shareholder meetings to approve a new investment advisory agreement with Angel Oak Capital Advisors, LLC, the fund’s adviser, in connection with Brookfield Asset Management Ltd. acquiring a majority interest in Angel Oak’s parent company. Coverage includes voting results from annual and special meetings, Board decisions regarding governance thresholds for removing trustees, and differing shareholder views on the fund’s performance and advisory relationship.

In addition, the news flow includes regulatory and corporate updates disclosed through SEC filings, such as changes in trustees, officer appointments, and the completion of the Brookfield transaction involving the adviser’s parent company. Investors who follow FINS news can track how the fund’s management, Board, and adviser respond to shareholder feedback, regulatory requirements, and opportunities in financial sector credit markets.

By reviewing the FINS news page regularly, readers can monitor announcements on shareholder meetings, advisory agreements, capital offerings, and portfolio deployment, alongside perspectives from both the fund and external stakeholders. This provides context for understanding how the fund’s strategy and governance evolve over time.

Rhea-AI Summary

Angel Oak Financial Strategies Income Term Trust (NYSE: FINS) has filed a definitive proxy statement for a special shareholder meeting on September 26, 2025. The Fund's Board unanimously recommends shareholders vote "FOR" a new investment advisory agreement following Brookfield Asset Management's proposed majority investment in Angel Oak Capital Advisors.

The new agreement maintains identical terms to the existing one, with no changes to fees or daily operations. The Fund has demonstrated strong performance, with outperformance against its benchmark over 1-, 3-, and 5-year periods. Recently, FINS increased its monthly distribution from $0.109 to $0.115 per share and maintains a distribution yield over 10%, with a NAV discount of 4.8% as of August 22, 2025.

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Angel Oak Financial Strategies Income Term Trust (NYSE:FINS) has declared a monthly distribution of $0.115 per share for August 2025, representing an increase from the previous $0.109 and equating to approximately 10% distribution on NAV. The distribution will be payable on August 29, 2025, with a record date of August 15, 2025.

Following a recent Rights Offering, Angel Oak Capital Advisors has successfully deployed approximately half of the proceeds into higher-yielding community bank bonds with an average coupon of 7.68% (range: 7.00%-9.00%), significantly above the Fund's average coupon of 6.51% as of June 30, 2025. The Fund benefits from strong banking sector fundamentals, upcoming fixed-to-floating rate transitions in its portfolio, and increased M&A activity in 2025.

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Angel Oak Financial Strategies Income Term Trust (NYSE: FINS) has scheduled a special meeting of shareholders for September 26, 2025, with a record date of August 20, 2025. The meeting will address the proposed new investment advisory agreement following Brookfield Asset Management's planned acquisition of a majority stake in Angel Oak Capital Advisors.

The Fund has demonstrated strong performance, outperforming its index across all timeframes and maintaining a 10% distribution rate with a 5.5% discount as of July 24, 2025. New community bank debt investments are yielding an average coupon of 7.68%, significantly higher than the pre-rights offering average of 6.49%.

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Angel Oak Financial Strategies Income Term Trust (NYSE: FINS) has announced the certified voting results from its 2025 Annual Meeting of Shareholders held on June 26, 2025. The meeting included three key proposals: a new investment advisory agreement, election of trustees, and auditor ratification.

Despite strong participation with 17,970,576 shares present out of 25,062,638.4 eligible shares, both the new investment advisory agreement and trustee elections failed to meet required vote thresholds. The Fund plans to schedule a special shareholder meeting and will continue engaging with shareholders to evaluate potential fund enhancements.

The Fund highlighted its successful management by Angel Oak Capital Advisors since 2019 and noted strong shareholder support through oversubscription in its May 2025 rights offering.

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Angel Oak Financial Strategies Income Term Trust (NYSE: FINS) announced preliminary results from its June 26, 2025 Annual Meeting of Shareholders. The meeting included three key proposals: a new investment advisory agreement, trustee elections, and auditor ratification.

While shareholders showed strong support with 63.5% voting in favor of the new advisory agreement and 93.8% supporting auditor ratification, neither the new agreement nor the trustee nominations received enough votes to meet required thresholds. The Fund's two nominated trustees each received over 50% of votes, while a dissident shareholder's self-nomination received significantly less support.

Angel Oak has managed FINS since 2019, with recent success demonstrated by significant oversubscription in its May 2025 rights offering.

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Angel Oak Financial Strategies Income Term Trust (NYSE:FINS) has declared its monthly distribution of $0.109 per share for July 2025. The distribution will be paid on July 31, 2025, with a record date and ex-distribution date of July 17, 2025.

The Fund, which focuses on U.S. financial sector debt and selective equity opportunities, maintains at least 50% of its portfolio in investment-grade rated securities. The distribution may include sources other than net investment income, such as short-term capital gain, long-term capital gain, or return of capital, with final tax characteristics to be determined at fiscal year-end.

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Rhea-AI Summary
Angel Oak Financial Strategies Income Term Trust (FINS) successfully completed an oversubscribed rights offering, raising $110.4 million in gross proceeds. The Fund has outperformed its index across all time periods and currently offers a 10%+ distribution rate with a narrowed discount of 5.6% as of May 31, 2025. Management is actively deploying capital into higher-coupon bank debt, with new investments averaging 7.65% coupons, significantly higher than the Fund's previous 6.49% average. The Fund has already deployed one-third of the proceeds and sees strong pipeline opportunities with expected coupons of 7.50-8.75%. The portfolio composition shows increased allocation to bank debt (70.3%) while reducing exposure to other sectors. Two equity positions (KINS and PNBK) caused some NAV volatility during the offering period but remain profitable investments.
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Angel Oak Financial Strategies Income Term Trust (FINS) has declared a monthly distribution of $0.109 per share for June 2025. The distribution will be payable on June 30, 2025, with a record date of June 16, 2025. The Fund, which trades on NYSE, focuses on U.S. financial sector debt with at least 50% of its portfolio in investment-grade securities. The distribution may include sources other than net investment income, such as short-term capital gain, long-term capital gain, or return of capital. Final tax characteristics will be determined at fiscal year-end and reported to shareholders via Form 1099-DIV.
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Angel Oak Financial Strategies Income Term Trust (NYSE: FINS) has successfully completed its transferable rights offering, which ran from April 21 to May 14, 2025. The offering was significantly oversubscribed, demonstrating strong investor demand. The Fund will issue 8,354,213 Common Shares at a subscription price of $13.23 per share, set at 90% of the Fund's NAV at closing. The offering is expected to raise approximately $110.4 million in gross proceeds. Due to high demand, over-subscription requests exceeded available shares, requiring pro-rata allocation among fully exercising shareholders. Portfolio Manager Johannes Palsson highlighted opportunities in bank investments, particularly expecting increased debt issuance from community banks and potential benefits from regulatory changes and M&A activity.
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Angel Oak Financial Strategies Income Term Trust (NYSE: FINS) has announced a Rights Offering and monthly distribution changes. The Fund's Board approved issuing transferable rights to common shareholders as of April 21, 2025, allowing them to subscribe for additional shares at a market discount.

Key benefits include:

  • Opportunity to purchase shares below market price
  • Management fee reduction from 1.35% to 1.00% for six months starting June 2025
  • Potential increased trading volume and liquidity
  • Spread of fixed operating costs across larger asset base
  • Tax advantages through banking sector equity investments

The Rights offering terms include: one Right per Common Share held, with holders able to purchase one new Common Share for every three Rights. The subscription period runs from April 21 to May 14, 2025. The subscription price will be 94% of the average last reported sales price over five trading days, with a minimum of 90% of NAV. Rights will trade on NYSE under 'FINS RT'.

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FAQ

What is the current stock price of Angel Oak Financial Strats Income Term (FINS)?

The current stock price of Angel Oak Financial Strats Income Term (FINS) is $13.17 as of February 20, 2026.

What is the market cap of Angel Oak Financial Strats Income Term (FINS)?

The market cap of Angel Oak Financial Strats Income Term (FINS) is approximately 440.1M.

FINS Rankings

FINS Stock Data

440.10M
33.42M
Asset Management
Financial Services
Link
United States
Atlanta

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