(PFD) Flaherty & Crumrine - Overview

Exchange: NYSE • Country: USA • Currency: USD • Type: Fund • ISIN: US3384801060

Fund: Preferred, Income, Fund

Total Rating 43
Risk 87
Buy Signal 0.33

Dividends

Dividend Yield 6.78%
Yield on Cost 5y 6.81%
Yield CAGR 5y -6.76%
Payout Consistency 90.6%
Payout Ratio -
Risk 5d forecast
Volatility 10.1%
Relative Tail Risk -3.43%
Reward TTM
Sharpe Ratio 0.91
Alpha 6.00
Character TTM
Beta 0.337
Beta Downside 0.506
Drawdowns 3y
Max DD 29.66%
CAGR/Max DD 0.20

Description: PFD Flaherty & Crumrine January 18, 2026

Flaherty & Crumrine Preferred Income Fund (NYSE:PFD) is a U.S.-based closed-end fund that invests primarily in preferred securities, positioning itself as a “preferred stock” style vehicle.

Key metrics as of the latest filing (Q4 2024) show a distribution yield around 7.2% and a net asset value (NAV) of roughly $13 billion, with a price-to-NAV discount near 5%. The fund’s performance is closely tied to the broader financial sector’s credit health and to the level of short-term interest rates, as higher rates tend to compress preferred-stock spreads while improving the fund’s floating-rate income component.

For a deeper quantitative dive, ValueRay’s analytics platform can help you model the fund’s sensitivity to rate moves and credit spreads.

What is the price of PFD shares?

As of February 07, 2026, the stock is trading at USD 12.06 with a total of 10,980 shares traded.
Over the past week, the price has changed by +1.77%, over one month by +0.99%, over three months by +3.92% and over the past year by +14.09%.

Is PFD a buy, sell or hold?

Flaherty & Crumrine has no consensus analysts rating.

What are the forecasts/targets for the PFD price?

Issuer Target Up/Down from current
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 13.2 9.2%

PFD Fundamental Data Overview February 03, 2026

Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 163.3m USD (163.3m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
EV/FCF = unknown (FCF TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 163.3m)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 163.3m / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 7.16% (E(163.3m)/V(163.3m) * Re(7.16%) + (debt-free company))
Discount Rate = 7.16% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.95%
Fair Price DCF = unknown (Cash Flow 0.0)

Additional Sources for PFD Fund

News: Wall Street Journal | Benzinga | Yahoo Finance
Fund Manager Positions: Dataroma | Stockcircle