PDX · PIMCO Dynamic Income Strategy Fund
PIMCO Dynamic Income Strategy Fund (PDX)
What's happening
- PDX is up 0.34% today, trading at $21.96. — Live quote
- Volume today (1,256) is well below its 3-month average of 97,270. (Finnhub fundamentals)
- Reports earnings on 2026-09-03, 0 days away. (Finnhub earnings calendar)
Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.
Performance Overview (Trailing returns vs S&P 500 benchmark)
Valuation Measures & Ratios
Glossary — what these abbreviations mean
- 1. TTM
- Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
- 2. EPS
- Earnings per share — net income divided by diluted shares outstanding.
- 3. Beta
- A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
- 4. EV (Enterprise Value)
- Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
- 5. Forward P/E
- Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
- 6. PEG Ratio
- P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
- 7. Price / Book
- Share price divided by book value (assets minus liabilities) per share.
- 8. ROE
- Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
- 9. ROA
- Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
- 10. MRQ
- Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
- 11. YoY
- Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.
Short Interest
Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-08-14. Reported bi-monthly with a reporting lag — not real-time.
Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.
Price history
Drag horizontally to zoom into a section; use Reset view to restore all observations.
Technical signal summary
Calculating from the latest year of daily price history…
Show Technical Analysis Breakdown ▾ 10 Indicators
Signals describe daily price patterns—not the company’s value and not a recommendation to buy or sell. Read several together; no single indicator predicts what happens next. “Overbought” and “oversold” are conditions, not promises of a reversal.
Indicators None active
Free IEX historical data only goes back to ~2021 — 5Y/Full show whatever's actually available, not a promise of that much history. Indicators are computed client-side from these same price bars; earnings markers ("E") come from Finnhub's free tier (~last 4 quarters + next upcoming) — older quarters aren't available. The move-highlight dots are a heuristic (|% change| vs rolling volatility) with a best-effort headline lookup, not a claim of causation.
Peer and sector context
Balanced evidence
A deterministic summary of sourced facts—not an AI verdict.
Potential strengths
- Revenue growth is 18.5% on the provider's reported measure. Finnhub fundamentals ↗
- Net profit margin is 481.0%. Finnhub fundamentals ↗
Potential concerns
- Trailing 52-week price return is -10.4%. Finnhub market metrics ↗
- Latest SEC filing is Form 4, filed 2026-08-20; review it for current changes and risks. SEC EDGAR ↗
Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.
More on PDX
No accessible free API for these — links go to the source directly.
Financials
Institutional holders
SEC Form 13F filers holding PDX as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.
Insider activity
Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR Form 4 filings · checked 25 most recent filings · covers 2025-08-27 to 2026-08-18
Recent transactions
- Insiders have net bought 67,022 shares over the last 182 days, across 6 purchases and 2 sales.
- Most recent: SHARENOW GREG ELLIOT (Reporting person) — Open market purchase of 6,020 shares on 2026-08-18.
Deterministic template sentences filled in from the SEC Form 4 figures in the tables below -- not an AI-written summary, no live model call.
Insider purchases & sales, last 6 months
Counts only open-market purchases (code P) and sales (code S) — grants, option exercises, tax withholding, and gifts are excluded since they aren't a market buy/sell decision.
Insider roster
| Name | Title | Most Recent Transaction | Date | Shares |
|---|---|---|---|---|
| SHARENOW GREG ELLIOT | Reporting person | Open market purchase | 2026-08-18 | 6,020 |
| Saba Capital Management, L.P. | 10% owner | Open market sale | 2026-08-18 | 13,396 |
| STRACKE THIBAULT CHRISTIAN | Reporting person | Open market purchase | 2026-08-06 | 25,000 |
| IVASCYN DANIEL J | See Remarks | Open market purchase | 2026-04-27 | 28,779 |
| Rappaport Alan | Director | Open market purchase | 2026-01-08 | 2,000 |
Recent transactions
| Date | Insider | Title | Transaction | Shares | Price |
|---|---|---|---|---|---|
| 2026-08-18 | SHARENOW GREG ELLIOT | Reporting person | Open market purchase | 6,020 | $21.77 |
| 2026-08-18 | Saba Capital Management, L.P. | 10% owner | Open market sale | 13,396 | $21.77 |
| 2026-08-06 | STRACKE THIBAULT CHRISTIAN | Reporting person | Open market purchase | 25,000 | $21.62 |
| 2026-05-20 | SHARENOW GREG ELLIOT | SEE REMARKS | Open market purchase | 4,773 | $21.63 |
| 2026-05-19 | SHARENOW GREG ELLIOT | SEE REMARKS | Open market purchase | 13,046 | $21.66 |
| 2026-05-14 | SHARENOW GREG ELLIOT | SEE REMARKS | Open market purchase | 5,000 | $21.53 |
| 2026-04-27 | IVASCYN DANIEL J | See Remarks | Open market purchase | 28,779 | $20.58 |
| 2026-03-05 | Saba Capital Management, L.P. | 10% owner | Open market sale | 2,200 | $20.69 |
| 2026-03-04 | Saba Capital Management, L.P. | 10% owner | Open market sale | 10,292 | $20.42 |
| 2026-03-02 | Saba Capital Management, L.P. | 10% owner | Open market sale | 16,256 | $20.59 |
| 2026-02-26 | Saba Capital Management, L.P. | 10% owner | Open market sale | 3,700 | $20.11 |
| 2026-02-25 | Saba Capital Management, L.P. | 10% owner | Open market sale | 14,415 | $20.05 |
| 2026-02-24 | Saba Capital Management, L.P. | 10% owner | Open market sale | 16,924 | $20.10 |
| 2026-02-23 | Saba Capital Management, L.P. | 10% owner | Open market sale | 20,300 | $20.26 |
| 2026-02-20 | Saba Capital Management, L.P. | 10% owner | Open market sale | 28,460 | $20.34 |
| 2026-02-19 | Saba Capital Management, L.P. | 10% owner | Open market sale | 28,531 | $20.37 |
| 2026-02-18 | Saba Capital Management, L.P. | 10% owner | Open market sale | 21,672 | $20.16 |
| 2026-02-17 | Saba Capital Management, L.P. | 10% owner | Open market sale | 10,119 | $19.96 |
| 2026-02-13 | Saba Capital Management, L.P. | 10% owner | Open market sale | 90,000 | $20.08 |
| 2026-02-12 | Saba Capital Management, L.P. | 10% owner | Open market sale | 15,702 | $20.11 |
| 2026-02-11 | Saba Capital Management, L.P. | 10% owner | Open market sale | 14,680 | $20.35 |
| 2026-02-10 | Saba Capital Management, L.P. | 10% owner | Open market sale | 11,077 | $20.24 |
| 2026-02-09 | Saba Capital Management, L.P. | 10% owner | Open market sale | 42,805 | $20.31 |
| 2026-02-06 | Saba Capital Management, L.P. | 10% owner | Open market sale | 9,896 | $20.27 |
| 2026-02-05 | Saba Capital Management, L.P. | 10% owner | Open market sale | 23,014 | $20.03 |
| 2026-01-08 | Rappaport Alan | Director | Open market purchase | 2,000 | $18.97 |
| 2025-12-22 | Saba Capital Management, L.P. | 10% owner | Open market sale | 38,170 | $21.82 |
| 2025-11-28 | Saba Capital Management, L.P. | 10% owner | Other acquisition/disposition | 654,907 | $0.00 |
| 2025-09-10 | Saba Capital Management, L.P. | 10% owner | Open market sale | 13,276 | $24.88 |
| 2025-09-08 | Saba Capital Management, L.P. | 10% owner | Open market sale | 8,160 | $24.72 |
| 2025-09-05 | Saba Capital Management, L.P. | 10% owner | Open market sale | 2,000 | $24.80 |
| 2025-09-04 | Saba Capital Management, L.P. | 10% owner | Open market sale | 3,476 | $24.91 |
| 2025-08-29 | Saba Capital Management, L.P. | 10% owner | Open market sale | 3,259 | $24.72 |
| 2025-08-27 | Saba Capital Management, L.P. | 10% owner | Open market sale | 400 | $24.60 |
Recent SEC filings
Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR submissions · updated 2026-09-03 12:10 UTC
| Filed | Form | Report period | Official filing |
|---|---|---|---|
| 2026-08-20 | 4 | 2026-08-18 | View on SEC.gov → |
| 2026-08-19 | 4 | 2026-08-18 | View on SEC.gov → |
| 2026-08-10 | 4 | 2026-08-06 | View on SEC.gov → |
| 2026-05-21 | 4 | 2026-05-19 | View on SEC.gov → |
| 2026-05-18 | 4 | 2026-05-14 | View on SEC.gov → |
| 2026-04-29 | 4 | 2026-04-27 | View on SEC.gov → |
| 2026-03-09 | 4 | 2026-03-05 | View on SEC.gov → |
| 2026-03-05 | 4 | 2026-03-04 | View on SEC.gov → |
| 2026-03-03 | 4 | 2026-03-02 | View on SEC.gov → |
| 2026-03-02 | 4 | 2026-02-26 | View on SEC.gov → |
| 2026-02-26 | 4 | 2026-02-24 | View on SEC.gov → |
| 2026-02-24 | 4 | 2026-02-23 | View on SEC.gov → |
Recent news
Headlines about PDX (PIMCO Dynamic Income Strategy Fund). Links open the publisher — we don’t host full articles.
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PIMCO Dynamic Income Strategy Fund declares $0.1334 dividend
Seeking Alpha · 2026-09-02 -
PDX: The Portfolio Improved, But I'm Still Not Buying
Seeking Alpha · 2026-08-18 -
PDX: Why Another Big Special Dividend Could Be Coming
Seeking Alpha · 2026-06-04 -
European Stocks Possibly Trading Below Their Estimated Value In April 2026
Yahoo Finance · 2026-04-17 -
PDX: Trades At A 10% Discount And Aligned To Capture AI Power Demand
Seeking Alpha · 2026-03-30 -
PDI With PDX: Neutralizing The Premium For A Diversified 11.5% Yield
Seeking Alpha · 2026-03-20 -
PDX: A Primer And Few Nuances To Take Note Of
Seeking Alpha · 2026-02-25 -
PIMCO Closed-End Fund Declares Supplemental Year-End Distribution
Yahoo Finance · 2025-12-19
No headlines in this category right now — try “All”.