Calamos Convertible Opportunities and Income Fund (CHI) Stock Price & Analysis
Calamos Convertible Opportunities and Income Fund (CHI) is trading at USD 11.08, down 0.54% today, as of October 23, 2026 at 16:37 UTC (US market open; quotes may be delayed), according to Nexqual market data.
CHI last closed at USD 11.14; today's session has ranged USD 11.01–11.19 on volume of 76,189 shares. Market capitalization is $896.05M, with a 52-week range of USD 10.26–13.5 (NGM). Source: Nexqual, retrieved October 23, 2026 at 16:40 UTC.
Also available as compact Markdown for AI agents: nexqual.com/CHI.md
Key facts (CHI)
- Insider open-market purchases, last ~7 months: 1 Form 4 filing, $8.6M; 0 by opportunistic insiders, 0 by routine insiders.
- Analysts: None.
- Total return with dividends: 1Y +10.3% vs S&P 500 +14.6%; 5Y +15.6% vs S&P 500 +77.3%.
Insider purchases (SEC Form 4, open-market, last ~7 months) (CHI)
1 purchase, $8.6M. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-08-26 | Metlife Investment Management, Llc | 345,000 | $8.6M | 25 | Too little history (no open-market trades in 2023 or 2025) |
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (CHI)
Consensus None.
Total return (dividends reinvested) (CHI)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +10.3% | +15.6% |
| S&P 500 (SPY) | +14.6% | +77.3% |
| Per year | +10.3% | +2.9% |
| Volatility (annualized) | 20.6% | 22.4% |
| Max drawdown | -15.8% (Aug 2026→Oct 2026) | -35.6% (Nov 2021→Sep 2022) |
CHI analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter | — | — | — | $0 | — |
| Next quarter | — | — | — | $0 | — |
| Current fiscal year | — | — | — | $0 | — |
| Next fiscal year | — | — | — | $0 | — |
Key Statistics (as of October 23, 2026 at 16:40 UTC)
| Price | USD 11.08 |
|---|---|
| Change | ▼ 0.54% (down) |
| Previous Close | USD 11.14 |
| Open | USD 11.01 |
| Day Range | USD 11.01 – 11.19 |
| 52-Week Range | USD 10.26 – 13.5 |
| Volume | 76,189 shares |
| Market Cap | $896.05M |
| Exchange | NGM |
Technical Analysis (CHI)
Nexqual's technical model rates CHI "SELL" based on 1 bullish and 5 bearish signals across 128 daily candles, as of October 23, 2026 at 16:40 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 35.32 (neutral) |
| vs SMA50 | Below (USD 12.11) |
| MACD | -0.27 (negative) |
Analyst Ratings (CHI)
Wall Street analysts rate CHI "None", per Nexqual as of October 23, 2026 at 16:40 UTC.
| Consensus Rating | None |
|---|
Earnings (CHI)
Source: Nexqual, October 23, 2026 at 16:40 UTC.
Financials & Fundamentals (CHI)
| Total Revenue | $14.96M |
|---|---|
| Revenue Growth (latest quarter, YoY) | -45.40% |
| Gross Margin | +100.00% |
| Operating Margin | +14.73% |
| Profit Margin | +2025.06% |
| ROE | +35.84% |
| Debt / Equity | 0.45 |
| Current Ratio | 3.64 |
| Total Debt | $434.05M |
Source: Nexqual, October 23, 2026 at 16:40 UTC.
Financial Health Score (CHI)
Nexqual rates Calamos Convertible Opportunities and Income Fund's overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 16:40 UTC.
| Growth | Critical — Revenue -45% YoY (latest Q), sharp decline |
|---|---|
| Profitability | Weak — Small revenue base — building scale |
| Balance Sheet | Strong — Debt/Equity 0.4x |
| Cash Flow | Solid — Operating cash flow $6M (TTM) |
| Efficiency | Strong — ROE 36%, ROA 0.2% |
Ownership (CHI)
| Insider Ownership | +0.04% |
|---|---|
| Institutional Ownership | +65.84% |
| Shares Outstanding | 80.87M |
| Short % of Float | +0.78% |
Source: Nexqual, October 23, 2026 at 16:40 UTC.
Leadership (CHI)
Calamos Convertible Opportunities and Income Fund is led by John Peter Calamos, Chairman, Principal Executive Officer, President and Global Co-Chief Investment Officer, per Nexqual as of October 23, 2026 at 16:40 UTC.
| Chairman, Principal Executive Officer, President and Global Co-Chief Investment Officer | John Peter Calamos |
|---|---|
| Chief Financial Officer, Senior Vice President and Treasurer | Nimish S. Bhatt |
| President and Head of Global Distribution | Robert Francis Behan C.F.A. |
| Senior Vice President and Co-Portfolio Manager | Dennis Cogan C.F.A. |
Major Backers & Investors (CHI)
Notable institutional backers of Calamos Convertible Opportunities and Income Fund include Bank of America Corporation, UBS Group AG, Morgan Stanley, according to Nexqual as of October 23, 2026 at 16:40 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Bank of America Corporation | 3.7% |
| UBS Group AG | 3.31% |
| Morgan Stanley | 1.99% |
| Wells Fargo & Company | 1.75% |
| D.A. Davidson & Co. | 1.42% |
| LPL Financial LLC | 0.9% |
| Guggenheim Capital, LLC | 0.83% |
| Ameriprise Financial, Inc. | 0.82% |
Source: Nexqual, October 23, 2026 at 16:40 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| BXSL | Blackstone Secured Lending Fund | USD 23.54 | ▼ 1.55% |
| VCTR | Victory Capital Holdings, Inc. | USD 107.21 | ▼ 0.17% |
| PDI | PIMCO Dynamic Income Fund | USD 14.32 | ▲ 0.14% |
| AMG | Affiliated Managers Group, Inc. | USD 389.68 | ▼ 1.48% |
| SEIC | SEI Investments Company | USD 103.31 | ▼ 1.14% |
| IVZ | Invesco Ltd | USD 28.54 | ▼ 0.89% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 16:40 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt