(HYI) Western Asset High Yield - Overview

Exchange: NYSE • Country: USA • Currency: USD • Type: Fund • ISIN: US95768B1070

Fund: High-Yield, Fixed-Income, Asset, Diversified, Portfolio

Total Rating 30
Risk 85
Buy Signal -0.32

Dividends

Dividend Yield 9.85%
Yield on Cost 5y 12.75%
Yield CAGR 5y 0.00%
Payout Consistency 91.2%
Payout Ratio -
Risk 5d forecast
Volatility 5.15%
Relative Tail Risk -0.39%
Reward TTM
Sharpe Ratio -0.33
Alpha -5.78
Character TTM
Beta 0.249
Beta Downside 0.371
Drawdowns 3y
Max DD 7.49%
CAGR/Max DD 0.86

Description: HYI Western Asset High Yield December 30, 2025

Western Asset High Yield Defined Opportunity Fund (NYSE: HYI) is a U.S.-based mutual fund that invests primarily in below-investment-grade corporate bonds, aiming to capture excess return relative to the broader high-yield market.

As of Q3 2024 the fund reported a weighted-average yield-to-maturity of roughly 7.5 % and a weighted-average credit rating of B+, with an average duration of about 5.8 years. Its top sector exposures are energy (≈22 % of assets) and industrials (≈18 %), both of which are sensitive to the Fed’s interest-rate stance and global commodity demand.

For a deeper, data-driven look at HYI’s risk-adjusted performance, you might explore ValueRay’s analytics platform.

What is the price of HYI shares?

As of February 08, 2026, the stock is trading at USD 11.15 with a total of 39,330 shares traded.
Over the past week, the price has changed by +0.04%, over one month by +0.81%, over three months by +1.11% and over the past year by +1.19%.

Is HYI a buy, sell or hold?

Western Asset High Yield has no consensus analysts rating.

What are the forecasts/targets for the HYI price?

Issuer Target Up/Down from current
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 12.7 13.9%

HYI Fundamental Data Overview February 05, 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 = 305.2m USD (305.2m + (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 305.2m)
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 305.2m / 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 = 6.83% (E(305.2m)/V(305.2m) * Re(6.83%) + (debt-free company))
Discount Rate = 6.83% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.95%
Fair Price DCF = unknown (Cash Flow 0.0)

Additional Sources for HYI Fund

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