XNAS • Financial Services

Calamos Convertible Opportunities and Income Fund (CHI)

Financial Services · 2020 CALAMOS COURT, C/O CALAMOS ADVISORS LLC, NAPERVILLE, IL, 60563

XNASstockActive listing
11.03
-0.03 (-0.27%)
Quote updated 10/19/2026, 4:00:00 AM
Previous close11.06
Open11.17
Day range11.01 – 11.21
52-week range10.26 – 13.50
Volume134,226
Market cap950.24M
PRICE HISTORY

Stock price history and performance

Daily closing prices from the stored market history.

250 sessions
$14$13$12$11$10Oct 21Apr 21Oct 19
STOCK RESEARCH · EDITORIAL ANALYSIS

Calamos Convertible Opportunities and Income Fund (CHI): Investment Research & Business Outlook

A research-led explanation of the company, its financial evidence, valuation context and risks—not just a list of market numbers.

Research note

What the available evidence tells us

The latest stored quote for Calamos Convertible Opportunities and Income Fund (CHI) is 11.03, timestamped 10/19/2026, 4:00:00 AM. A quote is a point-in-time observation; it does not, by itself, explain why the price moved or establish whether the shares are attractive.

Business and financial quality

CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND operates as a closed-end management investment company. Its investment objective is to provide total return through a combination of capital appreciation and current income. The Fund invests in convertible securities and high-yield securities. A sufficiently complete fundamentals snapshot is not available in the database yet, so this page avoids making unsupported claims about profitability, growth or balance-sheet strength.

Valuation: context matters

A usable trailing P/E value is not currently stored. Without a verified valuation metric and a relevant comparison set, this page does not label the shares cheap or expensive.

Price trend and quantitative outlook

The chart is based on 250 stored daily price observations. Historical performance describes what happened over that period; it is not a guarantee of future returns. The current stored quantitative model signal is “neutral”. Treat model outputs as scenarios with uncertainty, not as certain targets or personalized advice.

Key risks and what to watch next

Risk records exist for this company; review the risk and performance section below for the available volatility, drawdown and risk-adjusted measures. The next useful evidence to review is the company’s next reported financial results, changes in forward estimates, and primary-source disclosures.

Editorial integrity: this summary uses fields available in the current database. Missing evidence is called out rather than filled with invented facts.

What the numbers mean for investors

Business quality

A reliable revenue-growth reading is not available or is not positive in the latest stored snapshot. Review multiple reporting periods before judging the growth trajectory.

Profitability

Margin data is incomplete. Revenue alone cannot show whether the company converts sales into sustainable profit.

Valuation

A usable P/E value is not stored. Avoid calling the shares cheap or expensive until earnings and valuation data can be verified.

Price trend

The latest quote can be compared with the 20-, 50- and 200-day moving averages (11.64, 12.28, and 12.06). Moving averages describe trend, not intrinsic value, and can lag sudden market changes.

Bull case, bear case and evidence to watch

Bull case

The bullish case needs confirmation from reported revenue growth, cash generation, and future company disclosures; the current snapshot does not establish those conditions together.

Bear case

Potential downside still includes weaker demand, margin compression, competition, execution issues, or a broad market sell-off. Company-specific evidence is needed to quantify these risks.

What to watch next

Track the next earnings release, changes in revenue and margin trends, cash flow, management guidance, analyst estimate revisions, and primary-source filings. Update the thesis when new evidence arrives rather than relying on one ratio or forecast.

These interpretations are rule-based explanations of the stored fields, not independently verified company-specific forecasts. Missing data is not treated as zero; all investment cases remain conditional on new evidence.

US Market AI Research Desk · Data/research timestamp: Oct 19, 2026 · Methodology & disclaimer
QUANTITATIVE RESEARCH

Stock forecast and analysis: price outlook

Forecasts are model outputs, not promises or personalized investment advice.

neutral
HorizonModel targetExpected changeSignalConfidence score
24H10.98-0.45%neutral82
7D10.84-1.69%bearish82
30D10.53-4.53%bearish82
90D10.05-8.91%bearish82

Long-term model scenarios

Latest stored scenario per future target year. Bear, base and bull prices are model scenarios, not guaranteed targets. The relative model score is not a calibrated probability; uncertainty rises materially for distant years.

Target yearBase caseBear caseBull caseExpected CAGRRelative model scoreSignal
202711.5411.5211.77-1.3%62long-term-neutral
203011.8611.5812.740.36%61long-term-neutral
203514.0412.8316.232.05%59long-term-positive
204017.5814.8421.782.96%57long-term-positive
205027.9720.0639.703.7%52long-term-positive
COMPANY FUNDAMENTALS

Financial performance and company fundamentals

Reported fields from the current fundamentals snapshot.

Fundamental metrics have not been populated for this stock yet.
Market cap950.24MMarket value of outstanding shares, not the same as enterprise value.
52-week high13.50Highest stored price over the rolling year; not a fair-value estimate.
52-week low10.26Lowest stored price over the rolling year; not a support guarantee.
Average volume134,226Typical shares traded; helps assess liquidity but can change around events.
TECHNICALS

Technical indicators

Latest stored daily indicator snapshot; unavailable indicators are omitted.

Oct 20, 2026
RSI (14)30.98Momentum oscillator from 0–100; extreme readings are context, not automatic buy/sell signals.
SMA 2011.64Average closing price over about 20 trading sessions; a short-term trend reference.
SMA 5012.28Average closing price over about 50 sessions; often used to assess medium-term direction.
SMA 10012.58Interpret alongside the company’s history, sector peers, reporting period and data source.
SMA 20012.06Average closing price over about 200 sessions; a longer-term trend reference.
EMA 2011.65Interpret alongside the company’s history, sector peers, reporting period and data source.
EMA 5012.06Interpret alongside the company’s history, sector peers, reporting period and data source.
EMA 20011.97Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD-0.27Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD signal-0.23Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD histogram-0.03Difference between MACD and its signal line; sign and changes indicate momentum shifts.
Bollinger upper12.30Interpret alongside the company’s history, sector peers, reporting period and data source.
Bollinger middle11.64Interpret alongside the company’s history, sector peers, reporting period and data source.
Bollinger lower10.97Interpret alongside the company’s history, sector peers, reporting period and data source.
Stochastic2.42Interpret alongside the company’s history, sector peers, reporting period and data source.
Stochastic signal12.464354214797432Interpret alongside the company’s history, sector peers, reporting period and data source.
Williams %R-97.58Interpret alongside the company’s history, sector peers, reporting period and data source.
CCI-141.01Interpret alongside the company’s history, sector peers, reporting period and data source.
MFI59.71Interpret alongside the company’s history, sector peers, reporting period and data source.
ROC-2.99%Interpret alongside the company’s history, sector peers, reporting period and data source.
OBV4.67MInterpret alongside the company’s history, sector peers, reporting period and data source.
Momentum-4.3Interpret alongside the company’s history, sector peers, reporting period and data source.
Volatility+27.08%Interpret alongside the company’s history, sector peers, reporting period and data source.
ATR0.31Average true range estimates recent price movement size, not direction.
ADX24.83Measures trend strength, not whether the trend is bullish or bearish.
Support level11.01Interpret alongside the company’s history, sector peers, reporting period and data source.
Resistance level12.48Interpret alongside the company’s history, sector peers, reporting period and data source.
TrendneutralInterpret alongside the company’s history, sector peers, reporting period and data source.
LATEST DEVELOPMENTS

News and company updates

Stories linked to this stock in the current database.

RISK CONTEXT

Risk and performance profile

Computed risk/performance records; not a recommendation. Mathematically uninterpretable or extreme ratios are withheld rather than displayed as reliable facts.

Volatility+26.22%
Beta1.11
ATR0.29
Sharpe ratio0.44
Sortino ratio0.64
1-day return+1.96%
5-day return+1.04%
1-month return-6.70%
3-month return-10.76%
6-month return+4.28%
YTD return+11.55%
1-year return+6.47%
All-time return+14.16%
RESEARCH EVIDENCE

Source data and research records

Expandable evidence tables keep the main page focused while preserving detailed data.

Institutional holders and ownership

Showing up to 50 recent holder records. Values failing a basic implied-price check are withheld, not silently corrected.

PeriodFiledHolderCIKSharesValueOwnershipShares changeChange %Source
Sep 30, 2022Aug 26, 2026Advisors Asset Management, Inc.12973761,044,896Withheld: value fails validation———SEC_13F_DATASET
Dec 31, 2021Aug 27, 2026Advisors Asset Management, Inc.12973761,040,46315.72M———SEC_13F_DATASET
Jun 30, 2019Aug 18, 2026Advisors Asset Management, Inc.1297376760,9297.99M———SEC_13F_DATASET
Mar 31, 2019Aug 18, 2026Advisors Asset Management, Inc.1297376612,3336.21M———SEC_13F_DATASET
No verified records available for this section yet.
SEC filings

Showing up to 30 latest filings. Open the original SEC document when a URL is available.

FiledAcceptedFormDescriptionReporting periodAccessionSEC document
Aug 26, 2026—4FORM 4Aug 24, 20260000905148-26-003937View filing
Aug 26, 2026—4PRIMARY DOCUMENTAug 24, 20210000314984-26-000032View filing
Sep 9, 2025—3/APRIMARY DOCUMENTSep 1, 20250001671788-25-000005View filing
Sep 9, 2025—3PRIMARY DOCUMENTSep 1, 20250001285634-25-000006View filing
Sep 9, 2025—3PRIMARY DOCUMENTSep 1, 20250002082413-25-000003View filing
Aug 11, 2025—4PRIMARY DOCUMENTAug 11, 20250001343519-25-000003View filing
Aug 4, 2025—3PRIMARY DOCUMENTJul 29, 20250001376682-25-000006View filing
Dec 27, 2024—3PRIMARY DOCUMENTDec 17, 20240002050188-24-000004View filing
Oct 7, 2024—SC 13G——0000905148-24-002667View filing
Sep 11, 2024—4—Sep 9, 20240000905148-24-002543View filing
Sep 10, 2024—33Sep 9, 20240000950170-24-104971View filing
Aug 30, 2024—SC 13GSC 13G—0001193125-24-210289View filing
May 14, 2024—8-KFORM 8-KMay 14, 20240001104659-24-060902View filing
Feb 16, 2024—4PRIMARY DOCUMENTFeb 15, 20240001343519-24-000003View filing
Nov 14, 2023—5PRIMARY DOCUMENTOct 31, 20230001650031-23-000004View filing
Sep 28, 2023—3PRIMARY DOCUMENTSep 26, 20230001992567-23-000002View filing
Jun 1, 2023—4PRIMARY DOCUMENTMay 31, 20230001343519-23-000002View filing
Feb 2, 2023—3OWNERSHIP DOCUMENTSep 30, 20220001104659-23-009694View filing
Jun 10, 2022—SC 13GSC 13G—0001140361-22-022596View filing
Jun 10, 2022—SC 13GSC 13G—0001140361-22-022602View filing
May 26, 2022—3FORM 3Aug 24, 20210001140361-22-020859View filing
May 26, 2022—4FORM 4May 24, 20220001140361-22-020870View filing
Dec 22, 2021—3/APRIMARY DOCUMENTAug 24, 20210000314984-21-000037View filing
Oct 15, 2021—3PRIMARY DOCUMENTAug 24, 20210000314984-21-000029View filing
Oct 15, 2021—SC 13G——0000314984-21-000024View filing
Oct 14, 2021—3FORM 3 SUBMISSIONAug 24, 20210000899243-21-040258View filing
Aug 26, 2021—8-KFORM 8-KAug 23, 20210001104659-21-109808View filing
Jul 20, 2021—3PRIMARY DOCUMENTJun 30, 20210001536407-21-000008View filing
Jan 12, 2021—8-K8-KJan 12, 20210001104659-21-003468View filing
Dec 18, 2020—4PRIMARY DOCUMENTDec 18, 20200001671788-20-000002View filing
Quarterly and monthly research
No verified records available for this section yet.
MonthResearch summary
Oct 1, 2026Derived monthly snapshot; AI narrative pending
Data quality and provenance

This page does not fill gaps with sample data. Values shown above come from the connected market-data and research tables.

No verified records available for this section yet.
RetrievedDatasetProviderStatus
Oct 8, 2026company_profileUS Market AI / SEC-mapped universeVerified
Identifiers and model evaluation
IdentifierValueSource
cik1171471stocks.cik
tickerCHIstocks.symbol
No verified records available for this section yet.
QUICK ANSWERS

Frequently asked questions

What is CHI stock's current price?

The latest stored quote for CHI is 11.03. The quote timestamp is 10/19/2026, 4:00:00 AM. Prices can change during market hours.

What is the CHI stock forecast and analysis?

The latest available quantitative model signal is “neutral”. Review the forecast horizons alongside the company's reported financials, valuation, technical indicators and risks below; model outputs are estimates, not guarantees or personalized investment advice.

What is the CHI stock price target?

The forecast table shows stored quantitative model outputs for the available horizons. These are model targets, not necessarily Wall Street analyst consensus; a verified consensus target is not assumed unless explicitly stored.

What is the CHI stock price prediction for 2030?

A stored long-term model scenario for 2030 is shown in the forecast table. Long-range scenarios are highly uncertain and should be reviewed alongside the model version and assumptions.

What are the bullish and bearish views on CHI?

A sufficiently detailed analyst-opinion dataset is not currently stored for this stock. The bull and bear cases on this page are conditional evidence-based scenarios, not attributed analyst recommendations.

What is the CHI stock price prediction for 2026?

A verified 2026 long-term model output is not currently stored for this stock. Check the forecast section for available horizons rather than relying on an unsupported target.

Is CHI stock overvalued or undervalued?

The database does not currently contain a usable trailing P/E value. Without verified valuation inputs and a suitable comparison set, this page cannot responsibly label the shares overvalued or undervalued.

What is CHI's P/E ratio?

A usable trailing P/E ratio is not currently available in the stored valuation data.

What is CHI's 52-week high and low?

The stored 52-week range is 10.26 to 13.50. This describes the recent trading range, not a forecast or a guaranteed support/resistance level.

Does CHI pay a dividend, and what is its dividend history?

No dividend records are currently stored for this stock. That absence does not prove the company pays no dividend.

When is CHI's next earnings report?

An earnings date is not currently available in the stored earnings records. Check the company’s investor-relations website for its official calendar.

How has CHI stock performed recently?

The price chart uses 250 stored daily observations, and the market snapshot includes the latest available quote. Use the chart to inspect the period shown; past performance does not predict future returns.

Is CHI stock in a bullish or bearish trend?

The stored technical snapshot classifies the trend as “neutral”. This rule-based label is based on available indicators and is not a standalone buy or sell signal.

What are the main risks of investing in CHI?

Available risk metrics are shown in the risk and performance section. These metrics do not capture every business, competitive, regulatory or market risk; review company filings and disclosures as well.

Where can I find CHI's financial statements and earnings history?

Use the Financial Statements section for stored statement records, financial metric history, earnings results and estimate revisions. Coverage depends on the data available for this company.

Does US Market AI provide a guaranteed CHI price target?

No. Forecasts shown here are quantitative model outputs, not guarantees or personalized financial advice. Missing forecast values are left unavailable rather than filled with invented targets.

US MARKET AI · STOCK RESEARCH

Data availability varies by company and provider. Missing values are omitted rather than estimated. Forecasts are model outputs and should be independently evaluated.

Research updated Oct 19, 2026 · Research methodology · Disclaimer