FeesSafety
Pluang+

Virtus Total Return Fund rated 'Buy' as utilities shift to growth amid rising AI-driven electricity demand.

Analyst Insights
29 Oct 2026, 18:28 WIB
Seeking Alpha
View Source
Bullish
Virtus Total Return Fund rated 'Buy' as utilities shift to growth amid rising AI-driven electricity demand.

Virtus Total Return Fund Inc. (ZTR) maintains a 'Buy' rating due to the shift in utilities from defensive to growth investments, driven by increasing AI-related electricity demand. The fund's portfolio, heavily weighted in utilities and midstream sectors, is positioned for long-term growth as investments in power infrastructure rise. Despite a modest 9% return over one year and a narrowing NAV discount, ZTR remains resilient in a challenging market. Key risks include sector concentration, sensitivity to interest rates, and dependence on sustained AI-driven growth in utilities.

Virtus Total Return Fund Inc. (ZTR) is noted here with relevant market data for context. For readers following utilities, here is Pluang's market snapshot as of Oct 29, 2026 19:01 WIB: 31 out of 40 priced utilities-sector US stocks rose today. Notable movers include PCG at USD 13.34 with a 1-day change of +1.44%, AEP at USD 130.02 with 100% sell order activity, and NI at USD 44.49 with a 1-day change of +1.41%.

More News

SAP to consolidate North Texas offices in Addison, bringing 1,000 jobs and boosting local tech ecosystem.

SAP to consolidate North Texas offices in Addison, bringing 1,000 jobs and boosting local tech ecosystem.

SAP, a global enterprise software leader, will merge its North Texas operations into a new office in Addison, Texas, relocating about 1,000 employees from Plano and Allen. The new Spectrum Center location will house business operations, software deve...

Market News
Bullish
2 hours ago
Ipsos appoints Mitch Barns as Chairman and CEO for Americas to lead growth strategy.

Ipsos appoints Mitch Barns as Chairman and CEO for Americas to lead growth strategy.

Ipsos has appointed Mitch Barns as Chairman and CEO for the Americas region, effective November 2, 2026. Barns brings extensive leadership experience from his previous roles as Global CEO of Nielsen and CEO of The Opus Group, positioning him to drive...

Company Fundamentals
Bullish
2 hours ago
Fidelity launches Enhanced Large Cap Value ETF, aiming to beat Russell 1000 Value Index.

Fidelity launches Enhanced Large Cap Value ETF, aiming to beat Russell 1000 Value Index.

Fidelity has reorganized its Enhanced Large Cap Value fund into an ETF as of November 17, 2023. The ETF, known as FELV, uses a proprietary quantitative strategy to select and weight stocks, targeting companies with improving fundamentals at reasonabl...

Neutral
4 hours ago
Rockford Fosgate promotes Tammy Lowe to VP of Marketing to lead growth and strategy.

Rockford Fosgate promotes Tammy Lowe to VP of Marketing to lead growth and strategy.

Rockford Fosgate has promoted Tammy Lowe to Vice President of Marketing, recognizing her nearly 39 years of experience with the company. In her new role, Lowe will oversee marketing strategies across multiple channels, focusing on strengthening partn...

Others
Bullish
4 hours ago
Kinetik Holdings rated buy on strong Permian Basin position and booming energy demand from data centers.

Kinetik Holdings rated buy on strong Permian Basin position and booming energy demand from data centers.

Kinetik Holdings is rated a buy due to its strong positioning in the Permian Basin and rising energy demand driven by data center expansion. The company reported 36% year-over-year revenue growth, 94% EPS growth, and a 2783% increase in free cash flo...

Analyst Insights
Bullish
4 hours ago
banner-footerbanner-footer

Invest & Trade with
#1 Award-Winning Investment Super App