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Upturn AI SWOT - About
Nuveen Variable Rate Preferred & Income Fund (NPFD)
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Upturn Advisory Summary
04/04/2025: NPFD (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 5.58% | Avg. Invested days 66 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/04/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 423.36M USD | Price to earnings Ratio 6.46 | 1Y Target Price - |
Price to earnings Ratio 6.46 | 1Y Target Price - | ||
Volume (30-day avg) 62613 | Beta 0.74 | 52 Weeks Range 14.86 - 19.07 | Updated Date 04/6/2025 |
52 Weeks Range 14.86 - 19.07 | Updated Date 04/6/2025 | ||
Dividends yield (FY) 11.47% | Basic EPS (TTM) 2.71 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 153.03% | Operating Margin (TTM) 81.25% |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE 6.46 | Forward PE - | Enterprise Value 618248320 | Price to Sales(TTM) 9.91 |
Enterprise Value 618248320 | Price to Sales(TTM) 9.91 | ||
Enterprise Value to Revenue 8.95 | Enterprise Value to EBITDA - | Shares Outstanding 24164100 | Shares Floating - |
Shares Outstanding 24164100 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 39.77 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Nuveen Variable Rate Preferred & Income Fund
Company Overview
History and Background
Nuveen Variable Rate Preferred & Income Fund was established to provide a high level of current income consistent with capital preservation by investing in a portfolio of variable rate preferred securities and other income-producing securities.
Core Business Areas
- Investment Management: Manages a portfolio of variable rate preferred securities and other income-producing securities.
Leadership and Structure
Nuveen is the investment management arm of TIAA. Leadership consists of portfolio managers and executives overseeing fund strategy and operations.
Top Products and Market Share
Key Offerings
- Variable Rate Preferred Securities: These securities offer income streams that adjust with prevailing interest rates, aiming to provide income and mitigate interest rate risk. Competitors include other closed-end funds and ETFs focused on preferred securities such as Flaherty & Crumrine Preferred and Income Securities Fund (FFC).
Market Dynamics
Industry Overview
The closed-end fund industry is influenced by interest rate environments, credit spreads, and investor demand for income-generating assets. Preferred securities are sensitive to these factors.
Positioning
Nuveen Variable Rate Preferred & Income Fund positions itself as a provider of income through variable-rate preferred securities, aiming to offer a less volatile income stream than fixed-rate alternatives.
Total Addressable Market (TAM)
The TAM for preferred securities is substantial, encompassing institutional and retail investors seeking income. Nuveen is positioned to capture a portion of this market through its specialized fund.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Focus on Variable Rate Securities
- Established Brand Name (Nuveen)
Weaknesses
- Sensitivity to Interest Rate Fluctuations
- Management Fees
- Market Risk
Opportunities
- Rising Interest Rate Environment (potentially increased income)
- Growing Demand for Income-Generating Assets
- Expansion into New Markets
Threats
- Economic Downturn
- Increased Competition
- Changes in Regulations
Competitors and Market Share
Key Competitors
- FFC
- PFA
- PGX
Competitive Landscape
Nuveen competes with other closed-end funds and ETFs focusing on preferred securities. Competitive advantages include Nuveen's established brand and investment expertise.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Growth is linked to market interest rates and the fund's ability to generate income. Periods of rising rates have historically benefited the fund.
Future Projections: Future growth is projected based on interest rate forecasts and the demand for income-generating assets.
Recent Initiatives: Recent initiatives may include portfolio adjustments to optimize performance in changing market conditions.
Summary
Nuveen Variable Rate Preferred & Income Fund provides income through variable rate preferred securities. Its strength lies in its experienced management and brand. Weaknesses include sensitivity to interest rates. The fund needs to closely monitor market conditions and adjust strategies to maintain competitiveness in the closed-end fund market.
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Sources and Disclaimers
Data Sources:
- Nuveen Website
- Financial News Outlets
- Fund Fact Sheets
- SEC Filings
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Nuveen Variable Rate Preferred & Income Fund
Exchange NYSE | Headquaters Chicago, IL, United States | ||
IPO Launch date 2021-12-16 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website https://www.nuveen.com |
Full time employees - | Website https://www.nuveen.com | ||
Nuveen Variable Rate Preferred & Income Fund operates as a closed-end management investment company. The company is based in Chicago, Illinois.
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