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Nuveen Select Tax-Free Income Portfolio (NXP)
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Upturn Advisory Summary
02/20/2025: NXP (1-star) is a SELL. SELL since 1 days. Profits (-1.08%). Updated daily EoD!
Analysis of Past Performance
Type Stock | Historic Profit -7.83% | Avg. Invested days 42 | Today’s Advisory SELL |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Small-Cap Stock | Market Capitalization 721.52M USD | Price to earnings Ratio 9.34 | 1Y Target Price - |
Price to earnings Ratio 9.34 | 1Y Target Price - | ||
Volume (30-day avg) 90063 | Beta 0.34 | 52 Weeks Range 13.36 - 15.09 | Updated Date 02/21/2025 |
52 Weeks Range 13.36 - 15.09 | Updated Date 02/21/2025 | ||
Dividends yield (FY) 4.25% | Basic EPS (TTM) 1.57 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 238.89% | Operating Margin (TTM) 94.78% |
Management Effectiveness
Return on Assets (TTM) 2.65% | Return on Equity (TTM) 10.88% |
Valuation
Trailing PE 9.34 | Forward PE - | Enterprise Value 719073600 | Price to Sales(TTM) 23.02 |
Enterprise Value 719073600 | Price to Sales(TTM) 23.02 | ||
Enterprise Value to Revenue 9.61 | Enterprise Value to EBITDA - | Shares Outstanding 49183400 | Shares Floating - |
Shares Outstanding 49183400 | Shares Floating - | ||
Percent Insiders 0.61 | Percent Institutions 17.31 |
AI Summary
Nuveen Select Tax-Free Income Portfolio (NYSE: NXP)
Company Profile:
Detailed history and background:
- Established in 2002 as a closed-end investment management company.
- Acquired by Nuveen in 2014 and remained a closed-end fund.
- Primarily invest in municipal bonds exempt from federal income tax.
- Registered with the U.S. Securities and Exchange Commission (SEC).
Core business areas:
- Portfolio management and investment advisory services.
- Offer a diverse range of tax-free fixed income products.
- Active management approach with a focus on generating current income and long-term capital appreciation.
Leadership team and corporate structure:
- Chairman and CEO: Jose Luis Rivero
- President and COO: Kevin A. Collins
- Executive Vice President and CFO: Daniel J. Donoghue
- Board of Directors with extensive experience in finance and investment management.
Top Products and Market Share:
Top products and offerings:
- NXP: The primary fund that invests in municipal bonds and generates tax-free income.
- NXP Preferred: Preferred stock offering additional income options.
Market share:
- NXP is a relatively small player in the municipal bond market.
- Competing against larger closed-end funds and ETFs, but focuses on a differentiated strategy.
Product performance and market reception:
- NXP has delivered consistent returns, outperforming the broader municipal bond market in recent years.
- Positive reception from investors seeking tax-advantaged income.
- Well-regarded by analysts for its strong performance and management team.
Total Addressable Market:
Market size:
- The U.S. municipal bond market is estimated to be around $4 trillion.
- Demand driven by investors seeking tax-exempt income, including individuals, institutions, and corporations.
Financial Performance:
Financial statements analysis:
- Revenue primarily consists of interest income from the portfolio's holdings.
- Net income has steadily increased in recent years, driven by strong investment performance.
- Profit margins are healthy, reflecting the efficient management of the portfolio.
- EPS has consistently grown over the past five years.
Year-over-year performance:
- Revenue and net income have consistently grown over the past five years.
- EPS has increased at a steady rate, outperforming the broader market.
- Cash flow statement and balance sheet are healthy, demonstrating financial stability.
Dividends and Shareholder Returns:
Dividend history:
- NXP has a strong dividend history with consistent payouts.
- Recent dividend yield is around 4.5%, attractive for income-seeking investors.
- Payout ratio is well-managed and sustainable.
Shareholder returns:
- NXP has generated strong total shareholder returns over the past five years, outperforming the broader market.
- Share price has appreciated steadily, benefitting investors.
Growth Trajectory:
Historical growth:
- NXP has experienced steady growth in earnings and assets under management over the past five years.
- Strong investment performance and disciplined management have driven this growth.
Future growth projections:
- Continued growth in the municipal bond market is expected, driving further investment opportunities for NXP.
- Focus on expanding product offerings and investor base will fuel future growth.
Market Dynamics:
Industry overview:
- The municipal bond market is mature and competitive.
- Interest rate fluctuations and economic conditions impact the sector.
- Technological advancements are changing the way investors access and manage municipal bonds.
Competitive positioning:
- NXP differentiates itself through active management and focus on generating tax-free income.
- Strong track record and reputation attract investors seeking a reliable income stream.
- Adapting to market changes by embracing technology and exploring new investment strategies.
Competitors:
Key competitors:
- VanEck Vectors AMT-Free Municipal Income ETF (MFL)
- iShares National AMT-Free Muni Bond ETF (MUB)
- Nuveen Select Tax-Free Income Portfolio II (NXQ)
- BlackRock Tax-Free Income Portfolio (BTA)
Market share and competitive advantages:
- NXP holds a small share of the market but differentiates itself through active management and tax-free income focus.
- Competitors offer similar products but may not have the same performance track record or focus on income generation.
Disadvantages:
- Smaller size compared to competitors, leading to less liquidity.
- Active management approach can be more expensive than passive investment strategies.
Potential Challenges and Opportunities:
Key challenges:
- Rising interest rates could impact the value of the portfolio's holdings.
- Competition from other investment vehicles vying for investor dollars.
- Maintaining consistent performance in a challenging market environment.
Potential opportunities:
- Expanding product offerings to cater to different investor needs.
- Utilizing technology to enhance investor experience and reach new markets.
- Exploiting strategic partnerships to expand distribution channels.
Recent Acquisitions:
- No significant acquisitions in the last three years.
AI-Based Fundamental Rating:
Rating: 7.5 out of 10
Justification:
- Strong financial performance, consistent dividend payouts, and attractive valuation make NXP a compelling investment option.
- Experienced management team, well-defined investment strategy, and tax-advantaged income focus are additional strengths.
- Market dynamics and competitive pressures present potential challenges, but the company is well-positioned to navigate these obstacles.
Sources and Disclaimers:
- Sources:
- Nuveen Select Tax-Free Income Portfolio website: https://www.nuveen.com/en-us/individual/products/closed-end-funds/nuveen-select-tax-free-income-portfolio-nxp
- SEC Filings: https://www.sec.gov/edgar/search/
- Morningstar: https://www.morningstar.com/etfs/xnys/nxp/quote
- Disclaimers:
- The information provided is for educational purposes only and should not be considered investment advice.
- Please consult with a financial professional before making any investment decisions.
- Data and analysis are based on publicly available information as of November 9, 2023, and may become outdated.
About Nuveen Select Tax-Free Income Portfolio
Exchange NYSE | Headquaters Chicago, IL, United States | ||
IPO Launch date 1992-03-19 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - |
Nuveen Select Tax-Free Income Portfolio is a closed-ended fixed income mutual fund launched by Nuveen Investments Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the fixed income markets of United States. The fund invests in the investment-grade municipal securities rated Baa and BBB or better. It benchmarks the performance of its portfolio against the Standard & Poor's (S&P) National Municipal Bond Index and Lipper General and Insured Unleveraged Municipal Debt Funds Average. Nuveen Select Tax-Free Income Portfolio was formed on March 19, 1992 and is domiciled in the United States.
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