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Upturn AI SWOT - About
Nuveen Variable Rate Preferred & Income Fund (NPFD)
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Upturn Advisory Summary
08/28/2025: 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.
Analysis of Past Performance
Type Stock | Historic Profit 21.66% | Avg. Invested days 93 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 465.16M USD | Price to earnings Ratio 9 | 1Y Target Price - |
Price to earnings Ratio 9 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.73 | 52 Weeks Range 16.79 - 19.43 | Updated Date 06/29/2025 |
52 Weeks Range 16.79 - 19.43 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 10.44% | Basic EPS (TTM) 2.14 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 113.53% | Operating Margin (TTM) 80.8% |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE 9 | Forward PE - | Enterprise Value 751709312 | Price to Sales(TTM) 10.3 |
Enterprise Value 751709312 | Price to Sales(TTM) 10.3 | ||
Enterprise Value to Revenue 12.62 | Enterprise Value to EBITDA - | Shares Outstanding 24164100 | Shares Floating - |
Shares Outstanding 24164100 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 36.94 |
Upturn AI SWOT
Nuveen Variable Rate Preferred & Income Fund
Company Overview
History and Background
Nuveen Variable Rate Preferred & Income Fund (NYSE: JPC) is a closed-end management investment company. It was formed to seek high current income consistent with capital preservation. While the exact founding date could not be definitively determined in the search results, the fund has been active in the market for a significant period.
Core Business Areas
- Investment Management: Investment in a portfolio of variable rate preferred securities and other income-producing securities.
Leadership and Structure
As a closed-end fund, JPC is managed by Nuveen Asset Management, LLC. Specific details about the individual fund managers and detailed organizational structure require accessing primary source materials like SEC filings. The management team operates within Nuveen's broader investment management framework.
Top Products and Market Share
Key Offerings
- Variable Rate Preferred Securities: JPC invests primarily in variable rate preferred securities. These securities provide income that adjusts with changes in interest rates. Market share information is not directly applicable to closed-end funds in the same way as it is to operating companies. Competitors are other preferred securities funds.
- Other Income-Producing Securities: The fund may also invest in other income-producing securities to enhance returns. Market share information is not directly applicable to closed-end funds. Competitors are other preferred securities funds.
Market Dynamics
Industry Overview
The closed-end fund industry is influenced by interest rates, market sentiment, and investor demand for income. Preferred securities are generally sensitive to interest rate changes.
Positioning
JPC positions itself as a provider of high current income through investments in variable rate preferred securities. Its competitive advantage lies in its specialized focus and Nuveen's investment management expertise.
Total Addressable Market (TAM)
The TAM for preferred securities investment is substantial, consisting of institutional and retail investors seeking income. JPC's position is focused on capturing a segment of this market through its actively managed fund.
Upturn SWOT Analysis
Strengths
- Experienced Management Team (Nuveen)
- Focus on Variable Rate Securities (potential hedge against rising rates)
- Established Track Record
- Active Management
Weaknesses
- Sensitivity to Interest Rate Changes (despite variable rate focus)
- Management Fees can impact returns
- Market Volatility can affect NAV
Opportunities
- Rising Interest Rate Environment (variable rates adjust upwards)
- Growing Demand for Income-Producing Investments
- Expansion of Investment Mandate
Threats
- Economic Downturn (potential for defaults)
- Increased Competition from other Fixed Income Funds
- Changes in Regulatory Environment
Competitors and Market Share
Key Competitors
- PFA
- PGX
- FPE
- HPI
- GPM
Competitive Landscape
JPC competes with other closed-end funds and ETFs that invest in preferred securities. Its competitive advantage depends on its investment strategy, management expertise, and expense ratio.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is tied to market conditions and the fund's ability to generate income. This is dynamic and needs to be pulled from a recent data source.
Future Projections: Future projections are based on analyst estimates and require access to financial data services.
Recent Initiatives: Recent initiatives require review of Nuveen's communications regarding the fund.
Summary
Nuveen Variable Rate Preferred & Income Fund aims to deliver high current income through variable rate preferred securities. Its success hinges on effective management and navigating interest rate fluctuations. While benefitting from rising rates, it faces risks like market volatility and credit defaults. Competition from other income funds remains a constant challenge, but Nuveen's expertise provides an advantage.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Nuveen Website
- SEC Filings
- Financial Data Providers
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market share data is an estimate based on readily available information. Actual performance may vary.
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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