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Upturn AI SWOT - About
Nuveen Variable Rate Preferred & Income Fund (NPFD)
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Upturn Advisory Summary
06/27/2025: NPFD (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $
1 Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/27/2025 |
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 |
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 (NPI) is a closed-end fund managed by Nuveen Asset Management. It focuses on investing in 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 investments to generate current income and capital appreciation.
Leadership and Structure
Managed by Nuveen Asset Management, a subsidiary of TIAA. The fund is overseen by a board of directors and investment professionals.
Top Products and Market Share
Key Offerings
- Variable Rate Preferred Securities: Invests primarily in variable rate preferred securities, which are a type of equity security that pays a dividend. Market share data is not directly attributable to NPI alone, but rather to the broader preferred securities market. Competitors include other preferred stock funds from companies like BlackRock and Invesco.
Market Dynamics
Industry Overview
The preferred securities market is influenced by interest rate movements, credit spreads, and overall economic conditions.
Positioning
NPI aims to provide a higher level of current income than may be available from other fixed-income investments, focusing on variable rate preferred securities.
Total Addressable Market (TAM)
The TAM for preferred securities is in the hundreds of billions of dollars. NPI is positioned as a niche player focusing on variable rate instruments within this broader market.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Focus on Variable Rate Securities
- Diversified Portfolio
Weaknesses
- Sensitivity to Interest Rate Changes
- Potential for Credit Risk
- Limited Capital Appreciation Potential
Opportunities
- Rising Interest Rate Environment
- Increased Demand for Income-Generating Investments
- Expansion into New Asset Classes
Threats
- Economic Downturn
- Increased Competition
- Changes in Regulatory Environment
Competitors and Market Share
Key Competitors
- PGX
- PSK
- FPE
Competitive Landscape
NPI competes with other closed-end funds and ETFs that invest in preferred securities. Its focus on variable rate securities differentiates it from some competitors.
Growth Trajectory and Initiatives
Historical Growth: Growth is primarily driven by the fund's ability to generate income and maintain NAV stability.
Future Projections: Future growth is dependent on the performance of the preferred securities market and the fund's investment strategy.
Recent Initiatives: Recent initiatives may include adjustments to portfolio allocation and management of expenses.
Summary
Nuveen Variable Rate Preferred & Income Fund is a closed-end fund focused on variable rate preferred securities. Its strength lies in its experienced management and focus on income generation. The fund is susceptible to interest rate risk. Future success depends on navigating market conditions and managing portfolio risk effectively.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Nuveen Asset Management
- SEC Filings
- Financial News Outlets
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances and consultation with a financial professional.
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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