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Upturn AI SWOT - About
Nuveen Variable Rate Preferred & Income Fund (NPFD)
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Upturn Advisory Summary
10/15/2025: 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 25.66% | Avg. Invested days 99 | 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 10/15/2025 |
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 (NPI) is a closed-end fund managed by Nuveen Asset Management, a subsidiary of TIAA. The fund seeks to provide a high level of current income consistent with capital preservation. It primarily invests in variable rate preferred securities and other income-producing securities.
Core Business Areas
- Closed-End Fund Management: Nuveen manages NPI as a closed-end fund, meaning it issues a fixed number of shares at its initial public offering (IPO) and those shares trade on the secondary market.
- Investment in Variable Rate Preferred Securities: The fund primarily invests in variable rate preferred securities issued by corporations and financial institutions.
- Income Generation: The fund's core objective is to generate current income for its investors through its investment portfolio.
Leadership and Structure
Nuveen Asset Management, a subsidiary of TIAA, manages the fund. Specific fund managers are responsible for portfolio selection and investment strategy.
Top Products and Market Share
Key Offerings
- Variable Rate Preferred Securities Investments: NPI invests in a portfolio of variable rate preferred securities. Market share is difficult to define directly; NPI participates in a broader market of preferred securities which include other similar funds and individual investors. Competitors include other closed-end funds, ETFs, and individual security investments.
- Income Distribution: NPI's primary offering is a stream of income paid out to shareholders from the investment portfolio. This is a common product from closed-end fund. Competitors include other closed-end and open-end funds focused on high income.
Market Dynamics
Industry Overview
The closed-end fund market is subject to interest rate changes, credit spreads, and overall market volatility. Demand for income-generating assets has been high in a low-interest-rate environment.
Positioning
Nuveen Variable Rate Preferred & Income Fund positions itself as a provider of high current income through investments in variable rate preferred securities. Its competitive advantage lies in Nuveen's expertise in fixed income markets and its ability to select and manage a portfolio of preferred securities.
Total Addressable Market (TAM)
The TAM for preferred securities and income-generating assets is in the trillions of dollars. NPI's market positioning gives it the flexibility to deploy capital and compete for investors
Upturn SWOT Analysis
Strengths
- Experienced management team (Nuveen)
- Diversified portfolio of variable rate preferred securities
- Focus on income generation
- Established track record
Weaknesses
- Subject to interest rate risk
- Closed-end fund structure can lead to trading at a discount to NAV
- Management fees can reduce overall returns
- Reliance on the expertise of Nuveen Asset Management
Opportunities
- Rising interest rate environment (variable rate securities benefit)
- Increased demand for income-generating assets
- Expansion into new preferred securities markets
- Growing investor awareness of preferred securities
Threats
- Economic downturn affecting financial institutions
- Increased credit spreads reducing returns
- Competition from other income-generating investments
- Changes in regulations affecting preferred securities
Competitors and Market Share
Key Competitors
- PFA
- FPE
- PGX
Competitive Landscape
Nuveen Variable Rate Preferred & Income Fund competes with other closed-end funds and ETFs that invest in preferred securities. NPI's advantage is its experienced management team and diversified portfolio. Disadvantages include management fees and potential discount to NAV.
Growth Trajectory and Initiatives
Historical Growth: Historical growth depends on market conditions and the fund's ability to generate income. Recent performance data needs to be analyzed for trends.
Future Projections: Future growth depends on the fund's ability to maintain its income stream and the overall health of the preferred securities market.
Recent Initiatives: Nuveen may adjust the fund's investment strategy to adapt to changing market conditions and maximize income.
Summary
Nuveen Variable Rate Preferred & Income Fund offers a stable income stream from preferred securities. The experienced management team and diversified portfolio are positives. Potential negatives include interest rate risk and trading at a discount. Investors should watch for how the fund adapts to the changing market environment and continues to provide dividend income.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Nuveen website
- Fund fact sheets
- Financial news sources
- SEC filings
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investment decisions should be made based on individual circumstances and consultation with a financial advisor.
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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