JPC

Nuveen Preferred & Income Opportunities Fund

Fundamental data last updated:September 20, 2026

We may earn a commission from partner links. This content is for informational purposes only and is not financial advice. Information may be delayed or inaccurate.

company profile

SECTOR

Financial Services

industry

Asset Management - Income

Exchange

NYSE

County of HQ

US

Next Earnings Date

Not Scheduled

Business Summary

Nuveen Preferred & Income Opportunities Fund is a closed ended balanced mutual fund launched by Nuveen Investments Inc. The fund is co-managed by Nuveen Fund Advisors LLC, Nuveen Asset Management, LLC, and NWQ Investment Management Company, LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests in preferred securities, dividend paying stocks of companies, and corporate and taxable municipal debt securities which are rated BBB/Baa or better by S&P, Moody's, or Fitch. The fund employs fundamental analysis with a top-down stock picking approach to create its portfolio. It benchmarks the performance of its portfolio against the BofA/Merrill Lynch Preferred Stock Fixed Rate Index and the JPC Blended Index which is comprised of 82.5% BofA/Merrill Lynch Preferred Stock Fixed Rate Index and 17.5% Barclays Capital Securities Index. The fund was formerly known as Nuveen Preferred Income Opportunities Fund. Nuveen Preferred & Income Opportunities Fund was formed on March 26, 2003 and is domiciled in the United States.

 


VALUATION

P/E

9.70

Market Cap ($M USD)

$2.84B

Forward P/E

N/A

PEG

N/A

PRICE TO SALES

8.73

PRICE TO BOOK

0.98

EV / EBITDA

12.08

5-Year Average P/E

Free Cash Flow Yield

7.07%

DCF Value

$-2.24

Graham Number

$12.23

Price to FCF

14.14

EV to FCF

22.94

Earnings Yield

10.31%

FCF Yield

7.07%

DIVIDEND

Yield

9.74%

Annual Payout

$0.77

Payout Ratio

86.69%

Consecutive Years of Dividend Growth

5-Year Dividend Growth Rate

Financial Health & Profitability

Earnings Per Share

$0.82

Next Year EPS Growth Estimate

N/A

Next Year Revenue Growth Estimate

N/A

Return on Equity (ROE)

10.79%

FREE CASH FLOW

Operating Margin

117.29%

Debt-to-Equity

0.59

Piotroski F-Score

5

Altman Z-Score

1.69

Return on Invested Capital (ROIC)

7.95%

Current Ratio

0.00

Quick Ratio

0.00

Net Debt to EBITDA

4.64

Interest Coverage

9.43

Gross Profit margin

88.27%

FCF PER SHARE

$0.54

REVENUE PER SHARE

$0.88

Gainseekers Quantitative Analysis

Summary

JPC Nuveen Preferred & Income Opportunities Fund presents a perplexing valuation scenario. Despite a low Price/Book ratio of 0.99, suggesting undervaluation, the DCF Value is negative, indicating potential overvaluation or mispricing by the market. The Earnings Yield of 10.20% is attractive, yet the Altman Z-score of 1.70 raises red flags about financial distress. The absence of a Forward P/E and a high EV to EBITDA ratio of 12.16 further complicate the growth outlook, suggesting caution for investors.

AI Exposure / Tech Reliance

Operating within the Asset Management - Income industry, JPC is not directly exposed to AI or tech disruptions. However, its focus on income opportunities may benefit from tech-driven efficiencies in portfolio management. The fund's resilience lies in its ability to adapt investment strategies rather than direct tech integration.

The Bull Case

For the value-driven investor, JPC offers compelling reasons to buy. With a robust ROIC of 7.95% and a solid FCF Yield of 7.00%, the fund demonstrates efficient capital allocation and cash generation. The Piotroski F-Score of 5 indicates moderate financial health, while an impressive Operating Margin of 117.29% showcases strong pricing power and operational efficiency. These metrics suggest a well-managed fund capable of delivering consistent returns.

The Bear Case

Despite some strengths, JPC faces significant structural risks. The Altman Z-score signals potential financial instability, while the Price/Sales ratio of 8.82 suggests overvaluation. The fund's proximity to its 52-week high, just 3.36% away, indicates technical overextension. Additionally, a Net Debt to EBITDA ratio of 4.64 highlights leverage concerns, making it vulnerable in volatile markets.

Market Sentiment & Smart Money

Short Interest %

Analyst Consensus

N/A

Average Analyst Price Target

N/A

Institutional Ownership %

1-Year Beta

0.72

Insider Buying % (6 Mo)

Distance to 52-Week High

4.40%

Distance to 52-Week Low

9.18%

EARNINGS SURPRISE %

N/A

50-DAY SMA

$7.86

200-DAY SMA

$8.07

⚠️ Financial Disclaimer:
This content is for informational purposes only and is not financial advice. Information may be delayed or inaccurate. We may earn a commission from partner links.