JPC

NEUTRAL

$7.94 Live

Nuveen Preferred & Income Opportunities Fund · NYSE

$7.22 52W Range $8.3

JPC Nuveen Preferred & Income Opportunities Fund - Fundamental Analysis

NEUTRAL

Console Chart News

JPC Stock | Fundamental Analysis & Investment Insights

NYSE • Financial Services • Asset Management

Current Price Live

$7.94

52W High

$8.3

52W Low

$7.22

Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers SEC Filings

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 29, 2026

Market cap

$2.94B

P/E

8.82

ROE

9.7%

Profit margin

93.9%

Debt/Equity

0.45

Dividend yield

9.45%

AI Analysis

AI-powered fundamental assessment

Confidence

85%

JPC exhibits a stable financial profile with a Piotroski F-Score of 6/9 and trades at a significant discount to its Graham Number of $12.82. While the fund shows strong historical performance (64.1% over 3 years) and a highly attractive P/E ratio of 8.82 compared to the sector average of 35.45, it is hampered by a bearish technical trend and weak insider sentiment. The valuation is anchored by a Price/Book ratio of 0.98, suggesting the asset is priced fairly relative to its net asset value, though the intrinsic growth-based value is lower at $6.30.

Key Strengths

Significant discount to Graham Number ($12.82 vs $7.94 current price)

Very low P/E ratio (8.82) relative to Financial Services sector average (35.45)

Strong historical returns with a 64.1% 3-year increase

High dividend yield of 9.45% providing consistent income

Stable health profile indicated by a Piotroski F-Score of 6/9

Key Risks

Technical trend is currently rated as 0/100 (Bearish)

High dividend payout ratio of 87.33% may limit capital reinvestment

Low insider sentiment score (40/100) suggests lack of internal confidence

Very low current ratio (0.20) and quick ratio (0.15), though typical for CEFs

Significant gap between Graham Number ($12.82) and Intrinsic Value ($6.30)

AI Fair Value Estimate

Based on comprehensive analysis

$9.56

+20.4% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall

Strong

Value

Future

Past

Health

Dividend

AI Verdict

Value Play with Technical Headwinds

Key drivers: Deep value relative to Graham Number, Strong income yield, Bearish technicals and insider signals

Confidence

80%

Value

85/100

Ref P/E 8.82, Graham Number $12.82

Positives

P/B of 0.98
P/E well below sector average
Price < Graham Number

Watchpoints

Price > Intrinsic Value ($6.3)

Future

50/100

Ref Growth rates N/A

Positives

Consistent income stream

Watchpoints

Lack of YoY growth data
Bearish technical trend

Past

80/100

Ref Historical trends

Positives

Strong 3Y (+64.1%) and 1Y (+12.9%) returns

Watchpoints

Recent 6M growth slowing to 2.1%

Health

65/100

Ref Piotroski F-Score

Positives

Piotroski F-Score 6/9 (Stable)
Low Debt/Equity (0.45)

Watchpoints

Extremely low current ratio (0.20)

Dividend

70/100

Ref Yield, Payout

Positives

High yield of 9.45%

Watchpoints

High payout ratio (87.33%)

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price

$7.94

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for JPC and closest competitors.

Updated 2026-04-28

Company	5Y	3Y	1Y	6M	1M	1W
JPC Nuveen Preferred & Income Opportunities Fund Primary	+25.5%	+64.1%	+12.9%	+2.1%	+10.4%	+0.1%
FSK FS KKR Capital Corp. Peer	+4.8%	-9.3%	-37.8%	-24.1%	+1.0%	-7.6%
ARX Accelerant Holdings Peer	-49.8%	-49.8%	-49.8%	-8.1%	+12.8%	+4.0%
NMIH NMI Holdings, Inc. Peer	+69.7%	+66.2%	+13.1%	+7.1%	+4.2%	+1.8%
HTGC Hercules Capital, Inc. Peer	+54.7%	+61.6%	-4.5%	-8.7%	+11.4%	-2.8%

JPC

Nuveen Preferred & Income Opportunities Fund

Primary

+25.5%

+64.1%

+12.9%

+2.1%

+10.4%

+0.1%

FSK

FS KKR Capital Corp.

Peer

+4.8%

-9.3%

-37.8%

-24.1%

+1.0%

-7.6%

ARX

Accelerant Holdings

Peer

-49.8%

-8.1%

+12.8%

+4.0%

NMI

NMI Holdings, Inc.

Peer

+69.7%

+66.2%

+13.1%

+7.1%

+4.2%

+1.8%

HTG

Hercules Capital, Inc.

Peer

+54.7%

+61.6%

-4.5%

-8.7%

+11.4%

-2.8%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

8.82

N/A

0.98

10.96

15.96

N/A

$2.94B

Profitability

Profit margins and return metrics

Profit Margin 93.92%

Operating Margin 86.38%

Gross Margin 100.0%

ROE 9.74%

ROA 3.44%

Growth

Revenue and earnings growth rates

Revenue Growth N/A

Earnings Growth N/A

Q/Q Revenue Growth N/A

Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity

0.45

Low debt

Current Ratio

0.2

Weak

Quick Ratio

0.15

Poor

Cash/Share

$0.0

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q1 2025

Total Assets

$4.2B

Liabilities

$1.6B

Equity

$2.6B

Debt/Equity

0.64x

Financial Services Sector Comparison

Comparing JPC against 855 companies in the Financial Services sector (144 bullish, 365 neutral, 346 bearish)

P/E Ratio

8.82

This Stock

35.05

Sector Avg

-74.8% (Discount)

Return on Equity (ROE)

9.74%

This Stock

-0.42%

Sector Avg

-2402.8% (Below Avg)

Profit Margin

93.92%

This Stock

93.68%

Sector Avg

+0.3% (Better)

Debt to Equity

0.45

This Stock

1.33

Sector Avg

-66.1% (Less Debt)

Current Ratio

0.2

This Stock

3.09

Sector Avg

-93.5% (Weaker)

Similar Companies

Peer comparison within the same industry

Company	AI Rating	Market Cap	P/E	ROE	Profit Margin	Price
JPC Nuveen Preferred & Income...	NEUTRAL	$2.94B	8.82	9.7%	93.9%	$7.94
FSK FS KKR Capital Corp.	BEARISH	$2.95B	263.0	0.2%	0.7%	$10.52	Compare
ARX Accelerant Holdings	NEUTRAL	$2.96B	-	-245.6%	-166.4%	$13.31	Compare
NMIH NMI Holdings, Inc.	BULLISH	$2.96B	7.96	16.2%	55.1%	$38.85	Compare
HTGC Hercules Capital, Inc.	NEUTRAL	$2.9B	8.37	16.2%	63.8%	$15.48	Compare

JPC Nuveen Preferred...

NEUTRAL

Mkt Cap

$2.9B

P/E

8.8

ROE

9.7%

Price

$7.94

FSK FS KKR Capital Corp.

Compare with JPC

ARX Accelerant Holdings

Compare with JPC

NMIH NMI Holdings, Inc.

Compare with JPC

HTGC Hercules Capital, Inc.

Compare with JPC

SEC Filings

Recent regulatory filings from the SEC EDGAR database

DEF 14A

NUVEEN PREFERRED & INCOME OPPORTUNITIES FUND

2026-03-03

Nuveen Preferred & Income Opportunities Fund (JPC) filed a definitive proxy statement on March 3, 2026, providing shareholders with information necessary to vote on matters at an upcoming meeting.

DEF 14A

NUVEEN PREFERRED & INCOME OPPORTUNITIES FUND

2025-03-04

Nuveen Preferred & Income Opportunities Fund (JPC) filed a definitive proxy statement on March 4, 2025, providing shareholders with information necessary to vote on corporate matters.

Data sourced from SEC EDGAR. AI summaries generated automatically.

Past News Coverage

Recent headlines mentioning JPC from our newsroom.

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JPC

JPC Nuveen Preferred & Income Opportunities Fund - Fundamental Analysis

At a glance

AI Analysis

Key Strengths

Key Risks

Performance Snowflake

Stock Price & Analyst Targets

Multi-Horizon Performance vs Peers

Historical Performance Trends

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Valuation Metrics

Profitability

Growth

Financial Health

Financial Statement Flow

Financial Services Sector Comparison

Similar Companies

SEC Filings

Past News Coverage

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