NAC

NEUTRAL

$11.85 Live

Nuveen California Quality Municipal Income Fund · NYSE

$10.69 52W Range $12.25

NAC Nuveen California Quality Municipal Income Fund - Fundamental Analysis

NEUTRAL

Console Chart News

NAC Stock | Fundamental Analysis & Investment Insights

NYSE • Financial Services • Asset Management

Current Price Live

$11.85

52W High

$12.25

52W Low

$10.69

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

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 30, 2026

Market cap

$1.84B

P/E

N/A

ROE

N/A

Profit margin

-87.7%

Debt/Equity

0.75

Dividend yield

7.44%

AI Analysis

AI-powered fundamental assessment

Confidence

80%

NAC exhibits a weak deterministic health profile with a Piotroski F-Score of 3/9, indicating deteriorating fundamental trends. While the fund has delivered strong 1-year (+17.9%) and 3-year (+33.7%) price appreciation, the current technical trend is heavily bearish (0/100). The investment case relies primarily on its 7.44% dividend yield and a sustainable payout ratio of 61.69%, though it currently trades at a slight premium to book value (P/B 1.07).

Key Strengths

Attractive dividend yield of 7.44%

Sustainable payout ratio at 61.69%

Strong 3-year price appreciation of 33.7%

Healthy liquidity with a current ratio of 1.41

Manageable leverage with a Debt/Equity ratio of 0.75

Key Risks

Weak Piotroski F-Score (3/9) suggesting poor financial health trends

Severely bearish technical trend (0/100)

Trading at a premium to Net Asset Value (P/B 1.07)

Low insider sentiment score of 40/100

High sensitivity to interest rate fluctuations typical of municipal bond funds

AI Fair Value Estimate

Based on comprehensive analysis

$11.12

-6.2% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall

Moderate

Value

Future

Past

Health

Dividend

AI Verdict

Hold

Key drivers: Dividend yield, Piotroski F-Score, Technical Trend, Price-to-Book ratio

Confidence

85%

Value

50/100

Ref P/B 1.07; lacks traditional P/E and Graham metrics due to CEF structure.

Positives

P/B ratio is close to parity (1.07)

Watchpoints

No Graham Number available
Trading at a premium to book value

Future

40/100

Ref Technical Trend and lack of growth metrics.

Positives

Consistent historical returns

Watchpoints

Technical trend is 0/100
Lack of growth catalysts

Past

75/100

Ref Historical price performance snapshots.

Positives

1Y Change +17.9%
3Y Change +33.7%

Watchpoints

5Y growth is relatively flat (+4.1%)

Health

30/100

Ref Piotroski F-Score and Profit Margin.

Positives

Current ratio > 1.0

Watchpoints

Piotroski F-Score 3/9 (Weak)
Negative profit margin (-87.75%)

Dividend

85/100

Ref Dividend Yield and Payout Ratio.

Positives

High yield of 7.44%
Reasonable payout ratio (61.69%)

Watchpoints

Dividend strength score 70/100 is good but not elite

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price

$11.85

Multi-Horizon Performance vs Peers

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

Updated 2026-04-29

Company	5Y	3Y	1Y	6M	1M	1W
NAC Nuveen California Quality Municipal Income Fund Primary	+4.1%	+33.7%	+17.9%	+3.8%	+4.6%	+0.7%
HMN Horace Mann Educators Corporation Peer	+37.3%	+63.5%	+13.5%	+4.8%	+8.3%	+1.4%
GCMG GCM Grosvenor Inc. Peer	+1.0%	+45.6%	-19.0%	-13.6%	-15.2%	+0.9%
QFIN Qfin Holdings, Inc. Peer	-31.6%	-12.4%	-58.1%	-44.0%	+7.0%	+4.0%
AGM Federal Agricultural Mortgage Corporation Peer	+153.5%	+48.7%	-9.9%	-0.9%	-3.9%	-0.9%

NAC

Nuveen California Quality Municipal Income Fund

Primary

+4.1%

+33.7%

+17.9%

+3.8%

+4.6%

+0.7%

HMN

Horace Mann Educators Corporation

Peer

+37.3%

+63.5%

+13.5%

+4.8%

+8.3%

+1.4%

GCM

GCM Grosvenor Inc.

Peer

+1.0%

+45.6%

-19.0%

-13.6%

-15.2%

+0.9%

QFI

Qfin Holdings, Inc.

Peer

-31.6%

-12.4%

-58.1%

-44.0%

+7.0%

+4.0%

AGM

Federal Agricultural Mortgage Corporation

Peer

+153.5%

+48.7%

-9.9%

-0.9%

-3.9%

-0.9%

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

N/A

1.07

13.65

21.63

N/A

$1.84B

Profitability

Profit margins and return metrics

Profit Margin -87.75%

Operating Margin 84.0%

Gross Margin 100.0%

ROE N/A

ROA N/A

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

0.75

Moderate

Current Ratio

1.41

Good

Quick Ratio

1.41

Good

Cash/Share

$0.16

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q3 2025

Total Assets

$2.8B

Liabilities

$1.2B

Equity

$1.6B

Debt/Equity

0.77x

Financial Services Sector Comparison

Comparing NAC against 915 companies in the Financial Services sector (148 bullish, 394 neutral, 373 bearish)

Profit Margin

-87.75%

This Stock

92.09%

Sector Avg

-195.3% (Weaker)

Debt to Equity

0.75

This Stock

1.29

Sector Avg

-41.6% (Less Debt)

Current Ratio

1.41

This Stock

3.02

Sector Avg

-53.4% (Weaker)

Similar Companies

Peer comparison within the same industry

Company	AI Rating	Market Cap	P/E	ROE	Profit Margin	Price
NAC Nuveen California Quality...	NEUTRAL	$1.84B	-	-%	-87.7%	$11.85
HMN Horace Mann Educators Corporation	NEUTRAL	$1.85B	11.74	11.7%	9.5%	$45.8	Compare
GCMG GCM Grosvenor Inc.	NEUTRAL	$1.83B	23.31	765.9%	8.2%	$9.79	Compare
QFIN Qfin Holdings, Inc.	BULLISH	$1.86B	2.19	24.7%	31.2%	$14.13	Compare
AGM Federal Agricultural...	NEUTRAL	$1.87B	10.02	13.7%	57.2%	$171.22	Compare

NAC Nuveen...

NEUTRAL

Mkt Cap

$1.8B

P/E

ROE

Price

$11.85

Compare with NAC

GCMG GCM Grosvenor Inc.

Compare with NAC

QFIN Qfin Holdings, Inc.

Compare with NAC

Compare with NAC

SEC Filings

Recent regulatory filings from the SEC EDGAR database

DEF 14A

NUVEEN CALIFORNIA QUALITY MUNICIPAL INCOME FUND

2025-11-06

Nuveen California Quality Municipal Income Fund filed a definitive proxy statement on November 6, 2025, to provide shareholders with information regarding matters to be voted on at an upcoming meeting.

DEF 14A

NUVEEN CALIFORNIA QUALITY MUNICIPAL INCOME FUND

2024-10-17

Nuveen California Quality Municipal Income Fund (NAC) filed a definitive proxy statement on October 17, 2024, providing shareholders with necessary information to vote on proposed corporate matters.

Data sourced from SEC EDGAR. AI summaries generated automatically.

Past News Coverage

Recent headlines mentioning NAC from our newsroom.

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NAC

NAC Nuveen California Quality Municipal Income 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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