NEA

NEUTRAL

$11.47 Live

Nuveen AMT-Free Quality Municipal Income Fund · NYSE

$10.6 52W Range $11.9

NEA Nuveen AMT-Free Quality Municipal Income Fund - Fundamental Analysis

NEUTRAL

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NEA Stock | Fundamental Analysis & Investment Insights

NYSE • Financial Services • Asset Management

Current Price Live

$11.47

52W High

$11.9

52W Low

$10.6

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

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated May 01, 2026

Market cap

$3.43B

P/E

40.96

ROE

2.3%

Profit margin

30.4%

Debt/Equity

0.69

Dividend yield

7.11%

AI Analysis

AI-powered fundamental assessment

Confidence

85%

NEA exhibits strong operational health with a Piotroski F-Score of 7/9, yet it faces significant valuation and sustainability headwinds. The current price of $11.47 trades at a substantial premium to both the Graham Number ($8.62) and Intrinsic Value ($8.26). While the Price/Book ratio of 0.97 suggests fair value relative to assets, the unsustainable payout ratio of 307.50% indicates that dividends are likely being funded by capital or leverage rather than earnings. Technical trends are currently bearish, offsetting the fund's strong financial health score.

Key Strengths

Strong Piotroski F-Score (7/9) indicating robust financial health

Trading at a slight discount to book value (P/B 0.97)

Significant year-over-year earnings growth of 60.90%

Attractive dividend yield of 7.11%

Strong liquidity position with a current ratio of 3.04

Key Risks

Extreme payout ratio (307.50%) suggests unsustainable dividend distributions

Current price is significantly higher than the Graham Number and Intrinsic Value

Negative revenue growth (-1.40%) indicates a lack of top-line expansion

Bearish technical trend (0/100) suggesting negative short-term momentum

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

AI Fair Value Estimate

Based on comprehensive analysis

$8.44

-26.4% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall

Moderate

Value

Future

Past

Health

Dividend

AI Verdict

Underperforming Value

Key drivers: Piotroski Health, Dividend Sustainability, Price-to-Intrinsic Gap

Confidence

90%

Value

35/100

Ref P/E 40.96, Graham Number $8.62

Positives

P/B ratio under 1.0

Watchpoints

Price exceeds Graham Number by ~33%
Price exceeds Intrinsic Value by ~39%

Future

40/100

Ref Revenue Growth -1.40%

Positives

Strong earnings growth

Watchpoints

Negative revenue growth
Bearish technical trend

Past

75/100

Ref Historical price performance

Positives

Positive 1Y (+13.5%) and 3Y (+26.0%) returns

Watchpoints

Stagnant 5Y change (+1.7%)

Health

85/100

Ref Piotroski F-Score

Positives

Piotroski F-Score 7/9
High current/quick ratios

Watchpoints

Altman Z-Score not available

Dividend

30/100

Ref Payout Ratio

Positives

High nominal yield (7.11%)

Watchpoints

Payout ratio of 307.50% is a critical red flag

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price

$11.47

Multi-Horizon Performance vs Peers

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

Updated 2026-04-30

Company	5Y	3Y	1Y	6M	1M	1W
NEA Nuveen AMT-Free Quality Municipal Income Fund Primary	+1.7%	+26.0%	+13.5%	+3.3%	+2.7%	-0.3%
AHL Aspen Insurance Holdings Limite Peer	+14.7%	+14.7%	+14.7%	+16.8%	+0.6%	-0.1%
GNW Genworth Financial, Inc. Peer	+102.3%	+53.2%	+30.9%	+5.7%	+11.4%	+0.6%
NP Neptune Insurance Holdings Inc. Peer	+1.3%	+1.3%	+1.3%	-5.1%	+3.9%	-7.5%
CNS Cohen & Steers, Inc. Peer	+17.7%	+24.6%	-8.7%	-3.2%	+9.4%	+1.6%

NEA

Nuveen AMT-Free Quality Municipal Income Fund

Primary

+1.7%

+26.0%

+13.5%

+3.3%

+2.7%

-0.3%

AHL

Aspen Insurance Holdings Limite

Peer

+14.7%

+16.8%

+0.6%

-0.1%

GNW

Genworth Financial, Inc.

Peer

+102.3%

+53.2%

+30.9%

+5.7%

+11.4%

+0.6%

Neptune Insurance Holdings Inc.

Peer

+1.3%

-5.1%

+3.9%

-7.5%

CNS

Cohen & Steers, Inc.

Peer

+17.7%

+24.6%

-8.7%

-3.2%

+9.4%

+1.6%

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

40.96

N/A

0.97

12.71

N/A

$3.43B

Profitability

Profit margins and return metrics

Profit Margin 30.42%

Operating Margin 82.09%

Gross Margin 100.0%

ROE 2.27%

ROA 2.25%

Growth

Revenue and earnings growth rates

Revenue Growth -1.4%

Earnings Growth +60.9%

Q/Q Revenue Growth N/A

Q/Q Earnings Growth +60.9%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity

0.69

Moderate

Current Ratio

3.04

Strong

Quick Ratio

3.04

Excellent

Cash/Share

$N/A

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Total Assets

$6.0B

Liabilities

$2.4B

Equity

$3.5B

Debt/Equity

0.69x

Financial Services Sector Comparison

Comparing NEA against 956 companies in the Financial Services sector (153 bullish, 417 neutral, 386 bearish)

P/E Ratio

40.96

This Stock

35.14

Sector Avg

+16.6% (Premium)

Return on Equity (ROE)

2.27%

This Stock

0.3%

Sector Avg

+651.6% (Excellent)

Profit Margin

30.42%

This Stock

89.71%

Sector Avg

-66.1% (Weaker)

Debt to Equity

0.69

This Stock

1.28

Sector Avg

-46.2% (Less Debt)

Revenue Growth

-1.4%

This Stock

33.39%

Sector Avg

-104.2% (Slower)

Current Ratio

3.04

This Stock

2.99

Sector Avg

+1.9% (Better)

Similar Companies

Peer comparison within the same industry

Company	AI Rating	Market Cap	P/E	ROE	Profit Margin	Price
NEA Nuveen AMT-Free Quality...	NEUTRAL	$3.43B	40.96	2.3%	30.4%	$11.47
AHL Aspen Insurance Holdings Limite	BEARISH	$3.42B	5.48	14.0%	14.2%	$37.26	Compare
GNW Genworth Financial, Inc.	NEUTRAL	$3.45B	16.48	3.6%	3.1%	$8.9	Compare
NP Neptune Insurance Holdings Inc.	BEARISH	$3.48B	-	-%	20.7%	$25.13	Compare
CNS Cohen & Steers, Inc.	BEARISH	$3.48B	22.42	-%	27.5%	$67.71	Compare

NEA Nuveen AMT-Free...

NEUTRAL

Mkt Cap

$3.4B

P/E

41.0

ROE

2.3%

Price

$11.47

Compare with NEA

Compare with NEA

Compare with NEA

CNS Cohen & Steers, Inc.

Compare with NEA

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K

CURRENT REPORT

2026-03-06

DEF 14A

NUVEEN AMT-FREE QUALITY MUNICIPAL INCOME FUND

2025-06-30

Nuveen AMT-Free Quality Municipal Income Fund (NEA) filed a definitive proxy statement on June 30, 2025, to provide shareholders with information necessary to vote on corporate governance matters.

DEF 14A

NUVEEN AMT-FREE QUALITY MUNICIPAL INCOME FUND

2024-06-27

Nuveen AMT-Free Quality Municipal Income Fund filed a definitive proxy statement on June 27, 2024, to provide shareholders with information necessary to vote on fund-related matters.

Data sourced from SEC EDGAR. AI summaries generated automatically.

Past News Coverage

Recent headlines mentioning NEA from our newsroom.

Newest → oldest

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NEA

NEA Nuveen AMT-Free 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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