JFR (Nuveen Floating Rateome Fund) Debt-to-Equity: 0.38 (As of Jan. 2026) — Near Median

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

JFR Nuveen Floating Rate Income Fund JFR
38 GF Score
Price $7.83
GF Value $4.79
Valuation Significantly Overvalued
! 7 Warning Signs
View Full Analysis

What is Nuveen Floating Rateome Fund Debt-to-Equity?

Nuveen Floating Rateome Fund JFR +0.26% 38 Debt-to-Equity is 0.38 as of Jan. 2026, which is 3% below its 10-year median of 0.39. GuruFocus rates JFR with a GF Score™ of 38/100 and a GF Value™ of $4.79 (Significantly Overvalued). The stock has 7 warning signs investors should review. Among 956 Asset Management companies, Nuveen Floating Rateome Fund ranks worse than 64.33% on this metric.

Nuveen Floating Rateome Fund's Short-Term Debt & Capital Lease Obligation for the quarter that ended in Jan. 2026 was $0.00 Mil. Nuveen Floating Rateome Fund's Long-Term Debt & Capital Lease Obligation for the quarter that ended in Jan. 2026 was $521.42 Mil. Nuveen Floating Rateome Fund's Total Stockholders Equity for the quarter that ended in Jan. 2026 was $1,371.10 Mil. Nuveen Floating Rateome Fund's debt to equity for the quarter that ended in Jan. 2026 was 0.38.

A high debt to equity ratio generally means that a company has been aggressive in financing its growth with debt. This can result in volatile earnings as a result of the additional interest expense.

The historical rank and industry rank for Nuveen Floating Rateome Fund's Debt-to-Equity or its related term are showing as below:

JFR' s Debt-to-Equity Range Over the Past 10 Years
Min: 0.37   Med: 0.39   Max: 0.47
Current: 0.38

During the past 9 years, the highest Debt-to-Equity Ratio of Nuveen Floating Rateome Fund was 0.47. The lowest was 0.37. And the median was 0.39.

JFR's Debt-to-Equity is ranked worse than
64.33% of 956 companies
in the Asset Management industry
Industry Median: 0.21 vs JFR: 0.38

Nuveen Floating Rateome Fund  (NYSE:JFR) Debt-to-Equity Explanation

In the calculation of Debt to Equity, we use the total of Short-Term Debt & Capital Lease Obligation and Long-Term Debt & Capital Lease Obligation divided by Total Stockholders Equity. In some calculations, Total Liabilities is used to for calculation.


Be Aware

Because a company can increase its ROE % by having more financial leverage, it is important to watch the leverage ratio when investing in high ROE % companies.


Nuveen Floating Rateome Fund Debt-to-Equity Related Terms


Nuveen Floating Rateome Fund Debt-to-Equity Historical Data

* Premium members only.

The historical data trend for Nuveen Floating Rateome Fund's Debt-to-Equity can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Nuveen Floating Rateome Fund Debt-to-Equity Chart

Nuveen Floating Rateome Fund Annual Data
Trend Jul17 Jul18 Jul19 Jul20 Jul21 Jul22 Jul23 Jul24 Jul25
Debt-to-Equity
Get a 7-Day Free Trial Premium Member Only 0.41 0.44 0.39 0.38 0.37

Nuveen Floating Rateome Fund Semi-Annual Data
Jul17 Jan18 Jul18 Jan19 Jul19 Jan20 Jul20 Jan21 Jul21 Jan22 Jul22 Jan23 Jul23 Jan24 Jul24 Jan25 Jul25 Jan26
Debt-to-Equity Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.39 0.38 0.39 0.37 0.38

JFR vs HQH, DSL, MSDL: Debt-to-Equity Comparison

For the Asset Management subindustry, Nuveen Floating Rateome Fund's Debt-to-Equity, along with its competitors' market caps and Debt-to-Equity data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Nuveen Floating Rateome Fund Debt-to-Equity vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Nuveen Floating Rateome Fund's Debt-to-Equity distribution charts can be found below:

* The bar in red indicates where Nuveen Floating Rateome Fund's Debt-to-Equity falls into.


JFR
38GF Score
Nuveen Floating Rate Income Fund JFR
Debt-to-Equity is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Nuveen Floating Rateome Fund Debt-to-Equity Calculation

Debt to Equity measures the financial leverage a company has.

Nuveen Floating Rateome Fund's Debt to Equity Ratio for the fiscal year that ended in Jul. 2025 is calculated as

Nuveen Floating Rateome Fund's Debt to Equity Ratio for the quarter that ended in Jan. 2026 is calculated as

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about Debt-to-Equity →
What does a Debt-to-Equity of 0.38 mean?
Nuveen Floating Rateome Fund (JFR) has a Debt-to-Equity of 0.38 as of Jan. 2026. Debt-to-Equity ratio represents the ratio of total debt to total company equity. View historical data on Nuveen Floating Rateome Fund and its competitors. This is near median its historical median of 0.39. Over the past decade, Nuveen Floating Rateome Fund's Debt-to-Equity has ranged from 0.37 to 0.47. According to the industry distribution chart, Nuveen Floating Rateome Fund ranks #615 out of 956 companies in the Asset Management industry, placing it in the top 64.3%.
Is Nuveen Floating Rateome Fund's Debt-to-Equity too high?
Nuveen Floating Rateome Fund's current Debt-to-Equity of 0.38 is near median its 10-year median of 0.39. Over the past 10 years, this metric has ranged from a low of 0.37 to a high of 0.47. The Asset Management industry median Debt-to-Equity is 0.21. Nuveen Floating Rateome Fund's value of 0.38 is 81% above this industry median. Based on the distribution chart, Nuveen Floating Rateome Fund ranks #615 out of 956 companies in the Asset Management industry, which is below the industry midpoint. Overall, Nuveen Floating Rateome Fund has a GF Score™ of 38/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Nuveen Floating Rateome Fund's Debt-to-Equity compare to HQH and DSL?
According to the Asset Management industry distribution chart, Nuveen Floating Rateome Fund ranks #615 out of 956 companies for Debt-to-Equity. This places Nuveen Floating Rateome Fund in the lower half of its industry. The industry median Debt-to-Equity is 0.21. Nuveen Floating Rateome Fund's value of 0.38 is 81% above this benchmark. Historically, Nuveen Floating Rateome Fund's own Debt-to-Equity has ranged from 0.37 to 0.47 over the past decade. While the company's 10-year median is 0.39 vs. the industry median of 0.21, Nuveen Floating Rateome Fund has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Debt-to-Equity for an Asset Management company?
The median Debt-to-Equity among Asset Management companies is 0.21, based on 956 companies in the industry. Companies in the top quartile (top 25%) have a Debt-to-Equity significantly above this median, while those in the bottom quartile fall well below. However, Debt-to-Equity should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Nuveen Floating Rateome Fund's current Debt-to-Equity of 0.38 is 81% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Debt-to-Equity mean?
A high Debt-to-Equity can signal that a stock is expensive relative to its fundamentals. Debt-to-Equity ratio represents the ratio of total debt to total company equity. View historical data on Nuveen Floating Rateome Fund and its competitors. For the Asset Management industry, the median Debt-to-Equity is 0.21 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Nuveen Floating Rateome Fund's current Debt-to-Equity is 0.38, which is near median its own 10-year median of 0.39. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Nuveen Floating Rateome Fund stock overvalued right now?
Based on GuruFocus' analysis, Nuveen Floating Rateome Fund (JFR) is currently considered Significantly Overvalued. The stock's GF Value™ is $4.79, compared to a current price of $7.83 — trading 63.5% above its estimated fair value. The current Debt-to-Equity is 0.38, which is near median its 10-year median of 0.39 and 81% above the Asset Management industry median of 0.21. Nuveen Floating Rateome Fund's overall GF Score™ is 38/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Debt-to-Equity calculated?
Debt-to-Equity is calculated from a company's financial statements. For Nuveen Floating Rateome Fund (JFR), the current Debt-to-Equity is 0.38 as of Jan. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Nuveen Floating Rateome Fund (JFR) Overvalued in 2026?

Based on GuruFocus' analysis, Nuveen Floating Rateome Fund stock appears to be overvalued. The current stock price of $7.83 is trading 63.5% above its estimated GF Value™ of $4.79. GuruFocus considers Nuveen Floating Rateome Fund to be Significantly Overvalued.

Key valuation signals for JFR:

  • Debt-to-Equity: 0.38 (near median its 10-year median of 0.39)
  • GF Value™: $4.79 vs. price of $7.83 (63.5% above fair value)
  • GF Score™: 38/100 with 7 warning signs
  • Industry Position: 81% above the Asset Management median (#615 of 956)

No single metric tells the full story. See the JFR stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Nuveen Floating Rateome Fund Business Description

Address 333 West Wacker Drive, Chicago, IL, USA, 60606
Nuveen Floating Rate Income Fund is a diversified closed-end management investment company. Its investment objective is to achieve a high level of current income. The fund invests a majority of its managed assets in secured Senior Loans and unsecured Senior Loans, with an average duration of one year or less, in which unsecured Senior Loans will be, at the time of investment, investment grade quality.
38GF Score

Get the complete analysis for JFR

Debt-to-Equity is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$7.83
Price
$4.79
GF Value