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.
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.
What is Nuveen Preferred &ome Opportunities Fund Equity-to-Asset?
Nuveen Preferred &ome Opportunities FundJPC -0.52%28 Equity-to-Asset is 0.63 as of Jan. 2026, which is 2% above its 10-year median of 0.62. GuruFocus rates JPC with a GF Score™ of 28/100. The stock has 7 warning signs investors should review. Among 1,634 Asset Management companies, Nuveen Preferred &ome Opportunities Fund ranks worse than 70.38% on this metric.
JPC's Equity-to-Asset is ranked worse than 70.38% of 1634
companies
in the Asset Management industry
Industry Median: 0.83
vs JPC: 0.63
Nuveen Preferred &ome Opportunities Fund (NYSE:JPC) Equity-to-Asset Explanation
Equity to Asset ratio can vary greatly across different industries, as they have different capital structure. A company with smaller Equity to Asset ratio (more leveraged) may have higher ROE % because of the leverage.
For banks, the required minimum Equity to Asset ratio by regulation is 5%. Some stronger banks may have Equity to Asset Ratio of more than 10%.
Nuveen Preferred &ome Opportunities Fund Equity-to-Asset Related Terms
Nuveen Preferred &ome Opportunities Fund Equity-to-Asset Historical Data
* 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 Preferred &ome Opportunities Fund Equity-to-Asset Chart
Nuveen Preferred &ome Opportunities Fund Annual Data
JPC vs AAMI, EXG, DBRG: Equity-to-Asset Comparison
For the Asset Management subindustry, Nuveen Preferred &ome Opportunities Fund's Equity-to-Asset, along with its competitors' market caps and Equity-to-Asset 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 Preferred &ome Opportunities Fund Equity-to-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Nuveen Preferred &ome Opportunities Fund's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where Nuveen Preferred &ome Opportunities Fund's Equity-to-Asset falls into.
Nuveen Preferred &ome Opportunities Fund Equity-to-Asset Calculation
Equity to Asset ratio measures the ratios of the portion of the asset owned by shareholders out of the total asset. It indicates the leverage of the company, and the amount of debt the company uses in its operation.
Equity to Asset ratio is calculated by dividing total stockholders equity by total asset.
* 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 Preferred &ome Opportunities Fund (JPC) has a Equity-to-Asset of 0.63 as of Jan. 2026. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Nuveen Preferred &ome Opportunities Fund and its competitors. This is near median its historical median of 0.62. Over the past decade, Nuveen Preferred &ome Opportunities Fund's Equity-to-Asset has ranged from 0.61 to 0.66. According to the industry distribution chart, Nuveen Preferred &ome Opportunities Fund ranks #1150 out of 1634 companies in the Asset Management industry, placing it in the top 70.4%.
Is Nuveen Preferred &ome Opportunities Fund's Equity-to-Asset too high?
Nuveen Preferred &ome Opportunities Fund's current Equity-to-Asset of 0.63 is near median its 10-year median of 0.62. Over the past 10 years, this metric has ranged from a low of 0.61 to a high of 0.66. The Asset Management industry median Equity-to-Asset is 0.83. Nuveen Preferred &ome Opportunities Fund's value of 0.63 is 24.1% below this industry median. Based on the distribution chart, Nuveen Preferred &ome Opportunities Fund ranks #1150 out of 1634 companies in the Asset Management industry, which is below the industry midpoint. Overall, Nuveen Preferred &ome Opportunities Fund has a GF Score™ of 28/100, reflecting its overall financial health beyond just this single metric.
How does Nuveen Preferred &ome Opportunities Fund's Equity-to-Asset compare to AAMI and EXG?
According to the Asset Management industry distribution chart, Nuveen Preferred &ome Opportunities Fund ranks #1150 out of 1634 companies for Equity-to-Asset. This places Nuveen Preferred &ome Opportunities Fund in the lower half of its industry. The industry median Equity-to-Asset is 0.83. Nuveen Preferred &ome Opportunities Fund's value of 0.63 is 24.1% below this benchmark. Historically, Nuveen Preferred &ome Opportunities Fund's own Equity-to-Asset has ranged from 0.61 to 0.66 over the past decade. While the company's 10-year median is 0.62 vs. the industry median of 0.83, Nuveen Preferred &ome Opportunities Fund has consistently been below 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 Equity-to-Asset for an Asset Management company?
The median Equity-to-Asset among Asset Management companies is 0.83, based on 1,634 companies in the industry. Companies in the top quartile (top 25%) have a Equity-to-Asset significantly above this median, while those in the bottom quartile fall well below. However, Equity-to-Asset should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Nuveen Preferred &ome Opportunities Fund's current Equity-to-Asset of 0.63 is 24.1% below 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 Equity-to-Asset mean?
A high Equity-to-Asset can signal that a stock is expensive relative to its fundamentals. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Nuveen Preferred &ome Opportunities Fund and its competitors. For the Asset Management industry, the median Equity-to-Asset is 0.83 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Nuveen Preferred &ome Opportunities Fund's current Equity-to-Asset is 0.63, which is near median its own 10-year median of 0.62. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Nuveen Preferred &ome Opportunities Fund stock overvalued right now?
Nuveen Preferred &ome Opportunities Fund (JPC) has a current Equity-to-Asset of 0.63. The current Equity-to-Asset is 0.63, which is near median its 10-year median of 0.62 and 24.1% below the Asset Management industry median of 0.83. Nuveen Preferred &ome Opportunities Fund's overall GF Score™ is 28/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Equity-to-Asset calculated?
Equity-to-Asset is calculated from a company's financial statements. For Nuveen Preferred &ome Opportunities Fund (JPC), the current Equity-to-Asset is 0.63 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.
Nuveen Preferred &ome Opportunities Fund Business Description
Nuveen Preferred & Income Opportunities Fund is a diversified closed-end management investment company. Its primary investment objective is to provide high current income, and its secondary investment objective is total return. The fund invests a majority of its assets in preferred securities and other income-producing securities, including hybrid securities such as contingent capital securities, and the rest of its investments are made in other securities, mainly income-oriented securities such as corporate and taxable municipal debt and common equity.
28GF Score
Get the complete analysis for JPC
Equity-to-Asset is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
JPC has been successfully added to your 
