NYSE · Asset Management · USD

Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) Stock Analysis

Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) is a Asset Management stock listed on NYSE and quoted in US Dollar.

Last Updated: October 21, 2026

SPXX

$18.89

+$0.11 (+0.59%)

Oct 21, 2026 · Market close

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Price History

Hover for the daily close. The dotted line marks the period open.

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SPXX Key Statistics

As of Oct 21, 2026

Trading

Open: $18.88
Previous Close: $18.78
Day's Range: 18.79–18.94
52-Week Range: 15.78–19.39
Volume: 145.81K
Beta: 0.81

Valuation

Market Cap: $339.58M
P/E Ratio: 4.82
P/S ratio: 29.44
EPS (ttm): 3.92

Financials (FY)

Revenue (FY): $40.70M−33.09%
Net Income (FY): $40.19M−33.59%
Profit margin: 3,710.13%
Shares Outstanding: 17.98M
1-Year Return: +14.63%

Dividend and dates

Dividend: $1.69+8.98%
Ex-Dividend Date: September 15, 2026
Avg Volume: 225.41K

Only metrics the company reports are shown. Data provided by Yahoo Finance via yfinance. Updated daily.

Key facts

As of October 21, 2026, SPXX closed at $18.89, +14.63% over 1 year.

Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) has a market capitalization of $339.58M.

In fiscal 2025, SPXX reported revenue of $40.70M.

SPXX Stock Return by Calendar Year

Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) 10-year return: what $10,000 became

1 year: $10,000 $11,463; +14.63%
5 years: $10,000 $15,209; +52.09%
10 years: $10,000 $27,564; +175.64%

If you had invested $10,000 in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) 10 years ago, at the close on October 21, 2016, it would have been worth $27,564 at the close on October 21, 2026: +175.64% in total, +10.67% a year, with dividends reinvested. A historical calculation from closing prices adjusted for splits and dividends, before fees and taxes.

Calendar-year returns computed from daily closing prices. Partial years are shown muted and marked with an asterisk.

−13.42%+29.03%+9.35%

2016*2017201820192020202120222023202420252026*

Year	Return
2026 (partial year)	+9.35%
2025	+9.79%
2024	+27.11%
2023	+0.85%
2022	−6.92%
2021	+29.03%
2020	−0.37%
2019	+25.36%
2018	−13.42%
2017	+27.92%
2016 (partial year)	+6.48%

As of October 21, 2026.

SPXX Revenue and Earnings by Fiscal Year

FY ends December

RevenueNet income

2022202320242025

Fiscal year	Revenue	Net income	Net margin
2025	$40.70M	$40.19M	98.7%
2024	$60.82M	$60.52M	99.5%
2023	$48.14M	$47.79M	99.3%
2022	−$47.00M	−$47.30M	100.6%

Fiscal year	Revenue	Gross profit	Operating income	Net income	Net margin
2025	$40.70M	—	—	$40.19M	98.7%
2024	$60.82M	—	—	$60.52M	99.5%
2023	$48.14M	—	—	$47.79M	99.3%
2022	−$47.00M	—	—	−$47.30M	100.6%

Annual figures as reported, in the company's reporting currency. As of December 31, 2025.

SPXX Dividend History

’16’17’18’19’20’21’22’23’24’25’26*

$1.35+10.8% vs 2024

Dividends per share, 2025 · 4 payments

Year	Dividends per share	Payments	Change
2026*	$1.18	3	—
2025	$1.35	4	+10.8%
2024	$1.22	4	+3.7%
2023	$1.18	4	+0.0%

Year	Dividends per share	Payments	Change
2026 (partial year)	$1.18	3	—
2025	$1.35	4	+10.8%
2024	$1.22	4	+3.7%
2023	$1.18	4	+0.0%
2022	$1.18	4	+20.0%
2021	$0.98	4	−2.0%
2020	$1.00	4	−5.7%
2019	$1.06	4	−5.4%
2018	$1.12	4	+13.6%
2017	$0.99	4	+310.8%
2016	$0.24	1	—

Most recent payment: $0.39 per share, ex-dividend September 15, 2026. Per-share amounts summed by calendar year from ex-dividend dates. Partial years are shown muted and marked with an asterisk.

SPXX Valuation vs Asset Management Median

Median of 512 stocks

Metric	SPXX	Asset Management median	vs median
P/E	4.82	9.44	49% below
P/S ratio	29.44	8.59	3.4x the median
Profit margin	3,710.13%	74.97%	3,635.2 pts above

Medians across 512 Asset Management stocks that report the metric. Medians, not averages, so one outlier cannot move them. As of October 21, 2026.

Analysis

Data-derived

Company Overview

The market values Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) at $339.58M. The company sits in the Financial Services sector, in the Asset Management industry.

SPXX last closed at $18.89 on October 21, 2026. That is +$0.11 (+0.59%) against the previous close. Over the past 52 weeks the price has ranged from $15.78 to $19.39. The latest close sits 19.71% above that 52-week low.

Financial Health

Fiscal 2025 revenue came to $40.70M. That is −33.09% against the prior fiscal year, when revenue was $60.82M. The same year closed with net income of $40.19M. That is −33.59% against the prior fiscal year. The reported profit margin is 3,710.13%. That is 3,635.2 percentage points above the Asset Management median of 74.97%. Earnings per share on a trailing basis come to 3.92.

Across the 4 fiscal years on file, revenue moves from −$47.00M in 2022 to $40.70M in 2025. Of those 4 years, 3 report positive net income.

Valuation Assessment

SPXX trades at a trailing price-to-earnings ratio of 4.82. That is 48.94% below the Asset Management median of 9.44. The price-to-sales ratio is 29.44. On price-to-sales that is 3.4 times the Asset Management median of 8.59. The medians here are taken across 512 Asset Management companies that report the metric.

The trailing one-year total return is +14.63%. Across 10 years the annualized return works out at +10.67%. Beta against the wider market is reported at 0.81. Annualized volatility over the trailing 10 years is 18.44%.

Growth & Income

The trailing dividend yield is 8.98%. That is 0.1 percentage points above the Asset Management median yield of 8.91%. The indicated annual rate is $1.69 a share. The ex-dividend date on file is September 15, 2026. Dividends are recorded for 11 calendar years; 2026 shows 3 payments totalling $1.18 a share. The year before, 2025, totalled $1.35 a share.

2026 is still running; the total return is +9.35% year to date. Across the complete calendar years on file, 2021 returned +29.03% and 2018 returned −13.42%. Of the 9 complete calendar years on file, 6 finished higher.

Peer Comparison

Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) operates in the Asset Management industry. Here is how it compares to its closest peers by market capitalization:

Company	Ticker	Market Cap	P/E Ratio
Nuveen S&P 500 Dynamic Overwrite Fund	SPXX	$339.58M	4.8
BlackRock, Inc.	BLK	$184.31B	25.8
Blackstone Inc.	BX	$127.43B	23.9
Brookfield Corporation	BN	$83.74B	69.5

The Asset Management industry average P/E ratio is 9.4x. Nuveen S&P 500 Dynamic Overwrite Fund trades at a P/E of 4.8.

Every figure above is read from this page's own data on each daily rebuild. Informational only, not financial advice. As of October 21, 2026.

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About Nuveen S&P 500 Dynamic Overwrite Fund

Nuveen S&P 500 Dynamic Overwrite Fund is a closed-ended equity indexed mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in stocks of large cap companies. The fund also invests through financial derivatives such as call options. It seeks to replicate the performance of the S&P 500 Index. The fund was formerly known as Nuveen Equity Premium and Growth Fund. Nuveen S&P 500 Dynamic Overwrite Fund was formed on November 11, 2004 and is domiciled in the United States.

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