Nuveen ESG Mid-Cap Value (NUMV) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Nuveen ESG Mid-Cap Value (NUMV) trades at $44.87 with AI Score 44/100 (Grade C). Nuveen ESG Mid-Cap Value (NUMV) is an exchange-traded fund (ETF) that seeks to replicate the performance of the Nuveen ESG… Market cap: $550M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 18, 2026Analyst Coverage for NUMV: NUMV does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates NUMV against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
NUMV: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Nuveen ESG Mid-Cap Value (NUMV) Financial Services Profile
Nuveen ESG Mid-Cap Value (NUMV) offers investors exposure to mid-cap U.S. equities with value characteristics, integrating environmental, social, and governance (ESG) factors into its investment strategy. The fund passively tracks the Nuveen ESG USA Mid-Cap Value Index, providing a diversified portfolio within the asset management sector.
What Is the Investment Thesis for NUMV?
Nuveen ESG Mid-Cap Value (NUMV) presents a notable research candidate for investors seeking exposure to mid-cap U.S. equities with a value tilt and a focus on ESG factors. The fund's passive management approach and low expense ratio make it a cost-effective option for accessing this segment of the market. As of 2026, the fund has a market cap of $550M. A key driver for NUMV is the increasing investor demand for ESG-focused investments, which is expected to continue to grow in the coming years. The fund's adherence to the Nuveen ESG USA Mid-Cap Value Index provides a transparent and rules-based approach to ESG investing. However, investors should be aware of the potential risks associated with investing in mid-cap equities, including higher volatility and lower liquidity compared to large-cap stocks.
Based on FMP financials and quantitative analysis
NUMV Key Highlights
Market capitalization of $550M, indicating a mid-sized fund within the asset management landscape.
- Passive management approach, aiming to replicate the performance of the Nuveen ESG USA Mid-Cap Value Index.
- Focus on mid-capitalization U.S. equity securities with value characteristics.
- Integration of environmental, social, and governance (ESG) criteria in the investment selection process.
- Absence of dividend yield, as the fund does not distribute dividends to shareholders.
Who Are NUMV's Competitors?
NUMV is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| AMZA InfraCap MLP ETF | $49.80 | +0.03% | $452M | 50 |
| EEMS iShares MSCI Emerging Markets Small-Cap ETF | $74.87 | +0.13% | $398M | 47 |
| EWQ iShares MSCI France ETF | $46.89 | -0.57% | $381M | 44 |
| HEWJ iShares Currency Hedged MSCI Japan ETF | $63.68 | +0.03% | $735M | 47 |
| JPUS JPMorgan Diversified Return U.S. Equity ETF | $144.38 | -0.50% | $463M | 47 |
| NCDL Nuveen Churchill Direct Lending Corp. | $12.35 | +0.00% | $610M | 86 |
| SLRC SLR Investment Corp. | $12.58 | -1.18% | $686M | 92 |
| ACGP Associated Capital Group, Inc. | $33.45 | -0.06% | $698M | 67 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are NUMV's Key Strengths?
Focus on ESG factors aligns with growing investor demand for sustainable investments.
- Passive management approach provides a cost-effective investment solution.
- Exposure to mid-cap U.S. equities offers diversification benefits.
- Transparent and rules-based investment process based on the Nuveen ESG USA Mid-Cap Value Index.
What Are NUMV's Weaknesses?
Absence of dividend yield may deter some income-seeking investors.
- Fund performance is tied to the performance of the Nuveen ESG USA Mid-Cap Value Index, limiting potential for outperformance.
- Mid-cap equities may be more volatile than large-cap equities.
- Reliance on third-party ESG data providers for investment selection.
What Could Drive NUMV Stock Higher?
Increasing investor demand for ESG-focused investments driving inflows.
- Growing awareness of environmental and social issues among investors.
- Potential for new ESG regulations or standards to further promote ESG investing.
- Expansion of ESG data and analytics improving investment decisions.
What Are the Key Risks for NUMV?
Economic downturn or market volatility negatively impacting fund performance.
- Increased competition from other ESG-focused investment products.
- Changes in ESG regulations or standards affecting the fund's investment strategy.
- Reliance on the performance of the Nuveen ESG USA Mid-Cap Value Index.
What Are the Growth Opportunities for NUMV?
- Increasing investor demand for ESG investments: The growing awareness of environmental and social issues is driving increased demand for ESG-focused investment products. NUMV is well-positioned to benefit from this trend, as it offers investors a convenient and cost-effective way to access a portfolio of mid-cap U.S. equities that meet specific ESG criteria. The market for ESG investments is expected to continue to grow in the coming years, providing a significant growth opportunity for NUMV.
- Expansion of ESG criteria and data availability: As ESG investing becomes more mainstream, the availability of ESG data and the sophistication of ESG criteria are expected to increase. This will allow NUMV to refine its investment process and identify companies that are truly leaders in ESG performance. The expansion of ESG data will also enable NUMV to better track and report on the ESG impact of its investments.
- Development of new ESG investment strategies: The asset management industry is constantly developing new and innovative ESG investment strategies. NUMV has the opportunity to expand its product offerings to include new ESG strategies that cater to different investor needs and preferences. This could include strategies focused on specific ESG themes, such as climate change or social justice.
- Partnerships with ESG data providers and research firms: NUMV can enhance its ESG investment capabilities by partnering with leading ESG data providers and research firms. These partnerships can provide NUMV with access to proprietary ESG data, research insights, and best practices in ESG investing. This will enable NUMV to make more informed investment decisions and deliver better ESG outcomes for its investors.
- Growing adoption of ESG investing by institutional investors: Institutional investors, such as pension funds and endowments, are increasingly incorporating ESG factors into their investment processes. This is creating a significant opportunity for NUMV to attract institutional investors who are seeking to align their investments with their ESG values. NUMV can market its ESG investment capabilities to institutional investors and offer customized ESG solutions to meet their specific needs.
What Are NUMV's Competitive Advantages?
- Established brand name and reputation of Nuveen in the asset management industry.
- Passive management approach provides a cost-effective way to access ESG-focused mid-cap equities.
- Adherence to the Nuveen ESG USA Mid-Cap Value Index ensures a transparent and rules-based investment process.
What Does NUMV Do?
Nuveen ESG Mid-Cap Value (NUMV) is an exchange-traded fund (ETF) managed by Nuveen, a well-established asset management firm. The fund is designed to provide investors with exposure to mid-capitalization U.S. equity securities that exhibit value characteristics while adhering to specific environmental, social, and governance (ESG) criteria. NUMV employs a passive management, or indexing, approach, aiming to replicate the performance of the Nuveen ESG USA Mid-Cap Value Index. This index is composed of mid-cap U.S. companies that demonstrate value characteristics and meet Nuveen's ESG standards. The fund's investment strategy focuses on companies that are deemed to be leaders in their respective industries in terms of ESG performance. By integrating ESG factors into its investment process, NUMV seeks to provide investors with a socially responsible investment option that aligns with their values. The fund's portfolio is diversified across various sectors, reflecting the composition of the Nuveen ESG USA Mid-Cap Value Index. NUMV offers investors a convenient and cost-effective way to access a portfolio of mid-cap U.S. equities that are both value-oriented and ESG-conscious. The fund is traded on major exchanges, providing liquidity and transparency for investors.
What Products and Services Does NUMV Offer?
- Invests in mid-capitalization U.S. equity securities.
- Employs a passive management (or “indexing”) approach.
- Tracks the investment results of the Nuveen ESG USA Mid-Cap Value Index.
- Focuses on companies that exhibit overall value style characteristics.
- Satisfies certain environmental, social, and governance (“ESG”) criteria.
- Provides investors with exposure to a diversified portfolio of ESG-conscious companies.
How Does NUMV Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to replicate the performance of the Nuveen ESG USA Mid-Cap Value Index.
- Attracts investors seeking exposure to mid-cap U.S. equities with a value tilt and ESG focus.
What Industry Does NUMV Operate In?
The asset management industry is undergoing a significant shift towards sustainable and responsible investing, with ESG factors becoming increasingly important to investors. Funds like Nuveen ESG Mid-Cap Value (NUMV) are well-positioned to capitalize on this trend. The competitive landscape includes both traditional asset managers and specialized ESG-focused firms. The market for ESG investments is growing rapidly, driven by increasing awareness of environmental and social issues and a growing body of evidence suggesting that ESG factors can enhance investment performance.
Who Are NUMV's Key Customers?
- Individual investors seeking ESG-focused investment options.
- Institutional investors looking to incorporate ESG factors into their portfolios.
- Financial advisors seeking to offer ESG investment solutions to their clients.
NUMV Valuation & Market Position
With a $550M market cap, Nuveen ESG Mid-Cap Value sits in the small-cap segment of the market. Relative to its peer group, NUMV's quantitative score of 44/100 is roughly in line with the peer average of 47/100.
Key Financial Metrics
Return on equity for Nuveen ESG Mid-Cap Value stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. NUMV trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
NUMV Financials
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in Nuveen ESG Mid-Cap Value's future prospects, aligning interests with shareholders.
- The fund's focus on ESG principles resonates with growing investor demand for socially responsible investments, potentially attracting more capital.
- Positive community sentiment indicates a belief in the fund's long-term value and management strategy.
- Market perception views mid-cap value stocks as undervalued, creating an opportunity for Nuveen ESG Mid-Cap Value to outperform.
Bear Case
- Recent market volatility may lead to short-term underperformance for Nuveen ESG Mid-Cap Value, impacting investor returns.
- Negative community sentiment expresses concerns about the fund's ability to navigate current economic uncertainties.
- Broader market trends could negatively impact the fund's holdings, especially if mid-cap stocks face headwinds.
- Potential regulatory changes related to ESG investing could create uncertainty and affect the fund's performance.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
NUMV Latest News
No recent news available for NUMV.
NUMV Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for NUMV.
Price Targets
Wall Street price target analysis for NUMV.
NUMV MoonshotScore
What does this score mean?
The MoonshotScore rates NUMV 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
NUMV Financial Services Stock FAQ
What does the AI Score mean for NUMV?
NUMV holds an AI Score of 44/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Nuveen ESG Mid-Cap Value (NUMV) is an exchange-traded fund (ETF) that seeks to replicate the performance of the Nuveen ESG USA Mid-Cap Value Index. The fund invests in mid-capitalization U.S …
What does Nuveen ESG Mid-Cap Value do?
Nuveen ESG Mid-Cap Value (NUMV) is an exchange-traded fund that seeks to track the investment results of the Nuveen ESG USA Mid-Cap Value Index. The fund invests primarily in mid-capitalization U.S. equity securities that exhibit overall value style characteristics and that satisfy certain environmental, social, and governance (ESG) criteria.
What are the main risks for NUMV?
The main risks for Nuveen ESG Mid-Cap Value (NUMV) include market risk, as the fund's performance is subject to the fluctuations of the U.S. equity market. Additionally, there is the risk that the fund's ESG criteria may not align with all investors' values or that the ESG ratings of portfolio companies may be inaccurate or misleading.
How sensitive is NUMV to interest rate changes?
As an ETF focused on mid-cap value stocks, NUMV's sensitivity to interest rate changes is indirect. Rising interest rates can impact the valuations of the underlying companies in the fund's portfolio, particularly those in sectors that are more sensitive to interest rates, such as financials or utilities.
What is Nuveen ESG Mid-Cap Value's credit quality and risk management approach?
Nuveen ESG Mid-Cap Value (NUMV) invests in mid-cap U.S. equities, so it does not directly hold debt instruments or manage a loan portfolio. Therefore, credit quality is not a primary concern for this fund. However, the fund's risk management approach focuses on diversifying its investments across a range of sectors and companies within the mid-cap value space.
What are the key factors to evaluate for NUMV?
Nuveen ESG Mid-Cap Value (NUMV) holds an AI score of 44/100 (low). Nuveen ESG Mid-Cap Value (NUMV) presents a notable research candidate for investors seeking exposure to mid-cap U.S. Not financial advice.
How frequently does NUMV data refresh on this page?
NUMV's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven NUMV's recent stock price performance?
Nuveen ESG Mid-Cap Value (NUMV) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Focus on ESG factors aligns with growing investor demand for sustainable investments. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider NUMV overvalued or undervalued right now?
Nuveen ESG Mid-Cap Value (NUMV) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for NUMV, limiting the depth of available insights.
- Financial data based on available market information as of 2026-03-18.