New Mountain Finance (NMFC) Assets Average (2022 - 2026)
New Mountain Finance's (NMFC) quarterly Assets Average came in at $2.7 billion in Q1 2026, down 17.28% year-on-year from $3.2 billion in Q1 2025, and down 11.04% quarter-over-quarter from $3.0 billion in Q4 2025.
New Mountain Finance (NMFC) Assets Average (2022 - 2026) Analysis & Trends
New Mountain Finance's Assets Average history runs 5 years deep, the most recent figure standing at $2.7 billion for Q1 2026.
- On a quarterly basis, Assets Average fell 17.28% year-over-year to $2.7 billion in Q1 2026; TTM through Mar 2026 was $2.7 billion, a 17.28% decrease from a year earlier, with the FY2025 full-year figure at $3.1 billion, down 4.0% from the prior year.
- Assets Average slipped to $2.7 billion in Q1 2026 per NMFC's latest filing, from $3.0 billion in the prior quarter.
- Across five years, Assets Average topped out at $3.4 billion in Q3 2024 and bottomed at $2.7 billion in Q1 2026.
- The 5-year median for Assets Average is $3.3 billion (2023), against an average of $3.2 billion.
- Across the five-year window, Assets Average increased 3.97% in 2024 and slipped 17.28% in 2026, its largest moves.
- Year by year, Assets Average stood at $3.4 billion in 2022, then fell by 3.94% to $3.2 billion in 2023, then grew by 3.45% to $3.3 billion in 2024, then declined by 10.05% to $3.0 billion in 2025, then decreased by 11.04% to $2.7 billion in 2026.
- Per Business Quant, the three latest NMFC Assets Average figures stand at $2.7 billion (Q1 2026), $3.0 billion (Q4 2025), and $3.1 billion (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | - |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 170.12 Bn |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 48.02 Bn |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 464.24 Bn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 379.11 Bn |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 187.68 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 175.85 Bn |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 90.35 Bn |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 14.37 Bn |
| 10 | New Mountain Finance | 685.25 Mn | 640.59 Mn | - | 2.67 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 2.67 Bn |
| Dec 31, 2025 | 3.00 Bn |
| Sep 30, 2025 | 3.12 Bn |
| Jun 30, 2025 | 3.18 Bn |
| Mar 31, 2025 | 3.22 Bn |
| Dec 31, 2024 | 3.33 Bn |
| Sep 30, 2024 | 3.42 Bn |
| Jun 30, 2024 | 3.34 Bn |
| Mar 31, 2024 | 3.21 Bn |
| Dec 31, 2023 | 3.22 Bn |
| Sep 30, 2023 | 3.29 Bn |
| Jun 30, 2023 | 3.34 Bn |
| Mar 31, 2023 | 3.37 Bn |
| Dec 31, 2022 | 3.35 Bn |