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
DateValue
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