New Mountain Finance (NMFC) Equity Average (2021 - 2026)

New Mountain Finance (NMFC) recorded quarterly Equity Average of $1.1 billion in Q1 2026, down 8.72% quarter-over-quarter from $1.2 billion in Q4 2025, and down 17.57% on a YoY basis from $1.4 billion in Q1 2025.

New Mountain Finance (NMFC) Equity Average (2021 - 2026) Analysis & Trends

New Mountain Finance's Equity Average history runs 6 years deep, the most recent figure standing at $1.1 billion for Q1 2026.

  • In Q1 2026, Equity Average fell 17.57% year-over-year to $1.1 billion; the TTM figure through Mar 2026 stood at $1.1 billion (down 17.57% YoY), while the FY2025 annual figure was $1.3 billion, down 5.33% from the prior year.
  • Equity Average was $1.1 billion for Q1 2026 at New Mountain Finance, down from $1.2 billion in the prior quarter.
  • In the past five years, Equity Average ranged from a high of $1.4 billion in Q2 2024 to a low of $1.1 billion in Q1 2026.
  • Historically, Equity Average has averaged $1.3 billion across 5 years, with a median of $1.3 billion in 2023.
  • The sharpest annual moves came in 2024 and 2026: Equity Average advanced 2.97% in 2024, then fell 17.57% in 2026.
  • A 5-year view of Equity Average shows it stood at $1.3 billion in 2022, then fell by 0.11% to $1.3 billion in 2023, then increased by 2.19% to $1.4 billion in 2024, then decreased by 10.34% to $1.2 billion in 2025, then declined by 8.72% to $1.1 billion in 2026.
  • The last three Equity Average figures came in at $1.1 billion (Q1 2026), $1.2 billion (Q4 2025), and $1.3 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Avg. (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 56.51 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 14.44 Bn
3 Kkr 86.45 Bn 133.96 Bn - 54.71 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 41.02 Bn
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 6.38 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 12.97 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 6.29 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 6.32 Bn
10 New Mountain Finance - - - 1.12 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 1.12 Bn
Dec 31, 2025 1.22 Bn
Sep 30, 2025 1.28 Bn
Jun 30, 2025 1.33 Bn
Mar 31, 2025 1.35 Bn
Dec 31, 2024 1.36 Bn
Sep 30, 2024 1.38 Bn
Jun 30, 2024 1.38 Bn
Mar 31, 2024 1.35 Bn
Dec 31, 2023 1.33 Bn
Sep 30, 2023 1.34 Bn
Jun 30, 2023 1.34 Bn
Mar 31, 2023 1.33 Bn
Dec 31, 2022 1.34 Bn
Sep 30, 2022 1.36 Bn
Jun 30, 2022 1.37 Bn
Mar 31, 2022 1.36 Bn
Dec 31, 2021 1.32 Bn