New Mountain Finance (NMFC) Invested Capital (2021 - 2026)
New Mountain Finance's quarterly Invested Capital came in at $2.4 billion in Q1 2026, down 24.3% year-on-year from $3.1 billion in Q1 2025, and down 17.11% quarter-over-quarter from $2.9 billion in Q4 2025.
New Mountain Finance has reported Invested Capital for 6 years, with the latest figure at $2.4 billion in Q1 2026.
- For the quarter ending Q1 2026, Invested Capital fell 24.3% year-over-year to $2.4 billion; the trailing twelve-month figure through Mar 2026 stood at $2.4 billion (down 24.3% YoY), and the FY2025 full-year result was $2.9 billion, down 10.53% from the prior year.
- Invested Capital for Q1 2026 stood at $2.4 billion, down from $2.9 billion in the prior quarter.
- The five-year high for Invested Capital was $3.4 billion in Q3 2024, with the low at $1.4 billion in Q2 2022.
- Average Invested Capital over 5 years is $2.9 billion, with a median of $3.1 billion recorded in 2025.
- Year-over-year, Invested Capital surged 153.63% in 2022 and dropped 24.3% in 2026.
- Tracing NMFC's Invested Capital over 5 years: stood at $3.3 billion in 2022, then fell by 5.74% to $3.1 billion in 2023, then rose by 2.53% to $3.2 billion in 2024, then retreated by 10.53% to $2.9 billion in 2025, then declined by 17.11% to $2.4 billion in 2026.
- The last three Invested Capital figures came in at $2.4 billion (Q1 2026), $2.9 billion (Q4 2025), and $3.0 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 69.22 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 8.37 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 30.50 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 8.59 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 53.75 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 8.75 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 12.99 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 12.75 Bn |
| 10 | New Mountain Finance | - | - | - | 2.37 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 2.37 Bn |
| Dec 31, 2025 | 2.86 Bn |
| Sep 30, 2025 | 3.02 Bn |
| Jun 30, 2025 | 3.08 Bn |
| Mar 31, 2025 | 3.13 Bn |
| Dec 31, 2024 | 3.20 Bn |
| Sep 30, 2024 | 3.36 Bn |
| Jun 30, 2024 | 3.32 Bn |
| Mar 31, 2024 | 3.12 Bn |
| Dec 31, 2023 | 3.12 Bn |
| Sep 30, 2023 | 3.23 Bn |
| Jun 30, 2023 | 3.25 Bn |
| Mar 31, 2023 | 3.33 Bn |
| Dec 31, 2022 | 3.31 Bn |
| Sep 30, 2022 | 3.31 Bn |
| Jun 30, 2022 | 1.37 Bn |
| Mar 31, 2022 | 1.37 Bn |
| Dec 31, 2021 | 3.25 Bn |
| Sep 30, 2021 | 1.30 Bn |