New Mountain Finance (NMFC) Invested Capital (2021 - 2026)

New Mountain Finance (NMFC) recorded quarterly Invested Capital of $2.4 billion in Q1 2026, down 17.11% quarter-over-quarter from $2.9 billion in Q4 2025, and down 24.3% on a YoY basis from $3.1 billion in Q1 2025.

New Mountain Finance (NMFC) Invested Capital (2021 - 2026) Analysis & Trends

New Mountain Finance's Invested Capital history runs 6 years deep, the most recent figure standing at $2.4 billion for Q1 2026.

  • In Q1 2026, Invested Capital fell 24.3% year-over-year to $2.4 billion; the TTM figure through Mar 2026 stood at $2.4 billion (down 24.3% YoY), while the FY2025 annual figure was $2.9 billion, down 10.53% from the prior year.
  • Invested Capital was $2.4 billion for Q1 2026 at New Mountain Finance, down from $2.9 billion in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $3.4 billion in Q3 2024 to a low of $1.4 billion in Q2 2022.
  • Historically, Invested Capital has averaged $2.9 billion across 5 years, with a median of $3.1 billion in 2025.
  • The sharpest annual moves came in 2022 and 2026: Invested Capital soared 153.63% in 2022, then decreased 24.3% in 2026.
  • A 5-year view of Invested Capital shows it stood at $3.3 billion in 2022, then declined by 5.74% to $3.1 billion in 2023, then increased by 2.53% to $3.2 billion in 2024, then fell by 10.53% to $2.9 billion in 2025, then dropped 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 163.18 Bn 153.56 Bn - 69.22 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 8.37 Bn
3 Kkr 86.45 Bn 133.96 Bn - 30.50 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 53.75 Bn
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 8.75 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 12.99 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 12.57 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 12.75 Bn
10 New Mountain Finance - - - 2.37 Bn

Historic Data

Download Data
DateValue
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