New Mountain Finance (NMFC) Long-Term Investments (2021 - 2026)
New Mountain Finance (NMFC) reported Long-Term Investments of $2.29 billion for Q2 2026, down 23.7% from $3 billion a year earlier and down 1.0% from the prior quarter.
New Mountain Finance (NMFC) Long-Term Investments (2021 - 2026) Analysis & Trends
At the end of FY2025, New Mountain Finance posted Long-Term Investments of $2.74 billion.
- Long-Term Investments has a five-year compound annual growth rate of 31.3% (FY2020 to FY2025).
- By year, Long-Term Investments came in at $160 million in FY2024 (-94.7%), $3.01 billion in FY2023 (-6.5%), $3.22 billion in FY2022 (+1.5%) and $3.17 billion in FY2021 (+351.0%).
- The Q2 2026 figure ranks as the lowest quarterly Long-Term Investments since Q4 2024.
- Year over year, Long-Term Investments gained in 1 of the last seven quarters, with an average decline of 22.1%.
- The high point for year-over-year Long-Term Investments in five years was Q3 2024 (growth of 4.9%); the low point was Q4 2024 (a decline of 94.7%).
- Per Business Quant data, the three quarters before Q2 2026 came in at $2.31 billion (Q1 2026), $2.74 billion (Q4 2025) and $2.94 billion (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | - |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | 9.39 Bn |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | 372.10 Mn |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | - |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | 972.64 Mn |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | - |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | 228.28 Mn |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | - |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | 29.35 Bn |
| 10 | New Mountain Finance | 653.61 Mn | 399.91 Mn | - | 2.29 Bn |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 2.29 Bn |
| Mar 31, 2026 | 2.31 Bn |
| Dec 31, 2025 | 2.74 Bn |
| Sep 30, 2025 | 2.94 Bn |
| Jun 30, 2025 | 3.00 Bn |
| Mar 31, 2025 | 3.03 Bn |
| Dec 31, 2024 | 160.00 Mn |
| Sep 30, 2024 | 3.27 Bn |
| Jun 30, 2024 | 3.21 Bn |
| Mar 31, 2024 | 3.07 Bn |
| Dec 31, 2023 | 3.01 Bn |
| Sep 30, 2023 | 3.11 Bn |
| Jun 30, 2023 | 3.18 Bn |
| Mar 31, 2023 | 3.27 Bn |
| Dec 31, 2022 | 3.22 Bn |
| Sep 30, 2022 | 3.23 Bn |
| Dec 31, 2021 | 3.17 Bn |
New Mountain Finance Long-Term Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=long-term-investments&ticker=NMFC&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "ticker": "NMFC", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=long-term-investments&ticker=NMFC&period=max&api_key=YOUR_API_KEY");
const data = await res.json();