New Mountain Finance (NMFC) Retained Earnings (2021 - 2026)
New Mountain Finance's (NMFC) quarterly Retained Earnings came in at $1.4 billion in Q1 2026, up 5586.72% year-on-year from $23.8 million in Q1 2025, and up 1213.39% quarter-over-quarter from -$121.7 million in Q4 2025.
New Mountain Finance (NMFC) Retained Earnings (2021 - 2026) Analysis & Trends
New Mountain Finance's Retained Earnings history runs 6 years deep, the most recent figure standing at $1.4 billion for Q1 2026.
- On a quarterly basis, Retained Earnings rose 5586.72% year-over-year to $1.4 billion in Q1 2026; TTM through Mar 2026 was $1.4 billion, a 5586.72% increase from a year earlier, with the FY2025 full-year figure at -$121.7 million, down 795.2% from the prior year.
- Retained Earnings advanced to $1.4 billion in Q1 2026 per NMFC's latest filing, from -$121.7 million in the prior quarter.
- Across five years, Retained Earnings topped out at $1.4 billion in Q2 2024 and bottomed at -$121.7 million in Q4 2025.
- The 5-year median for Retained Earnings is $19.3 million (2023), against an average of $626.2 million.
- Across the five-year window, Retained Earnings soared 17605.4% in 2023 and slumped 795.2% in 2025, its largest moves.
- Year by year, Retained Earnings stood at $7.5 million in 2022, then surged by 17605.4% to $1.3 billion in 2023, then sank by 101.02% to -$13.6 million in 2024, then plunged by 795.2% to -$121.7 million in 2025, then soared by 1213.39% to $1.4 billion in 2026.
- Per Business Quant, the three latest NMFC Retained Earnings figures stand at $1.4 billion (Q1 2026), -$121.7 million (Q4 2025), and $1.4 billion (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | - |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | -678.00 Mn |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | -323.73 Mn |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | -3.14 Bn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | - |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | -1.21 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | -636.60 Mn |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | -368.00 Mn |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | -51.60 Mn |
| 10 | New Mountain Finance | 685.25 Mn | 640.59 Mn | - | 1.35 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 1.35 Bn |
| Dec 31, 2025 | -121.68 Mn |
| Sep 30, 2025 | 1.37 Bn |
| Jun 30, 2025 | 1.37 Bn |
| Mar 31, 2025 | -24.69 Mn |
| Dec 31, 2024 | -13.59 Mn |
| Sep 30, 2024 | 1.40 Bn |
| Jun 30, 2024 | 1.40 Bn |
| Mar 31, 2024 | -23.20 Mn |
| Dec 31, 2023 | 1.33 Bn |
| Sep 30, 2023 | 11.65 Mn |
| Jun 30, 2023 | 19.29 Mn |
| Mar 31, 2023 | 1.31 Bn |
| Dec 31, 2022 | 7.52 Mn |
| Sep 30, 2022 | 17.24 Mn |
| Dec 31, 2021 | 47.47 Mn |