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
DateValue
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