New Mountain Finance (NMFC) Tax Rate (2021 - 2026)

New Mountain Finance (NMFC) recorded quarterly Tax Rate of 0.13% in Q1 2026, up 54.59% quarter-over-quarter from 0.08% in Q4 2025, and up 71.0% on a YoY basis from 0.08% in Q1 2025.

New Mountain Finance (NMFC) Tax Rate (2021 - 2026) Analysis & Trends

New Mountain Finance's Tax Rate history runs 6 years deep, the most recent figure standing at 0.13% for Q1 2026.

  • In Q1 2026, Tax Rate rose 71.0% year-over-year to 0.13%; the TTM figure through Mar 2026 stood at 0.35% (down 349.0% YoY), while the FY2025 annual figure was 0.17%, down 257.0% from the prior year.
  • Tax Rate was 0.13% for Q1 2026 at New Mountain Finance, up from 0.08% in the prior quarter.
  • In the past five years, Tax Rate ranged from a high of 25.42% in Q4 2024 to a low of 33.86% in Q4 2022.
  • Historically, Tax Rate has averaged 0.26% across 5 years, with a median of 0.13% in 2026.
  • The sharpest annual moves came in 2022 and 2023: Tax Rate sank 3559 bps in 2022, then soared 3403 bps in 2023.
  • A 5-year view of Tax Rate shows it stood at 33.86% in 2022, then jumped by 100 bps to 0.17% in 2023, then surged by 14945 bps to 25.42% in 2024, then slumped by 100 bps to 0.08% in 2025, then soared by 55 bps to 0.13% in 2026.
  • The last three Tax Rate figures came in at 0.13% (Q1 2026), 0.08% (Q4 2025), and 1.23% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 18.16
2 Blackstone 96.85 Bn 95.80 Bn - 13.55
3 Kkr 86.45 Bn 133.96 Bn - 40.05
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 598.59
5 State Street 46.95 Bn 21.27 Bn - 21.16
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 20.02
7 Northern Trust 31.92 Bn 31.92 Bn - 24.99
8 Raymond James Financial 30.62 Bn 19.37 Bn - -
9 Ares Management 29.04 Bn 32.41 Bn - 19.13
10 New Mountain Finance - - - 0.13

Historic Data

Download Data
DateValue
Mar 31, 2026 0.13%
Mar 31, 2026 0.13%
Dec 31, 2025 0.08%
Dec 31, 2025 0.08%
Sep 30, 2025 1.23%
Sep 30, 2025 1.23%
Jun 30, 2025 0.23%
Jun 30, 2025 0.23%
Mar 31, 2025 -0.58%
Mar 31, 2025 -0.58%
Dec 31, 2024 25.42%
Dec 31, 2024 25.42%
Sep 30, 2024 -5.48%
Sep 30, 2024 -5.48%
Jun 30, 2024 4.21%
Jun 30, 2024 4.21%
Mar 31, 2024 0.02%
Mar 31, 2024 0.02%
Dec 31, 2023 0.17%
Dec 31, 2023 0.17%