New Mountain Finance (NMFC) Tax Rate (2021 - 2026)
New Mountain Finance (NMFC) posted quarterly Tax Rate of 0.15% for Q1 2026, up 73.0% year-over-year from 0.09% in Q1 2025, and down 64.71% quarter-over-quarter from 0.42% in Q4 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 0.15% for Q1 2026.
- In Q1 2026, Tax Rate rose 73.0% year-over-year to 0.15%; the TTM figure through Mar 2026 stood at 0.48% (down 292.0% YoY), while the FY2025 annual figure was 0.17%, down 264.0% from the prior year.
- Tax Rate for Q1 2026 stood at 0.15%, down from 0.42% in the prior quarter.
- The five-year high for Tax Rate was 11.34% in Q4 2022, with the low at 13.02% in Q4 2024.
- The 5-year median for Tax Rate is 0.23% (2025), against an average of 0.69%.
- The sharpest annual moves came in 2024 and 2025: Tax Rate slumped 2010 bps in 2024, then soared 1344 bps in 2025.
- New Mountain Finance's Tax Rate stood at 11.34% in 2022, then plunged by 38 bps to 7.08% in 2023, then tumbled by 284 bps to 13.02% in 2024, then soared by 103 bps to 0.42% in 2025, then plunged by 65 bps to 0.15% in 2026.
- Business Quant data shows NMFC's Tax Rate at 0.15% in Q1 2026, 0.42% in Q4 2025, and 1.23% in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 24.90% |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | 16.11% |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 17.91% |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | - |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | 12.14% |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 15.94% |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | 21.96% |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | 22.82% |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 20.67% |
| 10 | New Mountain Finance | 715.28 Mn | 650.48 Mn | - | 0.87% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 0.87% |
| Jun 30, 2026 | 0.87% |
| Jun 30, 2026 | 0.87% |
| Mar 31, 2026 | 0.15% |
| Mar 31, 2026 | 0.15% |
| Mar 31, 2026 | 0.15% |
| Dec 31, 2025 | 0.42% |
| Dec 31, 2025 | 0.42% |
| Dec 31, 2025 | 0.42% |
| Sep 30, 2025 | 1.23% |
| Sep 30, 2025 | 1.23% |
| Sep 30, 2025 | 1.23% |
| Jun 30, 2025 | 0.23% |
| Jun 30, 2025 | 0.23% |
| Jun 30, 2025 | 0.23% |
| Mar 31, 2025 | -0.58% |
| Mar 31, 2025 | -0.58% |
| Mar 31, 2025 | -0.58% |
| Dec 31, 2024 | -13.02% |
| Dec 31, 2024 | -13.02% |