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

New Mountain Finance's (NMFC) quarterly Tax Rate came in at 0.15% in Q1 2026, up 73.0% year-on-year from 0.09% in Q1 2025, and up 942.7% quarter-over-quarter from 0.02% 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.

  • On a quarterly basis, Tax Rate rose 73.0% year-over-year to 0.15% in Q1 2026; TTM through Mar 2026 was 0.51%, a 1046.0% increase from a year earlier, with the FY2025 full-year figure at 0.17%, down 264.0% from the prior year.
  • Tax Rate improved to 0.15% in Q1 2026 per NMFC's latest filing, from 0.02% in the prior quarter.
  • Across five years, Tax Rate topped out at 11.33% in Q2 2023 and bottomed at 25.34% in Q4 2022.
  • The 5-year median for Tax Rate is 0.15% (2026), against an average of 1.08%.
  • Across the five-year window, Tax Rate tumbled 2707 bps in 2022 and jumped 2549 bps in 2023, its largest moves.
  • Year by year, Tax Rate stood at 25.34% in 2022, then soared by 101 bps to 0.16% in 2023, then surged by 570 bps to 1.06% in 2024, then plunged by 102 bps to 0.02% in 2025, then surged by 943 bps to 0.15% in 2026.
  • Per Business Quant, the three latest NMFC Tax Rate figures stand at 0.15% (Q1 2026), 0.02% (Q4 2025), and 1.23% (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Brookfield 1,261.80 Bn 1,217.21 Bn 18.56 Bn -1.22%
2 BlackRock 165.12 Bn 151.98 Bn - 18.16%
3 Blackstone 103.58 Bn 101.13 Bn - 13.55%
4 Brookfield Asset Management 76.31 Bn 75.26 Bn - 15.80%
5 Apollo Global Management 73.95 Bn 73.95 Bn -409.00 Mn 598.59%
6 State Street 51.18 Bn 51.18 Bn - 21.16%
7 Ameriprise Financial 50.08 Bn 40.82 Bn 4.57 Bn 20.02%
8 Raymond James Financial 34.03 Bn 19.06 Bn - 25.99%
9 Northern Trust 33.84 Bn 33.84 Bn - 24.99%
10 New Mountain Finance 690.78 Mn 639.65 Mn - 0.15%

Historic Data

Download Data
DateValue
Mar 31, 2026 0.15%
Mar 31, 2026 0.15%
Mar 31, 2026 0.15%
Dec 31, 2025 -0.02%
Dec 31, 2025 -0.02%
Dec 31, 2025 -0.02%
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 1.06%
Dec 31, 2024 1.06%
Dec 31, 2024 1.06%
Sep 30, 2024 -5.48%
Sep 30, 2024 -5.48%