New Mountain Finance (NMFCZ) Assets Average (2022 - 2026)
New Mountain Finance (NMFCZ) recorded quarterly Assets Average of $2.7 billion in Q1 2026, down 11.04% quarter-over-quarter from $3.0 billion in Q4 2025, and down 17.28% on a YoY basis from $3.2 billion in Q1 2025.
New Mountain Finance (NMFCZ) Assets Average (2022 - 2026) Analysis & Trends
New Mountain Finance's Assets Average history runs 5 years deep, the most recent figure standing at $2.7 billion for Q1 2026.
- In Q1 2026, Assets Average fell 17.28% year-over-year to $2.7 billion; the TTM figure through Mar 2026 stood at $2.7 billion (down 17.28% YoY), while the FY2025 annual figure was $3.1 billion, down 4.0% from the prior year.
- Assets Average was $2.7 billion for Q1 2026 at New Mountain Finance, down from $3.0 billion in the prior quarter.
- In the past five years, Assets Average ranged from a high of $3.4 billion in Q3 2024 to a low of $2.7 billion in Q1 2026.
- Historically, Assets Average has averaged $3.2 billion across 5 years, with a median of $3.3 billion in 2023.
- The sharpest annual moves came in 2024 and 2026: Assets Average climbed 3.97% in 2024, then retreated 17.28% in 2026.
- A 5-year view of Assets Average shows it stood at $3.4 billion in 2022, then fell by 3.94% to $3.2 billion in 2023, then grew by 3.45% to $3.3 billion in 2024, then declined by 10.05% to $3.0 billion in 2025, then decreased by 11.04% to $2.7 billion in 2026.
- The last three Assets Average figures came in at $2.7 billion (Q1 2026), $3.0 billion (Q4 2025), and $3.1 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 170.12 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 48.02 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 411.11 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 464.24 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | 379.11 Bn |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 187.68 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 175.85 Bn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 90.35 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 28.51 Bn |
| 10 | New Mountain Finance | - | - | - | 2.67 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 2.67 Bn |
| Dec 31, 2025 | 3.00 Bn |
| Sep 30, 2025 | 3.12 Bn |
| Jun 30, 2025 | 3.18 Bn |
| Mar 31, 2025 | 3.22 Bn |
| Dec 31, 2024 | 3.33 Bn |
| Sep 30, 2024 | 3.42 Bn |
| Jun 30, 2024 | 3.34 Bn |
| Mar 31, 2024 | 3.21 Bn |
| Dec 31, 2023 | 3.22 Bn |
| Sep 30, 2023 | 3.29 Bn |
| Jun 30, 2023 | 3.34 Bn |
| Mar 31, 2023 | 3.37 Bn |
| Dec 31, 2022 | 3.35 Bn |