New Mountain Finance (NMFCZ) Equity Average (2021 - 2026)
New Mountain Finance (NMFCZ) recorded quarterly Equity Average of $1.1 billion in Q1 2026, down 8.72% quarter-over-quarter from $1.2 billion in Q4 2025, and down 17.57% on a YoY basis from $1.4 billion in Q1 2025.
New Mountain Finance (NMFCZ) Equity Average (2021 - 2026) Analysis & Trends
New Mountain Finance's Equity Average history runs 6 years deep, the most recent figure standing at $1.1 billion for Q1 2026.
- In Q1 2026, Equity Average fell 17.57% year-over-year to $1.1 billion; the TTM figure through Mar 2026 stood at $1.1 billion (down 17.57% YoY), while the FY2025 annual figure was $1.3 billion, down 5.33% from the prior year.
- Equity Average was $1.1 billion for Q1 2026 at New Mountain Finance, down from $1.2 billion in the prior quarter.
- In the past five years, Equity Average ranged from a high of $1.4 billion in Q2 2024 to a low of $1.1 billion in Q1 2026.
- Historically, Equity Average has averaged $1.3 billion across 5 years, with a median of $1.3 billion in 2023.
- The sharpest annual moves came in 2024 and 2026: Equity Average advanced 2.97% in 2024, then fell 17.57% in 2026.
- A 5-year view of Equity Average shows it stood at $1.3 billion in 2022, then fell by 0.11% to $1.3 billion in 2023, then increased by 2.19% to $1.4 billion in 2024, then decreased by 10.34% to $1.2 billion in 2025, then declined by 8.72% to $1.1 billion in 2026.
- The last three Equity Average figures came in at $1.1 billion (Q1 2026), $1.2 billion (Q4 2025), and $1.3 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 56.51 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 14.44 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 54.71 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 41.02 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 6.38 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 12.97 Bn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 6.29 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 6.32 Bn |
| 10 | New Mountain Finance | - | - | - | 1.12 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 1.12 Bn |
| Dec 31, 2025 | 1.22 Bn |
| Sep 30, 2025 | 1.28 Bn |
| Jun 30, 2025 | 1.33 Bn |
| Mar 31, 2025 | 1.35 Bn |
| Dec 31, 2024 | 1.36 Bn |
| Sep 30, 2024 | 1.38 Bn |
| Jun 30, 2024 | 1.38 Bn |
| Mar 31, 2024 | 1.35 Bn |
| Dec 31, 2023 | 1.33 Bn |
| Sep 30, 2023 | 1.34 Bn |
| Jun 30, 2023 | 1.34 Bn |
| Mar 31, 2023 | 1.33 Bn |
| Dec 31, 2022 | 1.34 Bn |
| Sep 30, 2022 | 1.36 Bn |
| Jun 30, 2022 | 1.37 Bn |
| Mar 31, 2022 | 1.36 Bn |
| Dec 31, 2021 | 1.32 Bn |