New Mountain Finance (NMFCZ) Invested Capital (2021 - 2026)
New Mountain Finance (NMFCZ) recorded quarterly Invested Capital of $2.4 billion in Q1 2026, down 17.11% quarter-over-quarter from $2.9 billion in Q4 2025, and down 24.3% on a YoY basis from $3.1 billion in Q1 2025.
New Mountain Finance (NMFCZ) Invested Capital (2021 - 2026) Analysis & Trends
New Mountain Finance's Invested Capital history runs 6 years deep, the most recent figure standing at $2.4 billion for Q1 2026.
- In Q1 2026, Invested Capital fell 24.3% year-over-year to $2.4 billion; the TTM figure through Mar 2026 stood at $2.4 billion (down 24.3% YoY), while the FY2025 annual figure was $2.9 billion, down 10.53% from the prior year.
- Invested Capital was $2.4 billion for Q1 2026 at New Mountain Finance, down from $2.9 billion in the prior quarter.
- In the past five years, Invested Capital ranged from a high of $3.4 billion in Q3 2024 to a low of $1.4 billion in Q2 2022.
- Historically, Invested Capital has averaged $2.9 billion across 5 years, with a median of $3.1 billion in 2025.
- The sharpest annual moves came in 2022 and 2026: Invested Capital soared 153.63% in 2022, then decreased 24.3% in 2026.
- A 5-year view of Invested Capital shows it stood at $3.3 billion in 2022, then declined by 5.74% to $3.1 billion in 2023, then increased by 2.53% to $3.2 billion in 2024, then fell by 10.53% to $2.9 billion in 2025, then dropped by 17.11% to $2.4 billion in 2026.
- The last three Invested Capital figures came in at $2.4 billion (Q1 2026), $2.9 billion (Q4 2025), and $3.0 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 69.22 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 8.37 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 30.50 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 53.75 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 8.75 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 12.99 Bn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 12.57 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 12.75 Bn |
| 10 | New Mountain Finance | - | - | - | 2.37 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 2.37 Bn |
| Dec 31, 2025 | 2.86 Bn |
| Sep 30, 2025 | 3.02 Bn |
| Jun 30, 2025 | 3.08 Bn |
| Mar 31, 2025 | 3.13 Bn |
| Dec 31, 2024 | 3.20 Bn |
| Sep 30, 2024 | 3.36 Bn |
| Jun 30, 2024 | 3.32 Bn |
| Mar 31, 2024 | 3.12 Bn |
| Dec 31, 2023 | 3.12 Bn |
| Sep 30, 2023 | 3.23 Bn |
| Jun 30, 2023 | 3.25 Bn |
| Mar 31, 2023 | 3.33 Bn |
| Dec 31, 2022 | 3.31 Bn |
| Sep 30, 2022 | 3.31 Bn |
| Jun 30, 2022 | 1.37 Bn |
| Mar 31, 2022 | 1.37 Bn |
| Dec 31, 2021 | 3.25 Bn |
| Sep 30, 2021 | 1.30 Bn |