New Mountain Finance (NMFCZ) Investment Income (2021 - 2026)

New Mountain Finance (NMFCZ) recorded quarterly Investment Income of -$81.4 million in Q1 2026, down 35.97% quarter-over-quarter from -$59.9 million in Q4 2025, and down 631.57% on a YoY basis from $15.3 million in Q1 2025.

New Mountain Finance (NMFCZ) Investment Income (2021 - 2026) Analysis & Trends

New Mountain Finance's Investment Income history runs 6 years deep, the most recent figure standing at -$81.4 million for Q1 2026.

  • In Q1 2026, Investment Income fell 631.57% year-over-year to -$81.4 million; the TTM figure through Mar 2026 stood at -$189.6 million (down 472.74% YoY), while the FY2025 annual figure was -$119.4 million, down 279.52% from the prior year.
  • Investment Income was -$81.4 million for Q1 2026 at New Mountain Finance, down from -$59.9 million in the prior quarter.
  • In the past five years, Investment Income ranged from a high of $7.1 million in Q1 2022 to a low of -$81.4 million in Q1 2026.
  • Historically, Investment Income has averaged -$17.7 million across 5 years, with a median of -$11.5 million in 2024.
  • The sharpest annual moves came in 2023 and 2025: Investment Income jumped 70.72% in 2023, then slumped 775.27% in 2025.
  • A 5-year view of Investment Income shows it stood at -$10.4 million in 2022, then dropped by 29.46% to -$13.4 million in 2023, then surged by 49.0% to -$6.8 million in 2024, then slumped by 775.27% to -$59.9 million in 2025, then slumped by 35.97% to -$81.4 million in 2026.
  • The last three Investment Income figures came in at -$81.4 million (Q1 2026), -$59.9 million (Q4 2025), and -$21.7 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Inv. Income (Qtr)
1 BlackRock 160.20 Bn 150.57 Bn - -
2 Blackstone 96.40 Bn 95.35 Bn - -
3 Kkr 85.87 Bn 133.39 Bn - -
4 Apollo Global Management 79.90 Bn 98.63 Bn 5.04 Bn -
5 State Street 46.62 Bn 20.95 Bn - -
6 Ameriprise Financial 42.78 Bn 42.65 Bn 4.57 Bn -
7 Northern Trust 32.35 Bn 32.35 Bn - -
8 Ares Management 30.25 Bn 33.62 Bn - -
9 Raymond James Financial 30.24 Bn 18.99 Bn - -
10 New Mountain Finance - - - -81.38 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 -81.38 Mn
Dec 31, 2025 -59.85 Mn
Sep 30, 2025 -21.70 Mn
Jun 30, 2025 -26.71 Mn
Mar 31, 2025 -11.12 Mn
Dec 31, 2024 -6.84 Mn
Sep 30, 2024 -11.49 Mn
Jun 30, 2024 -3.66 Mn
Mar 31, 2024 -9.47 Mn
Dec 31, 2023 -13.41 Mn
Sep 30, 2023 -11.98 Mn
Jun 30, 2023 -4.85 Mn
Mar 31, 2023 6.42 Mn
Dec 31, 2022 -10.36 Mn
Sep 30, 2022 -25.30 Mn
Jun 30, 2022 -16.56 Mn
Mar 31, 2022 7.14 Mn
Dec 31, 2021 23.23 Mn
Sep 30, 2021 -7.74 Mn