New Mountain Finance (NMFCZ) Retained Earnings (2021 - 2026)
New Mountain Finance's quarterly Retained Earnings came in at -$203.8 million in Q1 2026, down 725.22% year-on-year from $32.6 million in Q1 2025, and down 67.46% quarter-over-quarter from -$121.7 million in Q4 2025.
New Mountain Finance has reported Retained Earnings for 6 years, with the latest figure at -$203.8 million in Q1 2026.
- For the quarter ending Q1 2026, Retained Earnings fell 725.22% year-over-year to -$203.8 million; the trailing twelve-month figure through Mar 2026 stood at -$203.8 million (down 725.22% YoY), and the FY2025 full-year result was -$121.7 million, down 795.2% from the prior year.
- Retained Earnings for Q1 2026 stood at -$203.8 million, down from -$121.7 million in the prior quarter.
- The five-year high for Retained Earnings was $19.8 million in Q1 2023, with the low at -$203.8 million in Q1 2026.
- Average Retained Earnings over 5 years is -$34.1 million, with a median of -$23.2 million recorded in 2024.
- Peak annual rise in Retained Earnings reached 6.42% in 2025, while the deepest fall reached 795.2% in 2025.
- Tracing NMFCZ's Retained Earnings over 5 years: stood at $7.5 million in 2022, then tumbled by 264.17% to -$12.3 million in 2023, then declined by 10.11% to -$13.6 million in 2024, then sank by 795.2% to -$121.7 million in 2025, then tumbled by 67.46% to -$203.8 million in 2026.
- The last three Retained Earnings figures came in at -$203.8 million (Q1 2026), -$121.7 million (Q4 2025), and -$73.0 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 39.18 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | -15.77 Mn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 14.08 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 180.00 Mn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 5.16 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 28.43 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 17.07 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | -1.66 Bn |
| 10 | New Mountain Finance | - | - | - | -203.75 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -203.75 Mn |
| Dec 31, 2025 | -121.68 Mn |
| Sep 30, 2025 | -73.05 Mn |
| Jun 30, 2025 | -51.42 Mn |
| Mar 31, 2025 | -24.69 Mn |
| Dec 31, 2024 | -13.59 Mn |
| Sep 30, 2024 | -38.18 Mn |
| Jun 30, 2024 | -25.40 Mn |
| Mar 31, 2024 | -23.20 Mn |
| Dec 31, 2023 | -12.34 Mn |
| Sep 30, 2023 | 11.65 Mn |
| Jun 30, 2023 | 19.29 Mn |
| Mar 31, 2023 | 19.79 Mn |
| Dec 31, 2022 | 7.52 Mn |
| Sep 30, 2022 | 17.24 Mn |
| Dec 31, 2021 | 47.47 Mn |