Growth Metrics

New Mountain Finance (NMFCZ) Tax Rate (2021 - 2026)

New Mountain Finance's quarterly Tax Rate came in at 0.13% in Q1 2026, up 71.0% year-on-year from 0.08% in Q1 2025, and up 54.59% quarter-over-quarter from 0.08% in Q4 2025.

New Mountain Finance has reported Tax Rate for 6 years, with the latest figure at 0.13% in Q1 2026.

  • For the quarter ending Q1 2026, Tax Rate rose 71.0% year-over-year to 0.13%; the trailing twelve-month figure through Mar 2026 stood at 0.35% (down 349.0% YoY), and the FY2025 full-year result was 0.17%, down 257.0% from the prior year.
  • Tax Rate for Q1 2026 stood at 0.13%, up from 0.08% in the prior quarter.
  • The five-year high for Tax Rate was 25.42% in Q4 2024, with the low at 33.86% in Q4 2022.
  • Average Tax Rate over 5 years is 0.26%, with a median of 0.13% recorded in 2026.
  • Year-over-year, Tax Rate sank 3559 bps in 2022 and surged 3403 bps in 2023.
  • Tracing NMFCZ's Tax Rate over 5 years: stood at 33.86% in 2022, then surged by 100 bps to 0.17% in 2023, then soared by 14945 bps to 25.42% in 2024, then sank by 100 bps to 0.08% in 2025, then jumped by 55 bps to 0.13% in 2026.
  • The last three Tax Rate figures came in at 0.13% (Q1 2026), 0.08% (Q4 2025), and 1.23% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 18.16
2 Blackstone 92.68 Bn 91.63 Bn - 13.55
3 Kkr 84.94 Bn 132.45 Bn - 40.05
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 15.80
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 598.59
6 State Street 44.42 Bn 18.75 Bn - 21.16
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 20.02
8 Northern Trust 31.21 Bn 31.21 Bn - 24.99
9 Ares Management 28.85 Bn 32.22 Bn - 19.13
10 New Mountain Finance - - - 0.13

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 0.13
Mar 31, 2026 0.13
Dec 31, 2025 0.08
Dec 31, 2025 0.08
Sep 30, 2025 1.23
Sep 30, 2025 1.23
Jun 30, 2025 0.23
Jun 30, 2025 0.23
Mar 31, 2025 -0.58
Mar 31, 2025 -0.58
Dec 31, 2024 25.42
Dec 31, 2024 25.42
Sep 30, 2024 -5.48
Sep 30, 2024 -5.48
Jun 30, 2024 4.21
Jun 30, 2024 4.21
Mar 31, 2024 0.02
Mar 31, 2024 0.02
Dec 31, 2023 0.17
Dec 31, 2023 0.17
Sep 30, 2023 -7.27
Sep 30, 2023 -7.27
Jun 30, 2023 10.17
Jun 30, 2023 10.17
Mar 31, 2023 1.25
Mar 31, 2023 1.25
Dec 31, 2022 -33.86
Dec 31, 2022 -33.86
Sep 30, 2022 -0.16
Sep 30, 2022 -0.16
Jun 30, 2022 -0.79
Jun 30, 2022 -0.79
Mar 31, 2022 0.84
Mar 31, 2022 0.84
Dec 31, 2021 1.73
Dec 31, 2021 1.73
Sep 30, 2021 -0.06
Sep 30, 2021 -0.06