New Mountain Finance (NMFCZ) Tax Rate (2021 - 2026)
New Mountain Finance (NMFCZ) recorded quarterly Tax Rate of 0.13% in Q1 2026, up 54.59% quarter-over-quarter from 0.08% in Q4 2025, and up 71.0% on a YoY basis from 0.08% in Q1 2025.
New Mountain Finance (NMFCZ) Tax Rate (2021 - 2026) Analysis & Trends
New Mountain Finance's Tax Rate history runs 6 years deep, the most recent figure standing at 0.13% for Q1 2026.
- In Q1 2026, Tax Rate rose 71.0% year-over-year to 0.13%; the TTM figure through Mar 2026 stood at 0.35% (down 349.0% YoY), while the FY2025 annual figure was 0.17%, down 257.0% from the prior year.
- Tax Rate was 0.13% for Q1 2026 at New Mountain Finance, up from 0.08% in the prior quarter.
- In the past five years, Tax Rate ranged from a high of 25.42% in Q4 2024 to a low of 33.86% in Q4 2022.
- Historically, Tax Rate has averaged 0.26% across 5 years, with a median of 0.13% in 2026.
- The sharpest annual moves came in 2022 and 2023: Tax Rate sank 3559 bps in 2022, then soared 3403 bps in 2023.
- A 5-year view of Tax Rate shows it stood at 33.86% in 2022, then jumped by 100 bps to 0.17% in 2023, then surged by 14945 bps to 25.42% in 2024, then slumped by 100 bps to 0.08% in 2025, then soared 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 | 163.18 Bn | 153.56 Bn | - | 18.16 |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 13.55 |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 40.05 |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 598.59 |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | 21.16 |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 20.02 |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 24.99 |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | - |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 19.13 |
| 10 | New Mountain Finance | - | - | - | 0.13 |
Historic Data
Download Data| Date | Value |
|---|---|
| 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% |