New Mountain Finance (NMFC)

• Market cap: $1.03B
• 1 day: -0.92%
• 5 days: -7.71%
• 1 month: -6.74%
• 3 months: -5.46%
• 6 months: -11.43%
• Year to date: -14.55%
• 1 year: -19.45%
• 5 years: -2.02%
• 10 years: -32.85%
• Sector: Financials
• Industry: Asset Management

About: New Mountain Finance Corp is a closed-end, non-diversified management investment company. It invests in equity interests such as preferred stock, common stock, warrants, or options received in connection with debt investments or may include direct investment in the equity of private companies. The company's investment objective is to generate current income and capital appreciation through sourcing and origination of debt securities at all levels of the capital structure, including first and second-lien debt, notes, bonds and mezzanine securities.

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

34% more call options, than puts

Call options by funds: $267K | Put options by funds: $200K

3% more capital invested

Capital invested by funds: $353M [Q1] → $363M (+$9.37M) [Q2]

1% less funds holding

Funds holding: 162 [Q1] → 161 (-1) [Q2]

2% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 52

4% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 28

1.67% less ownership

Funds ownership: 29.69% [Q1] → 28.02% (-1.67%) [Q2]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $10
• Avg. target: $10
• High target: $10

1 analyst rating

• positive: 0 0%
• neutral: 0 0%
• negative: 1 100%

B of A Securities Derek Hewett

$10

Underperform Downgraded

15 Sep 2025