New Mountain Finance

NMFC

Market cap $683M

New Mountain Finance (NMFC) saw rising non-accruals and deteriorating asset quality in Q1. NMFC trades at a 35% discount to NAV, reflecting market concerns over credit quality trends and portfolio pivot towards lower-yielding first liens. In Q1'26, the BDC sold ~$470M in non-strategic loans, thereby helping the company shift towards lower risk first lien investments.

JACKSON, Miss.--(BUSINESS WIRE)--July 7, 2026--UniTek Global Services, Inc. (“UniTek” or the “Company”), a leading provider of turnkey infrastructure solutions to the communications and data center markets, today announced the acquisition of Concurrent Utility Services LLC (“Concurrent”), a specialty infrastructure services company focused on power grid modernization and connectivity. The transaction marks a significant milestone for UniTek's Power Services Division, which launched in July 2025.

NEW YORK--(BUSINESS WIRE)--New Mountain Finance Corporation (NASDAQ: NMFC) (“New Mountain” or the “Company”) announced today that it will release its financial results for the quarter ended June 30, 2026, on Monday, August 3, 2026, after markets close. The Company will host an earnings conference call and webcast at 10:30 am Eastern Time on Tuesday, August 4, 2026. During the live conference call, the Company's officers will review the second quarter performance, discuss recent events and condu.

New Mountain Finance maintains a sell rating as NAV and total investment income continue to decline despite a deep discount to NAV. NMFC's dividend yield is now 12.8% after a payout reduction, with distributions currently covered by net investment income. Portfolio challenges include a high allocation to software, elevated non-accrual rates, and persistent net realized and unrealized losses.

There is a principle I have followed for 30 years in this business. When the smartest credit team on the planet starts aggressively buying a beaten-down asset class they understand better than anyone alive, you do not sit on your hands and debate whether the timing is perfect.

New Mountain Finance (NMFC) Q1 2026 Earnings Call Transcript

New Mountain Finance (NMFC) came out with quarterly earnings of $0.32 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.32 per share a year ago.

NEW YORK--(BUSINESS WIRE)--New Mountain Finance Corporation (NASDAQ: NMFC) (“New Mountain,” “New Mountain Finance” or the “Company”) today announced its financial results for the quarter ended March 31, 2026. First Quarter and Recent Highlights2 Adjusted net investment income1 of $32.2 million, or $0.32 per weighted average share Net asset value of $10.92 per share compared to $11.52 per share as of December 31, 2025; factoring in the Secondary Sale11, NAV per share as of December 31, 2025 woul.

NEW YORK--(BUSINESS WIRE)--New Mountain Finance Corporation (NASDAQ: NMFC) (“New Mountain” or the “Company”) announced today that it will release its financial results for the quarter ended March 31, 2026, on Monday, May 4, 2026, after markets close. The Company will host an earnings conference call and webcast at 10:00 am Eastern Time on Tuesday, May 5, 2026. During the live conference call, the Company's officers will review the first quarter performance, discuss recent events and conduct a q.

New Mountain Finance trades at a 33% discount, offering an appealing entry for income-focused investors. NMFC boasts investment-grade credit ratings (BBB-, Baa3), a diversified portfolio, and only 1.4% non-accrual loans, supporting portfolio quality. Common stock's discount-adjusted expected ROE is 10%, outperforming NMFC's OTC and baby bonds on a risk-adjusted basis.