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NMNMFC

New Mountain Finance Corporation

Strong FundamentalsStrong FundamentalsRevenue growing 57% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (4 mentions/wk)
$NMFC·$683M·Asset Management·Financial Services
$7.48+3.5%YTD-18.9%1Y-27.6%
Mentions · last 7 days
2026-07-29: 0 posts2026-07-30: 0 posts2026-07-31: 1 posts2026-08-01: 0 posts2026-08-02: 0 posts2026-08-03: 3 posts2026-08-04: 1 posts5
Price updated 5h ago·X counts updated 5h ago
NMNMFC
$NMFCNew Mountain Finance Corporation
$7.48+3.46%5 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $NMFC, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersStalledAI verdict · as of 2026-08-04

The move has stalled — likely just drifts unless something new shows up.

NMFC is a BDC (business-development-company) sitting near its 52-week low with consensus EPS actually declining slightly through 2028 — dividend safety and credit trend are the entire story here.

New Mountain Finance is a business-development-company (BDC) — a levered middle-market direct-lending vehicle whose equity trades primarily on NAV-per-share, dividend coverage, and credit quality rather than growth.

  • Consensus revenue $258M (2026E) → $253M → $244M is modestly declining, and EPS $1.09 → $1.05 → $1.01 shows net investment income (NII) drifting down as base rates normalize and yields compress — this is a structural feature of the BDC space in a rate-cut cycle, not a NMFC-specific issue.
  • Structurally weak: sitting 2% below the 50-day, 14% below the 200-day, at only 13% of the 52-week range on 1.12x volume — the tape is pricing credit-quality concerns and net-investment-income compression, which is where the equity story now lives.
  • Coverage is decent (5 analysts on '26/'27), so the estimates are directional; a mid 80M float provides some liquidity, though BDC equities are typically held for the dividend, not traded aggressively.
  • Bull path is credit-loss commentary staying benign and dividend coverage holding, plus a modest NAV-per-share recovery; bear risks are a step-up in non-accrual loans, dividend cut, or a NAV-per-share write-down from the middle-market direct lending book.

Dividend-yield vehicle where the return depends on credit and rate-cycle direction, not growth — the current setup is defensive/income only, and a dividend cut is the primary risk to the total return.

What to watch: Net investment income and non-accrual loan trends on next quarterly report; NAV-per-share direction; dividend coverage ratio; middle-market direct-lending yield trend; any commentary on private-credit competitive pressure; special-dividend or spillover-income announcements.

On the calendar: Next quarterly earnings release (early November, unconfirmed)

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What it does

Plain-English summary of the business — what they sell and how they make money.

New Mountain Finance Corporation (NMFC), a Nasdaq-listed business development company (BDC), operates as both a private equity and lending vehicle. It specializes in providing capital through direct investments and loans to middle-market companies, with a particular emphasis on those operating in stable, "defensive growth" sectors. The firm actively seeks out opportunities in buyouts and established middle-market businesses. NMFC deploys capital across various levels of a company's capital structure. This includes investing in debt instruments such as first and second lien debt, unsecured notes, and mezzanine securities. Occasionally, the firm's investments may also involve acquiring equity interests. Its investment strategy is focused exclusively on the United States. The fund targets a diverse array of industries, including but not limited to: energy, specialty chemicals and materials, trading companies and distributors, commercial printing, various support and professional services (diversified, education, environmental, facilities, office, business, federal), media, distribution and logistics, interactive home entertainment, telecommunication services, and several aspects of healthcare (services, facilities, technology). It also invests in different forms of power generation (hydroelectric, fossil fuels, nuclear) and security and alarm services. New Mountain Finance Corporation typically commits between $10 million and $50 million per transaction. Its investment sourcing involves both directly originating new deals and purchasing existing assets through open-market secondary transactions. The firm looks for companies with EBITDA ranging from $10 million to $200 million and aims for an investment hold size of up to $125 million. A key objective for the fund is to secure a majority ownership stake in its portfolio companies.

Industry overviewAI analysisGenerated by AI from underlying data

Where Asset Management sits in its cycle right now — and what that implies for $NMFC.

Asset Management · Financial Services

No material change from last week — AI infrastructure (data centers, power, logistics) and Bitcoin treasury strategies, both of which require patient institutional capital that private market..

Top industry ETF

$IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF
+5.0%YTD
+8.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-48.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
2.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
99.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
46.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
0.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 3, 2026$0.26$0.26-0.8%
Q1 2026May 4, 2026$0.32$0.320.0%
Q4 2025Feb 24, 2026$0.32$0.320.0%
Q3 2025Nov 3, 2025$0.32$0.320.0%
Next earningsMon, Nov 2·consensus EPS $0.26

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$61.5M+57.3%-45.0%37.8%$0.51$24.4M
Q1 FY26$36.8M-34.4%75.1%-63.1%$-0.51$401.4M
Q4 FY25$69.3M-25.4%81.0%4.4%$-0.26$161.6M
Q3 FY25$80.5M+25.2%83.4%54.9%$0.11$73.1M

Forward consensus

3-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$257.9M$254.2M – $259.9M$1.09$1.07 – $1.114
FY27$252.6M$242.0M – $262.6M$1.05$0.99 – $1.124
FY28$244.4M$239.5M – $250.9M$1.01$0.98 – $1.051

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.19%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+1.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-10.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 79.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.615-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 15John P MalfettoneDirector77.5K sh$612KBuyMar 17Adam B. WeinsteinEVP, CAO and Director12.9K sh$98KBuyMar 11Steven B KlinskyDirector276.2K sh$2.2MBuyMar 10Steven B KlinskyDirector223.8K sh$1.8MBuyMar 5Steven B KlinskyDirector237.9K sh$1.9MBuyMar 4Steven B KlinskyDirector186.9K sh$1.5MBuyMar 3Steven B KlinskyDirector250.5K sh$2.0MBuyMar 3David OgensDirector12.5K sh$98KBuyMar 2Adam B. WeinsteinEVP, CAO and Director3.3K sh$26KBuyMar 2Steven B KlinskyDirector186.7K sh$1.5M
1–10 of 13

See when $NMFC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDAug 38-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

New Mountain Finance Corporation (BDC) filed Q2 2026 earnings results for the quarter ended June 30, 2026 via press release (Exhibit 99.1). Alongside earnings, NMFC declared a Q3 2026 distribution of $0.25 per share, payable September 30, 2026 to holders of record on September 16, 2026. An earnings supplemental presentation was also posted to the company website. Routine quarterly earnings and distribution declaration for this business development company.

8-KMaterial debt obligationJun 188-K — Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

New Mountain Finance Corporation (BDC) entered into the Seventh Supplement to its Amended and Restated Note Purchase Agreement on June 18, 2026, creating a $150 million private placement debt obligation comprising three tranches: $40M of 7.28% senior fixed-rate notes due 2028 (Tranche A), $35M of 7.76% senior fixed-rate notes due 2031 (Tranche B), and $75M of floating-rate senior notes due 2031 (Tranche C). Notes are sold to institutional buyers under Section 4(a)(2) exemption and are not registered securities. This new $150M debt obligation adds leverage to fund NMFC's loan portfolio, material for tracking the BDC's capital structure.

8-KShareholder voteMay 158-K — Item 5.07: Shareholder vote
8-KOfficer or director changeMay 48-K — Item 2.02: Earnings release · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
8-KOfficer or director changeMar 248-K — Item 5.02: Officer or director change
8-KMaterial agreementMar 138-K — Item 1.01: Material agreement · Item 2.01: Acquisition completed · Item 2.03: Material debt obligation
SC 13D/AActivist amendmentMar 12SC 13D/A
SC 13D/AActivist amendmentMar 3SC 13D/A
+ 8 other (2 10-Qs · 2 proxys · 1 routine 8-K · 1 40-17G) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

New Mountain Finance Q2 Earnings Call Highlightsmarketbeat.com·15h agoNew Mountain Finance (NMFC) Q2 2026 Earnings Call Transcriptseekingalpha.com·15h agoNew Mountain Finance (NMFC) Q2 Earnings Match Estimateszacks.com·1d agoNew Mountain Finance Corporation Announces Financial Results for the Quarter Ended June 30, 2026businesswire.com·2d agoXLCS Partners advises Concurrent Utility Services on sale to UniTek Global Servicesprnewswire.com·13d ago

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Voices on X · last 7 days

No standout posts about $NMFC on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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