What is the 13F Pro Quality Score for NMFC?

13F Pro ranks New Mountain Finance Corp (NMFC) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View NMFC's current score at https://13fpro.ai/research/NMFC (free sign-up required for the full ranking).

Which hedge funds own the most NMFC stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of NMFC include Invesco Ltd., UBS Group AG, DIMENSION CAPITAL MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/NMFC as soon as new 13F filings post.

Where does 13F Pro source NMFC data?

All New Mountain Finance Corp fundamentals and ownership data come directly from SEC EDGAR. New Mountain Finance Corp files with the SEC under CIK 1496099. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is NMFC in?

New Mountain Finance Corp (NMFC) is classified in the Other sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/other.

How often is NMFC research updated on 13F Pro?

NMFC's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

New Mountain Finance Corp(NMFC)Stock Analysis

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13F Pro Quality Score

Not in ranked universe

Pending next ranking run

This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.

Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.

NMFC Stock Analysis & AI Quality Score

AI stock analysis and institutional research for New Mountain Finance Corp (NMFC). NMFC is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. Based on the latest XBRL financial filings (Q1 2026), New Mountain Finance Corp reports net income of $-50.9M, free cash flow of $401.4M. Top institutional holders of NMFC by reported 13-F value include Invesco Ltd., UBS Group AG, DIMENSION CAPITAL MANAGEMENT, based on the most recent SEC filings. NMFC trades on the Nasdaq exchange and files with the SEC under CIK 1496099. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate NMFC daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for New Mountain Finance Corp directly from SEC EDGAR.

Net Income

Q1 2026

$-50.9M

Free Cash Flow

Q1 2026

$401.4M

D/E Ratio

Q1 2026

1.27

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Net Income

-16.2% YoY

$113.4MFY 2024

FY20 $58.5MFY21 $201.4MFY23 $135.3MFY24 $113.4M

EPS (Diluted)

-16.9% YoY

$1.03FY 2024

FY20 $0.60FY21 $1.91FY23 $1.24FY24 $1.03

Total Assets

+2.8% YoY

$3.25BFY 2024

FY20 —FY21 $3.30BFY23 $3.16BFY24 $3.25B

Total Debt

+2.9% YoY

$1.84BFY 2024

FY20 —FY21 $1.91BFY23 $1.79BFY24 $1.84B

Op. Cash Flow

-87.4% YoY

$42.0MFY 2024

FY20 $301.1MFY21 $-22.1MFY23 $332.7MFY24 $42.0M

Metric	FY 2024	FY 2023	FY 2021	FY 2020	FY 2019
Net Income	$113.4M -16.2%	$135.3M -32.8%	$201.4M +244.4%	$58.5M	—
EPS (Diluted)	$1.03 -16.9%	$1.24 -35.1%	$1.91 +218.3%	$0.60	—
Total Assets	$3.25B +2.8%	$3.16B -4.1%	$3.30B	—	—
Total Debt	$1.84B +2.9%	$1.79B -6.4%	$1.91B	—	—
Operating Cash Flow	$42.0M -87.4%	$332.7M +1608.5%	$-22.1M -107.3%	$301.1M	—

AI Insight: NMFC Financial Trends

NMFC reported a $51M net loss in Q1 2026, marking two consecutive quarters of losses after previously profitable operations.

• Net income deteriorated from $34M in Q2 2024 to -$51M in Q1 2026, with losses accelerating from -$27M to -$51M.

• Total debt declined significantly from $1,993M in Q3 2024 to $1,327M in Q1 2026, a $666M reduction.

• Operating cash flow improved substantially from $40M in Q2 2025 to $401M in Q1 2026.

• Equity contracted from $1,374M in Q2 2024 to $1,044M in Q1 2026, a $330M decline.

⚠ Company entered negative earnings territory in Q4 2025 with deepening losses in Q1 2026 despite strong cash flow.

⚠ Debt-to-equity ratio improved from 1.45x to 1.27x as debt reduction outpaced equity decline.

AI Insight: NMFC Ratio Trends

NMFC's ROE collapsed to -19.5% in Q1 2026, marking a dramatic deterioration from consistent profitability through mid-2025.

• ROE plunged from 10.0% in Q2 2024 to -19.5% in Q1 2026, with negative returns emerging in Q4 2025.

• ROA followed similar decline, dropping from 4.0% in Q2 2024 to -8.4% in Q1 2026.

• Debt-to-equity ratio improved from 1.46 in Q3 2024 to 1.27 in Q1 2026, showing deleveraging.

⚠ Sharp acceleration in losses from -9.1% ROE in Q4 2025 to -19.5% in Q1 2026.

⚠ TTM ROE of -5.5% versus Q1 2026's -19.5% suggests potential seasonality or one-off impacts.

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Available Research

13F Pro tracks comprehensive data for New Mountain Finance Corp including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of NMFC

Invesco Ltd.
$16.6M2,139,677 sh
UBS Group AG
$16.2M2,091,276 sh
DIMENSION CAPITAL MANAGEMENT LLC
$9.0M1,156,541 sh
Russell Investments Group, Ltd.
$7.3M938,679 sh
Cerity Partners LLC
$6.8M872,844 sh
Corient Private Wealth LLC
$6.8M871,296 sh
National Philanthropic Trust
$6.6M852,921 sh
Muzinich & Co., Inc.
$6.6M848,918 sh
TWO SIGMA INVESTMENTS, LP
$6.5M836,457 sh
Legal & General Group Plc
$6.1M785,496 sh

Fund	Value	Shares
Invesco Ltd.	$16.6M	2,139,677
UBS Group AG	$16.2M	2,091,276
DIMENSION CAPITAL MANAGEMENT LLC	$9.0M	1,156,541
Russell Investments Group, Ltd.	$7.3M	938,679
Cerity Partners LLC	$6.8M	872,844
Corient Private Wealth LLC	$6.8M	871,296
National Philanthropic Trust	$6.6M	852,921
Muzinich & Co., Inc.	$6.6M	848,918
TWO SIGMA INVESTMENTS, LP	$6.5M	836,457
Legal & General Group Plc	$6.1M	785,496

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Is NMFC a good stock to buy?

13F Pro's AI-powered analysis of New Mountain Finance Corp (NMFC) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for NMFC are available on the NMFC stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own NMFC?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling NMFC. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of New Mountain Finance Corp's investment landscape.