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Income Overview

Net Income
$17,257K
EPS
$0.18
Unit: Thousand (K) dollars
Income Statement
2026-06-30
2026-03-31
2025-12-31
2025-09-30
Interest income (excluding payment-in-kind ('pik') interest income)-Investment Unaffiliated Issuer
35,949
39,249
46,652*
49,811
Pik interest income-Investment Unaffiliated Issuer
2,532
2,363
3,163*
2,968
Dividend income-Investment Unaffiliated Issuer
352
1,805
355*
179
Non-cash dividend income-Investment Unaffiliated Issuer
835
1,357
3,914*
4,026
Other income-Investment Unaffiliated Issuer
1,673
1,346
2,050*
1,436
Interest income (excluding payment-in-kind ('pik') interest income)-Investment Affiliated Issuer Noncontrolled
320
315
333*
322
Pik interest income-Investment Affiliated Issuer Noncontrolled
1,256
1,188
1,075*
1,132
Non-cash dividend income-Investment Affiliated Issuer Noncontrolled
661
740
1,700*
304
Other income-Investment Affiliated Issuer Noncontrolled
62
63
63*
63
Interest income (excluding payment-in-kind ('pik') interest income)-Investment Affiliated Issuer Controlled
1,645
3,272
1,221*
1,665
Pik interest income-Investment Affiliated Issuer Controlled
1,627
1,586
4,226*
3,505
Dividend income-Investment Affiliated Issuer Controlled
10,703
11,911
11,990*
11,818
Non-cash dividend income-Investment Affiliated Issuer Controlled
3,386
3,224
2,491*
2,925
Other income-Investment Affiliated Issuer Controlled
474
375
1,828*
375
Total investment income
61,475
68,794
81,057*
80,529
Interest and other financing expenses
22,454
27,524
29,432*
31,720
Management fee
7,414
8,154
9,720*
9,619
Incentive fee
5,766
6,103
7,787*
7,345
Professional fees
1,056
1,028
1,596*
924
Administrative expenses
970
995
1,005*
916
Other general and administrative expenses
616
458
571*
478
Total expenses
38,276
44,262
50,110*
51,002
Less management and incentive fees waived (see note 5)
1,442
6,103
2,437*
4,544
Net expenses
36,834
38,159
47,673*
46,458
Net investment income before income taxes
24,641
30,635
33,384*
34,071
Income tax expense (benefit)
19
4
-34*
29
Net investment income
24,622
30,631
33,418*
34,042
Investments-Investment Unaffiliated Issuer
-32,111
-26,292
-15,837*
8
Investments-Investment Affiliated Issuer Controlled
-12,873
-5,718
38,898*
1
Investments-Investment Noncontrolling Interest
-
-
0*
-
Foreign currency
-
-
0*
0
Investments-Investment Unaffiliated Issuer
14,528
-46,237
16,218*
-8,977
Investments-Investment Affiliated Issuer Noncontrolled
2,653
3,479
-31,045*
-9,736
Investments-Investment Affiliated Issuer Controlled
20,641
1,201
-54,644*
-2,851
Securities purchased under collateralized agreements to resell
0
-7,800
0*
0
Investments-Investment Noncontrolling Interest
-
-
-
0
Foreign currency
-6
-100
-18*
-120
Benefit (provision) for taxes
-59
-87
340*
25
Net realized and unrealized losses
-7,109
-81,380
-46,769*
-21,700
Net increase (decrease) in net assets resulting from operations
17,513
-50,749
-13,352*
12,342
Less net increase in net assets resulting from operations related to non-controlling interest in new mountain net lease corporation
256
179
104*
153
Net increase (decrease) in net assets resulting from operations related to new mountain finance corporation
17,257
-50,928
-13,456
12,189
Basic EPS
0.18
-0.51
-0.129
0.11
Diluted EPS
0.18
-0.51
-0.121
0.11
Basic Average Shares
94,551,023
100,476,895
104,684,081
106,016,542
Diluted Average Shares
94,551,023
100,476,895
111,509,796
125,036,696
Unit: Thousand (K) dollars (except for numbers of shares and EPS). Numbers labeled with * are estimated quarterly values.

Time Plot

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Income Statement

Interest income(excluding...$35,949K (-32.91%↓ Y/Y)Dividendincome-Investment Affiliated...$10,703K (-12.15%↓ Y/Y)Non-cash dividendincome-Investment Affiliated...$3,386K (42.39%↑ Y/Y)Pik interestincome-Investment Unaffiliated...$2,532K (-13.61%↓ Y/Y)Otherincome-Investment Unaffiliated...$1,673K (87.56%↑ Y/Y)Interest income(excluding...$1,645K (-18.64%↓ Y/Y)Pik interestincome-Investment Affiliated...$1,627K (-43.90%↓ Y/Y)Pik interestincome-Investment Affiliated...$1,256K (18.83%↑ Y/Y)Non-cash dividendincome-Investment Unaffiliated...$835K (-78.98%↓ Y/Y)Non-cash dividendincome-Investment Affiliated...$661K (126.37%↑ Y/Y)Otherincome-Investment Affiliated...$474K (26.40%↑ Y/Y)Dividendincome-Investment Unaffiliated...$352K (-30.43%↓ Y/Y)Interest income(excluding...$320K (-4.76%↓ Y/Y)Otherincome-Investment Affiliated...$62K (0.00%↑ Y/Y)Total investmentincome$61,475K (-26.37%↓ Y/Y)Net investmentincome before income...$24,641K (-28.77%↓ Y/Y)Net expenses$36,834K (-24.67%↓ Y/Y)Less management andincentive fees waived (see...$1,442K (-44.24%↓ Y/Y)Net investmentincome$24,622K (-28.81%↓ Y/Y)Income tax expense(benefit)$19K (137.50%↑ Y/Y)Total expenses$38,276K (-25.65%↓ Y/Y)Net increase(decrease) in net assets...$17,513K (122.39%↑ Y/Y)Net realized andunrealized losses-$7,109K (73.38%↑ Y/Y)Investments-Investment AffiliatedIssuer Controlled$20,641K (896.95%↑ Y/Y)Investments-Investment UnaffiliatedIssuer$14,528K (150.08%↑ Y/Y)Investments-Investment AffiliatedIssuer Noncontrolled$2,653K (129.72%↑ Y/Y)Benefit (provision) fortaxes-$59K (-380.95%↓ Y/Y)Interest and otherfinancing expenses$22,454K (-27.89%↓ Y/Y)Management fee$7,414K (-24.03%↓ Y/Y)Incentive fee$5,766K (-27.66%↓ Y/Y)Professional fees$1,056K (-4.00%↓ Y/Y)Administrative expenses$970K (-18.07%↓ Y/Y)Other general andadministrative expenses$616K (86.10%↑ Y/Y)Net increase(decrease) in net assets...$17,257K (121.98%↑ Y/Y)Less net increase innet assets...$256K (153.47%↑ Y/Y)Investments-Investment UnaffiliatedIssuer-$32,111K (-339.81%↓ Y/Y)Investments-Investment AffiliatedIssuer Controlled-$12,873K (-1287200.00%↓ Y/Y)Foreign currency-$6K (-101.33%↓ Y/Y)

New Mountain Finance Corp (NMFC)

New Mountain Finance Corp (NMFC)