Is New Mountain Finance Corporation (NMFC) a Buy, Sell, or Hold?
NASDAQ : NMFC
New Mountain Finance Corporation — Institutional Ownership
$7.75 USD
$0.1 (1.31%)
- Volume
- 668.57K
- Average Volume
- 662.19K
- Market Capitalization
- $732.01M
- P/E Ratio
- -16.15
- Dividend Yield
- 15.61%
- Price Target
- $7.50
- Year High
- $10.71
- Year Low
- $6.73
- Day High
- —
- Day Low
- —
- Payout Ratio
- -$3.15
- Current Ratio
- $0.92
Institutional Ownership Summary
Institutional Ownership %
10.04%
Investors Holding
60
change: -96.0 | last: 156
Increased Positions
25
change: -33.0 | last: 58
Reduced Positions
14
change: -40.0 | last: 54
New Positions
5
change: -17.0 | last: 22
Sold Positions
99
change: 61.0 | last: 38
Total Calls
-
Total Puts
-
Put-Call Ratio
0.00
change: 0.0 | last: 0
Total Invested
78.21M
Beneficial Ownership Filings
| Filing Date | Reporting Person | Amount Beneficially Owned | % of Class |
|---|---|---|---|
| 2026-03-12 | STEVEN B. KLINSKY NON-GST EXEMPT TRUST | 1.02M | 1.04% |
| 2026-03-12 | STEVEN B. KLINSKY 2024 REVOCABLE TRUST (2024 TRUST 2) | 3.46M | 3.51% |
| 2026-03-12 | STEVEN B. KLINSKY 2024 REVOCABLE TRUST (2024 TRUST 1) | 5.37M | 5.45% |
| 2026-03-12 | STEVEN B. KLINSKY 2024 REVOCABLE TRUST (2024 TRUST 3) | 855K | 0.87% |
| 2026-03-12 | Weinstein Adam B. | 738.86K | 0.75% |
| 2026-03-12 | KLINSKY STEVEN B | 12.33M | 12.52% |
| 2026-03-12 | STEVEN B. KLINSKY 2008 LONG TERM TRUST | 1.47M | 1.49% |
| 2026-03-03 | STEVEN B. KLINSKY 2024 REVOCABLE TRUST (2024 TRUST 3) | 855K | 0.85% |
| 2026-03-03 | STEVEN B. KLINSKY 2024 REVOCABLE TRUST (2024 TRUST 1) | 4.59M | 4.58% |
| 2026-03-03 | STEVEN B. KLINSKY NON-GST EXEMPT TRUST | 1.02M | 1.02% |
| 2026-03-03 | STEVEN B. KLINSKY 2008 LONG TERM TRUST | 1.07M | 1.07% |
| 2026-03-03 | KLINSKY STEVEN B | 11.15M | 11.01% |
| 2026-03-03 | Weinstein Adam B. | 738.86K | 0.74% |
| 2026-03-03 | STEVEN B. KLINSKY 2024 REVOCABLE TRUST (2024 TRUST 2) | 3.46M | 3.45% |
| 2023-02-14 | RGC Management Company, LLC | 7.24M | 6.69% |
| 2023-02-14 | Steven B. Katznelson | 7.24M | 6.69% |
| 2023-02-14 | Radcliffe Capital Management, L.P. | 7.24M | 6.69% |
| 2023-02-14 | Christopher L. Hinkel | 7.24M | 6.69% |
| 2020-06-05 | Steven B. Klinsky | 8.69M | 9.00% |
| 2020-06-05 | Steven B. Klinsky Non-GST Exempt Trust | 1.02M | 1.10% |
| 2020-06-05 | Adam B. Weinstein | 1.69M | 1.70% |
| 2020-06-05 | Steven B. Klinsky Trust | 429.16K | 0.40% |
| 2020-02-14 | SCOTT BRADLEY SCHAEFER | 2.23M | 2.30% |
| 2020-02-14 | RGC Management Company, LLC | 2.7M | 2.72% |
| 2020-02-14 | STEELHEAD PARTNERS, LLC | 2.23M | 2.30% |
| 2020-02-14 | Steven B. Katznelson | 2.7M | 2.72% |
| 2020-02-14 | STEELHEAD PATHFINDER MASTER, L.P. | 2.17M | 2.20% |
| 2020-02-14 | Radcliffe Capital Management, L.P. | 2.7M | 2.72% |
| 2020-02-14 | Christopher L. Hinkel | 2.7M | 2.72% |
| 2020-02-04 | Wells Fargo & Company | 3.84M | 3.97% |
| 2019-06-06 | SCOTT BRADLEY SCHAEFER | 4.4M | 5.20% |
| 2019-06-06 | STEELHEAD PATHFINDER MASTER, L.P. | 4.3M | 5.10% |
| 2019-06-06 | STEELHEAD PARTNERS, LLC | 4.4M | 5.20% |
| 2019-02-14 | Christopher L. Hinkel | 4.98M | 6.14% |
| 2019-02-14 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 132.29K | 6.39% |
| 2019-02-14 | RIVERNORTH/DOUBLELINE STRATEGIC INCOME FUND | 132.29K | 6.39% |
| 2019-02-14 | RGC Management Company, LLC | 4.98M | 6.14% |
| 2019-02-14 | Steven B. Katznelson | 4.98M | 6.14% |
| 2019-02-14 | Radcliffe Capital Management, L.P. | 4.98M | 6.14% |
| 2016-03-04 | (Steven B. Klinsky Non-GST Exempt Trust | 759.96K | 1.20% |
| 2016-03-04 | (Steven B. Klinsky Trust | 133.46K | 0.20% |
| 2016-03-04 | (Adam B. Weinstein | 953.77K | 1.50% |
| 2016-03-04 | (Steven B. Klinsky | 5.49M | 8.60% |
| 2015-02-17 | 2) | 2.37M | 4.09% |
| 2015-02-17 | 2) | 2.37M | 4.09% |
| 2015-02-10 | Wells Fargo & Company | 3.65M | 6.31% |
| 2015-02-10 | Wells Fargo Advisors, LLC | 3.21M | 5.54% |
| 2014-02-18 | New Mountain Finance AIV Holdings Corporation | - | 0.00% |
| 2014-02-18 | Steven B. Klinsky | 2.58M | 5.40% |
| 2014-02-18 | Steven B. Klinsky Trust | 109.74K | 0.20% |
| 2014-02-18 | Steven B. Klinsky Non-GST Exempt Trust | 624.89K | 1.30% |
| 2014-02-18 | Adam J. Collins | 755.98K | 1.60% |
| 2014-02-18 | New Mountain Investments III, L.L.C. | - | 0.00% |
| 2014-02-18 | New Mountain Guardian AIV, L.P. | - | 0.00% |
| 2014-02-18 | New Mountain Guardian GP, L.L.C. | 87291.0 | 0.20% |
| 2013-02-14 | Adams Street Co-Investment Fund II, L.P. | - | 0.00% |
| 2013-02-14 | Adams Street 2007 Direct Fund, L.P. | - | 0.00% |
| 2013-02-14 | Adams Street Partners, LLC | - | 0.00% |
| 2013-02-14 | Adams Street Direct Co-Investment Fund, L.P. | - | 0.00% |
| 2013-02-14 | Adams Street 2009 Direct Fund, L.P. | - | 0.00% |
| 2013-02-14 | Adams Street 2008 Direct Fund, L.P. | - | 0.00% |
| 2011-08-09 | New Mountain Finance AIV Holdings Corporation | 20.22M | 65.40% |
| 2011-08-09 | New Mountain Guardian AIV, L.P. | 20.22M | 65.40% |
| 2011-08-09 | New Mountain Investments III, L.L.C. | 20.22M | 65.40% |
| 2011-08-09 | Adam J. Collins | 79310.0 | 0.70% |
| 2011-08-09 | Steven B. Klinsky | 22.15M | 71.60% |
| 2011-08-09 | Steven B. Klinsky Trust | 68965.0 | 0.60% |
| 2011-08-09 | New Mountain Guardian GP, L.L.C. | 65792.0 | 0.60% |
| 2011-06-17 | Robert Horwitz | 909.82K | 8.50% |
| 2011-06-17 | RH Capital Associates LLC | 909.82K | 8.50% |
| 2011-05-31 | New Mountain Guardian GP, L.L.C. | 1.25M | 11.70% |
| 2011-05-31 | New Mountain Guardian AIV, L.P. | 20.22M | 65.40% |
| 2011-05-31 | Adam J. Collins | 79310.0 | 0.70% |
| 2011-05-31 | Steven B. Klinsky Trust | 68965.0 | 0.60% |
| 2011-05-31 | Steven B. Klinsky | 23.34M | 75.50% |
| 2011-05-31 | New Mountain Guardian GP, L.L.C. | 1.25M | 11.70% |
| 2011-05-31 | New Mountain Guardian Partners, L.P. | 1.25M | 11.70% |
| 2011-05-31 | New Mountain Finance AIV Holdings Corporation | 20.22M | 65.40% |
| 2011-05-31 | New Mountain Guardian AIV, L.P. | 20.22M | 65.40% |
| 2011-05-31 | New Mountain Investments III, L.L.C. | 20.22M | 65.40% |
| 2011-05-31 | Steven B. Klinsky Trust | 68965.0 | 0.60% |
| 2011-05-31 | Adam J. Collins | 79310.0 | 0.70% |
| 2011-05-31 | New Mountain Finance AIV Holdings Corporation | 20.22M | 65.40% |
| 2011-05-31 | New Mountain Guardian Partners, L.P. | 1.25M | 11.70% |
| 2011-05-31 | New Mountain Investments III, L.L.C. | 20.22M | 65.40% |
| 2011-05-31 | Steven B. Klinsky | 23.34M | 75.50% |
NMFC Enterprise Value History
Annual
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2025-12-31 | $9.21 | 106.15M | $977.64M | $80.72M | $1.67B | $2.57B |
| 2024-12-31 | $11.26 | 107.85M | $1.21B | $80.32M | $1.84B | $2.97B |
| 2023-12-31 | $12.72 | 101.12M | $1.29B | $70.09M | $1.79B | $3B |
| 2022-12-31 | $12.37 | 100.2M | $1.24B | $71.19M | $1.98B | $3.15B |
| 2021-12-31 | $13.70 | 96.95M | $1.33B | $58.08M | $1.91B | $3.18B |
| 2020-12-31 | $11.36 | 96.83M | $1.1B | $78.97M | $1.8B | $2.82B |
| 2019-12-31 | $13.74 | 85.21M | $1.17B | $48.57M | $1.94B | $3.06B |
| 2018-12-31 | $12.58 | 76.02M | $956.36M | $49.66M | $1.38B | $2.29B |
| 2017-12-31 | $13.55 | 74.17M | $1.01B | $34.94M | $869.5M | $1.84B |
| 2016-12-31 | $14.10 | 64.92M | $915.35M | $45.93M | $696.74M | $1.57B |
Quarterly
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7.17 | 94.55M | $677.93M | $64.8M | $169.26M | $782.39M |
| 2026-03-31 | $7.76 | 100.48M | $779.7M | $51.13M | $1.33B | $2.06B |
| 2025-12-31 | $9.21 | 106.15M | $977.64M | $80.72M | $1.67B | $2.57B |
| 2025-09-30 | $9.64 | 106.02M | $1.02B | $63.68M | $454.99M | $1.41B |
| 2025-06-30 | $10.55 | 107.75M | $1.14B | $57.39M | $1.77B | $2.85B |
| 2025-03-31 | $11.03 | 107.85M | $1.19B | $85.5M | $1.78B | $2.89B |
| 2024-12-31 | $11.26 | 107.85M | $1.21B | $80.32M | $1.84B | $2.97B |
| 2024-09-30 | $11.98 | 107.85M | $1.29B | $61.94M | $1.99B | $3.22B |
| 2024-06-30 | $12.26 | 106.89M | $1.31B | $119.61M | $1.94B | $3.13B |
| 2024-03-31 | $12.58 | 103.66M | $1.3B | $107.47M | $1.75B | $2.94B |
| 2023-12-31 | $12.72 | 101.04M | $1.29B | $70.09M | $1.79B | $3B |
| 2023-09-30 | $12.95 | 100.95M | $1.31B | $83.26M | $1.89B | $3.11B |