NMFC
New Mountain Finance Corp
$7.95
+0.76%
$750.9M
No data for this timeframe.
Vol
Market Cap$750.9M
Cap SizeSmall Cap
Inst. Holders49 funds
Inst. Value$89.0M
Inst. Activity5 buys / 6 sells
Insider Activity12B / 0S
Insider Net $$4.6M
SEC Reports2
Recent Activity
May 7, 2026
short_interest
FTD: NMFC — 62,661 shares ($0.5M) failed to deliver
Settlement: 20260507, Price: $8.53, FTD Value: $534,498.33, NEW MTN FIN CORP COM (DE)
Mar 17, 2026
Insider
Weinstein Adam B. bought 12,900 shares
EVP, CAO and Director @ $7.61 ($98.2K)
Mar 11, 2026
Insider
KLINSKY STEVEN B bought 92,080 shares
Director @ $8.05 ($741.2K)
Mar 10, 2026
Insider
KLINSKY STEVEN B bought 74,586 shares
Director @ $8.05 ($600.4K)
Mar 5, 2026
SEC
New Mountain Finance Corp insiders, including CEO Steven Klinsky, purchased over $1.26 million in stock over the past we
CLUSTER — Impact 7/10
Feb 24, 2026
SEC
New Mountain Finance Corp reported Q4 2025 net investment income of $0.32 per share, matching the prior year, but announ
8-K, 8-K — Impact 6/10
Inst.
Invesco Ltd. — ADD
2,139,677 shares ($16.6M)
Inst.
Russell Investments Group, Ltd. — DOUBLED
938,679 shares ($7.3M)
Price Targets
Historical data — last covering-analyst action Mar 2026. No current recommendation available.
$8.54 (Mar 2026)
Current $7.95
Low $7.50
Median $8.38
High $10.00
6 analysts
$7.50
$10.00
Analyst Ratings
0Strong Buy
0Buy
8Hold
2Sell
2Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Mar 4, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform → Market Perform |
| Mar 3, 2026 | B. Riley Securities | MAINTAIN | Neutral → Neutral |
| Feb 26, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.26 ▲ +2.6% | $0.25 — $0.27 | -18% YoY | 6 |
| Next Q | $0.26 ▼ -1.9% | $0.25 — $0.28 | -18% YoY | 6 |
| Current FY | $1.10 ▼ -1.3% | $1.06 — $1.12 | -3% YoY | 7 |
| Next FY | $1.05 ▼ -1.6% | $1.01 — $1.15 | -4% YoY | 7 |
Latest Reports
BULLISH
CLUSTER
7/10
New Mountain Finance Corp insiders, including CEO Steven Klinsky, purchased over $1.26 million in stock over the past we
Mar 5, 2026
BEARISH
8-K, 8-K
6/10
New Mountain Finance Corp reported Q4 2025 net investment income of $0.32 per share, matching the prior year, but announ
Feb 24, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| Invesco Ltd. | $16.6M | ADD |
| Russell Investments Group, Ltd. | $7.3M | DOUBLED |
| Cerity Partners LLC | $6.8M | TRIM |
| National Philanthropic Trust | $6.6M | — |
| TWO SIGMA INVESTMENTS, LP | $6.5M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Mar 17, 2026 | Weinstein Adam | BUY | $98.2K |
| Mar 11, 2026 | KLINSKY STEVEN | BUY | $741.2K |
| Mar 10, 2026 | KLINSKY STEVEN | BUY | $600.4K |
| Mar 5, 2026 | KLINSKY STEVEN | BUY | $642.3K |
| Mar 4, 2026 | KLINSKY STEVEN | BUY | $508.8K |
49 institutional holders with $89.0M total value (11,466,484 shares) as of 2026-Q1. Top holders: Invesco, Russell, Cerity. Net selling activity: 6 institutions trimmed/exited vs 5 added.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 2,139,677 | $16.6M | 18.7% | ADD +79.8% |
| 2 | Russell Investments Group, Ltd. | 938,679 | $7.3M | 8.2% | DOUBLED +167.9% |
| 3 | Cerity Partners LLC | 872,844 | $6.8M | 7.6% | TRIM -49.7% |
| 4 | National Philanthropic Trust | 852,921 | $6.6M | 7.4% | — |
| 5 | TWO SIGMA INVESTMENTS, LP | 836,457 | $6.5M | 7.3% | ADD +31.8% |
| 6 | Legal & General Group Plc | 785,496 | $6.1M | 6.8% | — |
| 7 | MORGAN STANLEY | 729,938 | $5.7M | 6.4% | TRIM -35.2% |
| 8 | Sumitomo Mitsui Trust Group, Inc. | 688,578 | $5.3M | 6.0% | ADD +26.9% |
| 9 | HighTower Advisors, LLC | 423,732 | $3.3M | 3.7% | — |
| 10 | BlackRock, Inc. | 352,242 | $2.7M | 3.1% | TRIM -48.7% |
| 11 | D. E. Shaw & Co., Inc. | 347,520 | $2.7M | 3.0% | DOUBLED +216.6% |
| 12 | Universal- Beteiligungs- und Servicegesellschaft mbH | 344,000 | $2.7M | 3.0% | ADD +64.2% |
| 13 | WELLS FARGO & COMPANY/MN | 314,507 | $2.4M | 2.7% | ADD +81.1% |
| 14 | AMERIPRISE FINANCIAL INC | 291,491 | $2.3M | 2.5% | — |
| 15 | BANK OF AMERICA CORP /DE/ | 194,097 | $1.5M | 1.7% | TRIM -64.0% |
| 16 | BALYASNY ASSET MANAGEMENT L.P. | 136,058 | $1.1M | 1.2% | — |
| 17 | STATE STREET CORP | 127,191 | $987.0K | 1.1% | DOUBLED +257.8% |
| 18 | Trexquant Investment LP | 114,972 | $892.2K | 1.0% | TRIM -44.3% |
| 19 | Neuberger Berman Group LLC | 109,540 | $850.0K | 1.0% | — |
| 20 | HB Wealth Management, LLC | 98,997 | $768.2K | 0.9% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Invesco Ltd. | ADD | 1,190,357 | 2,139,677 | +79.8% | $16.6M | 2026-Q1 |
| Russell Investments Group, Ltd. | DOUBLED | 350,366 | 938,679 | +167.9% | $7.3M | 2026-Q1 |
| MORGAN STANLEY | TRIM | 1,126,025 | 729,938 | -35.2% | $5.7M | 2026-Q1 |
| BlackRock, Inc. | TRIM | 687,141 | 352,242 | -48.7% | $2.7M | 2026-Q1 |
| Trexquant Investment LP | TRIM | 206,344 | 114,972 | -44.3% | $892.2K | 2026-Q1 |
| ExodusPoint Capital Management, LP | DOUBLED | 16,915 | 71,461 | +322.5% | $554.5K | 2026-Q1 |
| &PARTNERS | TRIM | 85,498 | 27,231 | -68.2% | $211.3K | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | ADD | 17,819 | 23,209 | +30.2% | $180.1K | 2026-Q1 |
| Rockefeller Capital Management L.P. | TRIM | 15,312 | 10,503 | -31.4% | $81.5K | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | DOUBLED | 300 | 2,300 | +666.7% | $17.8K | 2026-Q1 |
| CWM, LLC | TRIM | 815 | 225 | -72.4% | $1.7K | 2026-Q1 |
| MORGAN STANLEY | ADD | 827,133 | 1,126,025 | +36.1% | $10.4M | 2025-Q4 |
| Cerity Partners LLC | TRIM | 2,072,024 | 1,042,196 | -49.7% | $9.6M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 445,095 | 586,617 | +31.8% | $5.4M | 2025-Q4 |
| Russell Investments Group, Ltd. | DOUBLED | 52,644 | 350,366 | +565.5% | $3.2M | 2025-Q4 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | ADD | 209,500 | 344,000 | +64.2% | $3.2M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 616,746 | 222,126 | -64.0% | $2.0M | 2025-Q4 |
| Trexquant Investment LP | DOUBLED | 87,700 | 206,344 | +135.3% | $1.9M | 2025-Q4 |
| D. E. Shaw & Co., Inc. | DOUBLED | 37,451 | 118,585 | +216.6% | $1.1M | 2025-Q4 |
| &PARTNERS | DOUBLED | 32,798 | 85,498 | +160.7% | $787.4K | 2025-Q4 |
| CAPTRUST FINANCIAL ADVISORS | TRIM | 40,822 | 17,819 | -56.3% | $164.1K | 2025-Q4 |
| Rockefeller Capital Management L.P. | DOUBLED | 4,809 | 15,312 | +218.4% | $141.0K | 2025-Q4 |
| NATIXIS | NEAR_EXIT | 42,216 | 532 | -98.7% | $4.9K | 2025-Q4 |
| CWM, LLC | TRIM | 1,775 | 815 | -54.1% | $8.00 | 2025-Q4 |
| Cerity Partners LLC | TRIM | 2,769,051 | 2,072,024 | -25.2% | $20.0M | 2025-Q3 |
4 unique insiders with 12 transactions. Net insider value: $4.6M ($4.6M bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Mar 17, 2026 | Weinstein Adam B. | EVP, CAO and Director | BUY | 12,900 | $7.61 | $98.2K |
| Mar 11, 2026 | KLINSKY STEVEN B | Director | BUY | 92,080 | $8.05 | $741.2K |
| Mar 10, 2026 | KLINSKY STEVEN B | Director | BUY | 74,586 | $8.05 | $600.4K |
| Mar 5, 2026 | KLINSKY STEVEN B | Director | BUY | 79,291 | $8.10 | $642.3K |
| Mar 4, 2026 | KLINSKY STEVEN B | Director | BUY | 62,301 | $8.17 | $508.8K |
| Mar 3, 2026 | Ogens David | Director | BUY | 10,100 | $7.87 | $79.5K |
| Mar 3, 2026 | KLINSKY STEVEN B | Director | BUY | 83,498 | $7.94 | $663.2K |
| Mar 2, 2026 | KLINSKY STEVEN B | Director | BUY | 62,242 | $7.79 | $484.6K |
| Mar 2, 2026 | Weinstein Adam B. | EVP, CAO and Director | BUY | 3,307 | $7.73 | $25.6K |
| Feb 27, 2026 | Boswerger Laura C. Holson | COO | BUY | 12,500 | $7.74 | $96.8K |
| Feb 27, 2026 | KLINSKY STEVEN B | Director | BUY | 46,001 | $7.69 | $353.9K |
| Feb 27, 2026 | Weinstein Adam B. | EVP, CAO and Director | BUY | 38,400 | $7.76 | $298.1K |
2 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 0 mixed, 0 neutral. Avg impact: 6.5/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Mar 2026): 0% buy across 12 analysts — 0 strong buy, 0 buy, 8 hold, 2 sell, 2 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Mar 2026. No current recommendation available.
$8.54 mean target (Mar 2026)
$7.50 Low
$10.00 High
| Metric | Value |
|---|---|
| Current Price | $7.95 |
| Target Low | $7.50 |
| Target Mean | $8.54 |
| Target Median | $8.38 |
| Target High | $10.00 |
| # Analysts | 6 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.26 | $0.25 | $0.27 | -18.2% | +2.6% | 1↑ 0↓ | $0.1B | -24.7% | 6 |
| Next Q 2026-09-30 |
$0.26 | $0.25 | $0.28 | -18.2% | -1.9% | 0↑ 2↓ | $0.1B | -21.5% | 6 |
| Current FY 2026-12-31 |
$1.10 | $1.06 | $1.12 | -2.6% | -1.3% | 2↑ 4↓ | $0.3B | -21.1% | 7 |
| Next FY 2027-12-31 |
$1.05 | $1.01 | $1.15 | -4.0% | -1.6% | 2↑ 2↓ | $0.3B | -2.2% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.262 | |
| 7d ago | $0.262 | |
| 30d ago | $0.255 | +0.007 |
| 60d ago | $0.256 | +0.006 |
| 90d ago | $0.317 | -0.055 |
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Mar 4, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | Market Perform |
| Mar 3, 2026 | B. Riley Securities | MAINTAIN | Neutral | Neutral |
| Feb 26, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 0 | 0 | 8 | 2 | 2 | 0% | |
| May 1, 2026 | 0 | 0 | 8 | 2 | 2 | 0% | |
| Apr 1, 2026 | 0 | 0 | 8 | 2 | 2 | 0% | |
| Mar 1, 2026 | 0 | 0 | 8 | 2 | 2 | 0% | |
| Feb 1, 2026 | 0 | 0 | 8 | 2 | 2 | 0% | |
| Jan 1, 2026 | 0 | 0 | 8 | 2 | 2 | 0% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 7, 2026
short_interest
FTD: NMFC — 62,661 shares ($0.5M) failed to deliver
Settlement: 20260507, Price: $8.53, FTD Value: $534,498.33, NEW MTN FIN CORP COM (DE)
May 6, 2026
short_interest
FTD: NMFC — 75,908 shares ($0.6M) failed to deliver
Settlement: 20260506, Price: $8.41, FTD Value: $638,386.28, NEW MTN FIN CORP COM (DE)
May 4, 2026
earnings_calendar
NMFC Q1 2026 Earnings Scheduled — 2026-05-04
Apr 7, 2026
short_interest
FTD: NMFC — 96,347 shares ($0.8M) failed to deliver
Settlement: 20260407, Price: $8.08, FTD Value: $778,483.76, NEW MTN FIN CORP COM (DE)
Apr 1, 2026
short_volume
Short Volume: NMFC — 80.6% short (0.4M / 0.5M)
Short: 423,429 | Exempt: 3,164 | TRF Vol: 525,441 | Short Ratio: 80.6% | Off-exchange volume (dark pool + OTC)
Mar 30, 2026
short_volume
Short Volume: NMFC — 55.6% short (0.3M / 0.5M)
Short: 279,600 | Exempt: 0 | TRF Vol: 502,974 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
Mar 20, 2026
short_interest
FTD: NMFC — 76,572 shares ($0.6M) failed to deliver
Settlement: 20260320, Price: $7.89, FTD Value: $604,153.08, NEW MTN FIN CORP COM (DE)
Mar 17, 2026
short_interest
FTD: NMFC — 382,112 shares ($3.0M) failed to deliver
Settlement: 20260317, Price: $7.78, FTD Value: $2,972,831.36, NEW MTN FIN CORP COM (DE)
Mar 16, 2026
short_interest
FTD: NMFC — 162,197 shares ($1.3M) failed to deliver
Settlement: 20260316, Price: $7.90, FTD Value: $1,281,356.3, NEW MTN FIN CORP COM (DE)
Mar 13, 2026
short_interest
FTD: NMFC — 171,695 shares ($1.4M) failed to deliver
Settlement: 20260313, Price: $7.92, FTD Value: $1,359,824.4, NEW MTN FIN CORP COM (DE)
Mar 12, 2026
short_interest
FTD: NMFC — 100,050 shares ($0.8M) failed to deliver
Settlement: 20260312, Price: $8.03, FTD Value: $803,401.5, NEW MTN FIN CORP COM (DE)
Feb 24, 2026
earnings_calendar
NMFC Q4 2025 Earnings After Market Close — 2026-02-24