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New Mountain Finance (NMFC) investor relations material
New Mountain Finance Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary5 Aug, 2025
Executive summary
Adjusted net investment income was $0.32 per share in Q2 2025, fully covering the $0.32 dividend; net asset value per share declined to $12.21, reflecting modest losses in select positions.
Portfolio quality remains high, with 95% rated green and senior-oriented assets increasing to 78%; focus remains on defensive sectors like healthcare, IT, and software.
$16 million in shares repurchased year-to-date, with $9.6–$10 million in Q2; $31 million remains authorized.
Employees and senior advisors own about 14% of shares, aligning interests with shareholders.
Portfolio fair value at quarter-end was $3.01 billion across 124 companies.
Financial highlights
Total investment income for Q2 2025 was $83–$83.5 million, down 12% year-over-year; net investment income was $34.5–$34.6 million.
Net asset value at quarter-end was $1.31 billion, or $12.21 per share, down from $12.45 in Q1.
Statutory debt/equity ratio was 1.17x (1.13x net of cash); asset coverage ratio at 186%.
95% of total investment income was recurring; 80% paid in cash, 14% was PIK income.
Non-accruals remain low at 1.2% of portfolio fair value.
Outlook and guidance
Q3 2025 dividend set at $0.32 per share, payable September 30, 2025; dividend protection program extended through 2026.
Management expects improved deal flow, fee income, and refinancing of higher-cost debt in H2 2025.
Adviser will reduce incentive fee as needed to support the $0.32 dividend through 2026.
How will the new SBIC license impact NMFC?
Assess NMFC's portfolio diversification strategy.
Explain the rationale behind share repurchases.
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Next New Mountain Finance earnings date
Q3 20254 Nov, 2025
Next New Mountain Finance earnings date
Q3 20254 Nov, 2025
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Frequently asked questions
New Mountain Finance Corporation is a business development company that provides debt and equity financing solutions to middle-market companies across various industries. The company focuses on first-lien and second-lien loans, subordinated debt, and equity investments to support business growth, acquisitions, and recapitalizations. It primarily serves companies with stable cash flows and strong market positions. The company is headquartered in New York, New York, and its shares are listed on the NASDAQ.
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