New Mountain Finance annual return on equity
2020
2021
2022
2023
2024
2025
New Mountain Finance Return on Equity (ROE) Growth & History (NMFC)
New Mountain Finance's return on equity was 1.30% for fiscal 2025.
View full New Mountain Finance company overviewNew Mountain Finance annual return on equity history
| Fiscal year | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| 2025 | 2025-12-31 | 1.30% | −7.19 pp |
| 2024 | 2024-12-31 | 8.49% | −1.79 pp |
| 2023 | 2023-12-31 | 10.27% | +4.60 pp |
| 2022 | 2022-12-31 | 5.67% | −10.08 pp |
| 2021 | 2021-12-31 | 15.75% | +11.11 pp |
| 2020 | 2020-12-31 | 4.64% | — |
New Mountain Finance quarterly return on equity
Q3.22
Q4.22
Q1.23
Q2.23
Q3.23
Q4.23
Q1.24
Q2.24
Q3.24
Q4.24
Q1.25
Q2.25
Q3.25
Q4.25
Q1.26
Q2.26
| Fiscal quarter | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| Q2 2026 | 2026-06-30 | 1.67% | +1.08 pp |
| Q1 2026 | 2026-03-31 | −4.58% | −6.31 pp |
| Q4 2025 | 2025-12-31 | −2.21% | −4.24 pp |
| Q3 2025 | 2025-09-30 | 0.95% | −0.80 pp |
| Q2 2025 | 2025-06-30 | 0.59% | −1.94 pp |
| Q1 2025 | 2025-03-31 | 1.74% | −0.31 pp |
| Q4 2024 | 2024-12-31 | 2.04% | −0.02 pp |
| Q3 2024 | 2024-09-30 | 1.75% | −0.42 pp |
| Q2 2024 | 2024-06-30 | 2.52% | −0.10 pp |
| Q1 2024 | 2024-03-31 | 2.05% | −1.33 pp |
| Q4 2023 | 2023-12-31 | 2.06% | +0.94 pp |
| Q3 2023 | 2023-09-30 | 2.16% | +1.58 pp |
| Q2 2023 | 2023-06-30 | 2.63% | — |
| Q1 2023 | 2023-03-31 | 3.38% | — |
| Q4 2022 | 2022-12-31 | 1.12% | — |
| Q3 2022 | 2022-09-30 | 0.58% | — |
New Mountain Finance return on equity trends
Over the last five fiscal years, New Mountain Finance's return on equity decreased from 4.64% to 1.30%, a change of −3.34 percentage points. The latest reported quarter, Q2 2026, shows 1.67%.
About the metric
What return on equity (ROE) means
Return on equity (ROE) measures how much net income a company generates relative to shareholders’ equity. It can help evaluate how efficiently equity capital is used, but unusually high or negative values may reflect leverage, losses, or a small equity base.
Calculation and source
How return on equity is calculated
TickerStat calculates ROE as SEC-reported net income divided by average stockholders’ equity at the beginning and end of the fiscal period. Periods with missing or non-positive average equity are omitted. Quarterly ROE uses quarterly net income and is not annualized. Fiscal periods can differ from calendar years, so exact period-end dates are included.
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