Every 8-K that New Mountain Finance Corporation 8.250% Notes due 2028 (NMFCZ) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow NMFCZ and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full NMFCZ filings page.
New Mountain Finance Corporation reported second quarter 2026 adjusted net investment income of $24.7 million, or $0.26 per weighted average share. The board declared a third quarter 2026 cash distribution of $0.25 per share, payable September 30, 2026 to stockholders of record on September 16, 2026.
As of June 30, 2026, net asset value was $10.89 per share and the investment portfolio totaled $2,295.5 million at fair value across 113 portfolio companies, with a weighted average yield-to-maturity at cost of approximately 11.1%. Non-accruals fell to 1.5% of fair value and roughly 88% of the portfolio was rated Green on the internal risk scale. Statutory debt-to-equity was 1.16x (1.11x net of available cash), with $64.8 million of cash and $668.5 million of available borrowing capacity.
New Mountain Finance Corporation plans a private placement of up to $150 million of senior notes to institutional investors under an existing note purchase agreement supplement.
The company may issue $40 million of 7.28% Tranche A notes due 2028, $35 million of 7.76% Tranche B notes due 2031, and $75 million of floating-rate Tranche C notes due 2031, bearing interest at Term SOFR plus 3.66%. The notes are unsecured, rank equally with other unsecured unsubordinated debt, and can be redeemed at par plus a make-whole premium before specified dates and at par thereafter. Closings may occur between July 7, 2026 and October 1, 2026, and net proceeds are earmarked for general corporate purposes, including investments and repayment of existing debt.
New Mountain Finance Corporation has priced a private offering of three tranches of Series 2026A senior notes. The company will issue $40,000,000 of 7.28% Senior Fixed Rate Notes, Tranche A, due 2028, $35,000,000 of 7.76% Senior Fixed Rate Notes, Tranche B, due 2031, and $75,000,000 of Senior Floating Rate Notes, Tranche C, due 2031. The offering is expected to close on or around June 18, 2026, with each tranche issued on or before October 1, 2026, subject to customary closing conditions. Net proceeds are intended for general corporate purposes, including making investments and repaying existing indebtedness. The notes are being sold in a private placement under Section 4(a)(2) of the Securities Act and will not be registered.
New Mountain Finance Corporation reported results from its 2026 Annual Meeting of Stockholders. As of the March 13, 2026 record date, 98,509,563 shares of common stock were outstanding and entitled to vote.
Stockholders elected three directors—Rome G. Arnold III, Daniel B. Hébert, and Steven B. Klinsky—to three-year terms expiring at the 2029 annual meeting. Each nominee received more votes “for” than “withheld,” with substantial broker non-votes recorded.
Stockholders also ratified the appointment of Deloitte & Touche LLP as NMFC’s independent registered public accounting firm for the fiscal year ending December 31, 2026, with 71,984,085 votes for, 1,201,914 against, and 513,579 abstentions.
New Mountain Finance Corporation reported first quarter 2026 results, announced a cash distribution, and named an interim finance chief. Adjusted net investment income was $32.2 million, or $0.32 per weighted average share, matching the prior year on a per-share basis.
GAAP results showed a net loss of $50.9 million, or $(0.51) per share, driven by $81.4 million of net realized and unrealized losses, compared with net income of $23.4 million, or $0.22 per share, a year earlier. Net asset value per share declined to $10.92 from $11.52 as of December 31, 2025.
The company completed a roughly $470 million portfolio sale at 94% of December 31, 2025 fair value, repurchased about $66 million of stock at an average $8.01 per share, and expanded share repurchase authorization by $50 million. It declared a second quarter 2026 distribution of $0.25 per share, payable June 30, 2026 to holders of record on June 16, 2026. The board appointed Laura C. Holson as interim Chief Financial Officer and Treasurer effective May 29, 2026, while she continues as Chief Operating Officer.
New Mountain Finance Corporation reported that its Board of Directors has received and accepted the resignation of Kris Corbett as Chief Financial Officer and Treasurer. He will remain in both roles until a successor is in place, with the transition expected to be completed by May 29, 2026. The company states that, in submitting his resignation, Mr. Corbett did not express any disagreement regarding its operations, policies, or practices, indicating an orderly leadership change rather than a dispute-driven departure.
New Mountain Finance Corporation reported fourth-quarter 2025 net investment income of $33.0 million, or $0.32 per share, fully covering its $0.32 quarterly distribution. Net asset value per share declined to $11.52 from $12.06 as of September 30, 2025.
The company signed a definitive agreement to sell $477 million of assets at 94% of December 31, 2025 fair value to diversify the portfolio, reduce payment-in-kind income and enhance financial flexibility. Management also plans to permanently reduce NMFC’s incentive fee to 15% over an 8% hurdle.
NMFC declared a first-quarter 2026 distribution of $0.32 per share, payable March 31, 2026, to holders of record on March 17, 2026, but expects to reduce the dividend to $0.25 per share starting in Q2 2026 as base rates fall and the asset mix becomes more senior-focused.
New Mountain Finance Corporation reported that long-serving director Alfred F. Hurley, Jr., a board member since 2010, has decided to retire from the Board of Directors. The company states that his retirement is not the result of any disagreement with the company, and it has posted a statement about his retirement on its website.
To fill the vacancy, the Board appointed John P. Malfettone as a director effective January 15, 2026. He will also serve on the Audit, Nominating and Corporate Governance, Compensation, and Valuation Committees. The filing highlights his prior roles with New Mountain affiliates, Alvarez & Marsal, Clayton, Dubilier & Rice, Oak Hill Capital Partners, General Electric, and KPMG, as well as his CPA credentials and charitable activities. The company notes there are no arrangements, family relationships, or related-party transactions associated with his appointment that require disclosure.