Welcome to our dedicated page for New Mountain Finance SEC filings (Ticker: NMFCZ), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on New Mountain Finance's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into New Mountain Finance's regulatory disclosures and financial reporting.
New Mountain Finance Corp COO Laura C. Holson reported an open-market purchase of 12,500 shares of common stock at $7.74 per share. The transaction took place on February 27, 2026. Following this buy, her directly owned stake increased to 81,029.59 shares, which includes shares accumulated through the company’s dividend reinvestment plan since her prior Form 4 filed on May 15, 2023.
New Mountain Finance Corp COO Laura C. Holson reported an open-market purchase of 12,500 shares of common stock at $7.74 per share. The transaction took place on February 27, 2026. Following this buy, her directly owned stake increased to 81,029.59 shares, which includes shares accumulated through the company’s dividend reinvestment plan since her prior Form 4 filed on May 15, 2023.
New Mountain Finance Corporation outlines its 2025 business and investment profile as a publicly traded BDC focused on senior secured lending to U.S. sponsor-backed middle market companies. The company operates as a regulated investment company and is externally managed by New Mountain Finance Advisers, L.L.C., part of New Mountain Capital.
As of December 31, 2025, the investment portfolio had a fair value of about $2.742 billion across 113 portfolio companies, invested 66.3% in first lien loans, 3.3% in second lien loans, 4.4% in subordinated debt, 0.1% in structured finance obligations and 25.8% in equity and other. The weighted average yield to maturity at cost on income-producing investments was approximately 10.5%. Top industry exposures were software, business services and healthcare, and the ten largest portfolio positions represented 33.2% of total assets. The aggregate market value of common stock held by non‑affiliates was $994.0 million based on a June 30, 2025 closing price of $10.55, with 100,806,575 shares outstanding as of February 24, 2026.
New Mountain Finance Corporation outlines its 2025 business and investment profile as a publicly traded BDC focused on senior secured lending to U.S. sponsor-backed middle market companies. The company operates as a regulated investment company and is externally managed by New Mountain Finance Advisers, L.L.C., part of New Mountain Capital.
As of December 31, 2025, the investment portfolio had a fair value of about $2.742 billion across 113 portfolio companies, invested 66.3% in first lien loans, 3.3% in second lien loans, 4.4% in subordinated debt, 0.1% in structured finance obligations and 25.8% in equity and other. The weighted average yield to maturity at cost on income-producing investments was approximately 10.5%. Top industry exposures were software, business services and healthcare, and the ten largest portfolio positions represented 33.2% of total assets. The aggregate market value of common stock held by non‑affiliates was $994.0 million based on a June 30, 2025 closing price of $10.55, with 100,806,575 shares outstanding as of February 24, 2026.
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 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 Corp. director John P. Malfettone has filed an initial statement of beneficial ownership. As of the event date, he directly beneficially owns 77,500 shares of New Mountain Finance Corp. common stock. The filing is a routine disclosure of his shareholdings as a company director and does not describe any new purchase or sale activity, only the number of shares he holds.
New Mountain Finance Corp. director John P. Malfettone has filed an initial statement of beneficial ownership. As of the event date, he directly beneficially owns 77,500 shares of New Mountain Finance Corp. common stock. The filing is a routine disclosure of his shareholdings as a company director and does not describe any new purchase or sale activity, only the number of shares he holds.
New Mountain Finance Corp director Steven B. Klinsky reported indirect open-market purchases of company common stock on September 16, 2025. Trusts associated with him bought 21,339 shares and 85,352 shares at $9.7813 per share.
After these transactions, one trust holds 965,111 shares and another holds 4,370,857 shares. Klinsky also reports 109,251.61 shares directly and additional indirect holdings through several long-term and revocable family trusts. He disclaims beneficial ownership of many of these positions except to the extent of his pecuniary interest.