New Mountain Finance (NMFC) Q3 2025 Earnings Call Transcript
New Mountain Finance ( NMFC ) Q3 2025 Earnings Call November 4, 2025 10:00 AM EST Company Participants John Kline - President, CEO & Director Kris Corbett - CFO & Treasurer Steven Klinsky - Founder, MD & CEO Laura Holson - Chief Operating Officer Conference Call Participants Finian O'Shea - Wells Fargo Securities, LLC, Research Division Ethan Kaye - Lucid Capital Markets, LLC, Research Division Paul Johnson - Keefe, Bruyette, & Woods, Inc., Research Division Robert Dodd - Raymond James & Associates, Inc., Research Division Presentation Operator Good morning, and welcome to the New Mountain Finance Corporation's Third Quarter 2025 Earnings Call. [Operator Instructions] Please note this event is being recorded.
This Stock Has A 12.23% Yield And Sells For Less Than Book
New Mountain Finance has been named as a Top 10 dividend-paying financial stock, according to Dividend Channel, which published its most recent ''DividendRank'' report. The report noted that among shares of financial companies, NMFC displayed both attractive valuation metrics and strong profitability metrics.
New Mountain Finance (NMFC) Q2 2025 Earnings Conference Call Transcript
New Mountain Finance (NASDAQ:NMFC ) Q2 2025 Earnings Call August 5, 2025 10:00 AM ET Company Participants John R. Kline - President, CEO & Director Kris Eric Corbett - CFO & Treasurer Laura C.
New Mountain Finance (NMFC) Meets Q2 Earnings Estimates
New Mountain Finance (NMFC) came out with quarterly earnings of $0.32 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.36 per share a year ago.
New Mountain Finance Corporation (NMFC) Q1 2025 Earnings Call Transcript
New Mountain Finance Corporation (NASDAQ:NMFC ) Q1 2025 Results Conference Call May 6, 2025 10:00 AM ET Company Participants John Kline - President and CEO Steve Klinsky - Chairman and CEO, New Mountain Capital Laura Holson - Chief Operating Officer Kris Corbett - Chief Financial Officer and Treasurer Conference Call Participants Finian O'Shea - Wells Fargo Robert Dodd - Raymond James Arthur Winston - Pilot Advisor Operator Good day, and welcome to the New Mountain Finance Corporation's First Quarter 2025 Earnings Conference Call. All participants will be in a listen-only mode.
New Mountain Finance (NMFC) Meets Q1 Earnings Estimates
New Mountain Finance (NMFC) came out with quarterly earnings of $0.32 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.36 per share a year ago.
New Mountain Finance: A 14% Yield That Is Worth Picking Up (Rating Upgrade)
New Mountain Finance Corporation's stock has dropped 19% since January 1, 2025, creating a buying opportunity due to a significant discount to net asset value. Despite a 100% dividend pay-out ratio in Q4, the valuation now offers a high margin of safety for passive income investors. The BDC's portfolio is focused on highly collateralized Senior loans, maintaining stable non-accruals and a moderate decrease in portfolio income.
New Mountain Finance Corporation (NMFC) Q4 2024 Earnings Call Transcript
New Mountain Finance Corporation (NASDAQ:NMFC ) Q4 2024 Earnings Conference Call February 27, 2025 10:00 AM ET Company Participants John Kline - President and CEO Steve Klinsky - Chairman and CEO, New Mountain Capital Laura Holson - Chief Operating Officer Kris Corbett - Chief Financial Officer and Treasurer Conference Call Participants Robert Dodd - Raymond James Operator Good day, and welcome to the New Mountain Finance Corporation's Fourth Quarter 2024 Earnings Call. All participants will be in a listen-only mode.
New Mountain Finance (NMFC) Q4 Earnings and Revenues Lag Estimates
New Mountain Finance (NMFC) came out with quarterly earnings of $0.32 per share, missing the Zacks Consensus Estimate of $0.33 per share. This compares to earnings of $0.40 per share a year ago.
New Mountain Finance: Lack Of Investment Diversity Hurts Potential
NMFC's high dividend yield is attractive, but declining earnings and portfolio vulnerabilities raise concerns about sustainability and overall attractiveness. NMFC's portfolio lacks industry diversity, making it more vulnerable to sector-specific downturns, despite having a significant portion in senior secured debt. The current discount to NAV and potential interest rate cuts may offer a favorable entry point, but caution is advised due to ongoing risks.
New Mountain Finance: Time To Worry About The Dividend? (Downgrade)
New Mountain Finance lowered its supplemental dividend to $0.01 per share and paused the program due to falling net investment income. The dividend pay-out ratio rose to 97%, increasing the risk of a future dividend cut in a falling-rate environment. The stock is now rated 'Hold' due to the narrower margin of safety and anticipated lower net investment income.
New Mountain Finance Corporation (NMFC) Q3 2024 Earnings Call Transcript
New Mountain Finance Corporation (NASDAQ:NMFC ) Q3 2024 Earnings Conference Call October 31, 2024 10:00 AM ET Company Participants John Kline - President and CEO Steve Klinsky - Chairman and CEO, New Mountain Capital Laura Holson - Chief Operating Officer Kris Corbett - Chief Financial Officer and Treasurer Conference Call Participants Robert Dodd - Raymond James Paul Johnston - KBW Bryce Rowe - B. Riley Operator Good morning.
