NASDAQ$NMFC

New Mountain Finance Corporation · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Reported solid first quarter results with net asset value increasing.

New Mountain Finance Corporation announced financial results for the quarter ended March 31, 2022, reporting a net investment income of $0.30 per weighted average share. The NAV per share increased to $13.56, and the company declared a second quarter distribution of $0.30 per share.

  • Net asset value increased seven cents per share.
  • No new investments were placed on non-accrual.
  • Accumulated net proceeds of approximately $20.5 million from the at-the-market program.
  • Announced a second quarter distribution of $0.30 per share.

Headline financials

Total Revenue

$69M

No prior period
EPS (adj)

$0.30

No prior period
Statutory Debt/Equity

1.23

No prior period
Net Income

$29.9M

No prior period
Operating Income

$30M

No prior period
Cash & Equivalents

$35.4M

No prior period
Total Assets

$3.36B

No prior period

Revenue & EPS history

NMFC · Revenue · Quarterly

$69M

Q1 2022
Beat estimate in 5 of 13 quarters(38%)
ActualEstimate

Revenue by segment

NMFC · $3.02B total across 5 segments · Q1 2022

  • First Lien
    $1.76B
  • Second Lien
    $626M
  • Common Equity and Other
    $421M
  • Preferred Equity
    $160M
  • Subordinated
    $54.9M

Forward guidance

The company expects Q2 Net Investment Income will be at least $0.30 per share and expects Net Investment Income will continue to cover our quarterly dividend for the foreseeable future.

Tailwinds

  • Q2 Net Investment Income will be at least $0.30 per share
  • Consistent operating performance
  • Continued support from investment advisor
  • Net Investment Income will continue to cover quarterly dividend
  • Portfolio remains well positioned

Headwinds

  • Impact of COVID-19
  • The current conflict between Russia and Ukraine
  • Related changes in base interest rates
  • Significant volatility on our business
  • Significant volatility on our portfolio companies

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

-0.2%

Avg return

Earnings day

-0.2%

Avg return

5 days after

+0.0%

Avg return

30 days after

56%

10 / 18 earnings

Positive

+4.3%

Q1 2025

Best reaction

-4.3%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.6%-3.7%-8.8%
Q4 2025-4.3%-4.5%-8.1%
Q3 2025+0.2%-0.5%+0.4%
Q1 2025+4.3%+6.7%+9.4%
Q3 2024+0.4%-5.1%+4.9%
Q2 2024-1.0%-4.5%-1.5%
Q1 2024+0.0%-0.4%-0.8%
Q4 2023+1.8%+0.7%-0.9%
Q3 2023+2.7%+1.4%+3.1%
Q2 2023+0.5%+3.1%+0.9%
Q1 2023+0.5%+2.6%+7.5%
Q4 2022-1.7%-0.6%-5.1%
Q3 2022-3.0%+0.3%+1.0%
Q2 2022+0.7%+2.5%-0.3%
Q1 2022-2.7%-5.4%-2.9%
Q4 2021+1.0%+1.6%+2.4%
Q3 2021-1.8%-0.5%-3.3%
Q4 2020+0.2%+2.3%+3.0%

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