NASDAQ$NMFC

New Mountain Finance Corporation · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Reported financial results for the quarter ended September 30, 2021, with net investment income of $0.31 per share, exceeding previous guidance. A permanent decrease in the base management fee from 1.75% to 1.40% was announced, and the previously announced dividend protection program was extended.

New Mountain Finance Corporation announced solid third-quarter performance, highlighted by $430 million in originations and a focus on investing in high-quality, defensive growth companies. The company's net asset value (NAV) per share was $13.26, and a fourth-quarter distribution of $0.30 per share was declared.

  • Net investment income for the third quarter was $0.31 per weighted average share, exceeding previous guidance.
  • NAV per share was $13.26 as of September 30, 2021.
  • A fourth-quarter distribution of $0.30 per share was declared, payable on December 30, 2021.
  • The base management fee was permanently decreased from 1.75% to 1.40%.

Headline financials

Total Revenue

$68.5M

No prior period
EPS (adj)

$0.31

No prior period
Weighted Average YTM

8.8%

No prior period
Net Income

$30.4M

No prior period
Operating Income

$30.4M

No prior period
Cash & Equivalents

$83.4M

No prior period
Total Assets

$3.03B

No prior period

Revenue & EPS history

NMFC · Revenue · Quarterly

$68.5M

Q3 2021
Beat estimate in 6 of 14 quarters(43%)
ActualEstimate

Revenue by segment

NMFC · $2.88B total across 5 segments · Q3 2023

  • First Lien
    $1.69B-4.4%
  • Second Lien
    $546M-7.9%
  • Common Equity and Other
    $356M-8.7%
  • Preferred Equity
    $196M+12.3%
  • Subordinated
    $86.2M+16.9%

Forward guidance

The company expects Q4 Net Investment Income will be at least $0.30 per share, prior to any fee waivers, and remains confident that Net Investment Income will continue to cover the quarterly dividend for the foreseeable future.

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 Q3 2021

Historical avgQ3 2021

-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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