New Mountain Finance: 29% NAV Discount And Stock Buybacks Create Opportunity

New Mountain Finance remains a 'Buy' despite a 22% dividend cut and a 24% portfolio contraction year-over-year. The dividend reset to $0.25 per share restored dividend coverage to 104% in Q2, mitigating immediate payout sustainability concerns. NMFC's discount to NAV has not widened since my last coverage, indicating the market already priced in the dividend reduction.

Seeking Alpha • Aug 18, 2026

5 Dividend Stocks Wall Street Hates Paying Up To 12.9%

An astonishing market analysis shows all 500 S&P 500 stocks are rated "buy" or "hold" by analysts, with zero "sells," despite massive AI-driven disruption.

Forbes • Aug 15, 2026

New Mountain Finance Q2: Deep Discount Amid Challenges In The BDC Sector

New Mountain Finance trades at a 37% discount, near its five-year low, presenting a compelling value opportunity. NMFC's discount-adjusted ROE is more than 8%, outpacing both its own bonds and average BDC OTC bonds. The common stock's risk is justified by its superior return profile, despite recent dividend cuts and NAV decline.

Seeking Alpha • Aug 6, 2026

New Mountain Finance Q2 Earnings Call Highlights

New Mountain Finance NASDAQ: NMFC reported second-quarter adjusted net investment income of $0.26 per share, covering its $0.25 per-share cash dividend, while net asset value declined modestly and non-accruals improved from the prior quarter.

MarketBeat • Aug 4, 2026

New Mountain Finance (NMFC) Q2 2026 Earnings Call Transcript

New Mountain Finance (NMFC) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 4, 2026

New Mountain Finance Corporation Announces Financial Results for the Quarter Ended June 30, 2026

NEW YORK--(BUSINESS WIRE)--New Mountain Finance Corporation (NASDAQ: NMFC) (“New Mountain,” “New Mountain Finance” or the “Company”) today announced its financial results for the quarter ended June 30, 2026. Second Quarter and Recent Highlights2 Adjusted net investment income1 of $24.7 million, or $0.26 per weighted average share Net asset value of $10.89 per share compared to $10.92 per share as of March 31, 2026 Declared a third quarter 2026 distribution of $0.25 per share, payable on Septemb.

Business Wire • Aug 3, 2026

New Mountain Finance (NMFC) Q2 Earnings Match Estimates

New Mountain Finance (NMFC) came out with quarterly earnings of $0.26 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.32 per share a year ago.

Zacks Investment Research • Aug 3, 2026

XLCS Partners advises Concurrent Utility Services on sale to UniTek Global Services

NASHVILLE, Tenn., July 23, 2026 /PRNewswire/ -- XLCS Partners, Inc., a leading middle market investment bank, is pleased to announce that it served as exclusive M&A advisor to Concurrent Utility Services LLC on its acquisition by UniTek Global Services, Inc., a portfolio company of New Mountain Finance Corporation (Nasdaq: NMFC) and its affiliates, and BTG Pactual Strategic Capital.

PRNewsWire • Jul 23, 2026

New Mountain Finance: Overpenalized, 35% NAV Discount, 14% Yield

New Mountain Finance (NMFC) saw rising non-accruals and deteriorating asset quality in Q1. NMFC trades at a 35% discount to NAV, reflecting market concerns over credit quality trends and portfolio pivot towards lower-yielding first liens. In Q1'26, the BDC sold ~$470M in non-strategic loans, thereby helping the company shift towards lower risk first lien investments.

Seeking Alpha • Jul 13, 2026

UniTek Global Services Acquires Concurrent Utility Services

JACKSON, Miss.--(BUSINESS WIRE)--July 7, 2026--UniTek Global Services, Inc. (“UniTek” or the “Company”), a leading provider of turnkey infrastructure solutions to the communications and data center markets, today announced the acquisition of Concurrent Utility Services LLC (“Concurrent”), a specialty infrastructure services company focused on power grid modernization and connectivity. The transaction marks a significant milestone for UniTek's Power Services Division, which launched in July 2025.

Business Wire • Jul 7, 2026