BofA Securities downgrades New Mountain Finance stock on profitability concerns

Published 15/09/2025, 12:02
BofA Securities downgrades New Mountain Finance stock on profitability concerns

Investing.com - BofA Securities downgraded New Mountain Finance (NASDAQ:NMFC) from Buy to Underperform on Monday, while reducing its price target to $10.00 from $11.75. The company, currently valued at $1.11 billion, offers a substantial 15.38% dividend yield, according to InvestingPro data.

The downgrade reflects BofA’s view that New Mountain Finance will face continued profitability challenges due to multiple headwinds, which could lead to a dividend reset and lower share valuation. InvestingPro analysis reveals that while NMFC has maintained dividend payments for 15 consecutive years, its current ratio of 0.3 indicates short-term obligations exceed liquid assets.

BofA Securities previously believed the company had sufficient options to address legacy credit issues and rotate out of non-earning equity investments within a reasonable timeframe.

The firm noted that NMFC’s GAAP ROE and NAV per share growth have underperformed over the past two years due to credit concerns.

While BofA believes New Mountain Finance can eventually achieve above-peer economic returns, it expects this timeline will be extended as the company enters a lower rate and spread environment.

In other recent news, New Mountain Finance Corporation announced its second-quarter earnings for 2025. The company reported earnings per share of $0.32, which met market expectations. However, New Mountain Finance’s revenue came in at $83.49 million, slightly below the anticipated $84.57 million. This shortfall in revenue highlights a key area of concern for investors. While the earnings per share aligned with forecasts, the revenue miss has captured attention. Analysts and investors are closely monitoring these developments for potential impacts on future performance. The company’s financial results continue to be a focal point for stakeholders.

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