HomeCompareNMFC vs DUK

NMFC vs DUK: Dividend Comparison 2026

NMFC yields 16.80% · DUK yields 3.22%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 NMFC wins by $47.5K in total portfolio value
10 years
NMFC
NMFC
● Live price
16.80%
Share price
$7.62
Annual div
$1.28
5Y div CAGR
3.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$71.4K
Annual income
$7,417.58
Full NMFC calculator →
DUK
Duke Energy Corporation
● Live price
3.22%
Share price
$131.74
Annual div
$4.24
5Y div CAGR
11.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.9K
Annual income
$1,399.71
Full DUK calculator →

Portfolio growth — NMFC vs DUK

📍 NMFC pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodNMFCDUK
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, NMFC + DUK cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
NMFC pays
DUK pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

NMFC
Annual income on $10K today (after 15% tax)
$1,427.82/yr
After 10yr DRIP, annual income (after tax)
$6,304.94/yr
DUK
Annual income on $10K today (after 15% tax)
$273.57/yr
After 10yr DRIP, annual income (after tax)
$1,189.75/yr
At 15% tax rate, NMFC beats the other by $5,115.19/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of NMFC + DUK for your $10,000?

NMFC: 50%DUK: 50%
100% DUK50/50100% NMFC
Portfolio after 10yr
$47.7K
Annual income
$4,408.64/yr
Blended yield
9.25%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on DUK right now

NMFC
Analyst Ratings
3
Buy
8
Hold
1
Sell
Consensus: Hold
Price Target
$10.00
+31.2% upside vs current
Range: $10.00 — $10.00
Altman Z
0.5
Piotroski
8/9
DUK
Analyst Ratings
12
Buy
19
Hold
Consensus: Hold
Price Target
$133.40
+1.3% upside vs current
Range: $115.00 — $143.00
Altman Z
0.7
Piotroski
6/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NMFC buys
0
DUK buys
13
PoliticianChamberTickerTypeAmountDate
Marjorie Taylor Greene🏢 House$DUK▲ Buy$1,001 - $15,0002025-09-11
Lisa McClain🏢 House$DUK▲ Buy$1,001 - $15,0002025-06-17
Marjorie Taylor Greene🏢 House$DUK▲ Buy$1,001 - $15,0002025-05-05
Tommy Tuberville🏛 Senate$DUK▼ Sell$15,001 - $50,0002025-04-15
Tommy Tuberville🏛 Senate$DUK▼ Sell$15,001 - $50,0002025-04-15
Marjorie Taylor Greene🏢 House$DUK▲ Buy$1,001 - $15,0002024-12-24
Virginia Foxx🏢 House$DUK▲ Buy$1,001 - $15,0002024-12-06
Marjorie Taylor Greene🏢 House$DUK▲ Buy$1,001 - $15,0002024-11-25
Marjorie Taylor Greene🏢 House$DUK▲ Buy$1,001 - $15,0002024-11-01
Julia Letlow🏢 House$DUK▲ Buy$1,001 - $15,0002024-10-23
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNMFCDUK
Forward yield16.80%3.22%
Annual dividend / share$1.28$4.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR3.1%11.3%
Portfolio after 10y$71.4K$23.9K
Annual income after 10y$7,417.58$1,399.71
Total dividends collected$40.9K$7.6K
Payment frequencyquarterlyquarterly
SectorStockUtilities
Analyst consensusHoldHold
Analyst price target$10.00$133.40

Year-by-year: NMFC vs DUK ($10,000, DRIP)

YearNMFC PortfolioNMFC Income/yrDUK PortfolioDUK Income/yrGap
1← crossover$12,432$1,731.86$10,778$358.21+$1.7KNMFC
2$15,377$2,074.55$11,643$412.40+$3.7KNMFC
3$18,925$2,472.44$12,608$475.85+$6.3KNMFC
4$23,182$2,932.14$13,688$550.40+$9.5KNMFC
5$28,266$3,460.76$14,901$638.26+$13.4KNMFC
6$34,310$4,065.84$16,269$742.17+$18.0KNMFC
7$41,467$4,755.41$17,818$865.52+$23.6KNMFC
8$49,908$5,537.91$19,579$1,012.51+$30.3KNMFC
9$59,824$6,422.20$21,590$1,188.37+$38.2KNMFC
10$71,429$7,417.58$23,896$1,399.71+$47.5KNMFC

NMFC vs DUK: Complete Analysis 2026

NMFCStock

New Mountain Finance Corporation (Nasdaq: NMFC), a business development company is a private equity / buyouts and loan fund specializes in directly investing and lending to middle market companies in defensive growth industries. The fund prefers investing in buyout and middle market companies. It also makes investments in debt securities at all levels of the capital structure including first and second lien debt, unsecured notes and mezzanine securities. In some cases, its investments may also include equity interests. It targets energy, specialty chemicals and materials, trading companies and distributors, commercial printing, diversified support services, education services, environmental and facilities services, office services and supplies, media, distributors, health care services, health care facilities, application software, business services, systems software, federal services, distribution and logistics, interactive home entertainment, telecommunication services, hydroelectric power generation, electric power generation by fossil fuels, electric power generation by nuclear fuels, health care technology, and security and alarm services. The fund seeks to invest in United States of America. It seeks to invest between $10 million and $50 million per transaction. The firm invests through both primary originations and open-market secondary purchases. It invests in companies with EBITDA between $10 million and $200 million and target investments up to a $125 million hold size. The fund seeks a majority stake in its portfolio companies.

Full NMFC Calculator →

DUKUtilities

Duke Energy Corporation, together with its subsidiaries, operates as an energy company in the United States. It operates through three segments: Electric Utilities and Infrastructure, Gas Utilities and Infrastructure, and Commercial Renewables. The Electric Utilities and Infrastructure segment generates, transmits, distributes, and sells electricity in the Carolinas, Florida, and the Midwest; and uses coal, hydroelectric, natural gas, oil, renewable generation, and nuclear fuel to generate electricity. It also engages in the wholesale of electricity to municipalities, electric cooperative utilities, and load-serving entities. This segment serves approximately 8.2 million customers in 6 states in the Southeast and Midwest regions of the United States covering a service territory of approximately 91,000 square miles; and owns approximately 50,259 megawatts (MW) of generation capacity. The Gas Utilities and Infrastructure segment distributes natural gas to residential, commercial, industrial, and power generation natural gas customers; and owns, operates, and invests in pipeline transmission and natural gas storage facilities. It has approximately 1.6 million customers, including 1.1 million customers in North Carolina, South Carolina, and Tennessee, as well as 550,000 customers in southwestern Ohio and northern Kentucky. The Commercial Renewables segment acquires, owns, develops, builds, and operates wind and solar renewable generation projects, including nonregulated renewable energy and energy storage services to utilities, electric cooperatives, municipalities, and corporate customers. It has 23 wind, 178 solar, and 2 battery storage facilities, as well as 71 fuel cell locations with a capacity of 3,554 MW across 22 states. The company was formerly known as Duke Energy Holding Corp. and changed its name to Duke Energy Corporation in April 2005. The company was founded in 1904 and is headquartered in Charlotte, North Carolina.

Full DUK Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.