HomeCompareNMFC vs HESM

NMFC vs HESM: Dividend Comparison 2026

NMFC yields 16.80% · HESM yields 7.51%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 HESM wins by $23.72M in total portfolio value· pulled ahead in Year 3
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 →
HESM
HESM
● Live price
7.51%
Share price
$39.50
Annual div
$2.97
5Y div CAGR
62%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.79M
Annual income
$19,655,759.86
Full HESM calculator →

Portfolio growth — NMFC vs HESM

📍 HESM pulled ahead of the other in Year 3

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 PeriodNMFCHESM
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%.
📅

Dividend Calendar Overlap

Combined, NMFC + HESM cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
NMFC pays
HESM 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
HESM
Annual income on $10K today (after 15% tax)
$638.19/yr
After 10yr DRIP, annual income (after tax)
$16,707,395.88/yr
At 15% tax rate, HESM beats the other by $16,701,090.94/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NMFC: 50%HESM: 50%
100% HESM50/50100% NMFC
Portfolio after 10yr
$11.93M
Annual income
$9,831,588.72/yr
Blended yield
82.40%
📊

Analyst Conviction Gap

Where Wall Street is split 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
HESM
Analyst Ratings
2
Buy
7
Hold
Consensus: Hold
Price Target
$35.00
-11.4% upside vs current
Range: $35.00 — $35.00
Altman Z
2.4
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
HESM buys
0
No recent congressional trades found for NMFC or HESM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNMFCHESM
Forward yield16.80%7.51%
Annual dividend / share$1.28$2.97
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR3.1%62%
Portfolio after 10y$71.4K$23.79M
Annual income after 10y$7,417.58$19,655,759.86
Total dividends collected$40.9K$23.42M
Payment frequencyquarterlyquarterly
SectorStockStock
Analyst consensusHoldHold
Analyst price target$10.00$35.00

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

YearNMFC PortfolioNMFC Income/yrHESM PortfolioHESM Income/yrGap
1$12,432$1,731.86$11,916$1,216.31+$516.00NMFC
2$15,377$2,074.55$14,945$2,194.41+$432.00NMFC
3← crossover$18,925$2,472.44$20,158$4,166.77$1.2KHESM
4$23,182$2,932.14$30,078$8,509.06$6.9KHESM
5$28,266$3,460.76$51,406$19,222.83$23.1KHESM
6$34,310$4,065.84$104,746$49,741.23$70.4KHESM
7$41,467$4,755.41$265,529$153,450.84$224.1KHESM
8$49,908$5,537.91$873,062$588,946.10$823.2KHESM
9$59,824$6,422.20$3,866,015$2,931,838.98$3.81MHESM
10$71,429$7,417.58$23,792,396$19,655,759.86$23.72MHESM

NMFC vs HESM: 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.

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HESMStock

Hess Midstream LP owns, develops, operates, and acquires midstream assets. The company operates through three segments: Gathering; Processing and Storage; and Terminaling and Export. The Gathering segment owns natural gas gathering and compression; crude oil gathering systems; and produced water gathering and disposal facilities. Its gathering systems consists of approximately 1,350 miles of high and low pressure natural gas and natural gas liquids gathering pipelines with capacity of approximately 450 million cubic feet per day; and crude oil gathering system comprises approximately 550 miles of crude oil gathering pipelines. The Processing and Storage segment comprises Tioga Gas Plant, a natural gas processing and fractionation plant located in Tioga, North Dakota; a 50% interest in the Little Missouri 4 gas processing plant located in south of the Missouri River in McKenzie County, North Dakota; and Mentor Storage Terminal, a propane storage cavern and rail, and truck loading and unloading facility located in Mentor, Minnesota. The Terminaling and Export segment owns Ramberg terminal facility; Tioga rail terminal; and crude oil rail cars, as well as Johnson's Corner Header System, a crude oil pipeline header system. Hess Midstream LP was founded in 2014 and is based in Houston, Texas.

Full HESM 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.