HomeCompareNMFC vs HPE

NMFC vs HPE: Dividend Comparison 2026

NMFC yields 16.80% · HPE yields 2.41%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 NMFC wins by $34.4K 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 →
HPE
HPE
● Live price
2.41%
Share price
$22.60
Annual div
$0.55
5Y div CAGR
25.9%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$37.0K
Annual income
$4,043.15
Full HPE calculator →

Portfolio growth — NMFC vs HPE

📍 NMFC pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

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

Crisis PeriodNMFCHPE
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 + HPE cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
NMFC pays
HPE 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
HPE
Annual income on $10K today (after 15% tax)
$204.98/yr
After 10yr DRIP, annual income (after tax)
$3,436.68/yr
At 15% tax rate, NMFC beats the other by $2,868.27/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NMFC: 50%HPE: 50%
100% HPE50/50100% NMFC
Portfolio after 10yr
$54.2K
Annual income
$5,730.37/yr
Blended yield
10.57%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on HPE 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
HPE
Analyst Ratings
1
Strong
14
Buy
21
Hold
1
Sell
Consensus: Hold
Price Target
$27.50
+21.7% upside vs current
Range: $23.00 — $31.00
Altman Z
0.8
Piotroski
4/9
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
HPE buys
0
No recent congressional trades found for NMFC or HPE in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNMFCHPE
Forward yield16.80%2.41%
Annual dividend / share$1.28$0.55
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR3.1%25.9%
Portfolio after 10y$71.4K$37.0K
Annual income after 10y$7,417.58$4,043.15
Total dividends collected$40.9K$14.6K
Payment frequencyquarterlyquarterly
SectorStockTechnology
Analyst consensusHoldHold
Analyst price target$10.00$27.50

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

YearNMFC PortfolioNMFC Income/yrHPE PortfolioHPE Income/yrGap
1← crossover$12,432$1,731.86$11,004$303.61+$1.4KNMFC
2$15,377$2,074.55$12,167$393.09+$3.2KNMFC
3$18,925$2,472.44$13,530$511.42+$5.4KNMFC
4$23,182$2,932.14$15,146$669.17+$8.0KNMFC
5$28,266$3,460.76$17,088$881.43+$11.2KNMFC
6$34,310$4,065.84$19,454$1,170.08+$14.9KNMFC
7$41,467$4,755.41$22,383$1,567.40+$19.1KNMFC
8$49,908$5,537.91$26,072$2,121.95+$23.8KNMFC
9$59,824$6,422.20$30,806$2,908.22+$29.0KNMFC
10$71,429$7,417.58$37,005$4,043.15+$34.4KNMFC

NMFC vs HPE: 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 →

HPETechnology

Hewlett Packard Enterprise Company provides solutions that allow customers to capture, analyze, and act upon data seamlessly in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan. The company offers general purpose servers for multi-workload computing and workload-optimized servers; HPE ProLiant rack and tower servers; HPE BladeSystem and HPE Synergy; and solutions for secondary workloads and traditional tape, storage networking, and disk products, such as HPE Modular Storage Arrays and HPE XP. It also offers HPE Apollo and Cray products; and HPE Superdome Flex, HPE Nonstop, HPE Integrity, and HPE Edgeline products. In addition, the company provides HPE Aruba product portfolio that includes wired and wireless local area network hardware products, such as Wi-Fi access points, switches, routers, and sensors; HPE Aruba software and services comprising cloud-based management, network management, network access control, analytics and assurance, and location; and professional and support services, as well as as-a-service and consumption models for the intelligent edge portfolio of products. Further, it offers various leasing, financing, IT consumption, and utility programs and asset management services for customers to facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. Additionally, the company invests in communications and media solutions. It has a partnership with Striim, Inc. to offer high performance and mission-critical solutions with real-time analytics. It serves commercial and large enterprise groups, such as business and public sector enterprises; and through various partners comprising resellers, distribution partners, original equipment manufacturers, independent software vendors, systems integrators, and advisory firms. Hewlett Packard Enterprise Company was founded in 1939 and is headquartered in Houston, Texas.

Full HPE Calculator →
📬

Get this NMFC vs HPE comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

NMFC vs SCHDNMFC vs JEPINMFC vs ONMFC vs KONMFC vs MAIN

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