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NMFC vs LUMN: Dividend Comparison 2026

NMFC yields 16.80% · LUMN yields 31.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 NMFC wins by $45.9K 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 →
LUMN
LUMN
● Live price
31.30%
Share price
$6.39
Annual div
$2.00
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.6K
Annual income
$3.97
Full LUMN calculator →

Portfolio growth — NMFC vs LUMN

📍 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 PeriodNMFCLUMN
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 + LUMN cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
NMFC pays
LUMN 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
LUMN
Annual income on $10K today (after 15% tax)
$2,660.41/yr
After 10yr DRIP, annual income (after tax)
$3.37/yr
At 15% tax rate, NMFC beats the other by $6,301.57/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NMFC: 50%LUMN: 50%
100% LUMN50/50100% NMFC
Portfolio after 10yr
$48.5K
Annual income
$3,710.78/yr
Blended yield
7.65%
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Analyst Conviction Gap

Where Wall Street is most bullish on NMFC 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
LUMN
Analyst Ratings
4
Buy
17
Hold
7
Sell
Consensus: Hold
Price Target
$7.08
+10.8% upside vs current
Range: $6.00 — $8.00
Altman Z
-0.3
Piotroski
3/9
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NMFC buys
0
LUMN buys
6
PoliticianChamberTickerTypeAmountDate
Daniel Goldman🏢 House$LUMN▼ Sell$1,001 - $15,0002023-07-11
Ro Khanna🏢 House$LUMN▼ Sell$1,001 - $15,0002023-05-23
Ro Khanna🏢 House$LUMN▲ Buy$1,001 - $15,0002023-04-17
Daniel Goldman🏢 House$LUMN▲ Buy$1,001 - $15,0002023-04-10
Daniel Goldman🏢 House$LUMN▼ Sell$1,001 - $15,0002023-03-06
Daniel Goldman🏢 House$LUMN▼ Sell$1,001 - $15,0002023-03-01
Ro Khanna🏢 House$LUMN▼ Sell$1,001 - $15,0002022-11-03
Ro Khanna🏢 House$LUMN▼ Sell$1,001 - $15,0002022-11-02
Ro Khanna🏢 House$LUMN▲ Buy$1,001 - $15,0002022-09-29
Ro Khanna🏢 House$LUMN▲ Buy$1,001 - $15,0002022-09-29
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNMFCLUMN
Forward yield16.80%31.30%
Annual dividend / share$1.28$2.00
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR3.1%-50%
Portfolio after 10y$71.4K$25.6K
Annual income after 10y$7,417.58$3.97
Total dividends collected$40.9K$3.4K
Payment frequencyquarterlyquarterly
SectorStockTelecom
Analyst consensusHoldHold
Analyst price target$10.00$7.08

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

YearNMFC PortfolioNMFC Income/yrLUMN PortfolioLUMN Income/yrGap
1← crossover$12,432$1,731.86$12,265$1,564.95+$167.00NMFC
2$15,377$2,074.55$14,020$896.91+$1.4KNMFC
3$18,925$2,472.44$15,481$479.11+$3.4KNMFC
4$23,182$2,932.14$16,812$247.20+$6.4KNMFC
5$28,266$3,460.76$18,114$125.45+$10.2KNMFC
6$34,310$4,065.84$19,445$63.16+$14.9KNMFC
7$41,467$4,755.41$20,838$31.68+$20.6KNMFC
8$49,908$5,537.91$22,313$15.87+$27.6KNMFC
9$59,824$6,422.20$23,882$7.94+$35.9KNMFC
10$71,429$7,417.58$25,558$3.97+$45.9KNMFC

NMFC vs LUMN: 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 →

LUMNTelecom

Lumen Technologies, Inc., a facilities-based technology and communications company, provides various integrated products and services under the Lumen, Quantum Fiber, and CenturyLink brands to business and residential customers in the United States and internationally. The company operates in two segments, Business and Mass Markets. It offers compute and application services, such as cloud services, IT solutions, unified communication and collaboration solutions, colocation and data center services, content delivery services, and managed security services; and IP and data services, including VPN data network, Ethernet, internet protocol (IP), and voice over internet protocol. The company also provides fiber infrastructure services comprising high bandwidth optical wavelength networks; and unlit optical fiber and related professional services. In addition, it offers voice and other services, including private line services, a direct circuit or channel specifically dedicated for connecting two or more organizational sites; a portfolio of traditional time division multiplexing voice services; and synchronous optical network-based Ethernet, legacy data hosting services, and conferencing services. As of December 31, 2021, the company served approximately 4.5 million broadband subscribers. The company was formerly known as CenturyLink, Inc. and changed its name to Lumen Technologies, Inc. in September 2020. Lumen Technologies, Inc. was incorporated in 1968 and is headquartered in Monroe, Louisiana.

Full LUMN 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.