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NMFC vs PKG: Dividend Comparison 2026

NMFC yields 16.80% · PKG yields 2.39%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PKG wins by $201.1K in total portfolio value· pulled ahead in Year 8
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 →
PKG
PKG
● Live price
2.39%
Share price
$209.04
Annual div
$5.00
5Y div CAGR
56.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$272.5K
Annual income
$142,289.75
Full PKG calculator →

Portfolio growth — NMFC vs PKG

📍 PKG pulled ahead of the other in Year 8

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 PeriodNMFCPKG
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 + PKG cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
NMFC pays
PKG 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
PKG
Annual income on $10K today (after 15% tax)
$203.31/yr
After 10yr DRIP, annual income (after tax)
$120,946.29/yr
At 15% tax rate, PKG beats the other by $114,641.34/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NMFC: 50%PKG: 50%
100% PKG50/50100% NMFC
Portfolio after 10yr
$172.0K
Annual income
$74,853.67/yr
Blended yield
43.52%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PKG 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
PKG
Analyst Ratings
8
Buy
15
Hold
3
Sell
Consensus: Hold
Price Target
$246.00
+17.7% upside vs current
Range: $233.00 — $270.00
Altman Z
3.7
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
PKG buys
0
No recent congressional trades found for NMFC or PKG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNMFCPKG
Forward yield16.80%2.39%
Annual dividend / share$1.28$5.00
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR3.1%56.8%
Portfolio after 10y$71.4K$272.5K
Annual income after 10y$7,417.58$142,289.75
Total dividends collected$40.9K$238.7K
Payment frequencyquarterlyquarterly
SectorStockMaterials
Analyst consensusHoldHold
Analyst price target$10.00$246.00

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

YearNMFC PortfolioNMFC Income/yrPKG PortfolioPKG Income/yrGap
1$12,432$1,731.86$11,075$375.05+$1.4KNMFC
2$15,377$2,074.55$12,459$608.69+$2.9KNMFC
3$18,925$2,472.44$14,335$1,003.45+$4.6KNMFC
4$23,182$2,932.14$17,030$1,691.83+$6.2KNMFC
5$28,266$3,460.76$21,167$2,945.41+$7.1KNMFC
6$34,310$4,065.84$28,014$5,364.93+$6.3KNMFC
7$41,467$4,755.41$40,380$10,404.83+$1.1KNMFC
8← crossover$49,908$5,537.91$65,184$21,977.91$15.3KPKG
9$59,824$6,422.20$121,738$51,990.93$61.9KPKG
10$71,429$7,417.58$272,549$142,289.75$201.1KPKG

NMFC vs PKG: 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 →

PKGMaterials

Packaging Corporation of America manufactures and sells containerboard and corrugated packaging products in the United States. The company operates through Packaging and Paper segments. The Packaging segment offers various containerboard and corrugated packaging products, such as conventional shipping containers used to protect and transport manufactured goods; multi-color boxes and displays that help to merchandise the packaged product in retail locations; and honeycomb protective packaging products, as well as packaging for meat, fresh fruit and vegetables, processed food, beverages, and other industrial and consumer products. This segment sells its corrugated products through a direct sales and marketing organization, independent brokers, and distribution partners. The Paper segment manufactures and sells commodity and specialty papers, as well as communication papers, including cut-size office papers, and printing and converting papers. This segment sells white papers through its sales and marketing organization. Packaging Corporation of America was founded in 1867 and is headquartered in Lake Forest, Illinois.

Full PKG 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.