Annaly Capital Management (NLY-PJ) Change in Loans (2018 - 2026)

Annaly Capital Management (NLY-PJ) reported Change in Loans of $90.5 million for Q1 2026, up 115.16% on a YoY basis from $42.1 million in Q1 2025, and up 10.51% quarter-over-quarter from $81.9 million in Q4 2025.

Annaly Capital Management (NLY-PJ) Change in Loans (2018 - 2026) Analysis & Trends

Annaly Capital Management has reported Change in Loans for 9 years, with the latest figure at $90.5 million in Q1 2026.

  • For the quarter ending Q1 2026, Change in Loans rose 115.16% year-over-year to $90.5 million; the trailing twelve-month figure through Mar 2026 stood at $283.6 million (up 211.52% YoY), and the FY2025 full-year result was $235.1 million, up 380.28% from the prior year.
  • Change in Loans for Q1 2026 stood at $90.5 million, up from $81.9 million in the prior quarter.
  • The five-year high for Change in Loans was $90.5 million in Q1 2026, with the low at $111000.0 in Q2 2023.
  • Historically, Change in Loans has averaged $23.8 million across 5 years, with a median of $6.6 million in 2022.
  • Annual changes were most pronounced in 2022 — Change in Loans slumped 99.24% — and 2024, when it jumped 15546.85%.
  • Annaly Capital Management's Change in Loans stood at $651000.0 in 2022, then sank by 62.98% to $241000.0 in 2023, then jumped by 4417.84% to $10.9 million in 2024, then soared by 652.31% to $81.9 million in 2025, then increased by 10.51% to $90.5 million in 2026.
  • The last three Change in Loans figures came in at $90.5 million (Q1 2026), $81.9 million (Q4 2025), and $39.0 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change in Loans (Qtr)
1 Annaly Capital Management 15.34 Bn 13.08 Bn - 90.52 Mn
2 AGNC Investment 11.42 Bn 10.75 Bn - -
3 Starwood Property Trust 6.25 Bn 6.25 Bn - -
4 Rithm Capital 5.08 Bn 4.78 Bn - -
5 Blackstone Mortgage Trust 3.10 Bn 2.56 Bn - -
6 Dynex Capital 2.58 Bn 1.80 Bn - -
7 Armour Residential REIT 2.05 Bn 1.32 Bn - -
8 Ellington Financial 1.67 Bn 1.39 Bn - -
9 Two Harbors Investment 1.29 Bn 746.67 Mn - 88.37 Mn
10 Annaly Capital Management - - - 90.52 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 90.52 Mn
Dec 31, 2025 81.91 Mn
Sep 30, 2025 38.95 Mn
Jun 30, 2025 72.17 Mn
Mar 31, 2025 42.07 Mn
Dec 31, 2024 10.89 Mn
Sep 30, 2024 20.70 Mn
Jun 30, 2024 17.37 Mn
Dec 31, 2023 241,000.00
Sep 30, 2023 589,000.00
Jun 30, 2023 111,000.00
Mar 31, 2023 636,000.00
Dec 31, 2022 651,000.00
Sep 30, 2022 2.33 Mn
Jun 30, 2022 625,000.00
Mar 31, 2022 994,000.00
Dec 31, 2021 1.97 Mn
Sep 30, 2021 3.06 Mn
Jun 30, 2021 81.92 Mn
Mar 31, 2021 3.07 Mn