Annaly Capital Management (NLY-PJ) Loans - Net (2017 - 2026)
Annaly Capital Management (NLY-PJ) reported Loans - Net of $7.2 billion for Q1 2026, up 87.3% on a YoY basis from $3.9 billion in Q1 2025, and up 44.02% quarter-over-quarter from $5.0 billion in Q4 2025.
Annaly Capital Management (NLY-PJ) Loans - Net (2017 - 2026) Analysis & Trends
Annaly Capital Management has reported Loans - Net for 10 years, with the latest figure at $7.2 billion in Q1 2026.
- For the quarter ending Q1 2026, Loans - Net rose 87.3% year-over-year to $7.2 billion; the trailing twelve-month figure through Mar 2026 stood at $7.2 billion (up 87.3% YoY), and the FY2025 full-year result was $5.0 billion, up 41.55% from the prior year.
- Loans - Net for Q1 2026 stood at $7.2 billion, up from $5.0 billion in the prior quarter.
- The five-year high for Loans - Net was $7.2 billion in Q1 2026, with the low at $1.2 billion in Q2 2023.
- Historically, Loans - Net has averaged $3.0 billion across 5 years, with a median of $2.5 billion in 2024.
- Annual changes were most pronounced in 2022 — Loans - Net tumbled 58.26% — and 2024, when it jumped 120.76%.
- Annaly Capital Management's Loans - Net stood at $1.8 billion in 2022, then surged by 30.02% to $2.4 billion in 2023, then surged by 50.73% to $3.5 billion in 2024, then surged by 41.55% to $5.0 billion in 2025, then surged by 44.02% to $7.2 billion in 2026.
- The last three Loans - Net figures came in at $7.2 billion (Q1 2026), $5.0 billion (Q4 2025), and $4.0 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Loans - Net (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 15.34 Bn | 13.08 Bn | - | 7.23 Bn |
| 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 | - | - |
| 10 | Annaly Capital Management | - | - | - | 7.23 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 7.23 Bn |
| Mar 31, 2026 | 7.23 Bn |
| Dec 31, 2025 | 5.02 Bn |
| Dec 31, 2025 | 5.02 Bn |
| Sep 30, 2025 | 4.01 Bn |
| Sep 30, 2025 | 4.01 Bn |
| Jun 30, 2025 | 3.72 Bn |
| Jun 30, 2025 | 3.72 Bn |
| Mar 31, 2025 | 3.86 Bn |
| Mar 31, 2025 | 3.86 Bn |
| Dec 31, 2024 | 3.55 Bn |
| Dec 31, 2024 | 3.55 Bn |
| Sep 30, 2024 | 2.31 Bn |
| Sep 30, 2024 | 2.31 Bn |
| Jun 30, 2024 | 2.55 Bn |
| Jun 30, 2024 | 2.55 Bn |
| Mar 31, 2024 | 2.72 Bn |
| Mar 31, 2024 | 2.72 Bn |
| Dec 31, 2023 | 2.35 Bn |
| Dec 31, 2023 | 2.35 Bn |