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

Annaly Capital Management posted quarterly Change in Loans of $90.5 million for Q1 2026, up 115.16% year-on-year from $42.1 million in Q1 2025, and up 10.51% on a QoQ basis from $81.9 million in Q4 2025.

Annaly Capital Management (NLY) has 9 years of Change in Loans data on file, last reported 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.
  • Across five years, Change in Loans topped out at $90.5 million in Q1 2026 and bottomed at $111000.0 in Q2 2023.
  • The 5-year median for Change in Loans is $6.6 million (2022), against an average of $23.8 million.
  • The widest annual swing landed in 2022, when Change in Loans plunged 99.24%; it then jumped 15546.85% in 2024.
  • A 5-year view of Change in Loans shows it stood at $651000.0 in 2022, then plunged by 62.98% to $241000.0 in 2023, then surged by 4417.84% to $10.9 million in 2024, then jumped by 652.31% to $81.9 million in 2025, then rose 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 15.50 Bn 13.25 Bn - 90.52 Mn
2 AGNC Investment 11.46 Bn 10.79 Bn - -
3 Starwood Property Trust 6.34 Bn 6.34 Bn - -
4 Rithm Capital 5.16 Bn 4.85 Bn - -
5 Blackstone Mortgage Trust 3.03 Bn 2.49 Bn - -
6 Dynex Capital 2.55 Bn 1.77 Bn - -
7 Armour Residential REIT 1.98 Bn 1.25 Bn - -
8 Ellington Financial 1.66 Bn 1.38 Bn - -
9 Two Harbors Investment 1.31 Bn 763.45 Mn - 88.37 Mn
10 Orchid Island Capital 1.28 Bn 602.37 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
Dec 31, 2020 29.04 Mn
Sep 30, 2020 44.12 Mn
Jun 30, 2020 33.89 Mn
Mar 31, 2020 61.66 Mn
Dec 31, 2019 62.28 Mn
Sep 30, 2019 106.57 Mn
Jun 30, 2019 69.02 Mn
Mar 31, 2019 44.82 Mn
Dec 31, 2018 33.45 Mn
Jun 30, 2018 16.54 Mn
Mar 31, 2018 30.18 Mn