Annaly Capital Management NLY
NYSE NLY
$22.74 -0.07 (-0.33%)
As of: Sep 8, 2026 · 3:59 PM EDT

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

Annaly Capital Management's (NLY) quarterly Change in Loans came in at $75.8 million in Q2 2026, up 4.97% on a YoY basis from $72.2 million in Q2 2025, and down 16.31% quarter-over-quarter from $90.5 million in Q1 2026.

Analysis

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

Annaly Capital Management (NLY) has reported Change in Loans for 9 consecutive years, with $75.8 million the latest figure, recorded in Q2 2026.

  • For the quarter ending Q2 2026, Change in Loans rose 4.97% year-over-year to $75.8 million; the trailing twelve-month figure through Jun 2026 stood at $287.1 million (up 96.91% YoY), and the FY2025 full-year result was $235.1 million, up 380.28% from the prior year.
  • Change in Loans declined to $75.8 million in Q2 2026 per NLY's latest filing, from $90.5 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.
  • Historically, Change in Loans has averaged $26.9 million across 5 years, with a median of $10.9 million in 2024.
  • The sharpest annual moves came in 2022 and 2024: Change in Loans tumbled 99.24% in 2022, then surged 15546.85% in 2024.
  • Over 5 years, Change in Loans stood at $651000.0 in 2022, then tumbled by 62.98% to $241000.0 in 2023, then soared by 4417.84% to $10.9 million in 2024, then surged by 652.31% to $81.9 million in 2025, then dropped by 7.52% to $75.8 million in 2026.
  • According to Business Quant data, Change in Loans over the past three periods registered $75.8 million, $90.5 million, and $81.9 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change in Loans (Qtr)
1 Annaly Capital Management 16.87 Bn 13.96 Bn - 75.76 Mn
2 AGNC Investment 12.43 Bn 11.10 Bn - -
3 Starwood Property Trust 5.84 Bn 3.67 Bn - -
4 Rithm Capital 5.57 Bn 5.57 Bn - -
5 Dynex Capital 2.88 Bn 2.27 Bn - -
6 Two Harbors Investment 2.65 Bn 2.01 Bn - 90.01 Mn
7 Blackstone Mortgage Trust 2.35 Bn 1.91 Bn - -
8 Armour Residential REIT 2.11 Bn 2.02 Bn - -
9 Ellington Financial 1.71 Bn 1.46 Bn - -
10 Orchid Island Capital 1.32 Bn 637.53 Mn 61.82 Mn -
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 75.76 Mn
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