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| Date | Value |
|---|---|
| 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 |