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
Download Data
Historic Data
| Date | Value |
|---|---|
| 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 |