Annaly Capital Management (NLY) Common Equity (2009 - 2026)
Annaly Capital Management's (NLY) quarterly Common Equity came in at $17.0 billion in Q2 2026, up 26.01% on a YoY basis from $13.5 billion in Q2 2025, and up 4.0% quarter-over-quarter from $16.3 billion in Q1 2026.
Analysis
Annaly Capital Management (NLY) Common Equity (2009 - 2026) Analysis & Trends
Annaly Capital Management (NLY) has reported Common Equity for 18 consecutive years, with $17.0 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Common Equity rose 26.01% year-over-year to $17.0 billion; the trailing twelve-month figure through Jun 2026 stood at $17.0 billion (up 26.01% YoY), and the FY2025 full-year result was $16.2 billion, up 27.27% from the prior year.
- Common Equity grew to $17.0 billion in Q2 2026 per NLY's latest filing, from $16.3 billion in the prior quarter.
- Across five years, Common Equity topped out at $17.0 billion in Q2 2026 and bottomed at $10.7 billion in Q3 2023.
- Historically, Common Equity has averaged $12.8 billion across 5 years, with a median of $11.9 billion in 2023.
- The sharpest annual moves came in 2022 and 2025: Common Equity retreated 20.17% in 2022, then gained 27.27% in 2025.
- Over 5 years, Common Equity stood at $11.4 billion in 2022, then slipped by 0.21% to $11.3 billion in 2023, then climbed by 11.92% to $12.7 billion in 2024, then grew by 27.27% to $16.2 billion in 2025, then rose by 5.06% to $17.0 billion in 2026.
- According to Business Quant data, Common Equity over the past three periods registered $17.0 billion, $16.3 billion, and $16.2 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Common Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 16.87 Bn | 13.96 Bn | - | 16.98 Bn |
| 2 | AGNC Investment | 12.43 Bn | 11.10 Bn | - | 12.54 Bn |
| 3 | Starwood Property Trust | 5.84 Bn | 3.67 Bn | - | 6.83 Bn |
| 4 | Rithm Capital | 5.57 Bn | 5.57 Bn | - | - |
| 5 | Dynex Capital | 2.88 Bn | 2.27 Bn | - | 3.18 Bn |
| 6 | Two Harbors Investment | 2.65 Bn | 2.01 Bn | - | 1.74 Bn |
| 7 | Blackstone Mortgage Trust | 2.35 Bn | 1.91 Bn | - | 3.26 Bn |
| 8 | Armour Residential REIT | 2.11 Bn | 2.02 Bn | - | 2.58 Bn |
| 9 | Ellington Financial | 1.71 Bn | 1.46 Bn | - | 2.00 Bn |
| 10 | Orchid Island Capital | 1.32 Bn | 637.53 Mn | 61.82 Mn | 1.44 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 16.98 Bn |
| Mar 31, 2026 | 16.33 Bn |
| Dec 31, 2025 | 16.16 Bn |
| Sep 30, 2025 | 15.00 Bn |
| Jun 30, 2025 | 13.47 Bn |
| Mar 31, 2025 | 13.08 Bn |
| Dec 31, 2024 | 12.70 Bn |
| Sep 30, 2024 | 12.54 Bn |
| Jun 30, 2024 | 11.26 Bn |
| Mar 31, 2024 | 11.50 Bn |
| Dec 31, 2023 | 11.35 Bn |
| Sep 30, 2023 | 10.68 Bn |
| Jun 30, 2023 | 11.89 Bn |
| Mar 31, 2023 | 11.91 Bn |
| Dec 31, 2022 | 11.37 Bn |
| Sep 30, 2022 | 10.95 Bn |
| Jun 30, 2022 | 11.09 Bn |
| Mar 31, 2022 | 11.48 Bn |
| Dec 31, 2021 | 13.20 Bn |
| Sep 30, 2021 | 13.72 Bn |