Annaly Capital Management (NLY) Intangibles (2009 - 2026)
Annaly Capital Management's (NLY) quarterly Intangibles came in at $4.1 billion in Q2 2026, up 24.63% on a YoY basis from $3.3 billion in Q2 2025, and down 0.64% quarter-over-quarter from $4.1 billion in Q1 2026.
Analysis
Annaly Capital Management (NLY) Intangibles (2009 - 2026) Analysis & Trends
Annaly Capital Management (NLY) has reported Intangibles for 16 consecutive years, with $4.1 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Intangibles rose 24.63% year-over-year to $4.1 billion; the trailing twelve-month figure through Jun 2026 stood at $4.1 billion (up 24.63% YoY), and the FY2025 full-year result was $3.6 billion, up 25.32% from the prior year.
- Intangibles declined to $4.1 billion in Q2 2026 per NLY's latest filing, from $4.1 billion in the prior quarter.
- Across five years, Intangibles topped out at $4.1 billion in Q1 2026 and bottomed at $1.1 billion in Q1 2022.
- Historically, Intangibles has averaged $2.6 billion across 5 years, with a median of $2.7 billion in 2024.
- The sharpest annual moves came in 2022 and 2025: Intangibles jumped 880.67% in 2022, then advanced 17.79% in 2025.
- Over 5 years, Intangibles stood at $1.7 billion in 2022, then gained by 21.39% to $2.1 billion in 2023, then soared by 37.08% to $2.9 billion in 2024, then gained by 25.32% to $3.6 billion in 2025, then increased by 12.17% to $4.1 billion in 2026.
- According to Business Quant data, Intangibles over the past three periods registered $4.1 billion, $4.1 billion, and $3.6 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Intangibles (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 16.87 Bn | 13.96 Bn | - | 4.09 Bn |
| 2 | AGNC Investment | 12.43 Bn | 11.10 Bn | - | - |
| 3 | Starwood Property Trust | 5.84 Bn | 3.67 Bn | - | 440.97 Mn |
| 4 | Rithm Capital | 5.57 Bn | 5.57 Bn | - | 355.54 Mn |
| 5 | Dynex Capital | 2.88 Bn | 2.27 Bn | - | - |
| 6 | Two Harbors Investment | 2.65 Bn | 2.01 Bn | - | 2.34 Bn |
| 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 | - | 30.04 Mn |
| 10 | Orchid Island Capital | 1.32 Bn | 637.53 Mn | 61.82 Mn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 4.09 Bn |
| Mar 31, 2026 | 4.12 Bn |
| Dec 31, 2025 | 3.65 Bn |
| Sep 30, 2025 | 3.48 Bn |
| Jun 30, 2025 | 3.28 Bn |
| Mar 31, 2025 | 3.27 Bn |
| Dec 31, 2024 | 2.91 Bn |
| Sep 30, 2024 | 2.69 Bn |
| Jun 30, 2024 | 2.79 Bn |
| Mar 31, 2024 | 2.65 Bn |
| Dec 31, 2023 | 2.12 Bn |
| Sep 30, 2023 | 2.23 Bn |
| Jun 30, 2023 | 2.02 Bn |
| Mar 31, 2023 | 1.79 Bn |
| Dec 31, 2022 | 1.75 Bn |
| Sep 30, 2022 | 1.71 Bn |
| Jun 30, 2022 | 1.42 Bn |
| Mar 31, 2022 | 1.11 Bn |
| Dec 31, 2021 | 544.56 Mn |
| Sep 30, 2021 | 572.26 Mn |