Annaly Capital Management (NLY) Investment Gain (Loss) (2009 - 2026)
Annaly Capital Management's (NLY) quarterly Investment Gain (Loss) came in at -$38.2 million in Q2 2026, down 167.13% on a YoY basis from $57.0 million in Q2 2025, and down 181.92% quarter-over-quarter from $46.7 million in Q1 2026.
Analysis
Annaly Capital Management (NLY) Investment Gain (Loss) (2009 - 2026) Analysis & Trends
Annaly Capital Management (NLY) has reported Investment Gain (Loss) for 17 consecutive years, with -$38.2 million the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Investment Gain (Loss) fell 167.13% year-over-year to -$38.2 million; the trailing twelve-month figure through Jun 2026 stood at $50.7 million (down 49.99% YoY), and the FY2025 full-year result was $139.2 million, up 53.04% from the prior year.
- Investment Gain (Loss) declined to -$38.2 million in Q2 2026 per NLY's latest filing, from $46.7 million in the prior quarter.
- Across five years, Investment Gain (Loss) topped out at $66.6 million in Q4 2022 and bottomed at -$38.2 million in Q2 2026.
- Historically, Investment Gain (Loss) has averaged $19.4 million across 5 years, with a median of $20.5 million in 2022.
- The sharpest annual moves came in 2024 and 2025: Investment Gain (Loss) soared 671.23% in 2024, then sank 296.04% in 2025.
- Over 5 years, Investment Gain (Loss) stood at $66.6 million in 2022, then plunged by 55.44% to $29.7 million in 2023, then dropped by 19.92% to $23.8 million in 2024, then soared by 126.26% to $53.8 million in 2025, then tumbled by 171.14% to -$38.2 million in 2026.
- According to Business Quant data, Investment Gain (Loss) over the past three periods registered -$38.2 million, $46.7 million, and $53.8 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Investment Gain (Loss) (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 16.87 Bn | 13.96 Bn | - | -38.24 Mn |
| 2 | AGNC Investment | 12.43 Bn | 11.10 Bn | - | 30.00 Mn |
| 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 | - | 5.66 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 | - | 8.21 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 | -38.24 Mn |
| Mar 31, 2026 | 46.68 Mn |
| Dec 31, 2025 | 53.76 Mn |
| Sep 30, 2025 | -11.53 Mn |
| Jun 30, 2025 | -14.32 Mn |
| Mar 31, 2025 | 64.88 Mn |
| Dec 31, 2024 | 23.76 Mn |
| Sep 30, 2024 | 26.98 Mn |
| Jun 30, 2024 | 7.30 Mn |
| Mar 31, 2024 | 32.92 Mn |
| Dec 31, 2023 | 29.67 Mn |
| Sep 30, 2023 | 10.05 Mn |
| Jun 30, 2023 | 9.50 Mn |
| Mar 31, 2023 | 4.27 Mn |
| Dec 31, 2022 | 66.59 Mn |
| Sep 30, 2022 | 17.32 Mn |
| Jun 30, 2022 | 27.26 Mn |
| Mar 31, 2022 | -7.34 Mn |
| Dec 31, 2021 | 15.07 Mn |
| Sep 30, 2021 | 30.37 Mn |