Annaly Capital Management (NLY) Loans - Net (2015 - 2026)
Annaly Capital Management's (NLY) quarterly Loans - Net came in at $7.3 billion in Q2 2026, up 95.61% on a YoY basis from $3.7 billion in Q2 2025, and up 0.69% quarter-over-quarter from $7.2 billion in Q1 2026.
Analysis
Annaly Capital Management (NLY) Loans - Net (2015 - 2026) Analysis & Trends
Annaly Capital Management (NLY) has reported Loans - Net for 11 consecutive years, with $7.3 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Loans - Net rose 95.61% year-over-year to $7.3 billion; the trailing twelve-month figure through Jun 2026 stood at $7.3 billion (up 95.61% YoY), and the FY2025 full-year result was $5.0 billion, up 41.55% from the prior year.
- Loans - Net climbed to $7.3 billion in Q2 2026 per NLY's latest filing, from $7.2 billion in the prior quarter.
- Across five years, Loans - Net topped out at $7.3 billion in Q2 2026 and bottomed at $1.2 billion in Q2 2023.
- Historically, Loans - Net has averaged $3.2 billion across 5 years, with a median of $2.6 billion in 2024.
- The sharpest annual moves came in 2022 and 2024: Loans - Net plunged 58.26% in 2022, then surged 120.76% in 2024.
- Over 5 years, Loans - Net stood at $1.8 billion in 2022, then jumped by 30.02% to $2.4 billion in 2023, then jumped by 50.73% to $3.5 billion in 2024, then jumped by 41.55% to $5.0 billion in 2025, then soared by 45.02% to $7.3 billion in 2026.
- According to Business Quant data, Loans - Net over the past three periods registered $7.3 billion, $7.2 billion, and $5.0 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Loans - Net (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 16.87 Bn | 13.96 Bn | - | 7.28 Bn |
| 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 | - | - |
| 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 | 7.28 Bn |
| Mar 31, 2026 | 7.23 Bn |
| Dec 31, 2025 | 5.02 Bn |
| Sep 30, 2025 | 4.01 Bn |
| Jun 30, 2025 | 3.72 Bn |
| Mar 31, 2025 | 3.86 Bn |
| Dec 31, 2024 | 3.55 Bn |
| Sep 30, 2024 | 2.31 Bn |
| Jun 30, 2024 | 2.55 Bn |
| Mar 31, 2024 | 2.72 Bn |
| Dec 31, 2023 | 2.35 Bn |
| Sep 30, 2023 | 1.79 Bn |
| Jun 30, 2023 | 1.15 Bn |
| Mar 31, 2023 | 1.64 Bn |
| Dec 31, 2022 | 1.81 Bn |
| Sep 30, 2022 | 1.55 Bn |
| Jun 30, 2022 | 1.49 Bn |
| Mar 31, 2022 | 3.62 Bn |
| Dec 31, 2021 | 4.24 Bn |
| Sep 30, 2021 | 3.58 Bn |