Annaly Capital Management (NLY) Loans - Net (2017 - 2026)
Annaly Capital Management (NLY) posted Loans - Net of $7.2 billion for Q1 2026, up 44.02% on a QoQ basis from $5.0 billion in Q4 2025, and up 87.3% year-over-year from $3.9 billion in Q1 2025.
Annaly Capital Management (NLY) Loans - Net (2017 - 2026) Analysis & Trends
Annaly Capital Management's Loans - Net history runs 10 years deep, the most recent figure standing at $7.2 billion for Q1 2026.
- Quarterly Loans - Net rose 87.3% year-over-year to $7.2 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $7.2 billion (up 87.3% YoY) and the FY2025 annual result came in at $5.0 billion, up 41.55% from the prior year.
- Loans - Net was $7.2 billion for Q1 2026 at Annaly Capital Management, up from $5.0 billion in the prior quarter.
- Across five years, Loans - Net topped out at $7.2 billion in Q1 2026 and bottomed at $1.2 billion in Q2 2023.
- A 5-year average of $3.0 billion and a median of $2.5 billion in 2024 frame the typical range for Loans - Net.
- Annual changes were most pronounced in 2022 — Loans - Net slumped 58.26% — and 2024, when it jumped 120.76%.
- Annaly Capital Management's 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 jumped by 44.02% to $7.2 billion in 2026.
- Business Quant data shows NLY's Loans - Net at $7.2 billion in Q1 2026, $5.0 billion in Q4 2025, and $4.0 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Loans - Net (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 16.30 Bn | 14.44 Bn | - | 7.23 Bn |
| 2 | AGNC Investment | 11.85 Bn | 11.36 Bn | - | - |
| 3 | Starwood Property Trust | 5.99 Bn | 5.94 Bn | - | - |
| 4 | Rithm Capital | 5.01 Bn | 5.01 Bn | - | - |
| 5 | Blackstone Mortgage Trust | 2.78 Bn | 2.24 Bn | - | - |
| 6 | Ellington Financial | 1.63 Bn | 1.51 Bn | - | - |
| 7 | Dynex Capital | 1.56 Bn | 1.05 Bn | - | - |
| 8 | Armour Residential REIT | 1.42 Bn | 1.34 Bn | - | - |
| 9 | Two Harbors Investment | 1.27 Bn | 987.19 Mn | - | - |
| 10 | Ladder Capital | 1.20 Bn | 1.17 Bn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 7.23 Bn |
| Mar 31, 2026 | 7.23 Bn |
| Dec 31, 2025 | 5.02 Bn |
| Dec 31, 2025 | 5.02 Bn |
| Sep 30, 2025 | 4.01 Bn |
| Sep 30, 2025 | 4.01 Bn |
| Jun 30, 2025 | 3.72 Bn |
| Jun 30, 2025 | 3.72 Bn |
| Mar 31, 2025 | 3.86 Bn |
| Mar 31, 2025 | 3.86 Bn |
| Dec 31, 2024 | 3.55 Bn |
| Dec 31, 2024 | 3.55 Bn |
| Sep 30, 2024 | 2.31 Bn |
| Sep 30, 2024 | 2.31 Bn |
| Jun 30, 2024 | 2.55 Bn |
| Jun 30, 2024 | 2.55 Bn |
| Mar 31, 2024 | 2.72 Bn |
| Mar 31, 2024 | 2.72 Bn |
| Dec 31, 2023 | 2.35 Bn |
| Dec 31, 2023 | 2.35 Bn |