Annaly Capital Management (NLY) Loans - Net (2017 - 2026)
Annaly Capital Management's (NLY) quarterly Loans - Net came in at $7.3 billion in Q2 2026, up 95.61% YoY from $3.7 billion in Q2 2025, and up 0.69% on a QoQ basis from $7.2 billion in Q1 2026.
Annaly Capital Management (NLY) Loans - Net (2017 - 2026) Analysis & Trends
Annaly Capital Management (NLY) has 10 years of Loans - Net data on file, last reported at $7.3 billion in Q2 2026.
- Quarterly Loans - Net rose 95.61% year-over-year to $7.3 billion in Q2 2026, while the trailing twelve-month figure through Jun 2026 was $7.3 billion (up 95.61% YoY) and the FY2025 annual result came in at $5.0 billion, up 41.55% from the prior year.
- Loans - Net rose to $7.3 billion in Q2 2026, from $7.2 billion in the prior quarter.
- In the past five years, Loans - Net ranged from a high of $7.3 billion in Q2 2026 to a low of $1.2 billion in Q2 2023.
- A 5-year average of $3.2 billion and a median of $2.6 billion in 2024 frame the typical range for Loans - Net.
- Annual changes were most pronounced in 2022 — Loans - Net tumbled 58.26% — and 2024, when it jumped 120.76%.
- Tracing NLY's Loans - Net over 5 years: stood at $1.8 billion in 2022, then surged by 30.02% to $2.4 billion in 2023, then surged by 50.73% to $3.5 billion in 2024, then surged by 41.55% to $5.0 billion in 2025, then jumped by 45.02% to $7.3 billion in 2026.
- The last three Loans - Net figures came in at $7.3 billion (Q2 2026), $7.2 billion (Q1 2026), and $5.0 billion (Q4 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Loans - Net (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 17.29 Bn | 14.38 Bn | - | 7.28 Bn |
| 2 | AGNC Investment | 12.65 Bn | 11.32 Bn | - | - |
| 3 | Starwood Property Trust | 5.95 Bn | 3.79 Bn | - | - |
| 4 | Rithm Capital | 5.71 Bn | 5.71 Bn | - | - |
| 5 | Dynex Capital | 2.93 Bn | 2.32 Bn | - | - |
| 6 | Blackstone Mortgage Trust | 2.40 Bn | 1.97 Bn | - | - |
| 7 | Armour Residential REIT | 2.12 Bn | 2.03 Bn | - | - |
| 8 | Ellington Financial | 1.73 Bn | 1.49 Bn | - | - |
| 9 | Orchid Island Capital | 1.34 Bn | 654.61 Mn | 61.82 Mn | - |
| 10 | Two Harbors Investment | 1.26 Bn | 617.08 Mn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 7.28 Bn |
| Jun 30, 2026 | 7.28 Bn |
| 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 |