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
DateValue
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