Annaly Capital Management (NLY) Mortgage Banking (2021 - 2026)
Annaly Capital Management's Mortgage Banking was $175.06 million in Q2 2026, up 23.6% from $141.67 million a year earlier and up 10.0% from the prior quarter.
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Analysis
Annaly Capital Management (NLY) Mortgage Banking (2021 - 2026) Analysis & Trends
On a trailing twelve-month basis, Annaly Capital Management's Mortgage Banking was $631.68 million through Jun 30, 2026, up 18.8% year-over-year; for FY2025, it was $579.59 million, up 19.4% from FY2024.
- Mortgage Banking has now increased for four consecutive years, with a five-year compound annual growth rate of 43.8% (FY2020 to FY2025).
- In earlier years, Mortgage Banking was $485.41 million in FY2024 (+33.3%), $364.16 million in FY2023 (+47.5%), $246.93 million in FY2022 (+257.8%) and $69.02 million in FY2021 (-26.7%).
- The Q2 2026 figure marks the highest quarterly Mortgage Banking in data going back to Q1 2021.
- Compared with a year earlier, Mortgage Banking has increased for 18 straight quarters, with growth averaging 21.2% over the last eight quarters.
- The year-over-year growth in Mortgage Banking has ranged between 13.3% (Q1 2026) and 429.4% (Q2 2022) over the last five years.
- Per Business Quant data, NLY's Mortgage Banking in the three quarters before Q2 2026 was $159.13 million (Q1 2026), $156.13 million (Q4 2025) and $141.36 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Orix | 43.85 Bn | 44.35 Bn | - |
| 2 | Rocket Companies | 43.67 Bn | 29.35 Bn | - |
| 3 | Royalty Pharma | 33.56 Bn | 33.48 Bn | - |
| 4 | Federal National Mortgage Association Fannie Mae | 25.52 Bn | 25.52 Bn | - |
| 5 | Synchrony Financial | 23.24 Bn | -44.73 Bn | - |
| 6 | Affirm Holdings | 22.66 Bn | 16.35 Bn | - |
| 7 | Royal Gold | 20.35 Bn | 19.57 Bn | 390.45 Mn |
| 8 | Annaly Capital Management | 15.27 Bn | 6.37 Bn | - |
| 9 | Ares Capital | 13.74 Bn | 11.17 Bn | - |
| 10 | Federal Home Loan Mortgage | 12.68 Bn | -6.06 Bn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 175.06 Mn |
| Mar 31, 2026 | 159.13 Mn |
| Dec 31, 2025 | 156.13 Mn |
| Sep 30, 2025 | 141.36 Mn |
| Jun 30, 2025 | 141.67 Mn |
| Mar 31, 2025 | 140.44 Mn |
| Dec 31, 2024 | 127.22 Mn |
| Sep 30, 2024 | 122.58 Mn |
| Jun 30, 2024 | 120.52 Mn |
| Mar 31, 2024 | 115.08 Mn |
| Dec 31, 2023 | 98.47 Mn |
| Sep 30, 2023 | 97.62 Mn |
| Jun 30, 2023 | 83.79 Mn |
| Mar 31, 2023 | 84.27 Mn |
| Dec 31, 2022 | 82.04 Mn |
| Sep 30, 2022 | 74.49 Mn |
| Jun 30, 2022 | 55.69 Mn |
| Mar 31, 2022 | 34.72 Mn |
| Dec 31, 2021 | 31.32 Mn |
| Sep 30, 2021 | 17.95 Mn |
API Access
Annaly Capital Management Mortgage Banking API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=mortgage-banking&ticker=NLY&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "mortgage-banking", "ticker": "NLY", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=mortgage-banking&ticker=NLY&period=max&api_key=YOUR_API_KEY");
const data = await res.json();