Annaly Capital Management (NLY) Mortgage Banking (2021 - 2026)
Annaly Capital Management posted quarterly Mortgage Banking of $159.1 million for Q1 2026, up 13.31% year-on-year from $140.4 million in Q1 2025, and up 1.92% on a QoQ basis from $156.1 million in Q4 2025.
Annaly Capital Management (NLY) has 6 years of Mortgage Banking data on file, last reported at $159.1 million in Q1 2026.
- For the quarter ending Q1 2026, Mortgage Banking rose 13.31% year-over-year to $159.1 million; the trailing twelve-month figure through Mar 2026 stood at $598.3 million (up 17.14% YoY), and the FY2025 full-year result was $579.6 million, up 19.4% from the prior year.
- Mortgage Banking for Q1 2026 stood at $159.1 million, up from $156.1 million in the prior quarter.
- Across five years, Mortgage Banking topped out at $159.1 million in Q1 2026 and bottomed at $34.7 million in Q1 2022.
- The 5-year median for Mortgage Banking is $115.1 million (2024), against an average of $108.0 million.
- The widest annual swing landed in 2022, when Mortgage Banking surged 429.38%; it then advanced 13.31% in 2026.
- A 5-year view of Mortgage Banking shows it stood at $82.0 million in 2022, then advanced by 20.03% to $98.5 million in 2023, then climbed by 29.2% to $127.2 million in 2024, then gained by 22.72% to $156.1 million in 2025, then climbed by 1.92% to $159.1 million in 2026.
- The last three Mortgage Banking figures came in at $159.1 million (Q1 2026), $156.1 million (Q4 2025), and $141.4 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Annaly Capital Management | 15.50 Bn | 13.25 Bn | - |
| 2 | AGNC Investment | 11.46 Bn | 10.79 Bn | - |
| 3 | Starwood Property Trust | 6.34 Bn | 6.34 Bn | - |
| 4 | Rithm Capital | 5.16 Bn | 4.85 Bn | - |
| 5 | Blackstone Mortgage Trust | 3.03 Bn | 2.49 Bn | - |
| 6 | Dynex Capital | 2.55 Bn | 1.77 Bn | - |
| 7 | Armour Residential REIT | 1.98 Bn | 1.25 Bn | - |
| 8 | Ellington Financial | 1.66 Bn | 1.38 Bn | - |
| 9 | Two Harbors Investment | 1.31 Bn | 763.45 Mn | - |
| 10 | Orchid Island Capital | 1.28 Bn | 602.37 Mn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |
| Jun 30, 2021 | 10.52 Mn |
| Mar 31, 2021 | 9.23 Mn |