Annaly Capital Management (NLY) Mortgage Banking (2021 - 2026)

Annaly Capital Management (NLY) posted Mortgage Banking of $159.1 million for Q1 2026, up 1.92% on a QoQ basis from $156.1 million in Q4 2025, and up 13.31% year-over-year from $140.4 million in Q1 2025.

Annaly Capital Management (NLY) Mortgage Banking (2021 - 2026) Analysis & Trends

Annaly Capital Management's Mortgage Banking history runs 6 years deep, the most recent figure standing at $159.1 million for Q1 2026.

  • Quarterly Mortgage Banking rose 13.31% year-over-year to $159.1 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $598.3 million (up 17.14% YoY) and the FY2025 annual result came in at $579.6 million, up 19.4% from the prior year.
  • Mortgage Banking was $159.1 million for Q1 2026 at Annaly Capital Management, 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.
  • A 5-year average of $108.0 million and a median of $115.1 million in 2024 frame the typical range for Mortgage Banking.
  • Annual changes were most pronounced in 2022 — Mortgage Banking surged 429.38% — and 2026, when it increased 13.31%.
  • Annaly Capital Management's Mortgage Banking stood at $82.0 million in 2022, then climbed by 20.03% to $98.5 million in 2023, then grew by 29.2% to $127.2 million in 2024, then advanced by 22.72% to $156.1 million in 2025, then grew by 1.92% to $159.1 million in 2026.
  • Business Quant data shows NLY's Mortgage Banking at $159.1 million in Q1 2026, $156.1 million in Q4 2025, and $141.4 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Annaly Capital Management 16.30 Bn 14.44 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 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