Annaly Capital Management (NLY) Mortgage Banking (2021 - 2026)
Annaly Capital Management's (NLY) quarterly Mortgage Banking came in at $175.1 million in Q2 2026, up 23.57% on a YoY basis from $141.7 million in Q2 2025, and up 10.01% quarter-over-quarter from $159.1 million in Q1 2026.
Analysis
Annaly Capital Management (NLY) Mortgage Banking (2021 - 2026) Analysis & Trends
Annaly Capital Management (NLY) has reported Mortgage Banking for 6 consecutive years, with $175.1 million the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Mortgage Banking rose 23.57% year-over-year to $175.1 million; the trailing twelve-month figure through Jun 2026 stood at $631.7 million (up 18.76% YoY), and the FY2025 full-year result was $579.6 million, up 19.4% from the prior year.
- Mortgage Banking climbed to $175.1 million in Q2 2026 per NLY's latest filing, from $159.1 million in the prior quarter.
- Across five years, Mortgage Banking topped out at $175.1 million in Q2 2026 and bottomed at $34.7 million in Q1 2022.
- Historically, Mortgage Banking has averaged $111.7 million across 5 years, with a median of $117.8 million in 2024.
- The sharpest annual moves came in 2022 and 2026: Mortgage Banking soared 429.38% in 2022, then climbed 13.31% in 2026.
- Over 5 years, 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 rose by 12.12% to $175.1 million in 2026.
- According to Business Quant data, Mortgage Banking over the past three periods registered $175.1 million, $159.1 million, and $156.1 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Annaly Capital Management | 16.87 Bn | 13.96 Bn | - |
| 2 | AGNC Investment | 12.43 Bn | 11.10 Bn | - |
| 3 | Starwood Property Trust | 5.84 Bn | 3.67 Bn | - |
| 4 | Rithm Capital | 5.57 Bn | 5.57 Bn | - |
| 5 | Dynex Capital | 2.88 Bn | 2.27 Bn | - |
| 6 | Two Harbors Investment | 2.65 Bn | 2.01 Bn | - |
| 7 | Blackstone Mortgage Trust | 2.35 Bn | 1.91 Bn | - |
| 8 | Armour Residential REIT | 2.11 Bn | 2.02 Bn | - |
| 9 | Ellington Financial | 1.71 Bn | 1.46 Bn | - |
| 10 | Orchid Island Capital | 1.32 Bn | 637.53 Mn | 61.82 Mn |
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 |