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 🔒
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
Mar 31, 2021 9.23 Mn