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| 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 |