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% YoY from $141.7 million in Q2 2025, and up 10.01% on a QoQ basis from $159.1 million in Q1 2026.
Annaly Capital Management (NLY) Mortgage Banking (2021 - 2026) Analysis & Trends
Annaly Capital Management (NLY) has 6 years of Mortgage Banking data on file, last reported at $175.1 million in Q2 2026.
- Quarterly Mortgage Banking rose 23.57% year-over-year to $175.1 million in Q2 2026, while the trailing twelve-month figure through Jun 2026 was $631.7 million (up 18.76% YoY) and the FY2025 annual result came in at $579.6 million, up 19.4% from the prior year.
- Mortgage Banking rose to $175.1 million in Q2 2026, from $159.1 million in the prior quarter.
- In the past five years, Mortgage Banking ranged from a high of $175.1 million in Q2 2026 to a low of $34.7 million in Q1 2022.
- A 5-year average of $111.7 million and a median of $117.8 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 advanced 13.31%.
- Tracing NLY's Mortgage Banking over 5 years: stood at $82.0 million in 2022, then gained by 20.03% to $98.5 million in 2023, then advanced by 29.2% to $127.2 million in 2024, then rose by 22.72% to $156.1 million in 2025, then grew by 12.12% to $175.1 million in 2026.
- The last three Mortgage Banking figures came in at $175.1 million (Q2 2026), $159.1 million (Q1 2026), and $156.1 million (Q4 2025), per Business Quant data.
Powered by 
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Annaly Capital Management | 17.29 Bn | 14.38 Bn | - |
| 2 | AGNC Investment | 12.65 Bn | 11.32 Bn | - |
| 3 | Starwood Property Trust | 5.95 Bn | 3.79 Bn | - |
| 4 | Rithm Capital | 5.71 Bn | 5.71 Bn | - |
| 5 | Dynex Capital | 2.93 Bn | 2.32 Bn | - |
| 6 | Blackstone Mortgage Trust | 2.40 Bn | 1.97 Bn | - |
| 7 | Armour Residential REIT | 2.12 Bn | 2.03 Bn | - |
| 8 | Ellington Financial | 1.73 Bn | 1.49 Bn | - |
| 9 | Orchid Island Capital | 1.34 Bn | 654.61 Mn | 61.82 Mn |
| 10 | Two Harbors Investment | 1.26 Bn | 617.08 Mn | - |
Historic Data
Download 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 |