Annaly Capital Management NLY
NYSE NLY
$22.74 -0.07 (-0.33%)
As of: Sep 8, 2026 · 3:59 PM EDT

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

Historic Data

Download Data
DateValue
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