Annaly Capital Management (NLY) Tax Rate (2009 - 2026)
Annaly Capital Management (NLY) posted Tax Rate of 0.83% for Q2 2026, up 0.10 percentage points from 0.72% a year earlier and up 1.35 percentage points from the prior quarter.
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Analysis
Annaly Capital Management (NLY) Tax Rate (2009 - 2026) Analysis & Trends
For the trailing twelve months through Jun 30, 2026, Tax Rate at Annaly Capital Management was -0.34%, down 2.05 percentage points year-over-year; for FY2025, it came in at -0.34%, down 1.82 percentage points from FY2024.
- Annual Tax Rate shows a five-year change of -3.43 percentage points (FY2020 to FY2025).
- In prior years, Annaly Capital Management's Tax Rate was 1.49% in FY2024 (+3.95 pp), -2.47% in FY2023 (-5.04 pp), 2.57% in FY2022 (+2.38 pp) and 0.19% in FY2021 (-2.90 pp).
- The Q2 2026 figure stands as the highest quarterly Tax Rate since Q1 2025.
- On a year-over-year basis, Tax Rate increased in four of the last eight quarters, with an average year-over-year change of -47.96 percentage points.
- The strongest year-over-year quarter for Tax Rate in the past five years was Q2 2024, with a gain of 376.98 percentage points; the weakest was Q2 2025, with a drop of 384.40 percentage points.
- According to Business Quant data, Tax Rate for the three prior quarters was -0.53% (Q1 2026), -0.77% (Q4 2025) and -0.94% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Orix | 43.85 Bn | 44.35 Bn | - | 30.92% |
| 2 | Rocket Companies | 43.67 Bn | 29.35 Bn | - | 18.51% |
| 3 | Royalty Pharma | 33.56 Bn | 33.48 Bn | - | - |
| 4 | Federal National Mortgage Association Fannie Mae | 25.52 Bn | 25.52 Bn | - | 20.18% |
| 5 | Synchrony Financial | 23.24 Bn | -44.73 Bn | - | 25.38% |
| 6 | Affirm Holdings | 22.66 Bn | 16.35 Bn | - | - |
| 7 | Royal Gold | 20.35 Bn | 19.57 Bn | 390.45 Mn | 19.69% |
| 8 | Annaly Capital Management | 15.27 Bn | 6.37 Bn | - | 0.83% |
| 9 | Ares Capital | 13.74 Bn | 11.17 Bn | - | - |
| 10 | Federal Home Loan Mortgage | 12.68 Bn | -6.06 Bn | - | 19.61% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 0.83% |
| Jun 30, 2025 | 0.72% |
| Mar 31, 2025 | 5.97% |
| Dec 31, 2024 | 2.15% |
| Jun 30, 2024 | 385.12% |
| Jun 30, 2023 | 8.14% |
| Jun 30, 2022 | 2.64% |
| Mar 31, 2022 | 1.29% |
| Dec 31, 2021 | 1.56% |
| Sep 30, 2020 | 0.95% |
| Jun 30, 2020 | 0.24% |
| Jun 30, 2018 | 0.54% |
| Mar 31, 2018 | 0.04% |
| Dec 31, 2017 | 0.66% |
| Sep 30, 2017 | 0.37% |
| Mar 31, 2017 | 0.22% |
| Dec 31, 2016 | 0.07% |
| Dec 31, 2015 | 0.90% |
| Sep 30, 2014 | 0.67% |
| Dec 31, 2013 | 0.17% |
API Access
Annaly Capital Management Tax Rate API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=tax-rate&ticker=NLY&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "ticker": "NLY", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=tax-rate&ticker=NLY&period=max&api_key=YOUR_API_KEY");
const data = await res.json();