Annaly Capital Management (NLY) Tax Rate (2009 - 2026)
Annaly Capital Management's (NLY) quarterly Tax Rate came in at 0.83% in Q2 2026, up 10.0% YoY from 0.75% in Q2 2025, and up 257.25% on a QoQ basis from 0.53% in Q1 2026.
Annaly Capital Management (NLY) Tax Rate (2009 - 2026) Analysis & Trends
Annaly Capital Management (NLY) has 17 years of Tax Rate data on file, last reported at 0.83% in Q2 2026.
- Quarterly Tax Rate rose 10.0% year-over-year to 0.83% in Q2 2026, while the trailing twelve-month figure through Jun 2026 was 0.34% (down 205.0% YoY) and the FY2025 annual result came in at 0.34%, down 182.0% from the prior year.
- Tax Rate climbed to 0.83% in Q2 2026, from 0.53% in the prior quarter.
- In the past five years, Tax Rate ranged from a high of 385.12% in Q2 2024 to a low of 8.05% in Q3 2024.
- A 5-year average of 21.89% and a median of 0.37% in 2025 frame the typical range for Tax Rate.
- Annual changes were most pronounced in 2024 — Tax Rate soared 37698 bps — and 2025, when it slumped 38440 bps.
- Tracing NLY's Tax Rate over 5 years: stood at 0.01% in 2022, then sank by 4686 bps to 0.44% in 2023, then surged by 584 bps to 2.15% in 2024, then plunged by 136 bps to 0.77% in 2025, then surged by 208 bps to 0.83% in 2026.
- The last three Tax Rate figures came in at 0.83% (Q2 2026), 0.53% (Q1 2026), and 0.77% (Q4 2025), per Business Quant data.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 17.29 Bn | 14.38 Bn | - | 0.83% |
| 2 | AGNC Investment | 12.65 Bn | 11.32 Bn | - | - |
| 3 | Starwood Property Trust | 5.95 Bn | 3.79 Bn | - | 29.32% |
| 4 | Rithm Capital | 5.71 Bn | 5.71 Bn | - | 21.84% |
| 5 | Dynex Capital | 2.93 Bn | 2.32 Bn | - | - |
| 6 | Blackstone Mortgage Trust | 2.40 Bn | 1.97 Bn | - | -3.18% |
| 7 | Armour Residential REIT | 2.12 Bn | 2.03 Bn | - | - |
| 8 | Ellington Financial | 1.73 Bn | 1.49 Bn | - | 0.21% |
| 9 | Orchid Island Capital | 1.34 Bn | 654.61 Mn | 61.82 Mn | - |
| 10 | Two Harbors Investment | 1.26 Bn | 617.08 Mn | - | 8.80% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 0.83% |
| Jun 30, 2026 | 0.83% |
| Jun 30, 2026 | 0.83% |
| Mar 31, 2026 | -0.53% |
| Mar 31, 2026 | -0.53% |
| Mar 31, 2026 | -0.53% |
| Dec 31, 2025 | -0.77% |
| Dec 31, 2025 | -0.77% |
| Dec 31, 2025 | -0.77% |
| Sep 30, 2025 | -0.94% |
| Sep 30, 2025 | -0.94% |
| Sep 30, 2025 | -0.94% |
| Jun 30, 2025 | 0.72% |
| Jun 30, 2025 | 0.72% |
| Jun 30, 2025 | 0.72% |
| Mar 31, 2025 | 5.97% |
| Mar 31, 2025 | 5.97% |
| Mar 31, 2025 | 5.97% |
| Dec 31, 2024 | 2.15% |
| Dec 31, 2024 | 2.15% |