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% on a YoY basis from 0.75% in Q2 2025, and up 257.25% quarter-over-quarter from 0.53% in Q1 2026.
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Annaly Capital Management (NLY) Tax Rate (2009 - 2026) Analysis & Trends
Annaly Capital Management (NLY) has reported Tax Rate for 17 consecutive years, with 0.83% the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Tax Rate rose 10.0% year-over-year to 0.83%; the trailing twelve-month figure through Jun 2026 stood at 0.34% (down 205.0% YoY), and the FY2025 full-year result was 0.34%, down 182.0% from the prior year.
- Tax Rate grew to 0.83% in Q2 2026 per NLY's latest filing, from 0.53% in the prior quarter.
- Across five years, Tax Rate topped out at 385.12% in Q2 2024 and bottomed at 8.05% in Q3 2024.
- Historically, Tax Rate has averaged 21.89% across 5 years, with a median of 0.37% in 2025.
- The sharpest annual moves came in 2024 and 2025: Tax Rate jumped 37698 bps in 2024, then tumbled 38440 bps in 2025.
- Over 5 years, Tax Rate stood at 0.01% in 2022, then tumbled by 4686 bps to 0.44% in 2023, then jumped by 584 bps to 2.15% in 2024, then slumped by 136 bps to 0.77% in 2025, then jumped by 208 bps to 0.83% in 2026.
- According to Business Quant data, Tax Rate over the past three periods registered 0.83%, 0.53%, and 0.77% for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 16.87 Bn | 13.96 Bn | - | 0.83% |
| 2 | AGNC Investment | 12.43 Bn | 11.10 Bn | - | - |
| 3 | Starwood Property Trust | 5.84 Bn | 3.67 Bn | - | 29.32% |
| 4 | Rithm Capital | 5.57 Bn | 5.57 Bn | - | 21.84% |
| 5 | Dynex Capital | 2.88 Bn | 2.27 Bn | - | - |
| 6 | Two Harbors Investment | 2.65 Bn | 2.01 Bn | - | 8.80% |
| 7 | Blackstone Mortgage Trust | 2.35 Bn | 1.91 Bn | - | -3.18% |
| 8 | Armour Residential REIT | 2.11 Bn | 2.02 Bn | - | - |
| 9 | Ellington Financial | 1.71 Bn | 1.46 Bn | - | 0.21% |
| 10 | Orchid Island Capital | 1.32 Bn | 637.53 Mn | 61.82 Mn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 0.83% |
| Mar 31, 2026 | -0.53% |
| Dec 31, 2025 | -0.77% |
| Sep 30, 2025 | -0.94% |
| Jun 30, 2025 | 0.72% |
| Mar 31, 2025 | 5.97% |
| Dec 31, 2024 | 2.15% |
| Sep 30, 2024 | -8.05% |
| Jun 30, 2024 | 385.12% |
| Mar 31, 2024 | -0.20% |
| Dec 31, 2023 | -0.44% |
| Sep 30, 2023 | -2.23% |
| Jun 30, 2023 | 8.14% |
| Mar 31, 2023 | -1.33% |
| Dec 31, 2022 | 0.01% |
| Sep 30, 2022 | 1.55% |
| Jun 30, 2022 | 2.64% |
| Mar 31, 2022 | 1.29% |
| Dec 31, 2021 | 1.56% |
| Sep 30, 2021 | -1.31% |