Annaly Capital Management (NLY) Tax Rate (2009 - 2026)
Annaly Capital Management (NLY) posted Tax Rate of 0.53% for Q1 2026, up 31.52% on a QoQ basis from 0.77% in Q4 2025, and down 649.0% year-over-year from 0.1% in Q1 2025.
Annaly Capital Management (NLY) Tax Rate (2009 - 2026) Analysis & Trends
Annaly Capital Management's Tax Rate history runs 17 years deep, the most recent figure standing at 0.53% for Q1 2026.
- Quarterly Tax Rate fell 649.0% year-over-year to 0.53% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 0.76% (down 425.0% YoY) and the FY2025 annual result came in at 0.34%, down 182.0% from the prior year.
- Tax Rate was 0.53% for Q1 2026 at Annaly Capital Management, up from 0.77% 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.
- A 5-year average of 23.12% and a median of 0.01% in 2022 frame the typical range for Tax Rate.
- Annual changes were most pronounced in 2024 — Tax Rate soared 37698 bps — and 2025, when it sank 38440 bps.
- Annaly Capital Management's 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 32 bps to 0.53% in 2026.
- Business Quant data shows NLY's Tax Rate at 0.53% in Q1 2026, 0.77% in Q4 2025, and 0.94% in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 16.30 Bn | 14.44 Bn | - | -0.53% |
| 2 | AGNC Investment | 11.85 Bn | 11.36 Bn | - | - |
| 3 | Starwood Property Trust | 5.99 Bn | 5.94 Bn | - | -7.38% |
| 4 | Rithm Capital | 5.01 Bn | 5.01 Bn | - | 29.02% |
| 5 | Blackstone Mortgage Trust | 2.78 Bn | 2.24 Bn | - | -22.35% |
| 6 | Ellington Financial | 1.63 Bn | 1.51 Bn | - | 1.10% |
| 7 | Dynex Capital | 1.56 Bn | 1.05 Bn | - | - |
| 8 | Armour Residential REIT | 1.42 Bn | 1.34 Bn | - | - |
| 9 | Two Harbors Investment | 1.27 Bn | 987.19 Mn | - | 11.28% |
| 10 | Ladder Capital | 1.20 Bn | 1.17 Bn | - | 17.86% |
Historic Data
Download Data| Date | Value |
|---|---|
| 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% |
| Dec 31, 2024 | 2.15% |
| Sep 30, 2024 | -8.05% |
| Sep 30, 2024 | -8.05% |