Annaly Capital Management (NLY) Tax Rate (2009 - 2026)
Annaly Capital Management posted quarterly Tax Rate of 0.53% for Q1 2026, down 649.0% year-on-year from 0.1% in Q1 2025, and up 31.52% on a QoQ basis from 0.77% in Q4 2025.
Annaly Capital Management (NLY) has 17 years of Tax Rate data on file, last reported at 0.53% in Q1 2026.
- For the quarter ending Q1 2026, Tax Rate fell 649.0% year-over-year to 0.53%; the trailing twelve-month figure through Mar 2026 stood at 0.76% (down 425.0% YoY), and the FY2025 full-year result was 0.34%, down 182.0% from the prior year.
- Tax Rate for Q1 2026 stood at 0.53%, 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.
- The 5-year median for Tax Rate is 0.01% (2022), against an average of 23.12%.
- The widest annual swing landed in 2024, when Tax Rate soared 37698 bps; it then plunged 38440 bps in 2025.
- A 5-year view of Tax Rate shows it stood at 0.01% in 2022, then plunged by 4686 bps to 0.44% in 2023, then soared by 584 bps to 2.15% in 2024, then tumbled by 136 bps to 0.77% in 2025, then soared by 32 bps to 0.53% in 2026.
- The last three Tax Rate figures came in at 0.53% (Q1 2026), 0.77% (Q4 2025), and 0.94% (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 15.50 Bn | 13.25 Bn | - | -0.53 |
| 2 | AGNC Investment | 11.46 Bn | 10.79 Bn | - | - |
| 3 | Starwood Property Trust | 6.34 Bn | 6.34 Bn | - | -7.38 |
| 4 | Rithm Capital | 5.16 Bn | 4.85 Bn | - | 29.02 |
| 5 | Blackstone Mortgage Trust | 3.03 Bn | 2.49 Bn | - | -22.35 |
| 6 | Dynex Capital | 2.55 Bn | 1.77 Bn | - | - |
| 7 | Armour Residential REIT | 1.98 Bn | 1.25 Bn | - | - |
| 8 | Ellington Financial | 1.66 Bn | 1.38 Bn | - | 1.06 |
| 9 | Two Harbors Investment | 1.31 Bn | 763.45 Mn | - | 11.28 |
| 10 | Orchid Island Capital | 1.28 Bn | 602.37 Mn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -0.53 |
| Mar 31, 2026 | -0.53 |
| Dec 31, 2025 | -0.77 |
| Dec 31, 2025 | -0.77 |
| Sep 30, 2025 | -0.94 |
| Sep 30, 2025 | -0.94 |
| Jun 30, 2025 | 0.72 |
| Jun 30, 2025 | 0.72 |
| Mar 31, 2025 | 5.97 |
| Mar 31, 2025 | 5.97 |
| Dec 31, 2024 | 2.15 |
| Dec 31, 2024 | 2.15 |
| Sep 30, 2024 | -8.05 |
| Sep 30, 2024 | -8.05 |
| Jun 30, 2024 | 385.12 |
| Jun 30, 2024 | 385.12 |
| Mar 31, 2024 | -0.20 |
| Mar 31, 2024 | -0.20 |
| Dec 31, 2023 | -0.44 |
| Dec 31, 2023 | -0.44 |
| Sep 30, 2023 | -2.23 |
| Sep 30, 2023 | -2.23 |
| Jun 30, 2023 | 8.14 |
| Jun 30, 2023 | 8.14 |
| Mar 31, 2023 | -1.33 |
| Mar 31, 2023 | -1.33 |
| Dec 31, 2022 | 0.01 |
| Dec 31, 2022 | 0.01 |
| Sep 30, 2022 | 1.55 |
| Sep 30, 2022 | 1.55 |
| Jun 30, 2022 | 2.64 |
| Jun 30, 2022 | 2.64 |
| Mar 31, 2022 | 1.29 |
| Mar 31, 2022 | 1.29 |
| Dec 31, 2021 | 1.56 |
| Dec 31, 2021 | 1.56 |
| Sep 30, 2021 | -1.31 |
| Sep 30, 2021 | -1.31 |
| Jun 30, 2021 | -1.77 |
| Jun 30, 2021 | -1.77 |
| Mar 31, 2021 | -0.02 |
| Mar 31, 2021 | -0.02 |
| Dec 31, 2020 | -1.56 |
| Dec 31, 2020 | -1.56 |
| Sep 30, 2020 | 0.95 |
| Sep 30, 2020 | 0.95 |
| Jun 30, 2020 | 0.24 |
| Jun 30, 2020 | 0.24 |
| Mar 31, 2020 | 0.73 |
| Mar 31, 2020 | 0.73 |
| Dec 31, 2019 | -0.05 |
| Dec 31, 2019 | -0.05 |
| Sep 30, 2019 | 0.92 |
| Sep 30, 2019 | 0.92 |
| Jun 30, 2019 | 0.33 |
| Jun 30, 2019 | 0.33 |
| Mar 31, 2019 | -0.30 |
| Mar 31, 2019 | -0.30 |
| Dec 31, 2018 | -0.05 |
| Dec 31, 2018 | -0.05 |
| Jun 30, 2018 | 0.54 |
| Jun 30, 2018 | 0.54 |
| Mar 31, 2018 | 0.04 |
| Mar 31, 2018 | 0.04 |
| Dec 31, 2017 | 0.66 |
| Dec 31, 2017 | 0.66 |
| Sep 30, 2017 | 0.37 |
| Sep 30, 2017 | 0.37 |
| Jun 30, 2017 | -2.32 |
| Jun 30, 2017 | -2.32 |
| Mar 31, 2017 | 0.14 |
| Mar 31, 2017 | 0.14 |
| Dec 31, 2016 | 0.07 |
| Dec 31, 2016 | 0.07 |
| Sep 30, 2016 | -0.26 |
| Sep 30, 2016 | -0.26 |
| Jun 30, 2016 | 0.03 |
| Jun 30, 2016 | 0.03 |
| Mar 31, 2016 | 0.10 |
| Mar 31, 2016 | 0.10 |
| Dec 31, 2015 | 0.90 |
| Dec 31, 2015 | 0.90 |
| Sep 30, 2015 | 0.06 |
| Sep 30, 2015 | 0.06 |
| Jun 30, 2015 | -0.86 |
| Jun 30, 2015 | -0.86 |
| Mar 31, 2015 | 0.00 |
| Mar 31, 2015 | 0.00 |
| Sep 30, 2013 | 0.29 |
| Sep 30, 2013 | 0.29 |
| Jun 30, 2013 | 0.01 |
| Jun 30, 2013 | 0.01 |
| Mar 31, 2013 | 0.66 |
| Mar 31, 2013 | 0.66 |
| Dec 31, 2012 | -0.88 |
| Dec 31, 2012 | -0.88 |
| Sep 30, 2012 | 5.83 |
| Sep 30, 2012 | 5.83 |
| Jun 30, 2012 | -14.66 |
| Jun 30, 2012 | -14.66 |
| Mar 31, 2012 | 1.79 |
| Mar 31, 2012 | 1.79 |
| Dec 31, 2011 | 3.74 |
| Dec 31, 2011 | 3.74 |
| Sep 30, 2011 | -1.70 |
| Sep 30, 2011 | -1.70 |
| Jun 30, 2011 | 9.55 |
| Jun 30, 2011 | 9.55 |
| Mar 31, 2011 | 1.91 |
| Mar 31, 2011 | 1.91 |
| Dec 31, 2010 | 0.67 |
| Dec 31, 2010 | 0.67 |
| Sep 30, 2010 | -287.54 |
| Sep 30, 2010 | -287.54 |
| Jun 30, 2010 | -4.20 |
| Jun 30, 2010 | -4.20 |
| Mar 31, 2010 | 2.54 |
| Mar 31, 2010 | 2.54 |
| Dec 31, 2009 | 1.42 |
| Dec 31, 2009 | 1.42 |
| Sep 30, 2009 | 3.28 |
| Sep 30, 2009 | 3.28 |
| Jun 30, 2009 | 1.29 |
| Jun 30, 2009 | 1.29 |
| Mar 31, 2009 | 1.81 |
| Mar 31, 2009 | 1.81 |