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
DateValue
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%