Annaly Capital Management (NYSE: NLY) files Q4 2025 financial supplement 8-K

Rhea-AI Filing Summary

Annaly Capital Management, Inc. filed a current report to inform investors that it has released its financial supplement for the quarter ended December 31, 2025. The company posted this supplement on the Investors section of its website and also attached it as Exhibit 99.1.

The filing notes that the supplement provides additional details on fourth quarter 2025 financial information. The report is signed by the Chief Financial Officer, Serena Wolfe, on behalf of the company.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d) OF THE

SECURITIES EXCHANGE ACT OF 1934

Date of Report (Date of earliest event reported)

January 28, 2026

     Annaly Capital Management Inc

(Exact Name of Registrant as Specified in its Charter)

Maryland						1-13447			22-3479661
(State or other jurisdiction of incorporation or organization)						(Commission File Number)			(IRS Employer Identification No.)
1211 Avenue of the Americas
New York,			New York						10036
(Address of principal executive offices)									(Zip Code)

Registrant’s telephone number, including area code: (212) 696-0100

Not Applicable

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of Each Class			Trading Symbol(s)			Name of Each Exchange on Which Registered
Common Stock, par value $0.01 per share			NLY			New York Stock Exchange
6.95% Series F Fixed-to-Floating Rate Cumulative Redeemable Preferred Stock			NLY.F			New York Stock Exchange
6.50% Series G Fixed-to-Floating Rate Cumulative Redeemable Preferred Stock			NLY.G			New York Stock Exchange
6.75% Series I Fixed-to-Floating Rate Cumulative Redeemable Preferred Stock			NLY.I			New York Stock Exchange
8.875% Series J Fixed-Rate Cumulative Redeemable Preferred Stock			NLY.J			New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company  ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  ☐

Item 8.01 Other Events.

On January 28, 2026, the Registrant posted a financial supplement for the quarter ended December 31, 2025 on the Investors section of its website (www.annaly.com). A copy of the financial supplement is filed as Exhibit 99.1 to this report and incorporated herein by reference.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits

99.1 Fourth Quarter 2025 Financial Supplement.

101    Pursuant to Rule 406 of Regulation S-T, the cover page information is formatted in iXBRL (Inline eXtensible Business Reporting Language).

104    Cover page interactive data file (formatted in iXBRL in Exhibit 101).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

ANNALY CAPITAL MANAGEMENT, INC.

By:

By: /s/ Serena Wolfe

Name: Serena Wolfe

Title: Chief Financial Officer

Dated: January 28, 2026

FAQ

What did Annaly Capital Management (NLY) disclose in this 8-K filing?

Annaly Capital Management disclosed that it posted a financial supplement for the quarter ended December 31, 2025. The supplement is available on its investor website and is also filed as Exhibit 99.1 to the report.

What period does Annaly Capital Management’s new financial supplement cover?

The financial supplement covers Annaly Capital Management’s quarter ended December 31, 2025. This period aligns with the company’s fourth quarter 2025 results and provides additional supporting financial and operating details for investors.

Where can investors access Annaly Capital Management’s Q4 2025 financial supplement?

Investors can access the Q4 2025 financial supplement on Annaly Capital Management’s Investors section at www.annaly.com. The same document is also filed as Exhibit 99.1 to this current report for public reference.

Which exhibit contains Annaly Capital Management’s fourth quarter 2025 financial supplement?

Exhibit 99.1 contains Annaly Capital Management’s fourth quarter 2025 financial supplement. The company specifically identifies this exhibit as the document providing detailed supplemental financial information for the quarter ended December 31, 2025.

Who signed this Annaly Capital Management 8-K related to the Q4 2025 supplement?

The 8-K was signed on behalf of Annaly Capital Management by Serena Wolfe, the company’s Chief Financial Officer. Her signature indicates the filing is authorized and submitted in accordance with Securities Exchange Act requirements.

Does this Annaly Capital Management 8-K include inline XBRL information?

Yes. The 8-K states that, pursuant to Rule 406 of Regulation S-T, the cover page information is formatted in iXBRL. It also references a cover page interactive data file provided as Exhibit 101 and Exhibit 104.