NLY files 8-K; Q3 2025 financial supplement posted as Exhibit 99.1

Rhea-AI Filing Summary

Annaly Capital Management (NLY) filed an 8-K announcing it posted its financial supplement for the quarter ended September 30, 2025. The supplement is available on the Investors section of its website and is filed as Exhibit 99.1, which is incorporated by reference.

The filing also lists the company’s NYSE‑traded securities, including common stock (NLY) and preferred series NLY.F, NLY.G, NLY.I, and NLY.J.

8-K Event Classification

2 items: 8.01, 9.01

2 items

Item 8.01 Other Events Other

Voluntary disclosure of events the company deems important to shareholders but not covered by other items.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, and exhibit attachments filed with this report.

Understanding 8-K Material Events →

0001043219false00010432192025-10-222025-10-220001043219us-gaap:CommonStockMember2025-10-222025-10-220001043219nly:A6.95SeriesFFixedtoFloatingRateCumulativeRedeemablePreferredStockMember2025-10-222025-10-220001043219nly:A6.50SeriesGFixedtoFloatingRateCumulativeRedeemablePreferredStockMember2025-10-222025-10-220001043219nly:A6.75SeriesIFixedtoFloatingRateCumulativeRedeemablePreferredStockMember2025-10-222025-10-220001043219nly:A8.875SeriesJCumulativeRedeemablePreferredStockMember2025-10-222025-10-22

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)

October 22, 2025

     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 October 22, 2025, the Registrant posted a financial supplement for the quarter ended September 30, 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 Third 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:

/s/ Anthony C. Green

Name: Anthony C. Green

Title: Chief Corporate Officer & Chief Legal Officer

Dated: October 22, 2025

FAQ

What did NLY announce in its 8-K?

It posted a financial supplement for the quarter ended September 30, 2025, and filed it as Exhibit 99.1.

Where can I access Annaly’s Q3 2025 financial supplement?

On the company’s Investors section at www.annaly.com and as Exhibit 99.1 to the 8-K.

Which period does the supplement cover for NLY?

It covers the quarter ended September 30, 2025.

What exhibit contains the financial supplement?

The supplement is filed as Exhibit 99.1.

Which exchanges and tickers are listed for Annaly securities?

NYSE: NLY (common), NLY.F (Series F), NLY.G (Series G), NLY.I (Series I), NLY.J (Series J).

Which 8-K items are referenced?

Item 8.01 (Other Events) and Item 9.01 (Financial Statements and Exhibits).

Is there iXBRL information included?

Yes. The cover page information is formatted in iXBRL (Exhibit 101), with an interactive data file in Exhibit 104.