Every 8-K that Annaly Capital (NLY) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow NLY and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full NLY filings page.
Annaly Capital Management, Inc. (NLY) announced it will redeem all 17,700,000 shares of its 6.750% Series I Fixed-to-Floating Rate Cumulative Redeemable Preferred Stock at a cash redemption price of $25.00 per share, with payment to be made on October 1, 2026.
Dividends on the Series I preferred will be declared and paid through September 30, 2026; on the Redemption Date, dividends will cease to accumulate and all rights associated with the Series I shares will terminate except the right to receive the redemption amount upon surrender to the paying agent.
Annaly Capital Management furnished a Q2 2026 investor presentation showing solid performance across its housing finance platform. Earnings available for distribution were $0.79 per average common share, exceeding the increased quarterly cash dividend of $0.75, with GAAP net income of $1.06 per share and an annualized GAAP return on equity of 19.88%. Book value per common share was $20.15, and economic return reached 5.5% for the second quarter and 6.9% for the first half of 2026.
The company reported a total portfolio of $109.4 billion, including $95.0 billion in Agency MBS, a $10.4 billion residential credit portfolio and a $4.1 billion MSR portfolio. Economic leverage was 5.6x, supported by $9.6 billion of assets available for financing, including $5.5 billion of cash and unencumbered Agency MBS.
Annaly highlighted active capital formation and loan production, raising $447 million through its at-the-market equity program and pricing 25 residential whole loan securitizations totaling $14.2 billion in proceeds in 2026 year-to-date. Its correspondent channel produced $6.7 billion of lock volume and $5.1 billion of fundings in Q2, while MSR holdings of $4.1 billion continued to generate low-prepayment cash flows.
Annaly Capital Management reported second-quarter 2026 results showing GAAP net income of $827,773 thousand, or $1.06 per average common share, up from $0.33 in the prior quarter. Earnings available for distribution per share, a key non-GAAP metric, were $0.79 versus $0.76.
The company generated an annualized GAAP return on average equity of 19.88% and an annualized EAD return on average equity of 15.12%. Book value per common share increased to $20.15 from $19.82, after declaring a $0.75 common dividend for the quarter.
Net interest margin improved to 1.47% (or 1.76% excluding the premium amortization adjustment). The total investment portfolio reached $139,249,414 thousand, funded with economic leverage of 5.6x and supported by an economic capital ratio of 14.9% as of June 30, 2026.
Annaly Capital Management reported second-quarter 2026 results, generating GAAP net income of 827,773 thousand, or $1.06 per average common share, and earnings available for distribution (EAD) of $0.79 per share. Economic return for the quarter was 5.5% and book value per common share was $20.15.
GAAP annualized return on average equity reached 19.88%, while net interest margin was 1.47% and 1.76% excluding PAA. The total portfolio was $109.4 billion, including $95.0 billion of highly liquid Agency assets, with GAAP and economic leverage of 7.4x and 5.6x, respectively.
The board increased the common dividend to $0.75 per share, with EAD again exceeding the dividend, which management noted has occurred for nine consecutive quarters. During the quarter the company completed thirteen residential credit securitizations totaling $6.8 billion, expanded warehouse capacity to $8.3 billion, and raised $447 million of capital through its at-the-market equity program.
Annaly Capital Management, Inc. reported the results of its 2026 Annual Meeting of Stockholders held on June 10, 2026. Stockholders elected nine directors to serve until the 2027 annual meeting, each receiving over 410 million votes in favor with substantial margins over votes against.
Stockholders also approved, on an advisory basis, the Company’s executive compensation, with approximately 389.7 million votes for and 28.6 million against. They ratified the appointment of Ernst & Young LLP as the independent registered public accounting firm, with over 560.4 million votes for. An advisory stockholder proposal to adopt the right to act by written consent was rejected, receiving 125.1 million votes for and 291.9 million against. Voting participation was high, with 577,469,072 of 732,480,706 entitled common shares represented, or about 78.83% of eligible shares.
Annaly Capital Management furnished its First Quarter 2026 investor presentation, showing its tenth consecutive quarter of positive economic returns and earnings available for distribution of $0.76 per average common share versus a $0.70 dividend.
Book value per common share was $19.82 and economic return was 1.5% for the quarter. The total investment portfolio stood at $134.1 billion, with a $106.7 billion economic portfolio, including $92.2 billion in Agency MBS, $10.3 billion in residential credit and $4.2 billion in mortgage servicing rights. Economic leverage was 5.7x and the hedge ratio was 87%, while the average economic cost of interest-bearing liabilities declined to 3.93%.
Annaly highlighted strong securitization activity, pricing $6.6 billion of residential whole loan deals year-to-date 2026, record correspondent lock and funding volumes, and a 9% quarter-over-quarter increase in MSR market value to $4.2 billion, supported by low prepayments and high borrower credit quality.
Annaly Capital Management filed an 8-K to share its First Quarter 2026 financial supplement. For the quarter ended March 31, 2026, GAAP net income available to common stockholders was $242.0 million, or $0.33 per average common share, versus $1.40 in the prior quarter. Earnings available for distribution per average common share were $0.76, up slightly from $0.74. Annualized GAAP return on average equity was 7.15%, while annualized EAD return on average equity was 14.58%.
Book value per common share was $19.82 at quarter-end, down from $20.21. The total investment portfolio grew to $134.1 billion from $132.1 billion, with GAAP leverage of 7.3x and economic leverage of 5.7x. Net interest margin improved to 1.41%, and the company declared a $0.70 common dividend, unchanged from recent quarters.
Annaly Capital Management reported solid first quarter 2026 results driven by its diversified mortgage finance platform. GAAP net income was $0.33 per average common share, while earnings available for distribution (EAD) were higher at $0.76 per share, comfortably covering the $0.70 common dividend.
The company generated a 1.5% economic return for the quarter and ended with book value per common share of $19.82. Net interest margin improved to 1.41%, or 1.71% excluding premium amortization adjustment, as the average GAAP cost of interest-bearing liabilities fell to 4.29%.
Annaly managed a total portfolio of $106.7 billion, including $92.2 billion of highly liquid Agency assets, alongside a growing Residential Credit portfolio of $10.3 billion and an MSR portfolio of $4.2 billion. GAAP leverage was 7.3:1 and economic leverage 5.7:1, reflecting an 87% hedge ratio and continued emphasis on risk management.
Annaly Capital Management, Inc. furnished a Fourth Quarter 2025 investor presentation as an exhibit to a current report. The presentation, dated January 28, 2026 and attached as Exhibit 99.1, is provided under a Regulation FD disclosure item to share information broadly with the market.
The company states that the material in the presentation is being furnished rather than filed, meaning it is not subject to certain liability provisions of the Exchange Act and is not automatically incorporated into other securities filings unless specifically referenced.
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.
Annaly Capital Management, Inc. filed a current report stating that it issued a press release with its financial results for the quarter ended December 31, 2025. The press release is furnished as Exhibit 99.1 and provides details on the company’s operating performance for that quarter.
The company notes that this information is furnished, not filed, meaning it is not subject to certain Exchange Act liabilities and is not automatically incorporated into other securities law filings unless specifically referenced.
Annaly Capital Management, Inc. reported that longtime executive Anthony C. Green plans to retire after 16 years with the company. Effective January 1, 2026, he will step down as Chief Legal Officer, Chief Corporate Officer and Secretary and transition to a Senior Advisor role through March 31, 2026.
Under a retirement and transition agreement dated December 29, 2025, Mr. Green will continue to receive his current base salary during his advisory term and remain eligible for his 2025 annual incentives, to be paid in cash and equity based on actual 2025 performance. Following retirement, his outstanding equity awards will continue to vest under modified retirement provisions. He will also receive a lump-sum cash payment equal to three months of base salary and an additional lump sum intended to cover COBRA health coverage costs through September 30, 2026.
Annaly Capital Management, Inc. entered into separate Distribution Agency Agreements with multiple major broker-dealers that allow it to sell shares of its common stock in at-the-market offerings. The company may offer and sell shares of common stock with an aggregate offering price of up to $2,500,000,000 from time to time through these sales agents, who will use commercially reasonable efforts to execute sales as directed. Annaly will pay each sales agent a commission of up to 1.00% of the gross sales price per share. Any shares sold will be issued under Annaly’s automatic shelf registration statement on Form S-3, using an existing base prospectus and a prospectus supplement dated December 22, 2025.
Annaly Capital Management (NLY) furnished an investor presentation via an 8-K under Item 7.01 (Regulation FD). The Third Quarter 2025 Investor Presentation is attached as Exhibit 99.1 and incorporated by reference as stated.
The company notes the materials are being furnished, not filed, meaning they are not subject to Section 18 of the Exchange Act and will only be incorporated into other filings if specifically referenced. The filing also lists its NYSE‑traded securities, including common stock (NLY) and preferred series NLY.F, NLY.G, NLY.I, and NLY.J. Additional exhibits include iXBRL cover page data (Exhibits 101 and 104).
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.
Annaly Capital Management, Inc. (NLY) furnished quarterly results via an 8‑K. The company reported that it issued a press release announcing financial results for the quarter ended September 30, 2025, and provided it as Exhibit 99.1.
The information in Item 2.02, including Exhibit 99.1, is being furnished and is not deemed “filed” under Section 18 of the Exchange Act. Additional exhibits include the cover page formatted in iXBRL (Exhibit 101) and the interactive data file (Exhibit 104).