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Annaly Capital Management director Eric A. Reeves reported a new equity award in the form of Deferred Stock Units (DSUs). He received a grant of 8,641 DSUs that convert into an equal number of common shares on a one-for-one basis under the company’s 2020 Equity Incentive Plan.
The DSUs were granted at no cash cost and are a form of director compensation rather than an open-market purchase. Following this award, Reeves holds 21,544 DSUs in total and 30,593 shares of common stock directly. He has elected to defer settlement of all DSUs until after his board service ends.
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 director Eric A. Reeves exercised deferred stock units into common stock in a routine compensation-related move. On May 14, 2026, he converted 7,628 Deferred Stock Units into the same number of Common Stock shares at a stated price of $0.00 per share, reflecting a non-cash equity settlement. Following the transaction, he directly holds 30,593 shares of Common Stock and 12,903 Deferred Stock Units, which convert to common shares on a one-for-one basis under Annaly’s 2020 Equity Incentive Plan. The filing shows no open-market purchases or sales, only the exercise and related reduction of DSUs granted during his board service, including units previously added through dividend reinvestment.
Annaly Capital Management’s Chief Financial Officer Serena Wolfe reported an open-market sale of 16,537 shares of common stock. The transaction occurred on May 4, 2026 at a weighted average price of $22.48 per share.
After this sale, Wolfe directly holds 200,964 shares of Annaly common stock, which includes dividend equivalent units that are economically equal to common shares. The sale was carried out under a pre-arranged Rule 10b5-1 trading plan adopted for tax and estate planning purposes.
Annaly Capital Management CEO David L. Finkelstein reported an open-market sale of 50,000 shares of common stock on April 27, 2026 at a weighted average price of $22.88 per share. The sale was made under a pre-arranged Rule 10b5-1 plan adopted on May 16, 2024 for tax and estate planning purposes. After this transaction, he directly holds 783,763 shares, which include dividend equivalent units issued on restricted unit awards. The disclosed price range for the trades was between $22.78 and $23.00 per share.
Annaly Capital Management uses this proxy to invite stockholders to a virtual annual meeting on June 10, 2026, where holders of common stock as of April 13, 2026 may vote.
Stockholders are asked to elect nine directors, approve on an advisory basis executive compensation, ratify Ernst & Young LLP as independent auditor for 2026, and consider an advisory proposal to adopt the right to act by written consent.
The proxy highlights strong 2025 performance, including a 20.2% economic return, about 40% total stockholder return for the year and a 12.5% dividend yield, with total stockholder return of 1,180% since the IPO. Annaly emphasizes its diversified housing finance platform, with an Agency MBS portfolio of about $93 billion and record Residential Credit production through its Onslow Bay channel.
The Board underscores robust governance: an Independent Chair, 89% independent directors, fully independent key committees, strong stockholder rights and extensive engagement, including outreach to all top 100 stockholders. Executive pay is heavily performance-based, with most compensation at risk, higher weight on equity and performance stock units, clawback and anti-hedging policies, and a corporate performance scorecard that helped produce over 91% support in the 2025 Say‑on‑Pay vote.
Annaly Capital Management Inc ownership filing lists that Vanguard Capital Management beneficially owns 37,335,394 shares of Common Stock, representing 5.19% of the class. The filing shows sole voting power for 5,321,806 shares and sole dispositive power over 37,335,394 shares. The statement is signed 04/29/2026 and cites affiliated Vanguard entities as exercising voting/dispositive authority.
Annaly Capital Management reported stronger results for the quarter ended March 31, 2026. Net income attributable to Annaly rose to $282.7 million from $124.2 million a year earlier, with net income available to common stockholders increasing to $242.0 million and diluted EPS to $0.33 from $0.15. Net interest income more than doubled to $452.7 million, supported by higher interest income of $1.72 billion. Comprehensive income attributable to common stockholders was $197.0 million, reflecting unrealized losses on available-for-sale securities of $45.0 million. Book value remained sizable, with total stockholders’ equity of $16.27 billion and total assets of $138.54 billion as Annaly continued to deploy capital across Agency MBS, residential credit, and mortgage servicing rights.
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.