secwatch.observer — SEC 8-K summary
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Issuer:     ANNALY CAPITAL MANAGEMENT INC (NLY)
CIK:        0001043219
Form:       8-K
Filed at:   2026-01-28T23:59:59+00:00
Accession:  0001043219-26-000007
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Annaly Q4 GAAP net income $1.40/share, book value $20.21, dividend $0.70
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- GAAP net income $1.40 per average common share (Q4 2025); full year $2.92.
- EAD of $0.74 per share; book value $20.21, up from $19.15 a year ago.
- Economic return 8.6% for Q4 and 20.2% for full year 2025.
- GAAP leverage 7.2x; total portfolio $104.7B; dividend $0.70 per share.
- Agency portfolio increased 32% during 2025 to $92.9B; residential credit portfolio up 15%.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1043219/000104321926000007/0001043219-26-000007-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1043219/000104321926000007/nly-20260128.htm
  HTML page:      https://secwatch.observer/filing/0001043219-26-000007

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer