---
schema_version: "secwatch.filing_event.v1"
accession: "0001043219-26-000021"
form_type: "8-K"
ticker: "NLY"
cik: "0001043219"
company_name: "ANNALY CAPITAL MANAGEMENT INC"
filed_at: "2026-04-21T23:59:59+00:00"
generated_at: "2026-05-15T05:02:49.646888+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Annaly Q1 2026 GAAP EPS $0.33, EAD $0.76; book value $19.82; dividend $0.70

## Summary
- GAAP net income $0.33 per share; EAD $0.76 per share; common dividend $0.70 per share.
- Book value per common share $19.82, down from $20.21 in Q4 2025; economic return 1.5%.
- Agency portfolio $92.2B; Residential Credit $10.3B (up 30% QoQ); MSR $4.2B (up 9%).
- Raised $509M via ATM program; GAAP leverage 7.3x; economic leverage 5.7x.
- CEO cites tenth consecutive quarter of positive economic return; portfolio diversification.

## SEC filing metadata
- accession: 0001043219-26-000021
- form_type: 8-K
- ticker: NLY
- cik: 0001043219
- company_name: ANNALY CAPITAL MANAGEMENT INC
- filed_at: 2026-04-21T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1043219/000104321926000021/0001043219-26-000021-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1043219/000104321926000021/nly-20260421.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001043219-26-000021
- JSON: https://secwatch.observer/filing/0001043219-26-000021.json
- Plain text: https://secwatch.observer/filing/0001043219-26-000021.txt

## Key facts
- Earnings Releases
  ANNALY CAPITAL MANAGEMENT INC reported the quarter ended March 31, 2026 results: net income $0.33 per average common share, EPS $0.33 per average common share.
  - Period: the quarter ended March 31, 2026
  - Net income: $0.33 per average common share
  - EPS: $0.33 per average common share
  - Result: reported results
  source text: Management, Inc. (NYSE: NLY) ("Annaly" or the "Company") today announced its financial results for the quarter ended March 31, 2026. Financial Highlights • GAAP net income of $0.33 per average common share for the quarter • Earnings available for distribution ("EAD") of $0.76 per average common share for the quarter • Economic return of 1.5% for the first
  evidence_url: https://www.sec.gov/Archives/edgar/data/1043219/000104321926000021/0001043219-26-000021-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.