---
schema_version: "secwatch.filing_event.v1"
accession: "0001043219-26-000052"
form_type: "8-K"
ticker: "NLY"
cik: "0001043219"
company_name: "ANNALY CAPITAL MANAGEMENT INC"
filed_at: "2026-07-21T20:15:50+00:00"
generated_at: "2026-07-21T20:17:29.388320+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Annaly Q2 2026: GAAP net income $1.06/sh, EAD $0.79/sh, dividend increased to $0.75

## Summary
- GAAP net income $1.06 per average common share; EAD $0.79 per share; economic return 5.5% for Q2.
- Book value per common share $20.15, up from $19.82 in prior quarter.
- Increased quarterly common stock dividend to $0.75 per share; EAD has exceeded dividend for nine consecutive quarters.
- Raised $447M of accretive capital through ATM program; total portfolio $109.4B.
- Residential Credit issued record 13 securitizations totaling $6.8B; Agency portfolio increased by nearly $3B.

## SEC filing metadata
- accession: 0001043219-26-000052
- form_type: 8-K
- ticker: NLY
- cik: 0001043219
- company_name: ANNALY CAPITAL MANAGEMENT INC
- filed_at: 2026-07-21T20:15:50+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1043219/000104321926000052/0001043219-26-000052-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1043219/000104321926000052/nly-20260721.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001043219-26-000052
- JSON: https://secwatch.observer/filing/0001043219-26-000052.json
- Plain text: https://secwatch.observer/filing/0001043219-26-000052.txt

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