secwatch.observer — SEC 8-K summary ====================================== Issuer: ANNALY CAPITAL MANAGEMENT INC (NLY) CIK: 0001043219 Form: 8-K Filed at: 2026-07-21T20:15:50+00:00 Accession: 0001043219-26-000052 Event type: earnings Sentiment: positive Materiality: 0.75 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Annaly Q2 2026: GAAP net income $1.06/sh, EAD $0.79/sh, dividend increased to $0.75 -------------------------------------------------------------------------------- - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1043219/000104321926000052/0001043219-26-000052-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1043219/000104321926000052/nly-20260721.htm HTML page: https://secwatch.observer/filing/0001043219-26-000052 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer