Recent 8-K filings for NLY

• April 21, 2026, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01 ◈ Earnings Releases

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

  GAAP net income $0.33 per share; EAD $0.76 per share; common dividend $0.70 per share.

• January 28, 2026, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Annaly Q4 GAAP net income $1.40/share, book value $20.21, dividend $0.70

  GAAP net income $1.40 per average common share (Q4 2025); full year $2.92.

• December 29, 2025, 6:59 PM ET leadership materiality 0.60 neutral item 5.02item 7.01item 9.01

  Annaly's Chief Legal Officer Anthony Green to retire after 16 years; will serve as Senior Advisor through March 2026

  Anthony Green steps down as Chief Legal Officer, Chief Corporate Officer and Secretary on Jan 1, 2026 and becomes Senior Advisor through March 31, 2026.

• December 22, 2025, 6:59 PM ET other material materiality 0.70 neutral item 1.01item 9.01

  Annaly Capital Management authorizes up to $2.5B at-the-market common stock offering

  Entered Distribution Agency Agreements with 13 sales agents to offer up to $2.5B of common stock in ATM transactions.

• October 22, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Annaly Q3 GAAP EPS $1.21, book value $19.25; raises $1.1B capital

  GAAP net income $1.21 per share; EAD $0.73; common dividend $0.70 per share.

• August 7, 2025, 7:59 PM ET debt materiality 0.60 neutral item 3.03item 5.03item 8.01item 9.01 ◈ Governance Changes

  Annaly issues 11M shares of 8.875% Series J Preferred Stock, raising ~$275M

  Series J pays 8.875% fixed annual dividend on $25 liquidation preference ($2.21875/share).

• July 23, 2025, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01

  Annaly Q2 EAD $0.73/share, book value $18.45, economic return 0.7%

  GAAP net income $0.03 per share; EAD $0.73 per share, covering $0.70 dividend.

• April 30, 2025, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  Annaly Q1 2025 GAAP EPS $0.15, EAD $0.72; raises dividend to $0.70; book value $19.02

  GAAP net income of $0.15 per share; EAD of $0.72 per share; economic return of 3.0%.

• January 29, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Annaly Q4 GAAP EPS $0.78, EAD $0.72, book value $19.15, economic return 1.3%

  GAAP net income $0.78/share; EAD $0.72/share; book value $19.15; quarterly economic return 1.3%.

• January 2, 2025, 6:59 PM ET other material materiality 0.70 positive item 8.01

  Annaly authorizes $1.5B common stock buyback and up to 63.5M preferred shares buyback through 2029

  New common share repurchase program authorizes up to $1.5B of outstanding common stock through Dec 31, 2029.

• October 23, 2024, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  Annaly Q3 2024 GAAP EPS $0.05, EAD $0.66, book value $19.54, economic return 4.9%

  GAAP net income $0.05 per share; EAD $0.66 per share; book value $19.54.

• September 23, 2024, 7:59 PM ET other material materiality 0.75 neutral item 1.01item 9.01

  Annaly Capital enters into ATM equity program to sell up to $1.5B of common stock

  Up to $1.5B of common stock may be sold at-the-market through 11 sales agents including Barclays, Goldman Sachs, J.P. Morgan.

• July 24, 2024, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Annaly Q2 GAAP loss $0.09/share, EAD $0.68, book value $19.25, dividend $0.65

  GAAP net loss of ($0.09) per share for Q2 2024; annualized GAAP ROE -0.31%.

• April 24, 2024, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01 ◈ Earnings Releases

  Annaly Q1 GAAP EPS $0.85, EAD $0.64; book value up to $19.73

  GAAP net income $0.85/sh vs prior Q loss $0.88; annualized GAAP return on equity 16.29%.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.80 · Median 0.40 · Most common event other_material

7 positive 1 negative 28 neutral

source · NLY on sec.gov