Education
About Us
Working with TipRanks
Follow Us
Annaly Capital Management Inc (NLY)
NYSE:NLY
Earnings Data
Report Date
Oct 22, 2025After Close (Confirmed)
Period Ending
2025 (Q3)Consensus EPS Forecast
0.72Last Year’s EPS
0.66Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The earnings call reflects a cautiously optimistic outlook with strong capital management and positive returns, despite challenges in the macro environment and decreases in book value. The company has demonstrated resilience in its residential credit segment and effective cost management strategies.Company Guidance
Positive Economic Return and Dividend Coverage
Annaly Capital Management achieved an economic return of 0.7% for Q2 2025 and has maintained positive economic returns for the past seven quarters. Earnings available for distribution were $0.73, exceeding the $0.70 dividend, indicating strong financial performance.
Strong Capital Raising and Deployment
The company raised over $750 million in accretive capital in Q2 2025, which was primarily deployed in the agency sector, increasing the leverage modestly to 5.8x.
Resilient Residential Credit Sector
Annaly's Onslow Bay platform closed $3.6 billion in securitizations in Q2 2025, with a total of $7.6 billion for the year. The platform remains the industry leader in the expanded credit correspondent channel.
Effective Cost Management and Financing Strategy
The company increased its non-mark-to-market capacity significantly from $150 million at the end of 2023 to $1.9 billion in Q2 2025, enhancing liquidity and operational flexibility.
NLY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NLY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jul 23, 2025 | $20.45 | $20.56 | +0.54% |
Apr 30, 2025 | $18.89 | $18.72 | -0.90% |
Jan 29, 2025 | $18.40 | $19.06 | +3.59% |
Oct 23, 2024 | $17.57 | $17.71 | +0.80% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Annaly Capital Management Inc (NLY) report earnings?
Annaly Capital Management Inc (NLY) is schdueled to report earning on Oct 22, 2025, After Close (Confirmed).
What is Annaly Capital Management Inc (NLY) earnings time?
Annaly Capital Management Inc (NLY) earnings time is at Oct 22, 2025, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NLY EPS forecast?
NLY EPS forecast for the fiscal quarter 2025 (Q3) is 0.72.