NLY Earnings Date: Jan 27, 2027 (Estimated) — Annaly Capital Management, Inc.
NYSE · Real Estate · REIT - Mortgage
Updated
When is NLY's next earnings date?
Annaly Capital Management, Inc. (NLY) is expected to report Q4 2026 earnings on Wednesday, January 27, 2027 at 4:00 PM ET (after market close); the date is an estimate and has not been confirmed by the company. The consensus estimate is EPS of $0.77 on revenue of $561.1M.
How did NLY do in its last earnings report?
In its most recent report on Oct 20, 2026 (Q3 2026), Annaly Capital Management, Inc. posted EPS of $0.80 versus the $0.78 estimate, a beat of 2.6%. Revenue was $543.6M against a $557.5M estimate. The stock's 1-day post-earnings move was -1.5%.
How much does NLY stock move after earnings?
NLY beat EPS estimates in 7 of its last 8 reported quarters. Over the last 8 reports the stock moved an average of 1.4% (up or down) in the day after earnings.
About Annaly Capital Management, Inc.
Annaly Capital Management, Inc. (NLY) operates as a multifaceted financial firm, specializing in managing capital across various sectors. Its core business encompasses mortgage-related investments and lending to middle-market corporations. NLY strategically deploys capital across a diverse range of assets, including government-sponsored (Agency) and privately-issued (non-Agency) mortgage-backed securities, residential and commercial mortgage loans, mortgage servicing rights, credit risk transfer instruments, corporate debt, and other commercial real estate investments. Operating as a Real Estate Investment Trust (REIT), Annaly benefits from a particular tax structure. This designation exempts it from federal corporate income tax, provided it distributes the majority of its taxable earnings to its investors. Established in 1996, the firm's corporate headquarters are located in New York City.
🤖 AI Earnings Analysis
Annaly’s Q3 EPS of $0.80 beat estimates by $0.02 and rose from $0.73 year over year, a modestly positive result for the mortgage REIT. Higher net interest income and servicing fees may help, but no revenue or guidance data limits conviction.
AI-generated summary — powered by BigEarnings.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-10-20 | Q3 2026 | 0.78 | 0.80 | +2.56% | $543.6M | ✅ Beat | -1.53% | +0.27% | — |
| 2026-07-21 | Q2 2026 | 0.74 | 0.79 | +6.76% | $1.81B | ✅ Beat | -1.01% | +2.43% | +4.81% |
| 2026-04-21 | Q1 2026 | 0.74 | 0.76 | +2.70% | $1.72B | ✅ Beat | +0.14% | +1.04% | -4.61% |
| 2026-01-28 | Q4 2025 | 0.73 | 0.74 | +1.37% | $1.69B | ✅ Beat | -1.01% | -4.94% | -4.16% |
| 2025-10-22 | Q3 2025 | 0.72 | 0.73 | +1.39% | $1.53B | ✅ Beat | -1.93% | -3.01% | +1.50% |
| 2025-04-30 | Q1 2025 | 0.70 | 0.72 | +2.86% | $1.32B | ✅ Beat | -0.88% | -2.38% | -3.32% |
| 2025-01-29 | Q4 2024 | 0.67 | 0.72 | +7.46% | $1.34B | ✅ Beat | +3.60% | +3.93% | +11.13% |
| 2024-10-23 | Q3 2024 | 0.67 | 0.66 | -1.49% | $1.23B | ❌ Miss | +0.74% | -1.15% | +1.15% |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q4 FY21 · $30.0M total
| Segment | Share | Revenue | YoY | Q2 FY20 | Q3 FY20 | Q4 FY20 | Q1 FY21 |
|---|---|---|---|---|---|---|---|
| Bank Servicing | 90.3% | $27.1M | +122.1% | $16.4M | $15.1M | $12.2M | $6.9M |
| Interests In Mortgage Servicing Rights | 9.7% | $2.9M | — | — | — | — | — |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.