NLY Annaly Capital Management (NLY) Q2 FY26 earnings call
Annaly Capital Management reported a strong second quarter, driven by a constructive fixed income environment and diversified investment strategies. The company delivered a positive economic return and increased its dividend, supported by robust Agency and Residential Credit performance. Management remains focused on capital efficiency and selective deployment across its three core businesses, aiming for continued earnings durability despite macro uncertainties.
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NLY operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Sep 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Utilization rate Residential Credit | 65%We have ample available capacity in both businesses with utilization rate at 65% for Residential Credit and 50% for MSR.Source: earnings call transcript | 61%We maintain ample available capacity in both businesses, with utilization rate of 61% for residential credit and 50% for MSR.Source: earnings call transcript | ~57%We maintained significant available capacity, with utilization rates of approximately 57% for residential credit and 50% for MSR.Source: earnings call transcript | — |
| Utilization rate MSR | 50%We have ample available capacity in both businesses with utilization rate at 65% for Residential Credit and 50% for MSR.Source: earnings call transcript | 50%We maintain ample available capacity in both businesses, with utilization rate of 61% for residential credit and 50% for MSR.Source: earnings call transcript | 50%We maintained significant available capacity, with utilization rates of approximately 57% for residential credit and 50% for MSR.Source: earnings call transcript | 0 pt |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.