Every material Form 8-K Annaly Capital Management has filed with the SEC since October 25, 2023, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Annaly Capital furnished its Third Quarter 2026 investor presentation, which accompanies its earnings release. The company reported a GAAP net loss of $1.36 per average common share, compared with net income of $1.06 per share in the second quarter, while earnings available for distribution rose to $0.80 from $0.79. Book value per common share fell to $17.86 from $20.15, and the quarterly economic return was a loss of 7.6%.
GAAP net loss of $1.36 per average common share for Q3 2026, versus $1.06 of GAAP net income in Q2 2026
Earnings available for distribution of $0.80 per share, up from $0.79 in Q2 2026
Book value per common share of $17.86 at September 30, 2026, down from $20.15 at June 30, 2026
Declared quarterly common dividend of $0.75 per share; the company also announced redemption of its $442.5 million Series I preferred stock
Annaly Capital Management furnished its third quarter 2026 financial supplement, which shows a GAAP net loss of $1.0 billion, or $1.36 per average common share, compared with GAAP net income of $827.8 million, or $1.06 per share, in the second quarter. Earnings available for distribution rose to $0.80 per share from $0.79, while book value per common share fell to $17.86 from $20.15, which shareholders will weigh against the unchanged $0.75 quarterly dividend.
GAAP net loss of $1.0 billion ($1.36 per share) for the quarter ended September 30, 2026, versus net income of $827.8 million ($1.06 per share) for the quarter ended June 30, 2026
Earnings available for distribution of $0.80 per common share, up from $0.79 in the prior quarter
Book value per common share of $17.86 at September 30, 2026, down from $20.15 at June 30, 2026
Dividends declared of $0.75 per common share, unchanged from the prior quarter
Annaly Capital Management reported a GAAP net loss of $1.36 per average common share for the quarter ended September 30, 2026, compared with GAAP earnings of $1.06 in the prior quarter. Earnings available for distribution (EAD), a non-GAAP measure, was $0.80 per share, and the company declared a $0.75 quarterly common dividend, while book value per common share fell to $17.86 from $20.15 at June 30, 2026.
GAAP net loss of $1.36 per average common share, versus $1.06 in the June 30, 2026 quarter and $1.21 in the September 30, 2025 quarter
EAD of $0.80 per average common share, up from $0.79 in the prior quarter and $0.73 a year earlier
Book value per common share of $17.86, down from $20.15 at June 30, 2026; economic return of (7.6%) for the quarter
GAAP leverage rose to 8.0x from 7.4x; the company redeemed all $442.5 million of its Series I preferred stock, and the earnings call is October 21, 2026 at 9:00 a.m. Eastern Time
Annaly Capital Management reported second-quarter 2026 results for the quarter ended June 30, 2026, with GAAP net income of $1.06 per average common share, up from $0.33 in the first quarter and $0.03 a year earlier. The company also raised its quarterly common dividend to $0.75 per share from $0.70, and said earnings available for distribution of $0.79 per share exceeded the dividend.
GAAP net income of $1.06 per average common share, versus $0.33 in the first quarter of 2026 and $0.03 in the second quarter of 2025
Earnings available for distribution of $0.79 per average common share, versus $0.76 in the prior quarter and $0.73 a year earlier
Book value per common share of $20.15, up from $19.82 at March 31, 2026; GAAP leverage rose to 7.4x from 7.3x
Common stock dividend increased to $0.75 per share; the company will hold its earnings call on July 22, 2026 at 9:00 a.m. Eastern Time
Annaly Capital Management reported first-quarter 2026 results on April 21, 2026. GAAP net income was $0.33 per average common share, down from $1.40 in the fourth quarter of 2025 but up from $0.15 a year earlier, while earnings available for distribution rose to $0.76 from $0.74 and the $0.70 quarterly dividend was unchanged. Book value per common share fell to $19.82 from $20.21 at December 31, 2025, and GAAP leverage rose to 7.3x.
GAAP net income of $0.33 per average common share, versus $1.40 in Q4 2025 and $0.15 in Q1 2025
Earnings available for distribution of $0.76 per average common share, versus $0.74 in Q4 2025 and $0.72 in Q1 2025
Book value per common share of $19.82, down from $20.21 at December 31, 2025; cash dividend of $0.70 per share
Earnings call scheduled for April 22, 2026 at 9:00 a.m. Eastern Time
Annaly Capital Management reported fourth-quarter 2025 results on January 28, 2026. GAAP net income was $1.40 per average common share, up from $1.21 in the third quarter and $0.78 a year earlier, and book value per common share rose to $20.21 from $19.25 at September 30, 2025. The company also declared a $0.70 quarterly common dividend, matching the third quarter.
GAAP net income of $1.40 per average common share for Q4 2025, versus $1.21 in Q3 2025 and $0.78 in Q4 2024.
Earnings available for distribution of $0.74 per average common share for Q4 2025, versus $0.72 in Q4 2024.
Book value per common share of $20.21 at December 31, 2025, up from $19.25 at September 30, 2025.
Common stock cash dividend of $0.70 per share for the fourth quarter; GAAP leverage was 7.2x, up from 7.1x in the prior quarter.
Annaly Capital Management said its Chief Legal Officer, Chief Corporate Officer and Secretary Anthony Green will retire after 16 years with the company. He becomes a Senior Advisor effective January 1, 2026, through March 31, 2026, under a retirement and transition agreement that keeps his base salary, 2025 incentives and equity vesting in place.
Anthony C. Green steps down from Chief Legal Officer, Chief Corporate Officer and Secretary roles effective January 1, 2026
Senior Advisor role runs through March 31, 2026, when he is set to retire
Agreement includes a lump-sum payment equal to three months of base salary and COBRA coverage funding through September 30, 2026, subject to a release of claims
Full agreement is expected to be filed as an exhibit to the 2025 Form 10-K
Annaly Capital Management reported third-quarter 2025 results on October 22, 2025, with GAAP net income of $1.21 per average common share, up from $0.03 in the prior quarter. Earnings available for distribution were $0.73 per share, unchanged from the second quarter and up from $0.66 a year earlier, and book value per common share rose to $19.25 from $18.45. The company declared a $0.70 per share dividend, and the filing says earnings again exceeded that dividend.
GAAP net income of $1.21 per average common share, versus $0.03 in Q2 2025 and $0.05 in Q3 2024
Earnings available for distribution of $0.73 per share, versus $0.73 in Q2 2025 and $0.66 in Q3 2024
Book value per common share of $19.25 at September 30, 2025, versus $18.45 at June 30, 2025
Economic return of 8.1% for Q3 2025 and 11.5% year-to-date; quarterly dividend of $0.70 per share
Annaly Capital Management reported second-quarter 2025 results on July 23, 2025. GAAP net income fell to $0.03 per average common share from $0.15 in the first quarter, while earnings available for distribution rose slightly to $0.73 per share, and the $0.70 quarterly dividend was unchanged. Book value per common share declined to $18.45 from $19.02, and GAAP leverage rose to 7.1x from 6.8x.
GAAP net income of $0.03 per average common share, down from $0.15 in Q1 2025 and a loss of $(0.09) in Q2 2024.
Earnings available for distribution (EAD) of $0.73 per average common share, up from $0.72 in Q1 2025.
Book value per common share of $18.45 at June 30, 2025, down from $19.02 at March 31, 2025.
Common stock cash dividend of $0.70 per share for the second quarter; raised $761 million through its at-the-market sales program.
Annaly Capital Management reported first-quarter 2025 GAAP net income of $0.15 per average common share, down from $0.85 a year earlier and $0.78 in the fourth quarter of 2024. Earnings available for distribution was $0.72 per share, up from $0.64 a year earlier and flat quarter over quarter, and the company raised its common dividend to $0.70 per share from $0.65. Book value per common share fell to $19.02 from $19.15 at December 31, 2024.
GAAP net income of $0.15 per average common share in Q1 2025, versus $0.78 in Q4 2024 and $0.85 in Q1 2024
Earnings available for distribution of $0.72 per average common share, versus $0.64 in Q1 2024
Common dividend declared at $0.70 per share, up from $0.65 in the prior quarter and year-ago period
Book value per common share of $19.02 at March 31, 2025, compared with $19.15 at December 31, 2024
Annaly Capital Management reported fourth-quarter 2024 results on January 29, 2025. GAAP net income rose to $0.78 per average common share from $0.05 in the prior quarter, and earnings available for distribution rose to $0.72 from $0.66, while book value per common share fell to $19.15 from $19.54. The company declared a quarterly common dividend of $0.65 per share, and its CEO described the 2025 outlook as optimistic.
GAAP net income of $0.78 per average common share for Q4 2024, versus $0.05 in Q3 2024 and a loss of $0.88 in Q4 2023
Earnings available for distribution of $0.72 per share, up from $0.66 in Q3 2024
Book value per common share of $19.15 at December 31, 2024, down from $19.54 at September 30, 2024
Declared quarterly common stock cash dividend of $0.65 per share
Annaly Capital Management reported GAAP net income of $0.05 per average common share for the quarter ended September 30, 2024, compared with a loss of $0.09 per share in the prior quarter. Earnings available for distribution (EAD) was $0.66 per share, down from $0.68 in the second quarter, and the company declared a quarterly common dividend of $0.65 per share. Book value per common share rose to $19.54 from $19.25 at June 30, 2024.
GAAP net income of $0.05 per share for Q3 2024, versus a loss of $0.09 per share in Q2 2024
EAD of $0.66 per share, down from $0.68 in Q2 2024 and flat with $0.66 a year earlier
Book value per common share of $19.54, up from $19.25 at June 30, 2024
Quarterly common dividend of $0.65 per share declared; earnings call scheduled for October 24, 2024 at 9:00 a.m. Eastern Time
Annaly Capital Management reported a GAAP net loss of $0.09 per average common share for the quarter ended June 30, 2024, compared with GAAP net income of $0.85 per share in the prior quarter. Earnings available for distribution rose to $0.68 per share from $0.64 in the first quarter, but book value per common share fell to $19.25 from $19.73, and the company declared a $0.65 quarterly dividend.
GAAP net loss of $0.09 per share for Q2 2024, versus $0.85 in Q1 2024 and $0.27 in Q2 2023
Earnings available for distribution of $0.68 per share, up from $0.64 in Q1 2024 but down from $0.72 in Q2 2023
Book value per common share of $19.25 at June 30, 2024, down from $19.73 at March 31, 2024
GAAP leverage rose to 7.1x from 6.7x in the prior quarter; quarterly common dividend of $0.65 per share declared
Annaly Capital Management reported first-quarter 2024 results, with GAAP net income of $0.85 per average common share, compared with a loss of $(0.88) in the fourth quarter of 2023. Earnings available for distribution fell to $0.64 per share from $0.68 in the prior quarter, while book value per common share rose to $19.73 and the company declared a $0.65 quarterly dividend.
GAAP net income of $0.85 per average common share, versus a $(0.88) loss in Q4 2023 and a $(1.79) loss in Q1 2023.
Earnings available for distribution of $0.64 per share, down from $0.68 in Q4 2023 and $0.81 in Q1 2023.
Book value per common share of $19.73, up from $19.44 at December 31, 2023; economic return of 4.8% for the quarter.
Declared quarterly common dividend of $0.65 per share; GAAP leverage of 6.7x, down from 6.8x.
Annaly Capital Management reported a GAAP net loss of $0.88 per average common share for the quarter ended December 31, 2023, narrower than the $1.21 loss in the prior quarter but wider than the $1.96 loss a year earlier. Earnings available for distribution (EAD) were $0.68 per share, up from $0.66 in the third quarter but down from $0.89 a year earlier. Shareholders are affected by the mixed results, the quarterly dividend of $0.65 per share, and book value per common share rising to $19.44 from $18.25.
GAAP net loss of $0.88 per share for Q4 2023, versus a $1.21 loss in Q3 2023 and a $1.96 loss in Q4 2022
EAD of $0.68 per share for Q4 2023, versus $0.66 in Q3 2023 and $0.89 in Q4 2022
Q4 2023 economic return of 10.1%; full-year 2023 GAAP net loss of $3.61 per share and economic return of 6.0%
Declared quarterly common dividend of $0.65 per share; book value per common share of $19.44 at December 31, 2023
Annaly Capital Management reported a GAAP net loss of $1.21 per average common share for the quarter ended September 30, 2023, compared with net income of $0.27 per share in the June quarter. Book value per common share fell to $18.25 from $20.73, while the company declared a $0.65 quarterly common dividend, unchanged from the prior quarter.
GAAP net loss of $1.21 per average common share, versus net income of $0.27 per share in the quarter ended June 30, 2023
Earnings available for distribution of $0.66 per average common share, down from $0.72 in the prior quarter
Book value per common share of $18.25, down from $20.73 at June 30, 2023; economic return was a loss of 8.8%
Declared quarterly common dividend of $0.65 per share; GAAP leverage rose to 7.1x from 6.1x
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