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AI brief of an SEC Form 8-K · Annaly Capital Management (NLY)

Annaly Capital Q4 GAAP net income rises to $1.40 per share from $0.78 a year earlier

Positive Impact 3 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyAnnaly Capital Management (NLY)
Form8-K, current report
Filed with the SECJan 28, 2026, 4:16 PM ET
Accession number0001043219-26-000007

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:11 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on January 28, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.