Annaly invests in mortgage bonds and pays big dividends.
Annaly Capital Management, Inc. (NLY) is expected to report earnings on Wednesday, October 28, 2026, after the close. Estimated release time 16:16 ET. Consensus EPS estimate is $0.78.
| Report date | Quarter | EPS est. | EPS actual | Surprise | Revenue |
|---|---|---|---|---|---|
| 2026-07-21 | FY2026 Q2 | $0.75 | $0.79 | +5.2% | $892.86M |
| 2026-04-21 | FY2026 Q1 | $0.74 | $0.76 | +2.0% | $341.56M |
| 2026-01-28 | FY2025 Q4 | $0.72 | $0.74 | +2.8% | $1.06B |
| 2025-10-22 | FY2025 Q3 | $0.72 | $0.73 | +1.4% | — |
| 2025-07-23 | FY2025 Q2 | $0.72 | $0.73 | +1.4% | — |
| 2025-04-30 | FY2025 Q1 | $0.71 | $0.72 | +1.4% | $244.54M |
| 2025-01-29 | FY2024 Q4 | $0.67 | $0.72 | +7.5% | $539.11M |
| 2024-04-24 | FY2024 Q1 | $0.64 | $0.64 | +0.0% | $479.43M |
NLY has beaten consensus EPS in 8 of its last 8 reported quarters.
Highlights from NLY's Jul 21 report: EPS of $0.79 — a beat vs the $0.75 estimate (+5%); revenue of $893M — a big beat vs the $640M consensus (+40%). Focus now shifts to spread environment and leverage.
NLY pays a quarterly dividend, currently yielding 12.75%.
| Ex-dividend date | Amount | Paid |
|---|---|---|
| 2026-06-30 | $0.75 | 2026-07-31 |
| 2026-03-31 | $0.7 | 2026-04-30 |
| 2025-12-31 | $0.7 | 2026-01-30 |
| 2025-09-30 | $0.7 | 2025-10-31 |
| 2025-06-30 | $0.7 | 2025-07-31 |
| 2025-03-31 | $0.7 | 2025-04-30 |