Annaly Capital Management furnished an investor presentation detailing its financial and operational results for the second quarter ended June 30, 2026. The company reported strong performance, including an increase in book value per share and earnings that covered its newly increased quarterly dividend. The company also highlighted a record pace of securitization activity and strategic growth in its Agency portfolio.

Key Details

  • Financial Performance (Q2 2026): Reported Earnings Available for Distribution (EAD) of $0.79 per share and a book value of $20.15 per common share.
  • Dividend Increase: Increased its quarterly common stock cash dividend to $0.75 per share.
  • Capital & Portfolio Activity: Raised $447 million in common equity through its at-the-market program. The company's Agency portfolio grew by nearly $3 billion to $95.0 billion, and its Residential Credit Group priced 25 securitizations totaling $14.2 billion in proceeds year-to-date.