AGM/EGMApr 30, 2026, 04:28 PM
NLY 2025 Economic Return +20.2%, Total Return +40%; AGM Set for June 10
AI Summary
Annaly Capital Management reported a strong 2025 with an economic return over 20% and total stockholder return of approximately 40%, driven by its diversified housing finance strategy. The company announced its Annual Meeting of Stockholders for June 10, 2026, where shareholders will vote on the election of nine directors, executive compensation, auditor ratification, and an advisory proposal on written consent. The Board recommends against the advisory stockholder proposal.
Key Highlights
- Achieved over 20% economic return and approximately 40% total stockholder return in 2025.
- Agency MBS portfolio grew by over $22 billion to nearly $93 billion at year-end 2025.
- Residential Credit's Onslow Bay channel recorded over $23 billion in lock volume and $16.5 billion in funded volume in 2025.
- Permanent capital stood at $16.1 billion and total assets at $104.7 billion as of December 31, 2025.
- Annual Meeting on June 10, 2026, to elect nine directors and approve executive compensation.
- Stockholders to ratify Ernst & Young LLP as independent auditor for 2026.
- Board recommends against advisory stockholder proposal for written consent.
- Dividend yield was 12.5% based on annualized Q4 2025 common dividend of $0.70.