StockWatch
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Real Estate Investment Trusts
Quarterly ResultJul 21, 2026, 04:32 PM

Annaly Capital Q2 EAD $0.79; Dividend $0.75; Book Value $20.15

AI Summary

Annaly Capital Management, Inc. reported strong second quarter 2026 results, with Earnings Available for Distribution (EAD) of $0.79 per average common share and an increased quarterly dividend of $0.75 per share. The company's book value per common share rose to $20.15, contributing to an economic return of 5.5% for the quarter. Annaly maintained disciplined leverage at 5.6x and expanded its total portfolio to $109.4 billion, while also raising $447 million in common equity and achieving record securitization issuance.

Key Highlights

  • Earnings available for distribution (EAD) was $0.79 per average common share for Q2 2026.
  • Book value per common share increased to $20.15.
  • Quarterly common stock cash dividend increased to $0.75 per share.
  • Economic return was 5.5% for Q2 and 6.9% for the first half of 2026.
  • Total portfolio reached $109.4 billion, with $95.0 billion in Agency MBS strategy.
  • Raised $447 million of accretive common equity through at-the-market sales program.
  • Achieved record quarterly securitization issuance of $6.8 billion through 13 transactions.
  • Economic leverage decreased to 5.6x from 5.7x at the end of Q1.