Annaly Capital Management, Inc. · NLY-PF · Next earnings

Annaly Capital Management, Inc. reports Wednesday, Feb 10, 2027

NLY-PF reports after market close with consensus EPS at $0.77 and revenue at $685.7M. Last quarter: Annaly prioritizes residential credit amid rate volatility

Reports After market close112 days awayDate estimated Real Estate

What the street expects

Consensus for the coming report
Consensus EPS $0.77 Calendar consensus
Consensus revenue $685.7M Calendar consensus
Report date Feb 10, 2027 Wednesday, date estimated
Session After market close 112 days away

Where NLY-PF left off: FY2026 Q3

Full report

Annaly prioritizes residential credit amid rate volatility

EPS surprise +3.6% Reported $0.80 vs $0.77
Revenue surprise -246.1% Reported $-931.2M vs $637.4M
Stock move — Event window
Subsequent drift — Up to 20 sessions

Management sentiment remained maintained; the emphasis shifted toward residential credit first, followed by agency MBS and MSR.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Rate volatility and wider MBS spreads could pressure agency book value.
  • Higher mortgage rates may suppress housing turnover and home-price appreciation.
  • Expanding non-QM and DSCR exposure increases credit risk, while repo and warehouse funding remain liquidity considerations.

Questions analysts left open

  • Book value and the effect of continued rate volatility and wider MBS spreads.
  • Dividend coverage and required returns on equity.
  • Capital allocation across residential credit, agency MBS, and MSR.

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Recent NLY-PF quarters

All NLY-PF earnings
—FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.