Annaly Capital Management, Inc. · NLY · Next earnings

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

NLY reports after market close with consensus EPS at $0.77 and revenue at $685.7M. Last quarter: Annaly’s earnings held above its dividend despite a difficult quarter

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 left off: FY2026 Q3

Full report

Annaly’s earnings held above its dividend despite a difficult quarter

EPS surprise +3.6% Reported $0.80 vs $0.77
Revenue surprise -246.1% Reported $-931.2M vs $637.4M
Stock move -0.6% Event window
Subsequent drift 0.0% Up to 20 sessions

The current transcript analysis says guidance was not provided; the prior quarter analysis characterized guidance sentiment as maintained.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Further rate volatility or spread widening
  • Housing softness and affordability pressure
  • Repo-market funding costs and concentration in high-coupon pools

Questions analysts left open

  • How book value and dividend coverage changed during the quarter
  • Where incremental capital will be deployed across the three businesses
  • How rate volatility may affect non-QM volumes and housing assumptions

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Recent NLY quarters

All NLY earnings
-0.6%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.