Net Income

Net income applicable to common shareholders

Annaly Capital Management Net income applicable to common shareholders decreased by 75.1% to $242.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 177.9%, from $87.07M to $242.00M. Over 3 years (FY 2021 to FY 2025), Net income applicable to common shareholders shows a downward trend with a -6.4% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementIncome Statement
SectionNet Income
CategoryProfitability
SignalHigher is better
VolatilityModerate
First reportedQ1 2015
Last reportedQ1 2026Apr 29, 2026

How to read this metric

An increase directly benefits common shareholders and is a key driver for potential dividend growth and share price appreciation.

Detailed definition

This is the portion of net income that remains after preferred stock dividends have been paid, representing the earnings...

Peer comparison

Standard for any company with a capital structure that includes preferred equity.

Metric ID: bac_net_income_applicable_to_common_shareholders

Historical Data

19 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value-$322.53M$492.36M$388.60M$2.00B$839.81M-$302.15M-$876.13M$131.27M-$599.06M-$440.92M$425.83M-$46.64M$24.82M$443.35M$87.07M$19.84M$791.32M$971.11M$242.00M
QoQ Change+252.7%-21.1%+413.5%-57.9%-136.0%-190.0%+115.0%-556.4%+26.4%+196.6%-111.0%+153.2%>999%-80.4%-77.2%>999%+22.7%-75.1%
YoY Change+360.4%-161.4%-143.9%-84.4%-98.3%+148.6%-135.5%+104.1%+200.5%-79.6%+142.5%>999%+119.0%+177.9%
Range-$876.13M$2.00B
CAGR-6.2%
Avg YoY Growth+259.9%
Median YoY Growth+111.6%

Business Segments

View all
SegmentQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Residential Credit$96.41M$82.77M$43.76M$79.71M$80.08M$106.47M$63.27M$247.88M
MSR$109.80M$64.63M$85.15M$105.46M$69.65M$71.26M$115.40M$66.81M
Agency-$209.88M-$78.41M$356.30M-$53.58M-$87.32M$659.31M$843.54M-$24.90M
Total-$46.64M$24.82M$443.35M$87.07M$19.84M$791.32M$971.11M$242.00M

Frequently Asked Questions

What is Annaly Capital Management's net income applicable to common shareholders?
Annaly Capital Management (NLY) reported net income applicable to common shareholders of $242.00M in Q1 2026.
How has Annaly Capital Management's net income applicable to common shareholders changed year-over-year?
Annaly Capital Management's net income applicable to common shareholders increased by 177.9% year-over-year, from $87.07M to $242.00M.
What is the long-term trend for Annaly Capital Management's net income applicable to common shareholders?
Over 3 years (2021 to 2025), Annaly Capital Management's net income applicable to common shareholders has grown at a -6.4% compound annual growth rate (CAGR), from $2.28B to $1.87B.
What does net income applicable to common shareholders mean?
The profit available to common shareholders after preferred dividends are subtracted from net income.