Mortgage servicing rights
Annaly Capital Management Mortgage servicing rights increased by 12.9% to $4.12B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 25.8%, from $3.27B to $4.12B. Over 5 years (FY 2020 to FY 2025), Mortgage servicing rights shows an upward trend with a 104.9% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
How to read this metric
Higher values indicate a larger mortgage servicing portfolio, which provides a recurring fee-based revenue stream.
Detailed definition
These are intangible assets representing the right to perform servicing activities on mortgage loans after they have bee...
Peer comparison
Specific to banks with large mortgage origination and servicing businesses; peers with similar business models report this as a key intangible.
mortgage_servicing_rightsHistorical Data
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $202.62M | $572.26M | $544.56M | $1.11B | $1.42B | $1.71B | $1.75B | $1.79B | $2.02B | $2.23B | $2.12B | $2.65B | $2.79B | $2.69B | $2.91B | $3.27B | $3.28B | $3.48B | $3.65B | $4.12B |
| QoQ Change | — | +182.4% | -4.8% | +103.6% | +28.2% | +20.0% | +2.5% | +2.4% | +12.7% | +10.7% | -5.0% | +24.9% | +5.1% | -3.3% | +8.0% | +12.5% | +0.3% | +5.9% | +4.9% | +12.9% |
| YoY Change | — | — | — | — | +601.5% | +198.0% | +221.0% | +61.5% | +42.0% | +31.1% | +21.4% | +48.0% | +38.0% | +20.5% | +37.1% | +23.4% | +17.8% | +29.1% | +25.3% | +25.8% |
Mortgage servicing rights at Other Companies
Frequently Asked Questions
- What is Annaly Capital Management's mortgage servicing rights?
- Annaly Capital Management (NLY) reported mortgage servicing rights of $4.12B in Q1 2026.
- How has Annaly Capital Management's mortgage servicing rights changed year-over-year?
- Annaly Capital Management's mortgage servicing rights increased by 25.8% year-over-year, from $3.27B to $4.12B.
- What is the long-term trend for Annaly Capital Management's mortgage servicing rights?
- Over 5 years (2020 to 2025), Annaly Capital Management's mortgage servicing rights has grown at a 104.9% compound annual growth rate (CAGR), from $100.90M to $3.65B.
- What does mortgage servicing rights mean?
- The value of the right to collect fees for servicing mortgage loans.