Annaly Capital Management MSR — Net Servicing Income increased by 2.1% to $142.55M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 12.8%, from $126.32M to $142.55M. Over 3 years (FY 2022 to FY 2025), MSR — Net Servicing Income shows an upward trend with a 32.8% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
An increase indicates improved operational margins and effective management of the servicing portfolio.
Calculated as servicing and related income minus servicing and related expenses, representing the core operational profi...
Comparable to net servicing revenue or net servicing margin at other mortgage-focused financial firms.
nly_segment_msr_net_servicing_income| 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 | $55.45M | $55.45M | $55.45M | $55.45M | $76.39M | $74.86M | $88.00M | $87.26M | $102.87M | $107.90M | $109.60M | $115.58M | $126.32M | $127.10M | $126.25M | $139.65M | $142.55M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | +37.8% | -2.0% | +17.5% | -0.8% | +17.9% | +4.9% | +1.6% | +5.5% | +9.3% | +0.6% | -0.7% | +10.6% | +2.1% |
| YoY Change | — | — | — | — | +37.8% | +35.0% | +58.7% | +57.4% | +34.7% | +44.1% | +24.5% | +32.5% | +22.8% | +17.8% | +15.2% | +20.8% | +12.8% |