Retention of mortgage servicing rights from loan sales
Annaly Capital Management Retention of mortgage servicing rights from loan sales increased by 181.7% to $524.35M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 32.2%, from $396.66M to $524.35M. Over 4 years (FY 2021 to FY 2025), Retention of mortgage servicing rights from loan sales shows an upward trend with a 17.9% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
How to read this metric
Higher additions indicate a strategy to generate recurring fee-based income from the servicing portfolio rather than relying solely on gain-on-sale margins.
Detailed definition
This metric tracks the value of mortgage servicing rights (MSRs) retained by the company when it sells or securitizes mo...
Peer comparison
Common among mortgage originators and REITs that maintain servicing portfolios to hedge against interest rate volatility.
other_servicing_asset_at_fair_value_additionsHistorical 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 | $98.98M | $312.33M | $56.89M | $421.01M | $262.96M | $182.78M | $142.58M | $36.63M | $177.52M | $185.30M | $0.00 | $515.73M | $120.90M | $64.75M | $161.74M | $396.66M | $39.37M | $283.44M | $186.14M | $524.35M |
| QoQ Change | — | +215.5% | -81.8% | +640.1% | -37.5% | -30.5% | -22.0% | -74.3% | +384.6% | +4.4% | -100.0% | — | -76.6% | -46.4% | +149.8% | +145.3% | -90.1% | +619.9% | -34.3% | +181.7% |
| YoY Change | — | — | — | — | +165.7% | -41.5% | +150.6% | -91.3% | -32.5% | +1.4% | -100.0% | >999% | -31.9% | -65.1% | — | -23.1% | -67.4% | +337.7% | +15.1% | +32.2% |
Retention of mortgage servicing rights from loan sales at Other Companies
Frequently Asked Questions
- What is Annaly Capital Management's retention of mortgage servicing rights from loan sales?
- Annaly Capital Management (NLY) reported retention of mortgage servicing rights from loan sales of $524.35M in Q1 2026.
- How has Annaly Capital Management's retention of mortgage servicing rights from loan sales changed year-over-year?
- Annaly Capital Management's retention of mortgage servicing rights from loan sales increased by 32.2% year-over-year, from $396.66M to $524.35M.
- What is the long-term trend for Annaly Capital Management's retention of mortgage servicing rights from loan sales?
- Over 4 years (2021 to 2025), Annaly Capital Management's retention of mortgage servicing rights from loan sales has grown at a 17.9% compound annual growth rate (CAGR), from $468.20M to $905.61M.
- What does retention of mortgage servicing rights from loan sales mean?
- The value of rights retained to service mortgage loans after they are sold.