Business Segments · Interest Income

Agency — Interest Income

Annaly Capital Management Agency — Interest Income increased by 26.2% to $328.85M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 151.1%, from $130.95M to $328.85M. Over 2 years (FY 2022 to FY 2025), Agency — Interest Income shows a downward trend with a -21.0% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementSegment
CategoryGrowth
SignalHigher is better
VolatilityVolatile
First reportedQ1 2022
Last reportedQ1 2026Apr 29, 2026

How to read this metric

An increase indicates higher yields or a larger portfolio of Agency mortgage assets, while a decrease suggests lower market rates or portfolio contraction.

Detailed definition

Represents the gross interest revenue generated from the Agency mortgage-backed securities portfolio. This reflects the...

Peer comparison

Standard for mortgage REITs; comparable to interest income from Agency MBS portfolios at peers like AGNC Investment Corp.

Metric ID: nly_segment_agency_interest_income

Historical Data

16 periods
 Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$302.63M$302.63M$302.63M$302.63M-$44.30M-$83.98M-$92.94M-$102.07M-$64.85M-$8.99M-$55.58M$130.95M$181.95M$181.41M$260.56M$328.85M
QoQ Change+0.0%+0.0%+0.0%-114.6%-89.6%-10.7%-9.8%+36.5%+86.1%-518.5%+335.6%+39.0%-0.3%+43.6%+26.2%
YoY Change-114.6%-127.7%-130.7%-133.7%-46.4%+89.3%+40.2%+301.9%>999%+426.4%+151.1%
Range-$102.07M$328.85M
CAGR+2.2%
Avg YoY Growth+234.6%
Median YoY Growth+40.2%
Current Streak2 quarters growth

Frequently Asked Questions

What is Annaly Capital Management's agency — interest income?
Annaly Capital Management (NLY) reported agency — interest income of $328.85M in Q1 2026.
How has Annaly Capital Management's agency — interest income changed year-over-year?
Annaly Capital Management's agency — interest income increased by 151.1% year-over-year, from $130.95M to $328.85M.
What is the long-term trend for Annaly Capital Management's agency — interest income?
Over 2 years (2022 to 2025), Annaly Capital Management's agency — interest income has grown at a -21.0% compound annual growth rate (CAGR), from $1.21B to $754.87M.
What does agency — interest income mean?
The total interest earned from the Agency mortgage investment portfolio.