Annaly Capital Management NLY MSR — Servicing and related income

Other segment segments

Similar metrics at other companies

RITMServicing fee revenue, net and interest income from MSRs and MSR financing receivables — Revenue

$579.29M+1.5%

PFSIProceeds From Sale Of Mortgage Servicing Rights Msr Related Party

$3.92M—

CIMInvestment Management And Advisory — Interest income from investment in MSR financing receivables

$2.31M—

CIMMortgage Origination — Interest income from investment in MSR financing receivables

$0—

IBCPMSRs

$0-100%

SBFGMortgage Servicing Rights MSR Impairment Recovery

-$452K-4,420%

Questions, answered.

What is Annaly Capital Management's MSR — servicing and related income?

Annaly Capital Management (NLY) reported MSR — servicing and related income of $159.13M in Q1 2026.

How has Annaly Capital Management's MSR — servicing and related income changed year-over-year?

Annaly Capital Management's MSR — servicing and related income increased by 13.3% year-over-year, from $140.44M to $159.13M.

What is the long-term trend for Annaly Capital Management's MSR — servicing and related income?

Over 3 years (2022 to 2025), Annaly Capital Management's MSR — servicing and related income has grown at a 32.9% compound annual growth rate (CAGR), from $246.93M to $579.59M.

What does MSR — servicing and related income mean?

Represents the gross revenue generated from servicing mortgage loans, including contractual servicing fees and ancillary income. This is the primary top-line metric for the servicing business segment.