Annaly Capital Management Residential Credit — Interest Income increased by 16.8% to $123.84M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 39.7%, from $88.68M to $123.84M. Over 3 years (FY 2022 to FY 2025), Residential Credit — Interest Income shows an upward trend with a 22.7% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
An increase indicates growth in the size or yield of the residential credit portfolio, while a decrease may suggest portfolio contraction, asset sales, or declining credit performance.
This metric represents the total interest income generated by the Residential Credit investment portfolio, which include...
Comparable to interest income from non-agency mortgage portfolios or credit-sensitive residential loan segments at other mortgage REITs and specialty finance companies.
nly_segment_resi_credit_interest_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 | $51.45M | $51.45M | $51.45M | $51.45M | $59.48M | $49.44M | $45.92M | $47.12M | $57.15M | $61.73M | $68.25M | $85.17M | $88.68M | $91.24M | $94.34M | $106.02M | $123.84M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | +15.6% | -16.9% | -7.1% | +2.6% | +21.3% | +8.0% | +10.6% | +24.8% | +4.1% | +2.9% | +3.4% | +12.4% | +16.8% |
| YoY Change | — | — | — | — | +15.6% | -3.9% | -10.7% | -8.4% | -3.9% | +24.9% | +48.6% | +80.7% | +55.2% | +47.8% | +38.2% | +24.5% | +39.7% |