Annaly Capital Management Inc NLY
The following description of our business should be read in conjunction with the Consolidated Financial Statements and the related Notes thereto, and the information set forth under the heading “Special Note Regarding Forward-Looking Statements” in Item 7. 10-K, Item 1
- Headquarters
- New York, NY
- CEO
- David L. Finkelstein
- Next results
- around Jan 27, 2027
What changed
7 new risk paragraphs and 1 accounting fact worth reading about. 10-K filed Feb 12, 2026 against Feb 13, 2025.
Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.
Accounting checks
9 checks on the latest 10-K. Checks, not verdicts.
1fact worth reading about the other 8 checks found nothing to note
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Cash from operations lower than net incomeCash from operations $692.9M vs net income $2.0B (FY ending Dec 31, 2025)
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Same auditor in both 10-Ks: Ernst & Young LLP
7 more checks with nothing to note
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No statement of substantial doubt about going concern
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No 8-K item 4.02 in the last 2 years
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No NT 10-K or NT 10-Q in the last 2 years
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The same matters as last year: ANNALY CAPITAL MANAGEMENT, INC. AND SUBSIDIARIES; Financial Statements; Valuation of mortgage servicing rights; Addressed the; Matter in Our; Audit
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No sentence in the 10-K concludes that controls were not effective because of a material weakness
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No 8-K item 2.06 in the last 2 years
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No 8-K item 1.03 in the last 2 years
In their words
7 paragraphs in Risk Factors that were not in the 10-K filed Feb 13, 2025. Quoted as filed.
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Item 1A · new paragraph · not in the 10-K filed Feb 13, 2025 10-K, ITEM 1A
In September 2008, Fannie Mae and Freddie Mac were placed into the conservatorship of the FHFA. In addition to the conservatorships, the U.S. Department of the Treasury has entered into, and from time to time modified, Preferred Stock
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Item 1A · new paragraph · not in the 10-K filed Feb 13, 2025 10-K, ITEM 1A
Our business is subject to, or affected by, numerous regulations, including regulations regarding mortgage loan servicing, underwriting, and loan originator compensation and others that could be issued in the future. The CFPB, among other federal and state regulators, historically had broad authority to promulgate rules, supervise…
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Item 1A · new paragraph · not in the 10-K filed Feb 13, 2025 10-K, ITEM 1A
Evolving environmental, social and governance-related disclosure requirements and climate-related risks could adversely affect our business and results of operations. We are subject to complex and evolving laws, regulations and reporting frameworks regarding environmental and climate-related matters. These requirements may differ across…
New risk paragraphs, against peers
Latest 10-K of each, Real estate companies closest in revenue
Paragraphs in Risk Factors with nothing like them in the company's 10-K the year before. A count of text, not of risk.
Recent filings
5 filings in the last 30 days · SEC EDGAR
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BuyNov 9, 2026Wede Scott (Director) bought $940K open-market purchase on Nov 6, 2026
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10-QOct 28, 2026Quarterly report (10-Q) period ended Sep 30, 2026
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8-KOct 20, 2026Quarterly results 8-K item 2.02
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8-KOct 20, 2026Other events 8-K item 8.01
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8-KOct 20, 2026Regulation FD disclosure 8-K item 7.01
About the company
Annaly Capital Management Inc, New York, NY · from the 10-K filed Feb 12, 2026
The following description of our business should be read in conjunction with the Consolidated Financial Statements and the related Notes thereto, and the information set forth under the heading “Special Note Regarding Forward-Looking Statements” in Item 7.
- Headquarters
- New York, NY
- Country
- United States
- Reports in
- USD
- Listed on
- NYSE
- Fiscal year ends
- December 31
- Last results
- Oct 20, 2026
- Incorporated in
- MD
Email alerts
Sources
The 10-K filed Feb 12, 2026 (open at SEC), compared with the 10-K filed Feb 13, 2025. Numbers from the XBRL of the 10-Ks; filings from SEC EDGAR.
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