NLY (Annaly Capital Management) Tax Rate %: 0.83% (As of Jun. 2026)

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NLY Annaly Capital Management Inc NLY
47 GF Score
Price $21.26
GF Value $17.70
Valuation Modestly Overvalued
! 8 Warning Signs
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What is Annaly Capital Management Tax Rate %?

Annaly Capital Management NLY +0.97% 47 Tax Rate % is 0.83% as of Jun. 2026. GuruFocus rates NLY with a GF Score™ of 47/100 and a GF Value™ of $17.70 (Modestly Overvalued). The stock has 8 warning signs investors should review.

Tax Rate % is calculated as Tax Expense divided by its Pre-Tax Income. Annaly Capital Management's Tax Expense for the three months ended in Jun. 2026 was $ Mil. Annaly Capital Management's Pre-Tax Income for the three months ended in Jun. 2026 was $835 Mil. Therefore, Annaly Capital Management's Tax Rate % for the quarter that ended in Jun. 2026 was 0.83%.

Annaly Capital Management Tax Rate % Related Terms

Annaly Capital Management Tax Rate % Historical Data

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The historical data trend for Annaly Capital Management's Tax Rate % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Annaly Capital Management Tax Rate % Chart

Annaly Capital Management Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Tax Rate %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.20 2.57 -2.47 1.49 -0.34

Annaly Capital Management Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Tax Rate % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.72 -0.94 -0.77 -0.53 0.83
NLY
47GF Score
Annaly Capital Management Inc NLY
Tax Rate % is just one metric. See GF Score™, valuation, warning signs, and more.
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Annaly Capital Management Tax Rate % Calculation

Tax Rate % is the ratio of tax expense divided by pretax income, usually presented in percent.

Annaly Capital Management's Tax Rate % for the fiscal year that ended in Dec. 2025 is calculated as

Tax Rate %=Tax Expense (A: Dec. 2025 )/Pre-Tax Income (A: Dec. 2025 )
=/2044.82
=0.00 %

Annaly Capital Management's Tax Rate % for the quarter that ended in Jun. 2026 is calculated as

Tax Rate %=Tax Expense (Q: Jun. 2026 )/Pre-Tax Income (Q: Jun. 2026 )
=/834.672
=0.00 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about Tax Rate % →
What does a Tax Rate % of 0.83% mean?
Annaly Capital Management (NLY) has a Tax Rate % of 0.83% as of Jun. 2026.
Is Annaly Capital Management's Tax Rate % too high?
Annaly Capital Management's current Tax Rate % is 0.83%. Overall, Annaly Capital Management has a GF Score™ of 47/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Annaly Capital Management's Tax Rate % compare to AGNC and STWD?
Annaly Capital Management's Tax Rate % of 0.83% can be compared against companies in the REITs industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tax Rate % for a REITs company?
A good Tax Rate % depends on the REITs industry context. However, Tax Rate % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tax Rate % mean?
A high Tax Rate % can signal that a stock is expensive relative to its fundamentals. Annaly Capital Management's current Tax Rate % is 0.83%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Annaly Capital Management stock overvalued right now?
Based on GuruFocus' analysis, Annaly Capital Management (NLY) is currently considered Modestly Overvalued. The stock's GF Value™ is $17.70, compared to a current price of $21.26 — trading 20.1% above its estimated fair value. The current Tax Rate % is 0.83%. Annaly Capital Management's overall GF Score™ is 47/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tax Rate % calculated?
Tax Rate % is calculated from a company's financial statements. For Annaly Capital Management (NLY), the current Tax Rate % is 0.83% as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Annaly Capital Management (NLY) Overvalued in 2026?

Based on GuruFocus' analysis, Annaly Capital Management stock appears to be overvalued. The current stock price of $21.26 is trading 20.1% above its estimated GF Value™ of $17.70. GuruFocus considers Annaly Capital Management to be Modestly Overvalued.

Key valuation signals for NLY:

  • Tax Rate %: 0.83%
  • GF Value™: $17.70 vs. price of $21.26 (20.1% above fair value)
  • GF Score™: 47/100 with 8 warning signs

No single metric tells the full story. See the NLY stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Annaly Capital Management Business Description

Industry Real EstateREITs
Address 1211 Avenue of the Americas, New York, NY, USA, 10036
Annaly Capital Management Inc is an American mortgage real estate investment trust. Its business objective is to generate net income for distribution to its stockholders and optimize its returns through prudent management of its diversified investment strategies. The company's reportable operating segments are: the Agency segment, which invests in Agency mortgage-backed securities collateralized by residential mortgages; the Residential Credit segment, which invests in non-Agency residential whole loans and securitized products within the residential and commercial markets; the Mortgage Servicing Rights segment; and Corporate & Other. Maximum revenue for the company is generated from its Agency segment.
47GF Score

Get the complete analysis for NLY

Tax Rate % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$21.26
Price
$17.70
GF Value