Annaly Capital Management, Inc.
Annaly Capital Management is a mortgage real estate investment trust (mREIT) with $16.5B market cap, showing minimal direct political engagement (zero lobbying spend, zero donations, zero federal contracts) but facing low-impact legislative exposure from eight finance-sector bills with estimated revenue impacts up to $2.9M.
BusinessWhat NLY does
Annaly Capital Management operates as a diversified capital manager, primarily investing in and financing residential and commercial real estate assets, including agency mortgage-backed securities, residential mortgage credit, and middle-market lending. Its revenue is derived from interest income on its investment portfolio and net interest margin from its financing activities. The company's performance is highly sensitive to interest rate movements, Federal Reserve policy, and housing finance regulation.
12 months past · 3 months futureNLY activity timeline
Lifetime Government AwardsNLY federal contracts
NLY doesn't hold direct federal contracts.
Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.
Smart Money · 13F HoldingsHedge funds holding NLY
Politicians Trading NLYMembers of Congress with recent NLY positions
Congressional TradesWho in Congress is trading NLY
Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock
Stock awards & option exercises
Bills Affecting NLYLive legislation impacting this stock
Political ProfileWhere NLY sits in Washington
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STRUCTURAL: High government dependence (score 75) and regulatory density (85) due to mortgage finance sector, but zero lobbying spend (get_political_influence.lobbying.total_income: 0), zero donations, and zero federal contracts (get_government_precedent.federal_contracts_summary: null). EVIDENTIARY: No corporate insider buys in 180 days (get_corporate_insider_signal.total_buys: 0), no congressional traders (Top congressional traders array empty), and no executive branch holdings (get_executive_branch_exposure.total_positions_matched: 0). Net: Minimal direct political activity despite sector exposure.
Regulatory ExposureThreats & opportunities
Regulatory threats
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Changes to mortgage-backed securities regulation or capital requirementsFederal Housing Finance Agency (FHFA), SEC"Recent bill_impacts array shows eight finance-sector bills with low but non-zero impact_ratios, indicating regulatory sensitivity."
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Interest rate policy shifts affecting borrowing costs and spreadsFederal Reserve"Sector is finance; business model is interest rate sensitive, though no direct bill carveouts or executive branch holdings."
Regulatory opportunities
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Potential legislative easing of mREIT capital or tax rulesCongress, Treasury"Recent bill_impacts array includes finance-sector bills, though impact ratios are low (0.0001-0.0002); no named carveouts."
Live signals + predictions for NLY — for Founders
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- Live 7-layer signal scores when Congress trades NLY
- Bill Pass Index v2 odds for every bill on the watch list
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