Annaly Capital Management, Inc. — News

Annaly's EAD has steadily risen over the last nine quarters. That growth has supported two dividend increases.

fool.com - 2026-07-23 11:09:00

NLY highlights diversified housing finance growth, with focus on Agency securities, Residential Credit, MSR opportunities and disciplined capital allocation.

zacks.com - 2026-07-23 11:02:42

Annaly Capital Management is rated a Strong Buy for its 13.38% dividend yield and significant capital appreciation potential by 2030. NLY's diversified REIT model, resilient through multiple economic cycles, benefits from agency MBS, MSR, and residential credit strategies with yields up to 16%. I expect falling interest rates to expand NLY's net interest margin, driving both dividend growth and share price appreciation toward a $40 target by 2030.

seekingalpha.com - 2026-07-23 08:15:30

Annaly Capital Management, Inc. (NLY) Q2 2026 Earnings Call Transcript

seekingalpha.com - 2026-07-22 15:10:31

Annaly Capital Management NYSE: NLY reported a stronger second quarter of 2026, citing book value growth, improved earnings available for distribution and continued expansion across parts of its diversified housing finance platform.

marketbeat.com - 2026-07-22 12:07:41

NLY's Q2 earnings beat estimates as stronger NII, margin expansion and dividend coverage offset higher funding costs.

zacks.com - 2026-07-22 12:01:09

Annaly Capital Management (NLY) came out with quarterly earnings of $0.79 per share, beating the Zacks Consensus Estimate of $0.75 per share. This compares to earnings of $0.73 per share a year ago.

zacks.com - 2026-07-21 18:56:06

NEW YORK--(BUSINESS WIRE)--ANNALY CAPITAL MANAGEMENT, INC. REPORTS 2nd QUARTER 2026 RESULTS.

businesswire.com - 2026-07-21 16:15:00

Annaly Capital Management and Starwood Property Trust both currently offer double-digit yields. Annaly Capital has increased its payout twice in the last 18 months.

fool.com - 2026-07-21 13:30:00

NLY's Q2 results, set to report on July 21, are likely to gain from higher NII and servicing income, while mortgage market volatility may pressure book value.

zacks.com - 2026-07-20 14:11:05

July's top 5 dividend picks—PEP, CUBE, NLY, SCL, CMCSA—offer an average 16.3% expected annual total return and 6.0% yield, all trading at deep discounts. I rate PepsiCo (PEP) a Strong Buy, projecting a 17.2% annual return and a 30.5% discount to fair value, with transitory headwinds expected to subside. CubeSmart (CUBE), Annaly Capital (NLY), Stepan (SCL), and Comcast (CMCSA) are all Buys, each positioned for double-digit returns as macro conditions normalize.

seekingalpha.com - 2026-07-18 07:40:02

Annaly Capital's high yield is attractive to dividend investors, but it also comes with significant risks.  Investors looking at the mREIT today need to understand how Annaly's business reacts to changes in interest rates.

fool.com - 2026-07-15 14:15:00

In the closing of the recent trading day, Annaly Capital Management (NLY) stood at $23.01, denoting a +2.13% move from the preceding trading day.

zacks.com - 2026-07-14 19:16:07

Annaly (NLY) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

zacks.com - 2026-07-14 11:06:24

The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.

zacks.com - 2026-07-13 09:56:09

Discover why agency mortgage REITs act as the ultimate portfolio hedge, designed to aggressively outperform when the broader economy collapses. A clear look at how mREITs leverage low-cost repo market borrowings against government-guaranteed 5% coupon assets to generate massive net interest spreads. Understand the structural advantage of holding agency MBS, where credit risk is fully offloaded onto Fannie Mae and Freddie Mac.

seekingalpha.com - 2026-07-13 07:35:00

Many parents assume braces are something they will deal with when their children reach high school. Increasingly, that is no longer true. Orthodontists now evaluate some children as early as age seven, looking for jaw-development issues, crowding, bite problems, and other concerns that can become more expensive to fix later. What once seemed like a... Don't Let Your Kids' Braces Chew Up Your Retirement

247wallst.com - 2026-07-09 12:30:55

Annaly Capital Management preferred shares, particularly NLY-F, offer a compelling risk-reward profile for income-focused investors compared to common stock. NLY-F's floating-rate structure with a 4.993% spread provides attractive dividends and mitigates inflation and interest rate risk. Annaly's strong common-equity-to-preferred-equity coverage ratio enhances downside protection for preferred shareholders.

seekingalpha.com - 2026-07-08 11:48:36

J.P. Morgan just quietly added a high-yield dividend stock to its July Focus List, and it happens to be one we have tracked closely for years. Find out which five names on the list could deliver steady income and serious upside as earnings season kicks off.

247wallst.com - 2026-07-07 08:50:57

The Power of Brief Frameworks: Just like the brief, enduring architecture of the U.S. Constitution, a simple four-point portfolio blueprint handily outlasts shifting modern macro narratives. Spreading capital across a minimum of 42 distinct positions structurally dilutes the fallout of unavoidable corporate modifications. Retaining a quarter of all contractual cash distributions creates a highly powerful, self-sustaining share accumulation engine.

seekingalpha.com - 2026-07-04 10:30:00

Annaly (NLY) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

zacks.com - 2026-07-03 13:10:17

NEW YORK--(BUSINESS WIRE)--Annaly Capital Management, Inc. Announces Dates of Second Quarter 2026 Financial Results and Conference Call.

businesswire.com - 2026-06-30 16:05:00

When I was a younger investor, I tended to buy stocks with dividend yields of 10% or more. Overall, thanks to diversification, I made out OK, but I was burned more than once by dividend cuts.

fool.com - 2026-06-28 10:15:00

Kevin Warsh, the new head of the Federal Reserve, has just held his first meeting of the Federal Open Market Committee. Rates were held steady, but he appears to be working toward changing the way the Fed operates.

fool.com - 2026-06-27 09:15:00

Annaly Capital Management (NLY) reached $22.95 at the closing of the latest trading day, reflecting a +1.73% change compared to its last close.

zacks.com - 2026-06-26 19:16:13

The VanEck Mortgage REIT Income ETF (NYSEARCA:MORT) exists for one reason: to deliver a fat, double-digit distribution sourced from the dividends of

247wallst.com - 2026-06-25 10:01:47

Annaly Capital Management is well-positioned for double-digit EAD growth and offers a compelling 13.5% dividend yield, recently increased. NLY's diversified platform—Agency MBS, Residential Credit, and MSR—enhances growth prospects and provides countercyclical cash flow stability. Valuation is attractive at 1.1x book value, with a price target of $24.60/share, implying 9.5% upside and a total return prospect of 23%.

seekingalpha.com - 2026-06-25 06:41:50

Several stocks spanning the gamut of high dividend yields to high dividend growth just added more juice to their payments. These stocks hold yields that stretch above 13% at the high end, while also seeing recent dividend increases of up to 14%.

marketbeat.com - 2026-06-24 11:17:01

Easing mortgage rates are putting RKT, AGNC and NLY in focus as refinancing activity gradually regains traction.

zacks.com - 2026-06-23 10:01:39

The iShares Mortgage Real Estate ETF (NYSEARCA:REM) is the go-to vehicle for investors who want concentrated exposure to mortgage REITs and the double-digit distribution yield that comes with them. REM holds $531.5 million in net assets across 37 positions, and almost every dollar of its distribution flows up from the dividends those underlying mREITs pay.... Why Mortgage REIT Dividends Just Got Safer After Three Fed Cuts

247wallst.com - 2026-06-18 12:37:20

Is NLY's strong liquidity, Agency MBS portfolio and dividend policy enough to sustain its capital return strategy? Let us discuss.

zacks.com - 2026-06-16 13:20:29

Agency MBS assets provide a unique investment opportunity with minimal credit risk. Agency mREITs leverage agency MBS with a business model that has low exposure to credit risk but high exposure to interest rate changes. As the interest rate curve normalizes, NLY has benefited, recently raising its dividend.

seekingalpha.com - 2026-06-16 07:35:00

Annaly Capital Management (NLY) closed at $22.24 in the latest trading session, marking a +1.09% move from the prior day.

zacks.com - 2026-06-15 19:15:16

Annaly Capital Management is raising its dividend for the second time in the last 18 months.

fool.com - 2026-06-12 09:15:00

NEW YORK--(BUSINESS WIRE)--Annaly Capital Management, Inc. Increases 2nd Quarter 2026 Common Stock Dividend to $0.75 per Share.

businesswire.com - 2026-06-10 16:15:00

Annaly Capital Management (NLY) closed the most recent trading day at $20.96, moving 1.23% from the previous trading session.

zacks.com - 2026-06-08 19:17:03

Fifty thousand dollars a year is what a careful retiree might want to cover housing, groceries, and Medicare premiums on top of Social Security. Two mortgage REITs, Annaly Capital Management (NYSE: NLY) and AGNC Investment (NASDAQ: AGNC), currently throw off enough yield to fund that number on a $400,000 sleeve. The math works. The risk is what... A $400,000 Position in Mortgage REITs Quietly Pays $50,000 a Year, But Most Retirees Get the Risk Wrong

247wallst.com - 2026-06-07 06:06:57

Annaly Capital Management preferred shares, particularly NLY-G, are among the sector's least risky but currently trade at unattractive valuations. NLY-G offers an 8.22% yield but a negative yield to call, making it less compelling than baby bonds or other preferreds with higher yields and better risk profiles. The low floating spread on NLY-G means dividend income could fall sharply if short-term rates decline, amplifying downside risk in a rate-cut scenario.

seekingalpha.com - 2026-06-06 07:52:31

All the major Wall Street firms we cover here at 24/7 Wall St. have a list of the top stock picks for their institutional and retail clients to invest in.

247wallst.com - 2026-06-04 09:14:37

Annaly Capital is prepared to deal with near-term rate changes, which should help protect its hefty dividend.

fool.com - 2026-05-31 17:15:00

Two weeks ago, I said that one of my favorite stocks right now is Pfizer (PFE). The pharmaceutical giant is in the middle of a transformational period with the goal to return to growth by 2029.

etftrends.com - 2026-05-30 09:22:38

In the most recent trading session, Annaly Capital Management (NLY) closed at $21.85, indicating a +1.16% shift from the previous trading day.

zacks.com - 2026-05-29 19:16:09

Annaly Capital faces potential NAV erosion from rising rates and term spread compression but currently trades near its historical valuation premium versus peers. Lower hedge ratios have increased NLY's interest rate sensitivity, worsening the outlook if policy rates rise or stay elevated. Ongoing equity issuance dilutes shareholders but is partly offset by redeployment into higher‑yielding assets instead of lower‑yield agency MBS.

seekingalpha.com - 2026-05-24 08:50:39

With yields of 10% or more, investors need to understand the risks and rewards of these two mREITs.

fool.com - 2026-05-23 09:15:00

Annaly Capital Management, Inc. maintains its $0.70 per-share dividend, supported by growing net interest spread and strong earnings coverage. NLY's net interest spread improved for the fourth consecutive time in the last year, reaching 1.07%, driven by lower financing costs and stable asset yields. NLY shares trade at a 9% premium to book value, reflecting improved spreads and expectations of future rate cuts benefiting MBS investors.

seekingalpha.com - 2026-05-22 12:04:09

Will NLY's payout strategy, liquidity position and mortgage REIT structure be enough to sustain its 12.9% dividend yield? Let us discuss.

zacks.com - 2026-05-21 14:21:09

Annaly (NLY) reported earnings 30 days ago. What's next for the stock?

zacks.com - 2026-05-21 12:31:23

Annaly's current book value is an advantage.

fool.com - 2026-05-20 11:00:00

REITs are required to distribute 90%+ of taxable income, which is why their yields run well above the broad market.

247wallst.com - 2026-05-20 06:57:15

I highlight five dividend stocks—HTO, ES, SNY, NLY, and AMCR—trading below fair value, each with strong balance sheets and good potential growth prospects. Each stock is projected to deliver double-digit average annual total returns (11.6%–20%) through 2030, with yields averaging nearly 7%. Scenario modeling incorporates expected EPS growth, dividend growth, and target P/E multiples, supporting robust total return forecasts even in recessionary or inflationary environments.

seekingalpha.com - 2026-05-16 22:58:00