Annaly Capital Management, Inc. logo NLY - Annaly Capital Management, Inc.

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY 0
BUY 16
HOLD 10
SELL 2
STRONG
SELL 0
| PRICE TARGET: $21.25 DETAILS
HIGH: $22.00
LOW: $21.00
MEDIAN: $21.00
CONSENSUS: $21.25
UPSIDE: 15.80%

Stock News

Buy 8 Barron's Big Better Bets (Than T-Bills) Out Of 14 'Safer' October DiviDogs

Buy 8 Barron's Big Better Bets (Than T-Bills) Out Of 14 'Safer' October DiviDogs

Eight of the fourteen highest-yield 'Safer' Big BBB Dogs, including Suburban Propane, Verizon, and Realty Income, currently meet the dogcatcher ideal for buyable dividend value. Analyst 1-year targets project average net gains of 23.91% for the top ten BBB stocks, with risk/volatility 26% below the market average. Dividend safety is highlighted by positive free cash flow yields exceeding dividend yields for the 'safer' group, while eight names show negative free cash flow margins and are considered unsafe.

Oct 25, 2026 07:15 AM • seekingalpha.com
Annaly Capital: Great Dividend, But Wait For A Discount Valuation

Annaly Capital: Great Dividend, But Wait For A Discount Valuation

Annaly Capital Management, Inc. reported mixed Q3 results, with net interest spread rising, but its book value dropped at 11% Q/Q. I maintain a Hold rating on NLY due to heightened interest rate uncertainty and a less attractive investment setup following the Federal Reserve's recent rate increase. NLY now trades at a 3% premium to book value, reflecting market concerns over further rate increases and their impact on book value and net interest income.

Oct 23, 2026 02:20 PM • seekingalpha.com
9.31% Dividend Yield Flirts With A Buy From Annaly Capital Preferred Share

9.31% Dividend Yield Flirts With A Buy From Annaly Capital Preferred Share

Annaly Capital Management's NLY-F preferred offers a 9.31% stripped yield and carries our lowest risk rating in the mortgage REIT sector. NLY-F trades just $0.11 above our buy target of $25.27, placing it in our hold range but extremely close to a buy. The primary risk is negative yield to call, as Annaly could redeem NLY-F at $25, resulting in a slight capital loss at current prices.

Oct 23, 2026 03:44 AM • seekingalpha.com
Annaly Capital Management, Inc. (NLY) Q3 2026 Earnings Call Transcript

Annaly Capital Management, Inc. (NLY) Q3 2026 Earnings Call Transcript

Annaly Capital Management, Inc. ( NLY ) Q3 2026 Earnings Call October 21, 2026 9:00 AM EDT Company Participants Sean Kensil David Finkelstein - CEO, Co-Chief investment Officer & Director Serena Wolfe - Chief Financial Officer V.S. Srinivasan - Head of Agency Michael Fania - Co-Chief Investment Officer & Head of Residential Credit Ken Adler - Head of Mortgage Servicing Rights & Portfolio Analytics Conference Call Participants Bose George - Keefe, Bruyette, & Woods, Inc., Research Division Crispin Love - Piper Sandler & Co., Research Division Douglas Harter - BTIG, LLC, Research Division Jason Stewart - Compass Point Research & Trading, LLC, Research Division Ameeta Lobo Nelson - UBS Investment Bank, Research Division Richard Shane - JPMorgan Chase & Co, Research Division Jason Weaver - JonesTrading Institutional Services, LLC, Research Division Kenneth Lee - RBC Capital Markets, Research Division Trevor Cranston - Citizens JMP Securities, LLC, Research Division Presentation Operator Thank you for standing by, and welcome to the Annaly Capital Management Third Quarter 2026 Earnings Conference Call.

Oct 21, 2026 10:54 AM • seekingalpha.com
It's Y2K Again: Why Income Investments Win As The Fed Repeats A Dot-Com Error

It's Y2K Again: Why Income Investments Win As The Fed Repeats A Dot-Com Error

Raising interest rates destroys demand and borrowing capacity, but it cannot drill oil wells, resolve Middle Eastern geopolitical conflicts, or expand refinery throughput. In 1999, the Fed tightened into 4.5%–5.0% GDP, falling unemployment, and surging consumer confidence. Today, the Fed is hiking into sub-3% GDP, rising unemployment, and consumer sentiment near all-time lows. Headline CPI inflation rose throughout the 2000 rate-hiking cycle, easing only with recession; today's rate hikes may likewise fail to curb oil prices until geopolitical and infrastructure constraints ease.

Oct 17, 2026 06:30 AM • seekingalpha.com

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