NLY - Annaly Capital Management, Inc.
A winning investment strategy requires distinct roles – combining high immediate cash generators, steady payout anchors, and growing dividend engines. Maximum Payers: Function as aggressive "scorers", distributing nearly 100% of earnings to generate high yields. Steady Eddy's: Fixed-income investments provide predictable monthly distributions, anchoring baseline portfolio cash flow regardless of broader equity sentiment.
Annaly's EAD has steadily risen over the last nine quarters. That growth has supported two dividend increases.
NLY highlights diversified housing finance growth, with focus on Agency securities, Residential Credit, MSR opportunities and disciplined capital allocation.
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.
Annaly Capital Management, Inc. (NLY) Q2 2026 Earnings Call Transcript
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.
NLY's Q2 earnings beat estimates as stronger NII, margin expansion and dividend coverage offset higher funding costs.
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.
NEW YORK--(BUSINESS WIRE)--ANNALY CAPITAL MANAGEMENT, INC. REPORTS 2nd QUARTER 2026 RESULTS.
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.
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.
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.
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.
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.
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.
The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.
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.
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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.
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.