Why Is Annaly (NLY) Up 5.9% Since Last Earnings Report?
Annaly Capital Management (NLY) shares have risen 5.9% since its last earnings report, outperforming the S&P 500. The company's Q2 2026 earnings available for distribution (EAD) beat estimates, and net interest income improved year-over-year, supported by a disciplined leverage profile and increased liquidity. Despite some concerns about economic funding costs, Annaly maintained a strong hedge posture and increased its quarterly dividend, leading to a Zacks Rank #2 (Buy) rating.
Annaly Capital Management Inc $NLY Shares Sold by Danske Bank A S
Danske Bank A S has reduced its stake in Annaly Capital Management Inc. by 3.6% during the second quarter, selling 54,300 shares and now owning 1,463,300 shares valued at $32,719,000. Despite this, other institutional investors like BlackRock Inc. have significantly increased their holdings. Annaly Capital Management recently reported strong quarterly earnings, exceeding analyst expectations, and increased its quarterly dividend to $0.75 per share, representing a 12.6% yield.
Does Annaly’s Series I Preferred Redemption Reshape Its Capital Allocation Story For NLY Investors?
Annaly Capital Management recently announced third-quarter 2026 cash dividends for its Series F, G, I, and J preferred shares and concurrently moved to redeem all outstanding Series I preferred shares. This redemption, effective October 1, 2026, at US$25.00 per share, represents an adjustment to Annaly's capital structure. Investors should consider how this move, along with ongoing interest rate volatility and mortgage spread risks, influences the company's investment narrative and outlook, particularly given its focus on managing interest rate risk and earnings from its mortgage-focused portfolio.
Annaly Capital to Redeem Series I Preferred Shares
Annaly Capital Management, Inc. (NLY) announced it will redeem all 17.7 million outstanding shares of its 6.750% Series I Fixed-to-Floating Rate Cumulative Redeemable Preferred Stock on October 1, 2026, at a cash redemption price of $25.00 per share. Dividends on these preferred shares will cease accruing as of the redemption date, and all accrued dividends through September 30, 2026, will be paid. This move is part of the company's strategy to adjust its capital structure and retire higher-cost capital.
Annaly Capital (NYSE: NLY) calls all 6.75% Series I preferred
Annaly Capital Management, Inc. (NYSE: NLY) announced the redemption of all 17,700,000 shares of its 6.750% Series I Fixed-to-Floating Rate Cumulative Redeemable Preferred Stock at a cash price of $25.00 per share. The redemption date is October 1, 2026, by which time all accrued dividends through September 30, 2026, will have been paid, and all rights associated with the Series I shares will terminate except for the right to receive the redemption amount. This announcement was made via a press release and an 8-K filing, with Computershare Inc. acting as the redemption and paying agent.
Annaly Capital Management, Inc. Announces Redemption of all 17,700,000 Outstanding Shares of 6.750% Series I Fixed-to-Floating Rate Cumulative Redeemable Preferred Stock
Annaly Capital Management, Inc. (NYSE: NLY) has announced the redemption of all 17,700,000 outstanding shares of its 6.750% Series I Fixed-to-Floating Rate Cumulative Redeemable Preferred Stock. The redemption amount for each share is $25.00 and will be paid on October 1, 2026, at which point dividends will cease to accumulate. Shareholders are instructed to contact Computershare Inc. for details regarding the surrender of their shares.
Annaly to redeem all series I preferred stock for $442.5m
Annaly Capital Management Inc. announced it will redeem all 17.7 million outstanding shares of its 6.750% Series I Fixed-to-Floating Rate Cumulative Redeemable Preferred Stock on October 1, 2026, for $25.00 per share, totaling $442.5 million. Dividends on these shares will cease, and all accrued dividends through September 30, 2026, will be paid. Shareholders must surrender their certificates to Computershare Inc. to receive payment.
Annaly Capital Management, Inc. Announces Redemption of all 17,700,000 Outstanding Shares of 6.750% Series I Fixed-to-Floating Rate Cumulative Redeemable Preferred Stock
Annaly Capital Management, Inc. (NYSE: NLY) has announced the redemption of all 17,700,000 outstanding shares of its 6.750% Series I Fixed-to-Floating Rate Cumulative Redeemable Preferred Stock. The redemption amount for each share is $25.00, payable on October 1, 2026, at which point dividends will cease to accumulate and all rights related to these shares will terminate. The company has confirmed that all accrued dividends through September 30, 2026, will have been paid, ensuring no unpaid dividends on the redemption date.
52,247 Shares in Annaly Capital Management Inc $NLY Purchased by Trivium Point Advisory LLC
Trivium Point Advisory LLC recently acquired 52,247 shares of Annaly Capital Management (NLY), valued at approximately $1.17 million. This purchase highlights ongoing institutional interest, with various firms adjusting their stakes in NLY, which currently has a "Moderate Buy" consensus rating and a 12.9% dividend yield. The company also reported strong quarterly earnings, exceeding analyst estimates.
ETFs Investing in Annaly Capital Management, Inc. Cum Conv Red Pfd Registered Shs Series I Stocks
This article lists several ETFs that invest in Annaly Capital Management, Inc. Cum Conv Red Pfd Registered Shs Series I stocks. Each ETF entry includes details such as market value, weight, issuer, management style, expense ratio, assets under management (AUM), and price performance. The list highlights various funds that provide investors with exposure to Annaly Capital Management's preferred stock through diversified portfolios.
Alberta Investment Management Corp Acquires Shares of 382,100 Annaly Capital Management Inc $NLY
Alberta Investment Management Corp (AIMCo) has acquired 382,100 shares of Annaly Capital Management Inc (NYSE:NLY), a mortgage REIT, valued at approximately $8.54 million during the second quarter. This investment represents about 0.05% of Annaly's shares. Annaly Capital Management recently reported strong quarterly earnings, beating analyst estimates, and increased its quarterly dividend to $0.75 per share, resulting in a 12.9% yield.
Annaly Capital Management Inc $NLY Shares Bought by Principal Financial Group Inc.
Principal Financial Group Inc. increased its holdings in Annaly Capital Management Inc. by 3.7% in Q2 2026, purchasing an additional 60,537 shares, bringing its total to 1.68 million shares valued at $37.6 million. Annaly Capital Management (NLY) has received a "Moderate Buy" consensus rating from analysts, with an average price target of $24.33, compared to its recent share price of $23.33. The company also reported strong Q2 earnings, beating EPS estimates, and raised its quarterly dividend to $0.75 per share, resulting in a 12.9% yield.
Annaly Capital Management Inc $NLY Shares Acquired by TD Asset Management Inc
TD Asset Management Inc. increased its stake in Annaly Capital Management Inc. by 25.1%, bringing its total holdings to 519,768 shares valued at $11.6 million. Annaly Capital Management exceeded analyst expectations with quarterly earnings of $0.79 per share and revenue of $1.82 billion, and the company raised its quarterly dividend to $0.75 per share, offering a 12.9% yield. Analysts currently maintain a "Moderate Buy" consensus rating for the stock with an average price target of $24.33.
Pictet Asset Management Holding SA Buys 45,402 Shares of Annaly Capital Management Inc $NLY
Pictet Asset Management Holding SA increased its stake in Annaly Capital Management Inc. by 12.1% during the second quarter, purchasing an additional 45,402 shares and bringing its total holdings to 419,836 shares valued at $9.39 million. Other institutional investors like Vanguard Group Inc., State Street Corp, Geode Capital Management LLC, Norges Bank, and Morgan Stanley also adjusted their positions in NLY. Analysts have given Annaly Capital Management a "Moderate Buy" rating with a consensus price target of $24.33, and the company recently increased its quarterly dividend to $0.75 per share, representing an annualized dividend yield of 12.9%.
Rithm Rallies 12.2% in a Month as Asset Management Gains Momentum
Rithm Capital Corp. (RITM) has seen a 12.2% gain in its stock price over the past month, driven by growth in its asset management division, Newrez, and Genesis. While asset management revenues increased significantly and Newrez showed improved operating returns, the company still faces risks from elevated expenses, limited liquidity, and mortgage-servicing volatility. Despite a mixed earnings outlook, Rithm's valuation appears attractive compared to its peers and historical levels.
Retirement Systems of Alabama Reduces Holdings in Annaly Capital Management Inc $NLY
Retirement Systems of Alabama decreased its stake in Annaly Capital Management (NLY) by 11.1% in Q2, selling 122,806 shares but still holding 979,848 shares valued at $21.9 million. Despite this reduction, analysts maintain a "Moderate Buy" rating with an average price target of $24.33. Annaly recently reported strong Q2 EPS of $0.79, exceeding estimates, and increased its quarterly dividend to $0.75, offering a 12.8% annualized yield.
ANNALY CAPITAL MANAGEMENT INC 8.875 CUM PREF SER J To Go Ex-Dividend On September 1st, 2026 With 0.55469 USD Dividend Per Share
ANNALY CAPITAL MANAGEMENT INC will go ex-dividend on September 1st, 2026, for its 8.875 CUM PREF SER J shares. Shareholders will receive a dividend of 0.55469 USD per share.
Annaly Capital Management, Inc. Announces Preferred Dividends
Annaly Capital Management, Inc. has declared cash dividends for its Series F, G, I, and J Fixed-to-Floating Rate Cumulative Redeemable Preferred Stocks for the third quarter of 2026. The dividends are payable on September 30, 2026, to shareholders of record as of September 1, 2026. This announcement details the per-share dividend amounts and the rates for each preferred stock series, which are tied to three-month CME Term SOFR.
Annaly Capital Management, Inc. Announces Preferred Dividends
Annaly Capital Management, Inc. has announced cash dividends for its Series F, G, I, and J Preferred Stocks for the third quarter of 2026. The dividends, with varying rates based on CME Term SOFR plus a spread, are payable on September 30, 2026, to shareholders of record as of September 1, 2026. Annaly is a diversified capital manager focused on generating net income for stockholders through mortgage finance investment strategies.
Annaly’s Shift Toward Higher Coupon MBS Might Change The Case For Investing In Annaly (NLY)
Annaly Capital Management is focusing on higher coupon Agency mortgage-backed securities (6%-6.5%) to enhance economic returns and margins, alongside a perception of its shares being undervalued. This strategy, combined with strong Q2 2026 results, aims to improve earnings despite inherent interest rate and funding risks in its mortgage REIT model. Investors need to weigh the benefits of higher-yielding assets against potential interest rate volatility and hedging costs to assess its long-term investment narrative.
Annaly (NLY) Stock Still Looks Cheap At Today’s Price
Annaly Capital Management (NLY) has delivered a strong 73.6% return over the past three years, and current valuations suggest its shares may still be trading below their intrinsic value. Both the Excess Returns intrinsic value model and market multiples indicate the stock is undervalued, scoring 4 out of 6 on valuation checks. Despite the strong past performance, investors should consider the inherent interest rate and funding risks associated with its mortgage REIT business model.
Annaly Capital Management (NLY) Could Be 4% Undervalued On Its Higher Coupon Portfolio Shift
Annaly Capital Management (NLY) is considered 4% undervalued, with a fair value estimated at $24 per share compared to its recent closing price of $23.04. This valuation is based on the company's strategic shift to higher coupon segments (6% and 6.5%) within its Agency MBS portfolio, which is expected to enhance economic returns and net margins. However, potential risks include wider mortgage spreads or increased hedging costs that could impact portfolio returns and margins.
Annaly (NLY) Stock Looks Undervalued Even After A 74% Return
Annaly Capital Management (NLY) stock has seen a 73.6% return over the last three years but still appears undervalued based on its Excess Returns model and earnings-based multiples. While the stock screens as undervalued with a 47.8% discount to its intrinsic value, broader valuation checks present a mixed picture. Investors need to weigh the apparent discount against the risks associated with Annaly's mortgage portfolio, funding costs, and interest rate sensitivity to determine if the discount is attractive or if it suggests persistent higher risk.
9% Dividend Yield From Annaly's Best Preferred Share (NYSE:NLY.PR.I)
The article evaluates Annaly Capital Management's preferred shares, highlighting NLY-I as the most attractive among its peers due to its 8.95% stripped yield and superior 4.989% floating spread. Despite its relative value, NLY-I is still considered outside the buy range by the author, trading approximately $0.45 above their target price, advising patience for new investors. Current holders are given a "hold" rating, acknowledging the material call risk.
Quantinno Capital Management LP Has $6.85 Million Stock Position in Annaly Capital Management Inc $NLY
Quantinno Capital Management LP significantly increased its stake in Annaly Capital Management (NLY) by 123.7% in the first quarter, holding over 323,924 shares valued at $6.85 million. Other institutions, including Goldman Sachs, also boosted their positions, contributing to 51.56% institutional ownership. Annaly reported strong quarterly EPS of $0.79, beating estimates, and raised its quarterly dividend to $0.75, equating to a 13.2% yield, while analysts maintain a "Moderate Buy" rating with an average price target of $24.33.
Best Value Stocks to Buy for August 6th
This article identifies three top value stocks for August 6th, all carrying a Zacks Rank #1 (Strong Buy). The selected companies are Annaly Capital Management, Inc. (NLY), Industrial and Commercial Bank of China Limited (IDCBY), and Agricultural Bank of China Limited (ACGBY). Each stock is highlighted for its strong value characteristics, including a low price-to-earnings ratio compared to its industry and recent positive revisions in current year earnings estimates.
BofA Securities Maintains Annaly Capital Management Inc(NLY.US) With Hold Rating, Maintains Target Price $22.5
BofA Securities has reiterated its Hold rating on Annaly Capital Management Inc. (NLY.US) and maintained its price target of $22.5. This indicates a neutral outlook on the company's stock performance.
The Manufacturers Life Insurance Company Sells 98,653 Shares of Annaly Capital Management Inc $NLY
The Manufacturers Life Insurance Company reduced its stake in Annaly Capital Management Inc. by 20.1% in the first quarter, selling 98,653 shares and retaining 392,128 shares valued at approximately $8.3 million. Despite this, institutional investors collectively own 51.56% of the company, and analysts generally maintain a "Moderate Buy" rating with an average price target of $24.33. Annaly Capital Management also exceeded quarterly earnings expectations and increased its quarterly dividend to $0.75 per share, representing an annualized yield of about 13.2%.
Annaly (NYSE: NLY) CEO sells 50,000 shares in 10b5-1 trade
Annaly Capital Management CEO and Co-CIO David L. Finkelstein sold 50,000 shares of common stock on August 3, 2026, at a weighted average price of $22.89 per share. This sale was conducted under a Rule 10b5-1 plan established in November 2025 for tax and estate planning. Following the transaction, Finkelstein directly holds 761,012 shares, including dividend equivalent units.
Annaly Capital Management, Inc. Announces Dates of First Quarter 2026 Financial Results and Conference Call
Annaly Capital Management, Inc. (NYSE: NLY) announced it will release its first-quarter 2026 financial results on Tuesday, April 21, 2026, after market close. The company will host a conference call and audio webcast to discuss the results on Wednesday, April 22, 2026, at 9:00 a.m. Eastern Time. Participants are encouraged to pre-register for the call via the company's website.
NLY (NYSE: NLY) files Form 144 for sale of 98,223 compensation shares
Annaly Capital Management (NYSE: NLY) has filed a Form 144, indicating a proposed sale of 98,223 shares of common stock. These shares were acquired through Restricted Stock Unit (RSU) vesting events in February 2024 and February 2025 and are categorized as compensation-related stock. J.P. Morgan Securities LLC is connected with the transaction.
Renaissance Technologies LLC Acquires 187,707 Shares of Annaly Capital Management Inc $NLY
Renaissance Technologies LLC significantly increased its stake in Annaly Capital Management Inc (NLY) by 72.1% in Q1, acquiring 187,707 additional shares. This brings their total holding to 448,222 shares, valued at approximately $9.48 million. Other institutional investors, including Goldman Sachs, also increased their positions in Annaly, contributing to the significant institutional ownership of 51.56%. The company maintains a "Moderate Buy" consensus rating from analysts, an average price target of $24.33, and recently raised its quarterly dividend to $0.75 per share, offering a 13.2% annualized yield.
Amundi Increases Position in Annaly Capital Management Inc $NLY
Amundi increased its stake in Annaly Capital Management Inc. by 35.2% in the first quarter, now owning 3.36 million shares worth $71.1 million. Other institutional investors like Goldman Sachs also significantly boosted their holdings. The real estate investment trust holds a "Moderate Buy" consensus rating from analysts with a target price of $24.33 and recently raised its quarterly dividend to $0.75 per share, representing a 13.2% annualized yield.
Earnings-Driven Rating Upgrade Might Change The Case For Investing In Annaly Capital Management (NLY)
Annaly Capital Management (NLY) reported a significant increase in profitability for the quarter and six months ending June 30, 2026, with net income reaching US$822.67 million for the quarter and US$1.11 billion year-to-date, and basic EPS of US$1.06. This performance has led to a favorable analyst rating upgrade, indicating improved earnings prospects and influencing the perception of Annaly's business outlook. The company also raised its quarterly common dividend to US$0.75 per share, tying cash returns more closely to its current earnings power.
Annaly Capital Management (NYSE:NLY) Rating Increased to Strong-Buy at Zacks Research
Zacks Research has upgraded Annaly Capital Management (NYSE:NLY) from a "hold" to a "strong-buy" rating. This upgrade comes as Annaly reported strong quarterly earnings, beating analyst estimates for both EPS and revenue. The company maintains a "Moderate Buy" consensus rating among analysts with a target price of $24.33, and a significant portion of its stock is held by institutional investors and hedge funds.
ANNALY CAPITAL MANAGEMENT INC Q2 2026: Revenue $1.81B, EPS $1.06— 10-Q Summary
ANNALY CAPITAL MANAGEMENT INC (NLY) reported strong second-quarter 2026 results with a significant increase in revenue to $1.812 billion, up 27.7% year-over-year. Net income surged by 1,270% to $827.8 million, leading to diluted EPS of $1.06 compared to $0.03 in the prior-year quarter. The company highlighted robust portfolio performance, growth in residential credit, active MSR management, and increased common dividends.
First Trust Advisors LP Purchases 698,643 Shares of Annaly Capital Management Inc $NLY
First Trust Advisors LP significantly increased its stake in Annaly Capital Management Inc (NLY) by 102.9% in the first quarter, acquiring 698,643 additional shares. The firm now holds 1.38 million shares valued at approximately $29.1 million. Annaly Capital Management has a "Moderate Buy" consensus rating from analysts, a $24.33 average price target, and recently announced a dividend increase to $0.75 per share, representing a 12.9% annualized yield.
Annaly Capital Management Inc 6.50% Series G Fixed-to-Floating Rate Cumulative Redeemable Preferred Stock
This article provides financial information for Annaly Capital Management Inc's 6.50% Series G Fixed-to-Floating Rate Cumulative Redeemable Preferred Stock (NLY/PG), specifically focusing on its enterprise value to EBIT forward. It indicates the market status as closed with no trades. The content is presented within the TradingView platform context.
Annaly Capital Management (NLY) Could Be 3% Undervalued Following Strong Q2 Earnings
Annaly Capital Management (NLY) reported strong Q2 earnings, with net income of US$822.67 million and basic EPS of US$1.06, leading to a share price increase. Analysts currently value the company at $24.00, suggesting it is 3% undervalued compared to its closing price of $23.20. While future profitability is anticipated, potential risks like wider mortgage spreads and rate volatility should be considered.
Sei Investments Co. Has $33.53 Million Holdings in Annaly Capital Management Inc $NLY
Sei Investments Co. reduced its stake in Annaly Capital Management Inc ($NLY) by 6.1% in the first quarter, now holding 1.59 million shares valued at $33.53 million. Despite this reduction, institutional investors collectively own 51.56% of NLY, and analysts maintain a "Moderate Buy" rating with an average price target of $24.33. Annaly Capital Management exceeded earnings expectations, reporting $0.79 EPS against a forecast of $0.75, and increased its quarterly dividend to $0.75, resulting in an annualized dividend of $3.00 and a 13.3% yield.
ANNALY CAPITAL MANAGEMENT INC Q2 2026: Revenue $1.81B, EPS $1.06— 10-Q Summary
ANNALY CAPITAL MANAGEMENT INC (NLY) reported strong second-quarter 2026 results, with revenue increasing by 27.7% year-over-year to $1.812 billion and diluted EPS soaring to $1.06 from $0.03 in the prior-year quarter. The company's net income also saw a significant jump of 1,270% to $827.8 million. Key business highlights included a 5.5% portfolio economic return, increased Agency allocation, growth in its residential credit portfolio, and an increase in common dividends to $0.75.
RBC Capital Maintains Annaly Capital Management Inc(NLY.US) With Buy Rating, Maintains Target Price $25
RBC Capital has reaffirmed its Buy rating for Annaly Capital Management Inc (NLY.US), maintaining a target price of $25. This indicates the firm's continued positive outlook on the company's stock performance.
JPMorgan Chase & Co. Lowers Annaly Capital Management (NYSE:NLY) Price Target to $24.00
JPMorgan Chase & Co. has reduced its price target for Annaly Capital Management (NYSE:NLY) from $26.00 to $24.00, while maintaining an "overweight" rating. Despite this adjustment, Annaly Capital Management holds a "Moderate Buy" consensus rating from analysts, with an average target price of $24.33. The company recently exceeded Q2 earnings estimates, reporting $0.79 EPS against an estimated $0.75, and revenue of $892.86 million, significantly above the $639.80 million consensus.
Annaly Q2 Earnings Call Highlights Housing Finance Strategy
Annaly Capital Management (NLY) discussed its Q2 2026 earnings, emphasizing a diversified housing finance strategy, disciplined capital allocation, and conservative leverage. The company highlighted continued dividend coverage and growth opportunities in Agency securities, Residential Credit, and mortgage servicing rights. Annaly increased its Agency portfolio, focused on managing prepayment risk, and is targeting growth in Residential Credit, while its Mortgage Servicing Rights portfolio remained stable.
Annaly Capital Management's EAD Topped Its Dividend for a 9th Straight Quarter. Here's Why That Matters for Its 12.5%+ Yielding Payout.
Annaly Capital Management (NLY) has maintained its Earnings Available for Distribution (EAD) above its dividend for nine consecutive quarters, supporting its 12.5%+ yield. This consistent performance, driven by the REIT's scale, diversification, and financial strength, has allowed it to increase its dividend twice recently. Investors should monitor EAD to ensure the dividend's safety, as the company projects continued attractive returns on its investments.
Swiss National Bank Buys 245,000 Shares of Annaly Capital Management Inc $NLY
The Swiss National Bank recently increased its stake in Annaly Capital Management Inc. by 13.9%, acquiring an additional 245,000 shares, bringing their total to over 2 million shares valued at approximately $42.4 million. This move follows Annaly's strong Q1 earnings, where the company surpassed Wall Street estimates for both earnings per share and revenue. Annaly also raised its quarterly dividend to $0.75 per share, indicating an annualized yield of about 13.3%, which signals continued confidence in shareholder returns.
Annaly Capital Management Releases Q2 2026 Financial Results
Annaly Capital Management (NLY) reported Q2 2026 earnings available for distribution of $0.79 per share, surpassing the consensus estimate of $0.76 by 3.9%. The company, a REIT – Mortgage firm, operated a total portfolio of $109.4 billion at quarter-end and achieved net income of $822 million. Wall Street analysts currently rate NLY with 8 buy, 5 hold, and 0 sell recommendations.
Annaly Capital Management Q2 Earnings Call Highlights
Annaly Capital Management (NYSE: NLY) reported a strong Q2 2026 with an economic return of 5.5% and earnings available for distribution (EAD) of $0.79 per share, marking its ninth consecutive quarter of EAD exceeding its dividend. The company also increased its quarterly dividend to $0.75 per share, backed by improved earnings and a methodical review by the board. Annaly expanded its Agency portfolio by $3 billion and recorded $7.1 billion in Residential Credit loan purchases, maintaining strong liquidity with $8 billion in unencumbered assets.
Press Release: Annaly Capital Management, Inc. Reports 2nd Quarter 2026 Results
This press release from Annaly Capital Management, Inc. reports the company's financial results for the second quarter of 2026. Further details are expected to be contained within the document itself, which would typically include key financial metrics and highlights from the quarter.
Press Release: Annaly Capital Management, Inc. Reports 2nd Quarter 2026 Results
This press release from Annaly Capital Management, Inc. announces its financial results for the second quarter of 2026. Given the title, it is expected to detail key financial metrics, performance indicators, and possibly future outlook for the company.
