$NLY

ANNALY CAPITAL MANAGEMENT INC (NLY): October 20, 2026 Third Quarter 2026 Investor Presentation

ANNALY CAPITAL MANAGEMENT INC (NLY) filed an SEC Form 8-K — Regulation FD Disclosure. October 20, 2026 Third Quarter 2026 Investor Presentation 231 230 230 120 167 248 89 84 84 132 151 176 3 31 72 8 59 146 62 145 248 175 171 171 71 87 104 139 203 255 Important Notices 2 This presentation is issued by Annaly Capital Management, Inc. ("Annaly" or the “Company”), an

Original reporting
Published Oct 20, 2026, 8:26 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 20, 2026, 8:28 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefEarnings
Primary signal
$NLY
Bullish
medium confidence
Mentioned
$NLY
Relevance
8/10
AlphAI data visualization · based on SEC EDGAR 8-K
Decision brief

The 30-second read

$NLYBullishHigh
01

Why it matters

The earnings release provides fresh data on earnings, dividend, and leverage, influencing investor perception.

02

Market read

The earnings beat and dividend announcement may drive short-term buying pressure in NLY.

03

What to watch

Potential impact of rising interest costs on net interest margin.

Relevance 8/10Novelty 8/10Timing: today

Background

Annaly Capital Management is a publicly traded REIT focused on agency mortgage-backed securities.

Company-level read

Ticker impact

$NLYBullishMedium confidence
Context

Annaly Capital Management released its Q3 2026 earnings, reporting $0.80 earnings per share and a $0.75 dividend.

Expected impact

likely modest upside as earnings beat expectations and dividend was announced

Evidence & confidence

The fresh earnings numbers and dividend signal financial strength, which may attract income-focused investors.

Market effects

Reaffirms strength of the mortgage REIT sector amid rising rates.

Supports US REIT market sentiment.

Limited to investors tracking US mortgage-backed securities.

Counterpoint

Higher leverage may raise concerns about future rate hikes.

Key entities

  • Annaly Capital Management

    Mortgage REIT reporting Q3 2026 results.

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ANNALY CAPITAL MANAGEMENT, INC. REPORTS 3rd QUARTER 2026 RESULTS

ANNALY CAPITAL MANAGEMENT INC (NLY) filed an SEC Form 8-K — Results of Operations and Financial Condition. ANNALY CAPITAL MANAGEMENT, INC. REPORTS 3rd QUARTER 2026 RESULTS NEW YORK—October 20, 2026—Annaly Capital Management, Inc. (NYSE: NLY) ("Annaly" or the "Company") today announced its financial results for the quarter ended September 30, 2026. Financial Highlights • GAAP net incom