AUG 4·SEC EDGARLow
Finkelstein David L sold $1.1M of NLY
Finkelstein David L (CEO and Co-CIO) sold 50,000 shares of ANNALY CAPITAL MANAGEMENT INC (NLY) at $22.89 ($1.14M total) on 2026-08-03 under a Rule 10b5-1 trading plan.
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$NLY
ANNALY CAPITAL MANAGEMENT INC
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No enriched coverage for $NLY in the last 7 days.
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JUL 24·yahoo.com
Annaly Capital Management Q2 Earnings Call Highlights
Annaly Capital Management (NYSE:NLY) reported Q2 highlights from its earnings call. Net interest margin rose 5 bps to 1.76% and net interest spread improved 8 bps to 1.50%, helped by higher asset yields. The company increased its Agency portfolio by about $3B to $95B, raised about $450M via an at-the-market equity program, and bought $7.1B of loans.
JUL 23·yahoo.com
Annaly Capital Management, Inc. Q2 2026 Earnings Call Summary
Annaly Capital Management reported Q2 2026 results on an earnings call, citing a 5.5% economic return and 1.7% book value growth. The company raised its quarterly common dividend to $0.75 per share and said it expects to modestly out-earn the dividend near term. Annaly grew its agency MBS portfolio to $95B and residential credit acquisition to $7.1B, while maintaining 5.6x economic leverage.
NLY sentiment & insider activity
Recent NLY coverage spans earnings, insider activity and financial news.
In the last 30 days, NLY insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($1.1M). The most active reporter was Finkelstein David L, CEO and Co-CIO, with 1 filing. 100% of activity was filed under pre-arranged Rule 10b5-1 plans.
What's driving NLY
Routine 10b5-1 insider sale provides limited incremental signal for NLY’s near-term fundamentals.
Q2 spread and leverage commentary plus the $450M ATM raise provide fresh inputs for NLY’s near-term earnings power and capital deployment.
Dividend increase plus stated earnability and near-term out-earn guidance are likely to support NLY’s income narrative, but the outlook is still tied to rate volatility and MBS spread conditions.
The article frames dividend safety around sustained EAD coverage and highlights portfolio returns that could keep EAD above the payout.
The article is a Q2 results and capital-raising update that highlights a measured, opportunistic non-QM/MSR strategy, but flags book value below consensus.
alphai scores every news story that mentions NLY with an AI model for sentiment and relevance, and aggregates insider trades from ANNALY CAPITAL MANAGEMENT INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
News on $NLY
Score
Finkelstein David L sold $1.1M of NLY
Finkelstein David L (CEO and Co-CIO) sold 50,000 shares of ANNALY CAPITAL MANAGEMENT INC (NLY) at $22.89 ($1.14M total) on 2026-08-03 under a Rule 10b5-1 trading plan.
2 min readAnnaly Capital Management Q2 Earnings Call Highlights
Annaly Capital Management (NYSE:NLY) reported Q2 highlights from its earnings call. Net interest margin rose 5 bps to 1.76% and net interest spread improved 8 bps to 1.50%, helped by higher asset yields. The company increased its Agency portfolio by about $3B to $95B, raised about $450M via an at-the-market equity program, and bought $7.1B of loans.
4 min readAnnaly Capital Management, Inc. Q2 2026 Earnings Call Summary
Annaly Capital Management reported Q2 2026 results on an earnings call, citing a 5.5% economic return and 1.7% book value growth. The company raised its quarterly common dividend to $0.75 per share and said it expects to modestly out-earn the dividend near term. Annaly grew its agency MBS portfolio to $95B and residential credit acquisition to $7.1B, while maintaining 5.6x economic leverage.
6 min readAnnaly Capital Management's EAD Topped Its Dividend for a 9th Straight Quarter. Here's Why That Matters for Its 12.5%+ Yielding Payout.
Motley Fool reports that Annaly Capital Management (NLY) generated $0.79 per share of earnings available for distribution (EAD) in Q2, above its $0.75 dividend, marking the ninth straight quarter EAD exceeded the payout. The REIT raised its dividend from $0.70 to $0.75 and cites portfolio durability, leverage of 5.6x, and liquidity.
7 min read
Annaly buys non-QM, agency servicing opportunistically in 2Q
Annaly Capital Management reported Q2 net income to common shares of $781.64 million, above S&P Capital IQ’s $684.91 million estimate. The REIT said it bought non-QM and agency servicing assets selectively, added $740 million in credit facilities to reach $8.3 billion warehouse capacity, and issued 20 million shares raising $447 million. Book value was $20.15 vs $20.44 consensus; stock was $22.40, down 1.26%.
6 min readANNALY CAPITAL MANAGEMENT INC (NLY): Results of Operations and Financial Condition
ANNALY CAPITAL MANAGEMENT INC (NLY) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 a2026q2nlyex991.htm EX-99.1 Document ANNALY CAPITAL MANAGEMENT, INC. REPORTS 2nd QUARTER 2026 RESULTS NEW YORK—July 21, 2026—Annaly Capital Management, Inc. (NYSE: NLY) ("Annaly" or the "Company") today announced its financial results for the quarter ended June 30, 2026
6 min read
Which High-Yield Financial Stock Is the Safer Buy: Annaly Capital Management or Starwood Property Trust?
The article compares mortgage REITs Annaly Capital Management (NLY) and Starwood Property Trust (STWD). Annaly raised its quarterly dividend to $0.75 from $0.70, citing improved earnings available for distribution rising from $0.64 (Q1 2024) to $0.76. Starwood pays $0.48 but last quarter distributable earnings were $0.39, below the dividend.
7 min read
Danaher Could Swing $7.33 Billion in Value After Earnings - Charles Schwab (NYSE:SCHW), 3M (NYSE:MMM), D.
Ahead of July 21, 2026 earnings, Benzinga Pro data show options-implied stock moves for several companies. Charles Schwab implies 3.76% (about $6.7B value), 3M 5.13% ($4.29B), Danaher 5.30% ($7.58B), D.R. Horton 5.86% ($2.4B), EQT 3.89% ($1.19B), Annaly 2.36% ($394M), and Interactive Brokers 6.20% ($2.54B).
4 min read
What a Kevin Warsh-Led Fed Could Mean for Mortgage REITs AGNC and Annaly Capital
Kevin Warsh was installed as Fed chair, and the first meeting of his tenure left the target rate range unchanged at 3.5%–3.75%, according to the article. Mortgage REITs Annaly Capital (NLY) and AGNC Investment (AGNC) hold mortgage-backed securities; higher-rate expectations could pressure their tangible net book value, while new investments may earn higher yields. The article also notes Warsh plans to examine shrinking the Fed’s balance sheet, which could affect spreads.
6 min readANNALY CAPITAL MANAGEMENT INC (NLY): Submission of Matters to a Vote of Security Holders
ANNALY CAPITAL MANAGEMENT INC (NLY) filed an SEC Form 8-K — Submission of Matters to a Vote of Security Holders. nly-20260610 0001043219 false 0001043219 2026-06-10 2026-06-10 0001043219 us-gaap:CommonStockMember 2026-06-10 2026-06-10 0001043219 nly:A6.95SeriesFFixedtoFloatingRateCumulativeRedeemablePreferredStockMember 2026-06-10 2026-06-10 0001043219 nly:A6.50SeriesGFixedtoFloatingRateCum
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