$NLY

ANNALY CAPITAL MANAGEMENT INC

No enriched coverage for $NLY in the last 7 days.

No SEC Form 4 filings for $NLY in the last 30 days.

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Annaly Capital (NYSE: NLY) calls all 6.75% Series I preferred

Annaly Capital Management (NLY) announced the redemption of all 17.7M outstanding shares of its 6.75% Series I Preferred Stock. The redemption price is $25 per share, payable on October 1, 2026. The company has paid all accrued dividends through September 30, 2026.

The Fed Held Rates Flat for 231 Days, Your Mortgage Rates Went Up Anyway

D.R. Horton (DHI) reported a 20% cancellation rate and lowered revenue guidance, while loanDepot (LDI) fell 59% YTD. Annaly Capital (NLY) rose 12% on wider net interest spreads. PNC gained 25% by repositioning its portfolio. Mortgage rates increased due to higher 10-year Treasury yields, not Fed policy, with CPI at 3.4%.

NLY sentiment & insider activity

Recent NLY coverage spans earnings, corporate actions and insider activity.

What's driving NLY

  • Redemption will remove the Series I preferred from the market and may pressure Annaly's common equity price.

    stocktitan.net · Aug 19, 2026

  • Earnings release provides fresh guidance and performance metrics for the mortgage REIT sector.

    247wallst.com · Aug 19, 2026

  • Improved spread boosts earnings outlook, supporting a short‑term rally.

    yahoo.com · Aug 19, 2026

  • Routine 10b5-1 insider sale provides limited incremental signal for NLY’s near-term fundamentals.

    SEC EDGAR · Aug 4, 2026

  • 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.

    yahoo.com · Jul 23, 2026

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

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$DHIMed

The Fed Held Rates Flat for 231 Days, Your Mortgage Rates Went Up Anyway

D.R. Horton (DHI) reported a 20% cancellation rate and lowered revenue guidance, while loanDepot (LDI) fell 59% YTD. Annaly Capital (NLY) rose 12% on wider net interest spreads. PNC gained 25% by repositioning its portfolio. Mortgage rates increased due to higher 10-year Treasury yields, not Fed policy, with CPI at 3.4%.

$NLYMed

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.

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Annaly 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.

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%.

$NLYMed

ANNALY 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

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