$NLY

Annaly Capital (NLY) raised its quarterly dividend to $0.75 per share, citing nine consecutive quarters of earnings available for distribution exceeding the payout. CEO David Finkelstein attributed the increase to sustained overearning, with EAD at $0.79 per share. The payout ratio is 67.14%, and the yield is 13.42%. TIKR's mid-case model targets a $73 stock price by 2031, implying a 244% total return.

Annaly Capital Management (NLY) offers a 12.8% dividend yield. The mortgage REIT has covered its dividend with earnings for nine straight quarters, raised its payout twice, and trades at a low valuation. CEO David Finkelstein highlights opportunities across its diversified investment strategies.

Realty Income (O) and Annaly (NLY) have risen 12% and 19% respectively, but their gains could reverse if the Federal Reserve's internal divisions worsen. At the July 2026 FOMC meeting, three officials dissented against holding interest rates steady, the most early dissents against a new Fed chair since 1970. New Fed Chair Kevin Warsh welcomed the dissents, contrasting with former Chair Powell's unified front approach. The Fed's preferred inflation gauge showed a 0.2% increase in July, adding to

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.

Annaly Capital Management (NLY) is set to report Q2 earnings after market close, providing insights into mortgage REIT performance amid rising interest rates.

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%.

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.

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.

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 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%.