Annaly Capital Management reports Q3 2026 earnings available for distribution of $0.80 per share

Annaly Capital Management (NLY) posted earnings available for distribution (EAD) of $0.80 per share for the third quarter of 2026, matching its reported earnings per share. The result beat analysts' expectations by $0.03, while revenue of $543.6 million fell short of the $640.53 million forecast. Management highlighted strong dividend coverage and risk positioning amid fixed‑income market volatility.

The earnings beat may support the company’s dividend payout, but the revenue shortfall could weigh on the share price, as indicated by the stock’s decline of 18.53% over the past three months. Investors will watch whether the dividend coverage remains sustainable given the weaker top line.

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