Annaly Capital: Price Recovery Is Just Getting Started
Annaly Capital (12% yield) thrives when the economy falters and rates drop. Price recovery is just starting – target $30+. Agency MBS are still cheap, buy NLY now to ride the cycle up.
How to Approach Annaly Stock With Easing Mortgage Rates?
Lower mortgage rates and a diversified portfolio strengthen NLY's long-term stability. Read on to know how to play the stock now.
Annaly Capital Hits 52-Week High: What Does it Mean for Investors?
NLY jumps to a 52-week high on easing mortgage rates and strategic shifts, but what should investors make of the stock's next move? Lets' discuss.
Why Is Annaly (NLY) Up 3.5% Since Last Earnings Report?
Annaly (NLY) reported earnings 30 days ago. What's next for the stock?
Powell Makes This 12.9% REIT A Best Buy For 2026
Jerome Powell is preparing a wonderful holiday income dish for us.
Can Annaly Capital Uphold Its Impressive 13% Dividend Yield?
NLY's 13% dividend yield, $1.5B buyback plan and $8.8B liquidity base underscore its drive to sustain strong shareholder returns.
Annaly: 1.04X Coverage, Strong BV Growth, Cheap
Annaly Capital Management delivered strong Q3 results, benefiting from an improved net interest spread and a favorable interest rate environment. NLY's mortgage-backed securities portfolio grew by 10% Q/Q to $87.3B in Q3'25, and the mortgage REIT's net interest spread increased for the fourth consecutive quarter. Annaly's dividend coverage profile is slightly improving, and the REIT supported its dividend consistently throughout the last year.
Annaly Capital Management, Inc. (NLY) Q3 2025 Earnings Call Transcript
Annaly Capital Management, Inc. (NYSE:NLY ) Q3 2025 Earnings Call October 23, 2025 9:00 AM EDT Company Participants Sean Kensil David Finkelstein - CEO, Co-Chief investment Officer & Director Serena Wolfe - Chief Financial Officer Ken Adler - Head of Mortgage Servicing Rights & Portfolio Analytics V.S. Srinivasan - Head of Agency Michael Fania - Co-Chief Investment Officer & Head of Residential Credit Conference Call Participants Bose George - Keefe, Bruyette, & Woods, Inc., Research Division Douglas Harter - UBS Investment Bank, Research Division Harsh Hemnani Jason Weaver - JonesTrading Institutional Services, LLC, Research Division Eric Hagen - BTIG, LLC, Research Division Richard Shane - JPMorgan Chase & Co, Research Division Kenneth Lee - RBC Capital Markets, Research Division Trevor Cranston - Citizens JMP Securities, LLC, Research Division Presentation Operator Good morning, and welcome to the Q3 2025 Annaly Capital Management Earnings Conference Call.
Annaly to Report Q3 Earnings: What's in Store for the Stock?
NLY's Q3 results are expected to show higher earnings and net interest income, supported by improved asset yields and servicing income.
The Housing Boom Is About To Begin, Lock In 13% With Annaly Capital
Stop worrying about the economy, and grow your income diligently. Inflation is the dividend investor's biggest enemy. NLY is entering a boom cycle from rate cuts and climbing MBS values.
Annaly vs. Arbor Realty: Which mREIT Stock Has Better Upside?
Does robust liquidity and a strong outlook provide an edge to NLY over ABR? Let us find out which mREIT is more compelling.
Why Annaly Capital Management (NLY) is a Top Value Stock for the Long-Term
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