Annaly Capital Management, Inc. (NLY)
Annaly Capital: A Great Mortgage REIT Pick For 2025
Annaly Capital Management could benefit from lower interest rates in 2025, but a higher-for-longer rate environment poses a potential headwind due to re-accelerating inflation. The trust's net interest margin improved significantly in 4Q24, driven by higher asset yields and slower interest expense growth, enhancing dividend pay-out metrics. Annaly's stock is trading around book value, with potential for book value growth in a falling-rate environment, benefiting its mortgage-backed securities portfolio.
Annaly Capital Management, Inc. (NLY) Q4 2024 Earnings Call Transcript
Annaly Capital Management, Inc. (NYSE:NLY ) Q4 2024 Earnings Conference Call January 30, 2025 9:00 AM ET Company Participants Sean Kensil - Director and Investor Relations David Finkelstein - Chief Executive Officer and Co-Chief Investment Officer Serena Wolfe - Chief Financial Officer Michael Fania - Co-Chief Investment Officer and Head of Residential Credit V.S. Srinivasan - Head of Agency Ken Adler - Head of Mortgage Servicing Rights and Head of Portfolio Conference Call Participants Bose George - KBW Richard Shane - JPMorgan Jason Stewart - Janney Montgomery Scott Doug Harter - UBS Matthew Erdner - JonesTrading Eric Hagen - BTIG Harsh Hemnani - Green Street Trevor Cranston - Citizens JMP Operator Good morning everyone, and welcome to the Q4 2024 Annaly Capital Management Earnings Conference Call.
Should You Consider Buying Annaly Stock Post Its Q4 Earnings?
NLY's diversified investment approach and solid liquidity look encouraging. Read on to know whether to buy the stock now or wait for a better entry point.
Annaly Q4 Earnings Surpass Estimates, Book Value Declines Y/Y
NLY's Q4 earnings reflect a year-over-year decline in its BVPS. Yet, a rise in NII and average yield on interest-earning assets offers some support.
Annaly Capital: I've Completely Changed My Mind (Rating Upgrade)
In past articles, I rated Annaly Capital a hold on the grounds that it was leveraged and had a poor dividend track record. The mortgage REIT does have some leverage, but not really a crippling amount. Treasury yields recently spiked. The Fed has said it will hold the line on rates, though, so yields look likely to come down.
Annaly Capital Management (NLY) Tops Q4 Earnings Estimates
Annaly Capital Management (NLY) came out with quarterly earnings of $0.72 per share, beating the Zacks Consensus Estimate of $0.67 per share. This compares to earnings of $0.68 per share a year ago.
Annaly Capital Management (NLY) Recently Broke Out Above the 200-Day Moving Average
Annaly Capital Management (NLY) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, NLY crossed above the 200-day moving average, suggesting a long-term bullish trend.
Annaly Gears Up to Report Q4 Earnings: What's in Store for the Stock?
NLY's fourth-quarter 2024 results are likely to benefit from an increase in NII. Yet, a decline in servicing income is likely to hurt its financial performance.
Annaly Capital: Why I Agree With The Crowd To Buy Now
We have been cautioning readers about Annaly Capital's elevated funding costs and earnings volatility in the past 1~2 years. We now have a more optimistic outlook due to the changes in the yield curve. We expect the yield curve to remain positive or even further widen from its levels, thus alleviating many of the headwinds NLY has been facing lately.
Annaly Capital Management (NLY) Registers a Bigger Fall Than the Market: Important Facts to Note
In the latest trading session, Annaly Capital Management (NLY) closed at $18.14, marking a -2% move from the previous day.
Why Annaly Capital Management (NLY) Dipped More Than Broader Market Today
Annaly Capital Management (NLY) closed at $18.77 in the latest trading session, marking a -0.37% move from the prior day.
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