Annaly Capital Management, Inc. (NLY)
Annaly: The Big Money Has Not Yet Been Made (Rating Upgrade)
Annaly's second-quarter earnings showed an improving net interest spread. Inflation continued to decline in July, making a rate cut in September a near certainty, in my opinion. With inflation moderating and the Fed expected to cut rates, Annaly's dividend looks sustainable and I am upgrading shares to strong buy.
My Top Pick For A Potential Recession, 13% Fully Covered Yield: Annaly Capital
We see good news in NLY's latest earnings report and want to share more about this +13% yield. Agency MBS remains a low-risk asset class with juiced yields from leverage. We examine how much risk it adds. Don't get stuck being negative!
Annaly Capital Management: High-Yield Income Plus A Catalyst
Annaly Capital Management covered its dividend with distributable earnings in Q2, showing a 96% payout ratio and a sustainable 13% yield. The mortgage trust's net interest margin turned positive in Q2 and could further improve with expected rate cuts, potentially leading to a higher margin of safety for dividends. Despite a slight decline in book value, Annaly Capital Management's stock is selling at a 4% premium to book value and could reach an intrinsic value of $21.40.
Forget Nvidia: Top-Tier Billionaires Are Selling It and Piling Into 2 Ultra-High-Yield Dividend Stocks Instead
Dividend stocks have crushed non-payers in the return column over the last 50 years. Eight of Wall Street's smartest (and richest) money managers sent shares of artificial intelligence (AI) juggernaut Nvidia to the chopping block in the March-ended quarter.
This Ultra-High-Yield Dividend Stock Battled Headwinds and Came Out On Top
Annaly Capital Management delivered solid second-quarter results despite challenging market conditions. The mortgage REIT believes the market environment will improve in the coming quarters.
Annaly (NLY) Q2 Earnings Surpass Estimates, Stock Dips 2.1%
An increase in the average yield on interest-earning assets supports Annaly's (NLY) Q2 earnings, while a decline in NII acts as a spoilsport.
Why I Finally Threw in the Towel and Sold This Ultra-High-Yield Dividend Stock
I sold my long-standing position in Annaly Capital Management. The mortgage REIT kept cutting its dividend.
Annaly Capital Management (NLY) Q2 Earnings Beat Estimates
Annaly Capital Management (NLY) came out with quarterly earnings of $0.68 per share, beating the Zacks Consensus Estimate of $0.66 per share. This compares to earnings of $0.72 per share a year ago.
Annaly Capital: Gauging Potential As Q2 Results Approach
Annaly Capital's portfolio has had a tough couple of years, but cyclical opportunity may be ahead. Members of the Fed have given clearer signs that rate cuts are on the way, which benefit a portfolio like Annaly's. Yet the current price suggests fair valuation, not a price that mitigates potential risks that come with investing in NLY.
Can Annaly (NLY) Retain Its Beat Streak in Q2 Earnings?
Lower fixed income volatility and a rise in refinancing activity are likely to have aided NLY's (NLY) Q2 earnings. Yet, high interest rate might dent its financials.
Is Annaly Capital the Best Ultra-High-Yield Stock for You?
This mortgage real estate investment trust pays a massive dividend that yields more than 13% at the current share price. Despite its ultra-high yield, Annaly Capital isn't going to be a great stock for most investors, and could be a particularly bad pick for some types of dividend investors.
Annaly's (NLY) Diversification Efforts Aid Amid Market Volatility
Annaly's (NLY) investment portfolio diversification enhances its capabilities across the core housing finance strategy. Yet, volatility in the mortgage market and interest rates remain a concern.
