Annaly Capital Management

NLY

Market cap $15.7B

NEW YORK--(BUSINESS WIRE)--Annaly Capital Management, Inc. Announces Dates of Fourth Quarter 2025 Financial Results and Conference Call.

Mortgage rates hit 2025 lows near 6.15%, improving housing demand and putting mREITs like EFC, NLY and NREF in focus.

High mortgage rates remain the primary obstacle to the American Dream; with the current 30-year fixed rate at 6.20%, the income required to buy a house has nearly doubled since 2019. Despite recent spikes, mortgage rates are expected to return to their long-term downward trend as the economy normalizes and the Fed continues to adjust short-term rates. Safety of Agency MBS: Both NLY and MBB invest in securities where the principal is guaranteed by Fannie Mae and Freddie Mac, offering minimal credit risk even if borrowers default.

Annaly Capital Management (NLY) benefits from easing Fed policy, stabilized inflation, and improved net interest spreads, supporting earnings and dividend sustainability. Annaly Capital maintains a conservative balance sheet, strict leverage discipline, and outperformed peers in price recovery, with approximately 13% dividend yield appearing well-supported. Annaly Capital trades at a 1.16x P/B premium, reflecting market optimism, though both upside and downside risks hinge on future interest rate movements.

NEW YORK--(BUSINESS WIRE)--Annaly Capital Management, Inc. Announces Retirement of Chief Legal Officer.

Annaly Capital just increased its dividend, a sign that the company is on solid financial footing. Falling interest rates could eventually help revive the housing market, making borrowing money less expensive.

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Annaly's dividend yield is 10 times higher than the S&P 500. The mortgage REIT legally must pay out 90% of its taxable income in dividends.

In the latest trading session, Annaly Capital Management (NLY) closed at $23.26, marking a +2.47% move from the previous day.

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