Annaly Capital Management

NLY

Market cap $16.7B

Annaly (NLY) reported earnings 30 days ago. What's next for the stock?

I focus on 65 high-yield, cash flow-positive "Dividend Dogs" in articles posted in January and February, emphasizing safety and value based on free cash flow yield exceeding dividend yield. Analyst targets suggest potential net gains of 19.72% to 110.60% for the top ten picks by February 2027, with an average estimated return of 36.04% on $10k invested. 47 out of 65 stocks meet the "safer" criteria, with annual dividends from $1k invested exceeding single share prices, and all are currently fair-priced.

Mortgage rates hit 6.01%, the lowest since 2022, boosting origination volumes, setting up NLY, MITT and RWT for gains.

Annaly Capital's Easy Money Is Gone - But The 12% Yield Isn't

Annaly Capital Management's NLY performance and prospects remain closely tied to movements in mortgage rates and Federal Reserve policy.

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NEW YORK--(BUSINESS WIRE)--Annaly Capital Management, Inc. Announces Preferred Dividends.

The S&P 500 Peak: At 28.4x earnings, the broad market is trading at a premium that makes forward 15% annual returns mathematically improbable for the next decade. Cash Flow Flexibility: High yields provide the "dry powder" to reinvest during market dips without being forced to sell shares at a loss. Tangible Results: Wall Street is moving from "AI hype" to a "show me the money" phase, favoring companies with clear, distributed profits.

Annaly (NLY) is rapidly expanding its mortgage-backed securities portfolio, delivering strong Q4 results with robust net interest income and book value growth. NLY's net interest spread rose to 0.93%, the highest in a year, supported by 26% Y/Y net interest income growth and lower funding costs. The REIT's dividend remains well-covered with a 1.06X coverage ratio, positioning NLY as a compelling yield play for 2026, amid expectations of falling rates.

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