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Annaly's EAD has steadily risen over the last nine quarters. That growth has supported two dividend increases.
NLY highlights diversified housing finance growth, with focus on Agency securities, Residential Credit, MSR opportunities and disciplined capital allocation.
Annaly Capital Management is rated a Strong Buy for its 13.38% dividend yield and significant capital appreciation potential by 2030. NLY's diversified REIT model, resilient through multiple economic cycles, benefits from agency MBS, MSR, and residential credit strategies with yields up to 16%. I expect falling interest rates to expand NLY's net interest margin, driving both dividend growth and share price appreciation toward a $40 target by 2030.
Annaly Capital Management, Inc. (NLY) Q2 2026 Earnings Call Transcript
Annaly Capital Management NYSE: NLY reported a stronger second quarter of 2026, citing book value growth, improved earnings available for distribution and continued expansion across parts of its diversified housing finance platform.
NLY's Q2 earnings beat estimates as stronger NII, margin expansion and dividend coverage offset higher funding costs.
Annaly Capital Management (NLY) came out with quarterly earnings of $0.79 per share, beating the Zacks Consensus Estimate of $0.75 per share. This compares to earnings of $0.73 per share a year ago.
NEW YORK--(BUSINESS WIRE)--ANNALY CAPITAL MANAGEMENT, INC. REPORTS 2nd QUARTER 2026 RESULTS.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.