Annaly Capital's Easy Money Is Gone - But The 12% Yield Isn't [Seeking Alpha]
Annaly Capital Management Inc (NLY)
Last annaly capital management inc earnings: 4/29 04:15 pm
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US:NYSE Investor Relations:
annaly.com/investors
Company Research
Source: Seeking Alpha
NLY's current environment is defined by tight agency spreads and premium valuations, shifting the thesis to income stability rather than further rerating. Portfolio diversification toward Residential Credit and MSR aims to smooth cash flows, reducing dependency on agency spreads and rate volatility. I maintain a Hold rating on NLY, emphasizing carry over capital gains, with current valuations not supporting new capital deployment. Nature/iStock via Getty Images In May 2025, I had rated Annaly Capital Management ( NLY ) as a Hold, leaning toward a Buy (Hold for the short term, accumulation for long term investors). I did see positives ahead, as yield curve steepening would improve spreads This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not rece
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NLY
News
- Annaly Capital Management, Inc. PFD SER G declares $0.5067 dividend [Seeking Alpha]Seeking Alpha
- Annaly Capital Management, Inc. Announces Preferred DividendsBusiness Wire
- Inside HDO's Strategy For A Changing Market [Seeking Alpha]Seeking Alpha
- Annaly Capital Management (NYSE:NLY) was upgraded by analysts at Argus to a "strong-buy" rating.MarketBeat
- Annaly Capital Management (NYSE:NLY) had its price target raised by analysts at Royal Bank Of Canada from $23.00 to $25.00. They now have an "outperform" rating on the stock.MarketBeat
NLY
Earnings
- 1/28/26 - Beat
NLY
Sec Filings
- 2/19/26 - Form 4
- 2/19/26 - Form 4
- 2/19/26 - Form 4
- NLY's page on the SEC website