2m 2m 2m 2m 2m 2m 2m
- $13.8BMarket Cap
- -7.68%1-Year Change
- REIT - MortgageIndustry
ANNALY CAP REIT (NLY)
Key Performance
More- Earnings Score: 28
- Momentum Score: 21
- True Yield: N/A
- Financial Health Score: 0
Latest Research & News
Annaly Pays 75 Cents a Share Each Quarter. 4,000 Shares Would Pay You $1,000 a Month.
Annaly Capital Management offers a 16.4% forward dividend yield, requiring a $73,040 investment to generate $1,000 monthly income. However, the article warns that despite recent dividend increases, the sustainability of this payout remains questionable due to the stock's history of dividend cuts and poor long-term performance compared to the S&P 500.
10/30/2026, 5:15 AM • The Motley Fool
What Is Book Value? 2 Mortgage REIT Stocks That Were Trading Close to It Until They Weren't
Mortgage REITs AGNC Investment and Annaly Capital experienced sharp stock price declines of 16% and 18% respectively over three months as rising interest rates pressured bond values. Both companies saw their tangible book values drop significantly in Q3 2026—AGNC fell 17% to $7.13 per share and Annaly dropped 11% to $17.86 per share—highlighting the material risks of mREIT investing despite their attractive 16%+ dividend yields.
10/26/2026, 10:15 PM • The Motley Fool
Annaly or AGNC: Which 16%-Yielding Mortgage REIT Is the Better Buy?
Annaly Capital and AGNC Investment are mortgage REITs offering yields above 16%, but both face significant risks from rising interest rates that have depressed their stock prices. While neither is suitable for traditional income investors due to volatile dividend histories, Annaly has a slight edge over AGNC due to its more diversified business model that includes mortgage servicing rights alongside mortgage securities.
10/25/2026, 5:15 AM • The Motley Fool
Annaly Capital: 3 Key Takeaways for Long-Term Investors
Annaly Capital reported Q3 2026 earnings with $0.80 per share in distributions to cover its dividend, though the quarter was challenging with an 11.4% decline in book value per share to $17.86. The company highlighted three strategic initiatives: record residential funding volume of $5.8 billion through its Onslow Bay correspondent channel, bulk mortgage servicing rights acquisitions to strengthen capital position, and investment in seasoned mortgage pools to shield against volatility. Management expressed confidence in maintaining dividend durability through higher coupon income and disciplined hedging despite volatile rate environments.
10/21/2026, 1:42 PM • The Motley Fool
AGNC Investment Corp. rose 4.26% to $8.80 despite reporting a 16.9% tangible book-value decline in Q3, benefiting from a stronger mortgage REIT sector tone. The agency mortgage REIT projects 18-20% returns on new investments, though results remain sensitive to interest rate spreads. Peer mortgage REITs Annaly Capital Management and Rithm Capital also gained, signaling sector strength ahead of the Fed meeting concluding Oct. 28.
10/20/2026, 4:59 PM • The Motley Fool
How Much Would You Need to Invest in These 4 High-Yield Stocks to Earn $1,000 a Month?
The article examines four high-yield dividend REITs that could generate $1,000 monthly passive income. AGNC and Annaly are mortgage REITs with yields exceeding 15% but face significant interest rate risk. Realty Income and Vici Properties are equity REITs investing in physical real estate with more sustainable dividends. An average investment of approximately $103,941 across all four stocks would be needed to achieve $12,000 annual dividend income.
10/09/2026, 4:30 AM • The Motley Fool
AGNC Investment, a residential mortgage REIT, has paid out $16 billion in dividends since its 2009 IPO and currently offers a 16% dividend yield. Despite the high yield raising sustainability concerns, the author believes the next dividend payment is safe because the company's returns align with its dividend economics and it successfully maintained payouts through the last Fed rate-hike cycle. However, investors should monitor earnings closely as the dividend may not be sustainable forever.
10/03/2026, 12:08 PM • The Motley Fool
Annaly Capital Management offers an attractive 13.8% dividend yield, which would generate $3,450 annually on a $25,000 investment. However, the mortgage REIT has a history of significant dividend cuts and volatility, having reduced its quarterly dividend from $0.88 to $0.65 per share in 2023. The company's earnings are highly sensitive to interest rate changes, making long-term dividend sustainability uncertain. While Annaly has diversified its business in recent years, the stock is best suited for risk-tolerant investors.
09/21/2026, 10:15 AM • The Motley Fool
Is This 12.8%-Yielding Dividend Stock a Bargain or a Trap?
Annaly Capital Management (NLY), a mortgage REIT, offers a 12.8% dividend yield. While it has a history of dividend cuts, the article argues it has transformed into a bargain. The REIT's earnings have improved significantly, covering its dividend for nine consecutive quarters, and it has raised dividends twice in the past 18 months. Trading at 7.5x earnings with a diversified portfolio across three investment strategies, Annaly presents an attractive option for income-focused investors despite its higher risk profile.
09/11/2026, 6:15 AM • The Motley Fool
3 High-Yield Dividend Stocks to Buy Hand Over Fist in September
The article recommends three high-yield dividend stocks for income-focused investors: Annaly Capital Management (12% yield), Ares Capital Corp (9.66% yield), and Blue Owl Capital Inc (7.57% yield). All three offer substantial dividend yields backed by diversified portfolios, though they come with interest rate sensitivity and moderate volatility risks.
08/28/2026, 8:30 AM • The Motley Fool
Annaly Capital Management has exceeded its dividend payout with earnings available for distribution (EAD) for nine consecutive quarters, supporting two recent dividend increases. The mortgage REIT's 12.5%+ yield is sustainable due to its scale, diversification across Agency MBS, residential credit, and mortgage servicing rights, and strong returns on new investments ranging from 11-16% depending on asset class.
07/23/2026, 11:09 AM • The Motley Fool
Annaly Capital Management and Starwood Property Trust are two mortgage REITs offering double-digit yields (12.5% and 11.6% respectively). Annaly is deemed the safer income play due to its growing earnings that support recent dividend increases, while Starwood, despite never cutting its dividend in 17 years, currently has distributable earnings below its dividend payout. However, Starwood expects improved coverage from its Fundamental Income Properties acquisition.
07/21/2026, 1:30 PM • The Motley Fool
Annaly Capital's Dividend Yields 13%. Here's What Has to Hold for the Payout to Last.
Annaly Capital, a mortgage REIT, offers an attractive 13% dividend yield but faces significant risks. The company covered its Q1 2026 dividend with a 92% payout ratio, but rising oil prices and potential Federal Reserve rate hikes could pressure earnings and dividend sustainability. mREITs are vulnerable to interest rate increases due to their reliance on short-term financing, making Annaly's dividend history volatile and unreliable for income-focused investors.
07/15/2026, 2:15 PM • The Motley Fool
What a Kevin Warsh-Led Fed Could Mean for Mortgage REITs AGNC and Annaly Capital
New Federal Reserve Chair Kevin Warsh held his first FOMC meeting with rates held steady at 3.5%-3.75%, signaling a shift toward potential rate increases rather than cuts. This creates near-term headwinds for mortgage REITs like AGNC and Annaly Capital through declining tangible net book value, but could benefit them longer-term as new investments yield higher returns. Warsh's plans to shrink the Fed's balance sheet and examine its operations may widen mortgage security spreads, pressuring valuations initially but improving future profitability.
06/27/2026, 9:15 AM • The Motley Fool
Dividend Increases: From Over 10% Yields to Over 10% Dividend Growth
Three dividend-paying stocks—Annaly Capital Management (NLY), Casey's General Stores (CASY), and Target (TGT)—have recently announced significant dividend increases. Annaly offers a 13.5% yield with a 7% dividend hike but carries leverage risk. Casey's delivered strong earnings with a 14% dividend increase and 50% YTD returns, though its yield remains low at 0.3%. Target, recovering under new leadership with 30% YTD gains, announced a modest 2% dividend increase while maintaining a 3.5% yield and 54-year dividend growth streak.
06/24/2026, 1:40 PM • Investing
Peers
- AOMN9.5 ANGEL 29 NTSAO$24.26+1.04%Market CapN/A1-Year Change-4.16%
Statistics
MoreInformation as of 11/12/2026
Company Profile
Annaly Capital Management, Inc., a diversified capital manager, engages in the residential mortgage finance business. The company invests in agency mortgage-backed securities collateralized by residential mortgages; non-agency residential whole loans and securitized products within the residential and commercial markets; mortgage servicing rights; agency commercial mortgage-backed securities; to-be-announced forward contracts; residential mortgage-backed securities; residential mortgage loans; and agency or private label credit risk transfer securities. It has elected to be taxed as a real estate investment trust (REIT). As a REIT, it is not subject to federal income tax to the extent that it distributes its taxable income to its shareholders. Annaly Capital Management, Inc. was incorporated in 1996 and is based in New York, New York.
Key Executives
- David L. Finkelstein
- Steven Francis Campbell
- Serena Wolfe
- Sashi Nair
- Michael Fania
Current Ownership Distribution
- Institutions5.8B (64.72%)
- Mutual Funds3.2B (35.19%)
- Insiders8.1M (0.09%)
- Other0 (0.00%)