Annaly Capital Management's EAD Topped Its Dividend for a 9th Straight Quarter. Here's Why That Matters for Its 12.5%+ Yielding Payout.

Annaly's EAD has steadily risen over the last nine quarters. That growth has supported two dividend increases.

The Motley Fool • Jul 23, 2026

Annaly Q2 Earnings Call Highlights Housing Finance Strategy

NLY highlights diversified housing finance growth, with focus on Agency securities, Residential Credit, MSR opportunities and disciplined capital allocation.

Zacks Investment Research • Jul 23, 2026

Annaly Capital: Double-Digit Yield And Trading At A Discount

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.

Seeking Alpha • Jul 23, 2026

Annaly Capital Management Q2 Earnings Call Highlights

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.

MarketBeat • Jul 22, 2026

Annaly Capital Management, Inc. (NLY) Q2 2026 Earnings Call Transcript

Annaly Capital Management, Inc. (NLY) Q2 2026 Earnings Call Transcript

Seeking Alpha • Jul 22, 2026

Annaly Q2 Earnings Beat Estimates, Net Interest Income Improves Y/Y

NLY's Q2 earnings beat estimates as stronger NII, margin expansion and dividend coverage offset higher funding costs.

Zacks Investment Research • Jul 22, 2026

Annaly: Strong NII, Portfolio Growth, 105% Coverage

Annaly raised its quarterly dividend by 7.1% to $0.75 per share last month. The dividend is supported by robust net interest income and strong coverage. NLY beat Q2 EPS expectations with $0.79 distributable earnings, driven by tightening MBS spreads and 79% year-over-year net interest income growth. Shares trade at a 14% premium to book value, offering an attractive entry relative to peers like AGNC, especially for investors anticipating rate cuts medium-term.

Seeking Alpha • Jul 22, 2026

The REIT Recovery Broadens Beyond Rates

As REIT earnings season kicks into gear this week, we preview results and major sector trends based on recent operating indicators, company commentary, and real estate market data. REITs enter earnings season with solid momentum, outperforming the market despite elevated Treasury yields and geopolitical volatility, as investors refocus on earnings growth, property fundamentals, dividends, M&A, and capital allocation. Encouraging green shoots have become more plentiful, including resilient hotel demand, robust senior housing growth, improving apartment and industrial fundamentals, and a rebound in retail leasing following a softer Q1.

Seeking Alpha • Jul 22, 2026

Annaly Capital Management, Inc. Reports 2nd Quarter 2026 Results

NEW YORK--(BUSINESS WIRE)--ANNALY CAPITAL MANAGEMENT, INC. REPORTS 2nd QUARTER 2026 RESULTS.

Business Wire • Jul 21, 2026

Annaly Capital Management (NLY) Beats Q2 Earnings Estimates

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.

Zacks Investment Research • Jul 21, 2026