Mortgage Rates Drop to Lowest in Over 3 years: 3 mREIT Stocks to Watch

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

Zacks Investment Research • Feb 23, 2026

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

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

Seeking Alpha • Feb 20, 2026

Here's Why Annaly Capital Management (NLY) is a Strong Value Stock

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Zacks Investment Research • Feb 16, 2026

How to Approach Annaly Stock With Easing Mortgage Rates in 2026

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

Zacks Investment Research • Feb 16, 2026

Annaly Capital Management, Inc. Announces Preferred Dividends

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

Business Wire • Feb 11, 2026

When Bubbles Pop, You Will Be Glad You Own High 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.

Seeking Alpha • Feb 11, 2026

Annaly Capital: Strong Rate Setup For 2026

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.

Seeking Alpha • Feb 8, 2026

Beyond The 15 Minutes Of Fame: Locking In +12% Yields With Agency MBS

Beyond The 15 Minutes Of Fame: Locking In +12% Yields With Agency MBS

Seeking Alpha • Feb 4, 2026

High-Yield Carnage In 2026

Multiple mortgage REITs fell by over 10% on the day. The stock driving the bus of bad dropped 33% on Friday and is continuing lower today. Preferred shares and baby bonds have consistently outperformed on a risk-adjusted basis, prompting a portfolio shift towards these instruments for better yield and stability.

Seeking Alpha • Feb 3, 2026

8% High Dividend Yield From Annaly Capital Preferred Share

8% High Dividend Yield From Annaly Capital Preferred Share

Seeking Alpha • Jan 30, 2026