US · Real Estate · REIT - Mortgage
EPS came in at 0.80 against a street estimate of 0.77 — a beat of 3.9%.
Analysts rate Annaly Capital Management, Inc. a buy (9 buy, 4 hold, 0 sell out of 13) with an average price target of $21.50.
MIXED Annaly exceeded earnings expectations and covered its dividend, but rising rates and wider Agency MBS spreads drove an 11.4% book-value decline. Q3 FY26 Analysts focused on book value recovery, capital allocation, hedging, credit securitization conditions, MSR diversification, and home-equity markets. Management emphasized disciplined risk management, resilient financing, and attractive mid-teens returns. 2026-10-21…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 11.07% |
| Vanguard Capital Management, LLC | 4.18% |
| Vanguard Portfolio Management, LLC | 3.97% |
| State Street Corp | 3.73% |
| Geode Capital Management, LLC | 2.64% |
| FMR Inc | 1.81% |
| Allspring Global Investments Holdings, LLC | 1.46% |
| NORGES BANK | 1.14% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Annaly reported a third-quarter 2026 net loss attributable to common stockholders of $ 1,043,064 thousand, or $ (1.36) per basic a | 2026-10-28 |
| Reg FD disclosure · Q4 2026 OTHER NOTABLE POINTS • Annaly Capital Management, Inc. filed a Form 8-K dated October 20, 2026. • The filing furnishes Annaly’s Third Quarter 2026 I | 2026-10-20 |
| Company announcement · Q4 2026 HEADLINE NUMBERS • Annaly Capital Management filed a Form 8-K dated October 20, 2026. • The filing reports that Annaly posted its financial suppleme | 2026-10-20 |
| Results announced · Q4 2026 HEADLINE NUMBERS • GAAP net loss was ($1.36) per average common share, compared with $1.06 profit in the prior quarter and $1.21 profit a year earlie | 2026-10-20 |
| Charter / bylaws change · Q4 2026 HEADLINE NUMBERS • Annaly Capital Management redeemed all 17,700,000 outstanding shares of its 6.750% Series I Fixed-to-Floating Rate Cumulative Rede | 2026-10-02 |
| Reg FD disclosure · Q3 2026 ANNALY CAPITAL MANAGEMENT INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company redeeming all 17,700,000 shares of 6.750% Series I Fixed-to-Floating Ra | 2026-08-19 |
| Quarterly report · Q2 2026 ANNALY CAPITAL MANAGEMENT INC - FORM 10-Q SUMMARY For Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Total Assets: $143.7 billion (June 30, 202 | 2026-07-29 |
| Reg FD disclosure · Q3 2026 ANNALY CAPITAL MANAGEMENT INC - FORM 8-K SUMMARY HEADLINE NUMBERS • Filing Date: July 21, 2026 (Q2 2026 Investor Presentation disclosure) • Company: | 2026-07-21 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.75 / share ex-date Sep 30, 2026 · pay Oct 30, 2026 | 2026-09-30 |
| Dividend | $0.75 / share ex-date Jun 30, 2026 · pay Jul 31, 2026 | 2026-06-30 |
| Dividend | $0.70 / share ex-date Mar 31, 2026 · pay Apr 30, 2026 | 2026-03-31 |
| Dividend | $0.70 / share ex-date Dec 31, 2025 · pay Jan 30, 2026 | 2025-12-31 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Annaly Capital Management, Inc. — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.