NYSE:NLY

Annaly Capital Management Inc. (NLY)

23.00
+0.01 (0.04%)
as of Jul 7, 2026, 1:07:56 pm Market Open.
49 watching
0
Investor Insights
star iconJul 6, 2026, 12:00 am

This summary was created by AI, based on 1 opinions in the last 12 months.

Annaly Capital Management Inc. (NLY-N) has received mixed reviews from experts. One key criticism is that the company does not disclose the specific securities it holds, which raises concerns regarding transparency for investors. Despite offering a high yield, some experts express a preference for growth-oriented investments in the current market environment. This highlights a tension between the appeal of income generation through dividends and the desire for capital appreciation in a changing economic landscape. Overall, the divergent perspectives suggest that while NLY-N may attract income-focused investors, its lack of transparency and growth potential could limit its appeal among those seeking more dynamic investment opportunities.

consensus icon
Consensus
Mixed
valuation icon
Valuation
Undervalued
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Similar
AGNC, AGNCB
BUY ON WEAKNESS
Mortgage REIT, which is very unique. Doesn't own commercial real estate but own pools of agency mortgages instead which are residential mortgages that are insured by Freddie Mac, Fannie Mae or Ginny Mae. 15.5% yield.
BUY
Involved in mortgages with an interesting method. They fund themselves on the low end of the curve and lend on the high but if rates start to go up in the US they will start to get hurt. Don't take on as many credit risks as people think. High yield.
PAST TOP PICK
(Top Pick July 3/09, Up 25.5%) Was a play on spreads. Took some profits.
TOP PICK
Fanny and Freddie Mortgage backed. This is a mortgage REIT. They are making the right noises. The book value of this company could increase nicely. 14% sustainable yield.
TOP PICK
Mortgaged backed securities. Borrows on the short and then finances agency backed mortgages, mainly AAA types. Have access to very low-cost funding. Effectively they are like a mortgage bank. They can really grow their book value.
SELL
(Market Call Minute.) Very interesting but very controversial. Total trade in financial services and highly levered.
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