Annaly Capital Management, Inc. Stock News

Real Estate Investment Trust (REIT) stocks are having a rough year as interest rates remains at an elevated level. Government bond yields have risen to near 5% and the Fed has hinted that it will deliver just two rate cuts this year.

Annaly's improved investment spreads and earnings beat in Q4, coupled with potential Fed rate cuts in 2025, make it a promising investment. Annaly's Q4 net interest income surged to $187.3M, with a positive net interest spread of 0.40%, the highest in the past year. Annaly's valuation at a price-to-book ratio of 1.06X suggests revaluation potential, contingent on the Federal Reserve lowering ra...

Annaly Capital Management could benefit from lower interest rates in 2025, but a higher-for-longer rate environment poses a potential headwind due to re-accelerating inflation. The trust's net interest margin improved significantly in 4Q24, driven by higher asset yields and slower interest expense growth, enhancing dividend pay-out metrics. Annaly's stock is trading around book value, with pote...

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Annaly Capital Management, Inc. (NYSE:NLY ) Q4 2024 Earnings Conference Call January 30, 2025 9:00 AM ET Company Participants Sean Kensil - Director and Investor Relations David Finkelstein - Chief Executive Officer and Co-Chief Investment Officer Serena Wolfe - Chief Financial Officer Michael Fania - Co-Chief Investment Officer and Head of Residential Credit V.S. Srinivasan - Head of Agency Ke...

In past articles, I rated Annaly Capital a hold on the grounds that it was leveraged and had a poor dividend track record. The mortgage REIT does have some leverage, but not really a crippling amount. Treasury yields recently spiked. The Fed has said it will hold the line on rates, though, so yields look likely to come down.

NEW YORK--(BUSINESS WIRE)--Annaly Capital Management, Inc. Reports 4th Quarter 2024 Results.

These shares don't give investors a big enough yield or enough upside. The performance throughout the sector has been great, but occasionally, it's better to just pocket the gains.