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	Saved 2026-07-22 21:05 3d ago Published 2026-07-22 15:10 3d ago	Annaly Capital uspořádala konferenční hovor k výsledkům hospodaření za 2. čtvrtletí 2026 Annaly Capital Management uspořádala konferenční hovor k výsledkům hospodaření za 2. čtvrtletí 2026. V úvodu zaznělo, že materiály k dnešnímu hovoru jsou k dispozici na webu a že hovor obsahuje výhledová prohlášení a ne-GAAP ukazatele. NLY Annaly Capital Management	FMP Stock News	78
Original source text Annaly Capital Management, Inc. (NLY) Q2 2026 Earnings Call July 22, 2026 9:00 AM EDT Company Participants Sean Kensil David Finkelstein - CEO, Co-Chief investment Officer & Director Serena Wolfe - Chief Financial Officer Michael Fania - Co-Chief Investment Officer & Head of Residential Credit Ken Adler - Head of Mortgage Servicing Rights & Portfolio Analytics Conference Call Participants Bose George - Keefe, Bruyette, & Woods, Inc., Research Division Crispin Love - Piper Sandler & Co., Research Division Ameeta Lobo Nelson - UBS Investment Bank, Research Division Douglas Harter - BTIG, LLC, Research Division Harsh Hemnani - Green Street Advisors, LLC, Research Division Jason Stewart - Compass Point Research & Trading, LLC, Research Division Hong Zhang - JPMorgan Chase & Co, Research Division Trevor Cranston - Citizens JMP Securities, LLC, Research Division Kenneth Lee - RBC Capital Markets, Research Division Presentation Operator Thank you for standing by, and welcome, everyone, to the Annaly Capital Management, Second Quarter 2026 Earnings Conference Call. [Operator Instructions] At this time, I would like to turn the conference over to Sean Kensil, Director of Investor Relations. Please go ahead. Sean Kensil Good morning, and welcome to the Second Quarter 2026 Earnings Call for Annaly Capital Management. Please note that this call is being recorded. As a reminder, materials for today's call are available on our website at www.annaly.com. Today's call may include forward-looking statements, which are subject to certain risks and uncertainties that could cause actual results to differ materially and refer to certain non-GAAP measures. Please see the notices in our earnings release for important information regarding forward-looking statements and non-GAAP measures. Participants on this morning's call include David Finkelstein, Chief Executive Officer and Co-Chief Investment Officer; Serena Wolfe, Chief Financial Officer; Mike Fania, Co-Chief Investment Officer and Head of Residential Credit; V.S. Srinivasan, Head of Agency; and Ken Adler, Head of Mortgage Servicing Rights.
	Saved 2026-07-22 16:17 3d ago Published 2026-07-22 12:01 3d ago	Annaly překonala odhady zisku a zvýšila dividendu Annaly ve 2. čtvrtletí překonala odhady zisku, když zisk na akcii činil 79 centů. Společnost zároveň zvýšila čtvrtletní dividendu na 75 centů na akcii za 2. čtvrtletí. NLY Annaly Capital Management	FMP Stock News	86
Original source text Key Takeaways Annaly beat Q2 earnings estimates as earnings available for distribution rose year over year.NLY's total portfolio reached $109.4 billion, including a $95 billion Agency portfolio at quarter-end.NLY raised its quarterly dividend, increased hedging and expanded financing capacity amid rate uncertainty. Annaly Capital Management, Inc. (NLY - Free Report) reported second-quarter 2026 earnings available for distribution (EAD) per average share of 79 cents, which beat the Zacks Consensus Estimate of 75 cents. The figure increased from 73 cents in the year-ago quarter. NLY’s net interest income (NII) and net interest margin improved year over year in the reported quarter. Notably, the year-over-year increase in book value per common share (BVPS) was also encouraging. However, higher economic funding costs were concerning. Net income available to common stockholders was $781.6 million compared with $19.8 million in the year-ago period. Inside Annaly’s Q2 HeadlinesNII was $488.2 million in the reported quarter, which lagged the Zacks Consensus Estimate by 4.1%. In the prior-year quarter, the company reported NII of $273.2 million. Net interest spread (excluding PAA) of 1.50% in the second quarter increased from 1.47% in the prior-year quarter. Annaly’s BVPS was $20.15 as of June 30, 2026, up from $18.45 in the prior-year quarter. At the end of the reported quarter, the company’s economic capital ratio was 14.9%, up from 14.3% in the prior-year quarter. In the second quarter, the weighted average actual constant prepayment rate was 11.6%, up from 8.7% in the year-ago quarter. Annaly generated an annualized EAD return on average equity of 15.12% in the second quarter, which increased from the prior-year quarter’s 14.86%. The company’s total portfolio was $109.4 billion in the quarter, including a $95 billion Agency portfolio. The Residential Credit portfolio was $10.4 billion, while the MSR portfolio was $4.1 billion. NLY Keeps Leverage Conservative With Ample LiquidityAnnaly maintained a disciplined leverage profile in the quarter, with GAAP leverage at 7.4X, up from 7.3X in the prior quarter, and economic leverage at 5.6X, down from 5.7X. The company also reported total stockholders’ equity of $16.9 billion as of the quarter-end. Liquidity remained a focal point, given ongoing macro and rate uncertainty. Annaly ended the quarter with $9.6 billion in total assets available for financing, including $5.5 billion in cash and unencumbered Agency MBS. The company also increased financing capacity in its Residential Credit business by $740 million through expanded credit facilities. Annaly Hedging Rises Amid Macro UncertaintyAgainst an uncertain rate environment, NLY adopted a more defensive hedge posture. The company ended the quarter with a hedge ratio of 97%, up from 87% in the prior quarter, while its hedge portfolio increased to $92 billion from $81 billion. Funding costs were mixed during the quarter. Average GAAP costs of interest-bearing liabilities declined one basis point sequentially to 4.28%, while average economic costs increased three basis points to 3.96%. The net interest margin, excluding PAA, was 1.76% compared with 1.71% in the second quarter of 2025. Average yield on interest-earning assets, excluding the premium amortization adjustment, was 5.46%, up from 5.41% in the year-ago quarter. NLY Leans on Dividend Coverage & Capital RaisingA key highlight for income-focused investors was that earnings again exceeded the common dividend. Annaly increased its quarterly common stock cash dividend to 75 cents per share for the second quarter from 70 cents in the year-ago period, supported by its earnings available for distribution. The company also leaned on equity issuance to support growth. Annaly raised $447 million through its at-the-market sales program during the quarter, which it characterized as accretive, and largely deployed the capital into higher-coupon TBA securities and specified pools. Our Take on NLYAnnaly’s second-quarter results benefited from higher net interest income, stronger net income and an improved net interest margin. While book value per share and the economic capital ratio rose year over year, higher economic funding costs and faster prepayment activity are likely to keep returns sensitive in the near term. NLY currently carries a Zacks Rank #4 (Sell). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Performance & Earnings Dates of Annaly’s PeersAGNC Investment Corp. (AGNC - Free Report) reported second-quarter 2026 net spread and dollar roll income per common share of 40 cents, topping the Zacks Consensus Estimate by 5.3%. The metric increased 5.3% from the year-ago quarter’s 38 cents. AGNC’s results benefited from higher NII, an increase in tangible net book value per share (BVPS) and growth in the investment portfolio. However, a lower net interest spread, a rise in the weighted average cost of funds and elevated prepayment rates were concerning. Starwood Property Trust, Inc. (STWD - Free Report) is expected to post second-quarter 2026 results on Aug. 06. Over the past seven days, the Zacks Consensus Estimate for STWD’s quarterly earnings has been unchanged at 41 cents per share.
	Saved 2026-07-21 18:37 4d ago Published 2026-07-21 13:30 4d ago	Annaly zvyšuje dividendu a kryje ji ziskem Annaly Capital Management zvýšila čtvrtletní dividendu na 0,75 USD na akcii a její zisk dostupný k rozdělení vzrostl na 0,76 USD. Starwood Property Trust sice drží dividendu beze změny už více než deset let, ale poslední zisk k rozdělení činil jen 0,39 USD na akcii. NLY Annaly Capital Management	FMP Stock News	78
Original source text Annaly Capital Management (NLY 0.48%) and Starwood Property Trust (STWD +0.12%) are two of the largest real estate investment trusts (REITs) focused on mortgage investments. Annaly is the biggest residential mortgage REIT by market cap, while Starwood is the largest one focused on commercial real estate financing. Both REITs currently offer eye-popping yields: Annaly's is 12.5%, while Starwood's is 11.6%. Here's a look at which of these high-yielding financial stocks is the safer buy for income-focused investors right now. Image source: Getty Images. Finally trending in the right direction Annaly Capital Management currently pays a $0.75 per-share quarterly dividend. The mortgage REIT just increased its payment from $0.70 per share. That payment boost underscores "the strong performance of Annaly's diversified housing finance portfolio and our focus on driving shareholder value," stated CEO David Finkelstein in the press release unveiling the increased payment. It's Annaly's second dividend increase in the last 18 months (it hiked its payout from $0.65 per share to $0.70 per share in early 2025). That reversed a long series of payment cuts over the years. The REIT's improved earnings are driving the dividend increases. Its earnings available for distribution (EAD) have risen from a low of $0.64 per share in the first quarter of 2024 to its recent level of $0.76 per share. Its current earnings support its recently raised dividend. Today's Change ( -0.48 %) $ -0.11 Current Price $ 22.59 Annaly has built a diversified platform that delivers durable cash flows and superior risk-adjusted returns. It invests in Agency MBS (pools of mortgages guaranteed by government agencies), residential credit (non-agency residential mortgages), and mortgage servicing rights (MSR). That diversification gives it the flexibility to capitalize on current market conditions. For example, it allowed its Agency MBS portfolio to decline in the first quarter while investing heavily to grow its residential credit portfolio (up 30%) and MSR portfolio. That positions it for continued EAD growth, putting its payout on a sustainable footing. A model of income consistency Starwood Property currently pays a quarterly dividend of $0.48 per share. It has never cut its payment in its 17 years as a public company and has maintained its current rate for more than a decade. It's the only mortgage REIT that has never cut its dividend. Today's Change ( 0.12 %) $ 0.02 Current Price $ 16.62 That's the good news. The concern lies in its current coverage ratio. Starwood's distributable earnings were only $0.39 per share last quarter. While that was up from $0.37 per share in the prior quarter, it's still below the dividend. That's due in part to the short-term dilution from its purchase of Fundamental Income Properties for $2.2 billion last year. It took a near-term earnings hit because it wanted to own that platform. Fundamental will provide durable, growing rental income (at the time of the deal, Fundamental's portfolio of net-lease real estate had a 17-year weighted-average lease term and 2.2% average annual rent escalations). That growing rental income will be very accretive to earnings starting next year. Fundamental Income is part of Starwood's plan to grow its earnings and dividend coverage. It has a clear line of sight to achieve earnings above the current dividend level in the coming quarters. Catalysts include growth from Fundamental Income, reinvesting higher-than-normal cash balances across its businesses, and working through the sales of real estate assets that currently aren't generating income. This visibility into improved earnings drives the REIT's confidence in the dividend. The current numbers point to Annaly Annaly's growing earnings have enabled the REIT to increase its dividend following a series of prior cuts. It's currently earning more than its dividend level, which should continue for the foreseeable future. Starwood, on the other hand, isn't currently earning enough to cover its dividend. While the REIT has a clear line of sight to earnings above its dividend in the coming quarters, there's always a risk its plan will fail to deliver. Given that, Annaly is currently the safer income play.
	Saved 2026-07-20 18:36 5d ago Published 2026-07-20 14:11 5d ago	Annaly čeká vyšší zisk ve 2. čtvrtletí díky servisním výnosům Annaly Capital Management čeká za 2. čtvrtletí zisk 75 centů na akcii a čistý servisní výnos 167,7 milionu USD. Vyšší servisní výnosy mohou výsledky podpořit, ale volatilita MBS může tlačit na účetní hodnotu akcie. NLY Annaly Capital Management	FMP Stock News	78
Original source text Key Takeaways Annaly's Q2 earnings are estimated to be 75 cents per share, indicating a rise of 2.7% y/y.NII is projected to be $509 million, suggesting 86.3% growth from the prior-year quarter.Higher servicing income may support results, while MBS volatility could weigh on book value. Annaly Capital Management Inc. (NLY - Free Report) is scheduled to report second-quarter 2026 results on July 21, after market close. The company’s net interest income (NII) and earnings are expected to reflect year-over-year increases in the quarter to be reported. In the last reported quarter, the mortgage real estate investment trust's earnings available for distribution per share surpassed the Zacks Consensus Estimate. The company's net interest income and net interest margin improved year over year. The year-over-year increase in book value per share was also encouraging. Annaly has an impressive earnings surprise history. The company surpassed the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 2.07%. Let us see how things have shaped up before the second-quarter earnings announcement. The consensus estimate for second-quarter NII is pegged at $509 million, suggesting an 86.3% increase from the year-ago quarter's reported NII. The Zacks Consensus Estimate for earnings has been revised upward to 75 cents over the past seven days. The estimate indicates a 2.7% increase from the year-ago quarter's actual. Factors to Shape NLY’s Q2 PerformanceThe Federal Reserve kept interest rates unchanged in the second quarter of 2026, while noting that economic activity continued to expand at a solid pace despite elevated uncertainty and inflation remaining above its 2% target. Throughout the quarter, mortgage rates remained elevated, averaging in the mid-6% range. While refinance activity witnessed a modest pickup as rates briefly declined during parts of the quarter, purchase volume remained under pressure due to constrained housing inventory and elevated home prices. Given this backdrop, NLY's mortgage-backed securities (MBS) portfolio is likely to have faced continued interest-rate volatility and fluctuating agency MBS spreads during the quarter. Sharp movements in U.S. Treasury yields amid changing expectations around inflation and Federal Reserve policy likely contributed to volatility in MBS valuations. This might have pressured the company's book value performance in the second quarter of 2026. Although mortgage rates temporarily eased during parts of the quarter, they generally remained well above the levels of most outstanding mortgages, keeping refinancing incentives relatively subdued. As a result, NLY's constant prepayment rates are expected to have remained relatively contained, helping moderate premium amortization expenses and support NII. Stable prepayments, along with attractive reinvestment opportunities at higher yields, are also likely to have supported average asset yields during the second quarter. Given manageable prepayment speeds during the second quarter, the company's mortgage servicing rights portfolio is likely to have benefited to some extent. This is anticipated to have increased NLY's servicing fees in the quarter to be reported. The Zacks Consensus Estimate for net servicing income of $167.7 million indicates a year-over-year rise of 31.9%. What the Zacks Model Reveals for AnnalyOur proven model predicts an earnings beat for NLY this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. That is exactly the case here. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. Earnings ESP: Annaly has an Earnings ESP of +0.33%. Zacks Rank: NLY currently carries a Zacks Rank of 2. REIT Stocks to ConsiderHere are a couple of REIT stocks that you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this time: NETSTREIT Corp. (NTST - Free Report) is expected to release second-quarter 2026 earnings on July 22. The company has an Earnings ESP of +1.94 and a Zacks Rank #3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here. Quarterly earnings estimates for NETSTREIT have been unchanged at 34 cents per share over the past week. Agree Realty Corporation (ADC - Free Report) is expected to release second-quarter 2026 earnings on July 30. The company has an Earnings ESP of +0.27% and a Zacks Rank #3 at present. Quarterly earnings estimates for Agree Realty have been unchanged at $1.13 per share over the past week.
	Saved 2026-07-15 20:56 10d ago Published 2026-07-15 14:15 10d ago	Annaly zvýšila dividendu, pokrytí zůstává napjaté Annaly Capital ve 1. čtvrtletí 2026 vykázala distribuovatelný zisk 0,76 USD na akcii a vyplatila 0,70 USD, tedy s 92% výplatním poměrem. Firma zároveň zvýšila čtvrtletní dividendu na 0,75 USD, což může pokrytí dál napnout. NLY Annaly Capital Management	FMP Stock News	72
Original source text Annaly Capital (NLY +0.63%) is a mortgage real estate investment trust (REIT). This is a unique niche of the broader REIT sector that is a bit more complex to understand. That said, mREITs often have very large yields, luring in dividend investors that may not understand the risks they are taking on. Annaly Capital's 13% yield has a very real near-term headwind. Here's what you need to know. How does Annaly Capital make money? A property owning REIT buys a building and leases it to tenants, generating rental income. Mortgage REITs like Annaly Capital buy mortgages that have been pooled into bond-like securities, generating interest income. In both cases, leverage is employed to enhance returns, with profits driven by the difference between operating costs (including interest expenses) and income. However, property REITs generally finance their operations with mortgages or bond issuance. Both generally have rates that don't change with interest rates. Mortgage REITs, on the other hand, tend to make use of short-term loans with rates that adjust quickly. Image source: Getty Images. The problem is in the timing. If rates rise, mREITs quickly face higher interest costs. But the securities they own have long maturities and don't produce more income, so profits come under pressure. Worse, the securities mREITs own will likely also fall in value, so the yield they offer to a new buyer would be equivalent to the prevailing market yield. That's a double hit for an mREIT: lower earnings and a drop in its net book value per share. Annaly needs rates to hold steady In the first quarter of 2026, Annaly generated $0.76 per share in earnings available for distribution. It paid out $0.70 per share in dividends during the quarter. That's a 92% payout ratio, which is high but not unusual in the mREIT sector. But if rates rise, Annaly's ability to pay its dividend could come under pressure quickly. Today's Change ( 0.63 %) $ 0.15 Current Price $ 23.16 The problem is that oil prices are rising again as the conflict in the Middle East flares up. High oil prices have been stoking inflation, which is running hotter than the Federal Reserve would like. And that could force the Federal Reserve to increase interest rates, perhaps even at its next meeting. The history is clear, Annaly's dividend is highly variable If you examine Annaly's longer-term dividend history, you'll find it is marked by volatility. You simply can't buy this stock expecting the dividend to remain stable, which makes it a hard sell for investors trying to live off their dividends. And the company just increased its quarterly dividend to $0.75 per share, which could make dividend coverage even tighter based on the first quarter's distributable earnings results. Dividend investors should tread with extreme caution here.