Latest NLY news

The Rate Shock That Didn't Break REITs

Seeking Alpha · Wed, 23 Sep 2026 11:34:22 -0400

REITs are refusing to break despite another rate shock: the 10-Year Treasury reached 5%, yet REITs remain higher by roughly 7% in 2026 as the once-dominant rate correlation weakens further. Solid fundamentals are increasingly doing the heavy lifting, with healthy property-level cash flows, improving earnings visibility, strong dividend coverage, and better balance sheets helping REITs absorb the rate shock. Cooling supply increasingly reinforces fundamentals: excluding Data Centers, REIT development pipelines are roughly 40% below their 2022 peak and 2019 levels; Data Centers remain the exception at seven times 2019 levels.

Is Annaly Capital's 13% Dividend Safe Through a Full Rate Cycle?

The Motley Fool · Sat, 19 Sep 2026 14:15:00 -0400

Annaly Capital is a well-respected mortgage REIT, offering investors an over 13% dividend yield. The mREIT's dividend history presents a cautionary tale about what investors should expect on the dividend front.

Annaly Capital Management (NLY) Stock Sinks As Market Gains: Here's Why

Zacks Investment Research · Fri, 18 Sep 2026 19:15:52 -0400

In the latest trading session, Annaly Capital Management (NLY) closed at $21.05, marking a -1.22% move from the previous day.

25 Dividend Buys You May Want To Hold Forever From September's Russell Index

Seeking Alpha · Wed, 16 Sep 2026 11:22:49 -0400

The top ten SML Russell MHFS dogs are forecasted to deliver average net gains of 40.06% by September 2027, with yields up to 22.18%. All top-ten yielders are ideally priced, with annual dividends from $1K invested exceeding single share prices, meeting the 'dividend dog' standard. Fifteen of fifty-one SML Russell MHFS stocks show negative free cash flow margins, making their dividends less secure and riskier for income-focused investors.

2 High-Yielders That Are Growing Their Portfolios

Seeking Alpha · Sat, 12 Sep 2026 10:30:00 -0400

When a balance sheet contracts, net investment income drops, forcing distribution cuts and lower market prices. When a portfolio re-expands sustainably, earnings growth pulls valuations back to a premium. NLY expanded its total portfolio from $73 billion in 2023 back to $107 billion in 2026, directly driving its dividend hike from $0.65 to $0.75 per quarter. Rebuilding its asset base and demonstrating sustainable dividend coverage allowed $NLY to transition from a 10–15% discount up to a 10–15% premium to book value.

Mortgage Rates Rise Above 7%: Opportunity or Warning for mREITs?

Zacks Investment Research · Fri, 11 Sep 2026 09:10:56 -0400

Mortgage rates above 7% put AGNC, NLY, STWD and RITM in focus as funding costs, MBS spreads and hedging shape risks and opportunities.

Is This 12.8%-Yielding Dividend Stock a Bargain or a Trap?

The Motley Fool · Fri, 11 Sep 2026 06:15:01 -0400

Annaly Capital Management has generated enough earnings to cover its dividend for nine consecutive quarters. The mortgage REIT's earnings have been rising in recent quarters.

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