Annaly Capital Management (NLY) Expected to Announce Earnings on Tuesday

Key Points

• Annaly Capital Management will report Q1 2026 results after the market close on Tuesday, April 21, with analysts expecting $0.74 EPS and about $595.3M revenue, followed by an earnings call on April 22 at 9:00 AM ET.
• The company declared a quarterly dividend of $0.70 (annualized $2.80), implying a 12.6% yield and a payout ratio around 100.7%; the ex-dividend date was March 31 and payment is scheduled for April 30.
• Market consensus is a “Moderate Buy” with an average price target of $23.78 and several firms raising targets to $25, while insiders have sold roughly 71,252 shares (~$1.64M) over the past 90 days.

Annaly Capital Management (NYSE:NLY - Get Free Report) is expected to be posting its Q1 2026 results after the market closes on Tuesday, April 21st. Analysts expect Annaly Capital Management to post earnings of $0.74 per share and revenue of $595.2720 million for the quarter. Individuals are encouraged to explore the company's upcoming Q1 2026 earning overview page for the latest details on the call scheduled for Wednesday, April 22, 2026 at 9:00 AM ET.

Annaly Capital Management (NYSE:NLY - Get Free Report) last posted its earnings results on Wednesday, January 28th. The real estate investment trust reported $0.74 earnings per share for the quarter, topping analysts' consensus estimates of $0.72 by $0.02. The company had revenue of $1.06 billion during the quarter, compared to analyst estimates of $567.67 million. Annaly Capital Management had a return on equity of 15.80% and a net margin of 34.02%. On average, analysts expect Annaly Capital Management to post $3 EPS for the current fiscal year and $3 EPS for the next fiscal year.

Annaly Capital Management Trading Up 0.2%

Shares of NLY stock opened at $22.19 on Tuesday. The business's fifty day simple moving average is $22.27 and its 200-day simple moving average is $22.22. The company has a market cap of $15.94 billion, a PE ratio of 7.98, a PEG ratio of 6.81 and a beta of 1.23. Annaly Capital Management has a 12-month low of $17.39 and a 12-month high of $24.52.

Annaly Capital Management Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Tuesday, March 31st will be given a dividend of $0.70 per share. The ex-dividend date of this dividend is Tuesday, March 31st. This represents a $2.80 dividend on an annualized basis and a dividend yield of 12.6%. Annaly Capital Management's dividend payout ratio is presently 100.72%.

Insider Buying and Selling at Annaly Capital Management

In other Annaly Capital Management news, COO Steven Francis Campbell sold 26,491 shares of the company's stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $22.83, for a total value of $604,789.53. Following the sale, the chief operating officer directly owned 178,000 shares of the company's stock, valued at approximately $4,063,740. This represents a 12.95% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Serena Wolfe sold 16,536 shares of the company's stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $23.14, for a total transaction of $382,643.04. Following the completion of the sale, the chief financial officer directly owned 173,081 shares in the company, valued at approximately $4,005,094.34. The trade was a 8.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 71,252 shares of company stock worth $1,639,995. 0.22% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Annaly Capital Management

Several hedge funds have recently added to or reduced their stakes in NLY. Mcguire Capital Advisors Inc. purchased a new stake in shares of Annaly Capital Management during the 4th quarter worth about $31,000. Atlas Capital Advisors Inc. purchased a new stake in shares of Annaly Capital Management during the 4th quarter worth about $37,000. CIBC Private Wealth Group LLC boosted its stake in shares of Annaly Capital Management by 23.9% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 2,859 shares of the real estate investment trust's stock worth $58,000 after acquiring an additional 552 shares in the last quarter. Los Angeles Capital Management LLC purchased a new stake in shares of Annaly Capital Management during the 4th quarter worth about $60,000. Finally, Larson Financial Group LLC boosted its stake in shares of Annaly Capital Management by 72.2% during the 3rd quarter. Larson Financial Group LLC now owns 3,717 shares of the real estate investment trust's stock worth $75,000 after acquiring an additional 1,558 shares in the last quarter. 51.56% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on the company. Keefe, Bruyette & Woods upped their price target on Annaly Capital Management from $23.25 to $25.00 and gave the stock an "outperform" rating in a research report on Friday, January 30th. Wells Fargo & Company reaffirmed an "overweight" rating and set a $25.00 price target (up from $23.00) on shares of Annaly Capital Management in a research report on Thursday, January 29th. BTIG Research raised Annaly Capital Management from a "neutral" rating to a "buy" rating and set a $25.00 price target on the stock in a research report on Tuesday, January 6th. Barclays set a $24.00 price target on Annaly Capital Management and gave the stock an "equal weight" rating in a research report on Friday, January 30th. Finally, Wall Street Zen downgraded Annaly Capital Management from a "hold" rating to a "sell" rating in a research report on Saturday. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, Annaly Capital Management currently has a consensus rating of "Moderate Buy" and an average price target of $23.78.

Annaly Capital Management Company Profile

Annaly Capital Management, Inc is a publicly traded real estate investment trust (REIT) that specializes in generating income through investment in mortgage-related assets. The company's core business activities include the acquisition, financing, and management of a diversified portfolio of agency and non-agency residential mortgage-backed securities (RMBS), commercial mortgage-backed securities (CMBS), and other real estate debt instruments. Annaly seeks to profit from the spread between the interest earned on its mortgage investments and its cost of funds, as well as from capital gains realized through active portfolio management.

Founded in 1997 and headquartered in New York City, Annaly has grown to become one of the largest mortgage REITs in the United States.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.