Sequoia Financial Advisors LLC Has $6.74 Million Position in Annaly Capital Management Inc $NLY

Key Points

• Sequoia Financial Advisors increased its Annaly Capital Management stake by 44.5% in the second quarter, adding 92,812 shares to hold 301,362 shares valued at approximately $6.74 million. Institutional investors collectively own 51.56% of NLY.
• Annaly maintained its quarterly dividend at $0.75 per share, equivalent to a $3.00 annual payout and a reported 13.7% yield. The high yield supports income appeal but carries concerns about dividend sustainability and capital risk.
• Analysts maintain a generally positive view, with NLY rated “Moderate Buy” and an average price target of $24.33 versus a recent price near $21.94. However, the stock has recently underperformed the broader market amid interest-rate concerns and elevated bearish options activity.

Sequoia Financial Advisors LLC raised its stake in Annaly Capital Management Inc (NYSE:NLY - Free Report) by 44.5% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 301,362 shares of the real estate investment trust's stock after buying an additional 92,812 shares during the period. Sequoia Financial Advisors LLC's holdings in Annaly Capital Management were worth $6,738,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in NLY. HUB Investment Partners LLC boosted its holdings in Annaly Capital Management by 3.3% in the second quarter. HUB Investment Partners LLC now owns 14,668 shares of the real estate investment trust's stock valued at $328,000 after acquiring an additional 462 shares during the last quarter. Quadcap Wealth Management LLC increased its position in Annaly Capital Management by 2.3% during the 1st quarter. Quadcap Wealth Management LLC now owns 21,889 shares of the real estate investment trust's stock valued at $463,000 after purchasing an additional 495 shares during the period. Fourth Dimension Wealth LLC raised its holdings in Annaly Capital Management by 30.3% during the 2nd quarter. Fourth Dimension Wealth LLC now owns 2,150 shares of the real estate investment trust's stock worth $48,000 after purchasing an additional 500 shares during the last quarter. GWN Securities Inc. raised its holdings in Annaly Capital Management by 5.0% during the 4th quarter. GWN Securities Inc. now owns 10,811 shares of the real estate investment trust's stock worth $242,000 after purchasing an additional 514 shares during the last quarter. Finally, Quadrant Capital Group LLC lifted its position in shares of Annaly Capital Management by 1.4% in the 3rd quarter. Quadrant Capital Group LLC now owns 39,282 shares of the real estate investment trust's stock worth $794,000 after purchasing an additional 524 shares during the period. 51.56% of the stock is currently owned by institutional investors.

Key Headlines Impacting Annaly Capital Management

Here are the key news stories impacting Annaly Capital Management this week:

• Positive Sentiment: Dividend maintained: Annaly declared another quarterly dividend of $0.75 per share, payable October 30 to shareholders of record September 30. The continued payout reinforces NLY’s appeal to income investors, although the high annualized yield also signals elevated risk. Annaly maintains quarterly dividend
• Neutral Sentiment: Higher mortgage rates create both opportunity and risk: Mortgage rates moving above 7% could widen mortgage-backed-securities spreads and create investment opportunities for mREITs such as NLY. However, higher funding costs, hedging expenses and potential book-value volatility may offset those benefits. Mortgage rates rise above 7 percent
• Neutral Sentiment: Recent market underperformance: NLY recently settled at approximately $22 after declining more than the broader market, indicating that investors may be reducing exposure to rate-sensitive mortgage REITs or reacting to concerns about valuation and earnings durability. Annaly suffers larger drop than the market
• Negative Sentiment: Investor caution is increasing: Trading in NLY put options was unusually heavy, with 10,591 puts purchased—about 42% above typical volume. While options activity is not conclusive, it suggests heightened demand for downside protection or bearish positioning.
• Negative Sentiment: Yield-trap concerns: Commentary warns that Annaly’s roughly 12.8% common-stock yield has historically come with dividend and capital-risk concerns. A separate analysis also found Annaly’s preferred NLY-J shares expensive relative to its target valuation, highlighting broader concerns about paying too much for yield. Is this high-yielding dividend stock a bargain or a trap

Wall Street Analyst Weigh In

NLY has been the subject of several recent analyst reports. Royal Bank Of Canada reiterated an "outperform" rating and set a $25.00 price objective on shares of Annaly Capital Management in a research report on Wednesday, June 3rd. Weiss Ratings restated a "hold (c)" rating on shares of Annaly Capital Management in a report on Friday, July 10th. Piper Sandler upped their price target on shares of Annaly Capital Management from $24.50 to $25.00 and gave the company an "overweight" rating in a research report on Thursday, July 2nd. Zacks Research downgraded Annaly Capital Management from a "strong-buy" rating to a "hold" rating in a report on Monday, August 31st. Finally, Wells Fargo & Company lowered their price objective on Annaly Capital Management from $25.00 to $24.00 and set an "overweight" rating for the company in a research report on Thursday, July 23rd. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and four have issued a Hold rating to the company's stock. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average price target of $24.33.

Annaly Capital Management Stock Performance

NLY stock opened at $21.94 on Friday. Annaly Capital Management Inc has a fifty-two week low of $20.00 and a fifty-two week high of $24.52. The stock's 50 day simple moving average is $22.89 and its 200 day simple moving average is $22.37. The company has a market cap of $16.53 billion, a P/E ratio of 5.50, a price-to-earnings-growth ratio of 1.73 and a beta of 1.16.

Annaly Capital Management (NYSE:NLY - Get Free Report) last announced its quarterly earnings results on Tuesday, July 21st. The real estate investment trust reported $0.79 EPS for the quarter, beating analysts' consensus estimates of $0.75 by $0.04. Annaly Capital Management had a net margin of 43.66% and a return on equity of 16.00%. The business had revenue of $1.82 billion during the quarter, compared to analyst estimates of $639.80 million. Equities analysts predict that Annaly Capital Management Inc will post 3.09 earnings per share for the current year.

Annaly Capital Management Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, October 30th. Stockholders of record on Wednesday, September 30th will be issued a $0.75 dividend. This represents a $3.00 dividend on an annualized basis and a dividend yield of 13.7%. The ex-dividend date is Wednesday, September 30th. Annaly Capital Management's dividend payout ratio (DPR) is currently 75.19%.

Annaly Capital Management Profile

Annaly Capital Management, Inc is a Maryland-based mortgage real estate investment trust that invests in and manages a portfolio of mortgage-related assets. The company's primary business is providing capital to the U.S. housing market through investments in agency mortgage-backed securities, which are guaranteed by Fannie Mae, Freddie Mac or Ginnie Mae.

In addition to agency securities, Annaly invests in residential credit assets and mortgage servicing rights. These investments provide exposure to different segments of the residential mortgage market, while the company uses financing, hedging and portfolio management strategies to manage interest-rate and other market risks.

Founded in 1996, Annaly primarily operates in the United States and is internally managed.

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