Summit Global Investments Increases Position in Annaly Capital Management Inc $NLY

Summit Global Investments lifted its stake in Annaly Capital Management Inc (NYSE:NLY) by 332.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 59,797 shares of the real estate investment trust’s stock after acquiring an additional 45,966 shares during the period. Summit Global Investments’ holdings in Annaly Capital Management were worth $1,209,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its holdings in Annaly Capital Management by 4.2% in the second quarter. Vanguard Group Inc. now owns 58,701,446 shares of the real estate investment trust’s stock worth $1,104,761,000 after purchasing an additional 2,344,867 shares in the last quarter. State Street Corp grew its position in shares of Annaly Capital Management by 2.8% in the 2nd quarter. State Street Corp now owns 22,683,988 shares of the real estate investment trust’s stock worth $442,136,000 after buying an additional 611,817 shares during the last quarter. Geode Capital Management LLC grew its position in shares of Annaly Capital Management by 6.8% in the 2nd quarter. Geode Capital Management LLC now owns 14,926,231 shares of the real estate investment trust’s stock worth $280,535,000 after buying an additional 949,260 shares during the last quarter. Norges Bank bought a new position in shares of Annaly Capital Management during the 2nd quarter worth approximately $130,626,000. Finally, Brandywine Global Investment Management LLC lifted its position in Annaly Capital Management by 33.3% during the second quarter. Brandywine Global Investment Management LLC now owns 4,328,606 shares of the real estate investment trust’s stock valued at $81,464,000 after acquiring an additional 1,081,482 shares during the last quarter. Institutional investors own 51.56% of the company’s stock.

Wall Street Analyst Weigh In

NLY has been the topic of several analyst reports. Jones Trading lifted their price target on shares of Annaly Capital Management from $22.00 to $25.00 and gave the stock a “buy” rating in a report on Thursday. Weiss Ratings reissued a “hold (c)” rating on shares of Annaly Capital Management in a research report on Wednesday, January 21st. BTIG Research raised Annaly Capital Management from a “neutral” rating to a “buy” rating and set a $25.00 target price 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 company an “equal weight” rating in a research note on Friday. Finally, JPMorgan Chase & Co. boosted their price target on Annaly Capital Management from $21.00 to $22.00 and gave the stock an “overweight” rating in a research note on Monday, October 20th. Seven research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $23.89.

Trending Headlines about Annaly Capital Management

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

• Positive Sentiment: Keefe, Bruyette & Woods raised its price target on NLY to $25.00 and gave an “outperform” rating, implying roughly an 8.7% upside from the current $23 level. Article Title
• Positive Sentiment: Jones Trading issued a positive forecast and raised its price target to $25.00 with a “buy” rating, signaling similar upside expectations. Article Title
• Positive Sentiment: Q4 results beat consensus: EPS $0.74 vs. $0.72 expected, revenue well above estimates, and book value improved to $20.21 year‑over‑year — supports dividend coverage and NAV recovery. Article Title
• Positive Sentiment: Analysts and coverage pieces emphasize multi‑segment growth and portfolio diversification as drivers of improved results and stability. Article Title
• Neutral Sentiment: Earnings call transcript and presentation available for detail on strategy, hedging, and capital deployment — useful for modeling forward earnings and dividend sustainability. Earnings Call Transcript
• Neutral Sentiment: Valuation pieces review NLY after recent share gains and high yield profile — helpful for assessing total return vs. interest‑rate sensitivity. Article Title
• Neutral Sentiment: Income/yield articles highlight attractive dividend yield and potential upside for income investors, but note interest‑rate and spread risk. Article Title

Annaly Capital Management Stock Performance

Shares of NLY opened at $23.00 on Friday. The stock has a 50-day moving average of $23.05 and a two-hundred day moving average of $21.74. The stock has a market cap of $15.71 billion, a P/E ratio of 8.27, a P/E/G ratio of 7.48 and a beta of 1.25. Annaly Capital Management Inc has a one year low of $16.59 and a one year high of $24.52.

Annaly Capital Management (NYSE:NLY) last announced its quarterly earnings data on Wednesday, January 28th. The real estate investment trust reported $0.74 earnings per share for the quarter, beating analysts’ consensus estimates of $0.72 by $0.02. Annaly Capital Management had a return on equity of 15.80% and a net margin of 34.02%.The business had revenue of $1.06 billion for the quarter, compared to analyst estimates of $567.67 million. Analysts predict that Annaly Capital Management Inc will post 2.81 EPS for the current fiscal year.

Annaly Capital Management Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, January 30th. Shareholders of record on Wednesday, December 31st were given a dividend of $0.70 per share. The ex-dividend date of this dividend was Wednesday, December 31st. This represents a $2.80 dividend on an annualized basis and a yield of 12.2%. Annaly Capital Management’s dividend payout ratio (DPR) is currently 100.72%.

Annaly Capital Management 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.