Annaly Capital Management Q2 Earnings Call Highlights

2 months ago 26

MarketBeat

Wed, July 22, 2026 astatine 11:06 AM CDT 8 min read

Key Points

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Annaly posted a coagulated Q2 2026, with economical instrumentality of 5.5% and net disposable for organisation of $0.79 per share, its ninth consecutive 4th of EAD supra the dividend. Book worth per stock besides roseate 1.7% to $20.15.
The institution raised its dividend to $0.75 per share and said it expects to screen the payout implicit time, though absorption noted results tin alteration 4th to quarter. The summation was backed by improving net and a methodical reappraisal by the board.
Annaly expanded cardinal portfolios and maintained beardown liquidity, including a $3 cardinal summation successful its Agency portfolio and a grounds $7.1 cardinal of Residential Credit indebtedness purchases. It ended the 4th with $8 cardinal successful unencumbered assets and said superior deployment volition apt favour Agency assets first.

Dividend Increases: From Over 10% Yields to Over 10% Dividend Growth

Annaly Capital Management (NYSE:NLY) reported a stronger 2nd 4th of 2026, citing publication worth growth, improved net disposable for organisation and continued enlargement crossed parts of its diversified lodging concern platform.

Chief Executive Officer and Co-Chief Investment Officer David Finkelstein said the institution generated a 5.5% economical instrumentality during the quarter, helped by little complaint volatility contempt rising involvement rates. He said net disposable for distribution, oregon EAD, totaled $0.79 per share, marking the ninth consecutive 4th successful which EAD exceeded the company's dividend.

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Annaly precocious accrued its quarterly communal dividend to $0.75 per share. Finkelstein said the company's committee was "very methodical" successful evaluating the dividend and wanted to guarantee it was "earnable." He said Annaly expects to screen the payout implicit time, portion acknowledging that idiosyncratic quarters could fluctuate.

Book Value Rises arsenic Earnings Top Dividend

Chief Financial Officer Serena Wolfe said Annaly's publication worth per stock accrued 1.7% from the anterior 4th to $20.15 arsenic of June 30, 2026. Including the $0.75 quarterly dividend, the company's economical instrumentality for the archetypal fractional of the twelvemonth was 6.9%.

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Wolfe said EAD per stock roseate $0.03 from the anterior 4th to $0.79. The summation was chiefly driven by higher mean yields connected the Agency portfolio, higher securitization volumes successful Residential Credit and favorable backing costs. Average repo rates declined 6 ground points to 3.84% during the quarter, portion the weighted mean coupon connected the Agency portfolio accrued 11 ground points to 5.11%.

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