Is Annaly Capital Stock a Good Investment?
Annaly Capital Investment Advice | NLY |
- Examine Annaly Capital's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Annaly Capital's leadership team and their track record. Good management can help Annaly Capital navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Mortgage Real Estate Investment Trusts (REITs) space and any emerging trends that could impact Annaly Capital's business and its evolving consumer preferences.
- Compare Annaly Capital's performance and market position to its competitors. Analyze how Annaly Capital is positioned in terms of product offerings, innovation, and market share.
- Check if Annaly Capital pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Annaly Capital's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Annaly Capital Management stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Annaly Capital Management is a good investment.
Sell | Buy |
Strong Buy
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Annaly Capital Stock
Researching Annaly Capital's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 60.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.12. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Annaly Capital Management last dividend was issued on the 31st of March 2025. The entity had 1:4 split on the 26th of September 2022.
To determine if Annaly Capital is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Annaly Capital's research are outlined below:
| Annaly Capital Management has 21.45 B in debt with debt to equity (D/E) ratio of 5.82, demonstrating that the company may be unable to create cash to meet all of its financial commitments. Annaly Capital Management has a current ratio of 0.25, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for Annaly to invest in growth at high rates of return. | |
| About 60.0% of Annaly Capital shares are owned by institutional investors | |
| On 31st of January 2025 Annaly Capital paid $ 0.65 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: Heres How to Play Arbor Realty Stock After a 16 percent Drop in 6 Months |
Annaly Capital Quarterly Accounts Payable |
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Annaly Capital uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Annaly Capital Management. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Annaly Capital's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 7th of February 2024 Upcoming Quarterly Report | View | |
| 24th of April 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 7th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Annaly Capital's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Annaly Capital's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
1998-10-22 | 1998-09-30 | 0.25 | 0.21 | -0.04 | 16 | ||
1999-07-22 | 1999-06-30 | 0.32 | 0.37 | 0.05 | 15 | ||
1998-07-24 | 1998-06-30 | 0.32 | 0.27 | -0.05 | 15 | ||
1998-05-04 | 1998-03-31 | 0.31 | 0.26 | -0.05 | 16 | ||
2007-02-06 | 2006-12-31 | 0.83 | 0.92 | 0.09 | 10 | ||
2021-07-28 | 2021-06-30 | 1.09 | 1.2 | 0.11 | 10 | ||
2022-04-27 | 2022-03-31 | 1 | 1.12 | 0.12 | 12 | ||
2007-10-29 | 2007-09-30 | 1.16 | 1.28 | 0.12 | 10 |
Annaly Capital Target Price Consensus
Annaly target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Annaly Capital's target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
| 14 | Buy |
Most Annaly analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Annaly stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Annaly Capital Management, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationAnnaly Capital Target Price Projection
Annaly Capital's current and average target prices are 21.15 and 20.95, respectively. The current price of Annaly Capital is the price at which Annaly Capital Management is currently trading. On the other hand, Annaly Capital's target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.Current Price
Annaly Capital Market Quote on 27th of March 2025
Target Price
Analyst Consensus On Annaly Capital Target Price
Annaly Capital Analyst Ratings
Annaly Capital's analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about Annaly Capital stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of Annaly Capital's financials, market performance, and future outlook by experienced professionals. Annaly Capital's historical ratings below, therefore, can serve as a valuable tool for investors.Know Annaly Capital's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Annaly Capital is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Annaly Capital Management backward and forwards among themselves. Annaly Capital's institutional investor refers to the entity that pools money to purchase Annaly Capital's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Balyasny Asset Management Llc | 2024-12-31 | 4.1 M | Bank Of New York Mellon Corp | 2024-12-31 | 4 M | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 4 M | Charles Schwab Investment Management Inc | 2024-12-31 | 3.6 M | Brandywine Global Investment Mgmt Llc | 2024-12-31 | 3.4 M | Ubs Group Ag | 2024-12-31 | 3 M | Lsv Asset Management | 2024-12-31 | 2.5 M | Legal & General Group Plc | 2024-12-31 | 2.4 M | Amvescap Plc. | 2024-12-31 | 2.4 M | Blackrock Inc | 2024-12-31 | 62.8 M | Vanguard Group Inc | 2024-12-31 | 54.7 M |
Annaly Capital's market capitalization trends
The company currently falls under 'Large-Cap' category with a total capitalization of 12.37 B.Market Cap |
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Annaly Capital's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | (0.06) | (0.06) | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.08 | 0.09 |
Determining Annaly Capital's profitability involves analyzing its financial statements and using various financial metrics to determine if Annaly Capital is a good buy. For example, gross profit margin measures Annaly Capital's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Annaly Capital's profitability and make more informed investment decisions.
Please note, the imprecision that can be found in Annaly Capital's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Annaly Capital Management. Check Annaly Capital's Beneish M Score to see the likelihood of Annaly Capital's management manipulating its earnings.
Evaluate Annaly Capital's management efficiency
Annaly Capital Management has Return on Asset of 0.0103 % which means that on every $100 spent on assets, it made $0.0103 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0842 %, implying that it generated $0.0842 on every 100 dollars invested. Annaly Capital's management efficiency ratios could be used to measure how well Annaly Capital manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Annaly Capital's Return On Tangible Assets are fairly stable compared to the past year. Return On Assets is likely to rise to 0.01 in 2025, despite the fact that Return On Capital Employed is likely to grow to (0.06). At this time, Annaly Capital's Other Assets are fairly stable compared to the past year. Total Current Assets is likely to rise to about 2.7 B in 2025, whereas Total Assets are likely to drop slightly above 67.8 B in 2025.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 24.34 | 23.12 | |
| Tangible Book Value Per Share | 24.32 | 23.10 | |
| Enterprise Value Over EBITDA | 4.55 | 2.43 | |
| Price Book Value Ratio | 0.76 | 1.05 | |
| Enterprise Value Multiple | 4.55 | 2.43 | |
| Price Fair Value | 0.76 | 1.05 | |
| Enterprise Value | 30.7 B | 32.2 B |
The decision-making processes within Annaly Capital are key to its success in a competitive market. By evaluating these processes, we assess the stock's potential for future gains.
Basic technical analysis of Annaly Stock
As of the 27th of March, Annaly Capital shows the Downside Deviation of 1.04, risk adjusted performance of 0.1636, and Mean Deviation of 0.9971. In respect to fundamental indicators, the technical analysis model gives you tools to check existing technical drivers of Annaly Capital, as well as the relationship between them.Annaly Capital's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Annaly Capital insiders, such as employees or executives, is commonly permitted as long as it does not rely on Annaly Capital's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Annaly Capital insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Annaly Capital's Outstanding Corporate Bonds
Annaly Capital issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Annaly Capital Management uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Annaly bonds can be classified according to their maturity, which is the date when Annaly Capital Management has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
Understand Annaly Capital's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Annaly Capital's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.1636 | |||
| Market Risk Adjusted Performance | 0.3017 | |||
| Mean Deviation | 0.9971 | |||
| Semi Deviation | 0.8633 | |||
| Downside Deviation | 1.04 | |||
| Coefficient Of Variation | 526.61 | |||
| Standard Deviation | 1.24 | |||
| Variance | 1.55 | |||
| Information Ratio | 0.1838 | |||
| Jensen Alpha | 0.2282 | |||
| Total Risk Alpha | 0.2299 | |||
| Sortino Ratio | 0.2195 | |||
| Treynor Ratio | 0.2917 | |||
| Maximum Drawdown | 6.82 | |||
| Value At Risk | (1.46) | |||
| Potential Upside | 2.42 | |||
| Downside Variance | 1.09 | |||
| Semi Variance | 0.7452 | |||
| Expected Short fall | (1.23) | |||
| Skewness | 0.2447 | |||
| Kurtosis | 0.5691 |
| Risk Adjusted Performance | 0.1636 | |||
| Market Risk Adjusted Performance | 0.3017 | |||
| Mean Deviation | 0.9971 | |||
| Semi Deviation | 0.8633 | |||
| Downside Deviation | 1.04 | |||
| Coefficient Of Variation | 526.61 | |||
| Standard Deviation | 1.24 | |||
| Variance | 1.55 | |||
| Information Ratio | 0.1838 | |||
| Jensen Alpha | 0.2282 | |||
| Total Risk Alpha | 0.2299 | |||
| Sortino Ratio | 0.2195 | |||
| Treynor Ratio | 0.2917 | |||
| Maximum Drawdown | 6.82 | |||
| Value At Risk | (1.46) | |||
| Potential Upside | 2.42 | |||
| Downside Variance | 1.09 | |||
| Semi Variance | 0.7452 | |||
| Expected Short fall | (1.23) | |||
| Skewness | 0.2447 | |||
| Kurtosis | 0.5691 |
Consider Annaly Capital's intraday indicators
Annaly Capital intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Annaly Capital stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 157619.0 | |||
| Daily Balance Of Power | (0.59) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 21.24 | |||
| Day Typical Price | 21.21 | |||
| Price Action Indicator | (0.21) | |||
| Period Momentum Indicator | (0.24) | |||
| Relative Strength Index | 51.21 |
Annaly Capital Corporate Filings
F4 | 27th of February 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10K | 13th of February 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
8K | 29th of January 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
ASR | 10th of December 2024 Automatic Shelf Registration Statement under Rule 415 filed with the U.S. Securities and Exchange Commission (SEC) | ViewVerify |
Annaly Stock media impact
Far too much social signal, news, headlines, and media speculation about Annaly Capital that are available to investors today. That information is available publicly through Annaly media outlets and privately through word of mouth or via Annaly internal channels. However, regardless of the origin, that massive amount of Annaly data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Annaly Capital news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Annaly Capital relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Annaly Capital's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Annaly Capital alpha.
Annaly Capital Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Annaly Capital can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Annaly Capital Management Historical Investor Sentiment
Investor biases related to Annaly Capital's public news can be used to forecast risks associated with an investment in Annaly. The trend in average sentiment can be used to explain how an investor holding Annaly can time the market purely based on public headlines and social activities around Annaly Capital Management. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Annaly Capital's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Annaly Capital and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Annaly Capital news discussions. The higher the estimate score, the more favorable the investor's outlook on Annaly Capital.
Annaly Capital Maximum Pain Price Across June 20th 2025 Option Contracts
Annaly Capital's options can also be used to analyze investors' bias and current market sentiment in the context of behavioral finance. For example, Max pain usually refers to a trading concept that asserts that market manipulation can cause the market price of Annaly Capital close to the expiration of its current option contract to expire worthlessly. According to most research, about 35% of options are not executed, with roughly 50% traded out before expiration. So, Max pain occurs when market makers reach a net favorable position across all options at a strike price where option holders stand to lose the most money. By contrast, option sellers may reap the most after selling more options than buying, causing them to expire worthlessly. Please continue to view the detailed analysis of Annaly Capital's options.
Annaly Capital Corporate Directors
| Kathy Hannan | Independent Director | Profile | |
| Thomas Hamilton | Independent Director | Profile | |
| Vicki Williams | Independent Director | Profile | |
| Francine Bovich | Independent Director | Profile |
Additional Tools for Annaly Stock Analysis
When running Annaly Capital's price analysis, check to measure Annaly Capital's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Annaly Capital is operating at the current time. Most of Annaly Capital's value examination focuses on studying past and present price action to predict the probability of Annaly Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Annaly Capital's price. Additionally, you may evaluate how the addition of Annaly Capital to your portfolios can decrease your overall portfolio volatility.