Sequoia Financial Advisors LLC Raises Stake in Annaly Capital Management Inc $NLY

Sequoia Financial Advisors LLC raised its stake in Annaly Capital Management Inc (NYSE:NLY) by 44.5% during the second quarter, Holdings Channel reports. 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 filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently made changes to their positions in NLY. HUB Investment Partners LLC boosted its position in Annaly Capital Management by 3.3% during the second quarter. HUB Investment Partners LLC now owns 14,668 shares of the real estate investment trust’s stock worth $328,000 after purchasing an additional 462 shares during the period. Quadcap Wealth Management LLC grew its position in shares of 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 in the last quarter. Fourth Dimension Wealth LLC grew its position in Annaly Capital Management by 30.3% during the second quarter. Fourth Dimension Wealth LLC now owns 2,150 shares of the real estate investment trust’s stock worth $48,000 after buying an additional 500 shares in the last quarter. GWN Securities Inc. grew its holdings in shares of Annaly Capital Management by 5.0% during the fourth 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 in the last quarter. Finally, Quadrant Capital Group LLC increased its holdings 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 buying an additional 524 shares during the last quarter. Hedge funds and other institutional investors own 51.56% of the company’s stock.

Annaly Capital Management News Summary

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

Annaly Capital Management Trading Down 0.3%

Shares of NLY opened at $21.94 on Friday. Annaly Capital Management Inc has a 12 month low of $20.00 and a 12 month high of $24.52. The business’s fifty day simple moving average is $22.89 and its two-hundred day simple moving average is $22.37. The company has a market cap of $16.53 billion, a price-to-earnings ratio of 5.50, a P/E/G ratio of 1.73 and a beta of 1.16.

Annaly Capital Management (NYSE:NLY) last posted its earnings results on Tuesday, July 21st. The real estate investment trust reported $0.79 earnings per share (EPS) for the quarter, beating the consensus estimate 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 for the quarter, compared to analysts’ expectations of $639.80 million. As a group, research analysts forecast that Annaly Capital Management Inc will post 3.09 EPS for the current year.

Annaly Capital Management Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, October 30th. Investors of record on Wednesday, September 30th will be issued a $0.75 dividend. The ex-dividend date of this dividend is Wednesday, September 30th. This represents a $3.00 annualized dividend and a dividend yield of 13.7%. Annaly Capital Management’s payout ratio is presently 75.19%.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on the company. Zacks Research lowered Annaly Capital Management from a “strong-buy” rating to a “hold” rating in a research report on Monday, August 31st. Piper Sandler boosted their price objective 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. Weiss Ratings restated a “hold (c)” rating on shares of Annaly Capital Management in a report on Friday, July 10th. JPMorgan Chase & Co. lowered their price objective on shares of Annaly Capital Management from $26.00 to $24.00 and set an “overweight” rating for the company in a report on Friday, July 24th. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $25.00 price objective on shares of Annaly Capital Management in a research report on Wednesday, June 3rd. One investment 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 stock. According to data from MarketBeat, Annaly Capital Management currently has an average rating of “Moderate Buy” and a consensus price target of $24.33.

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.