Hsbc Holdings PLC Raises Position in Annaly Capital Management Inc $NLY

Hsbc Holdings PLC lifted its position in Annaly Capital Management Inc (NYSE:NLY) by 16.9% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 271,870 shares of the real estate investment trust’s stock after buying an additional 39,286 shares during the period. Hsbc Holdings PLC’s holdings in Annaly Capital Management were worth $5,722,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Ibex Wealth Advisors lifted its position in Annaly Capital Management by 7.4% in the 1st quarter. Ibex Wealth Advisors now owns 670,031 shares of the real estate investment trust’s stock valued at $14,171,000 after acquiring an additional 46,346 shares in the last quarter. Kestra Advisory Services LLC increased its holdings in shares of Annaly Capital Management by 76.9% in the 1st quarter. Kestra Advisory Services LLC now owns 285,616 shares of the real estate investment trust’s stock worth $6,041,000 after purchasing an additional 124,159 shares in the last quarter. Resona Asset Management Co. Ltd. increased its holdings in shares of Annaly Capital Management by 8.4% in the 1st quarter. Resona Asset Management Co. Ltd. now owns 103,899 shares of the real estate investment trust’s stock worth $2,201,000 after purchasing an additional 8,052 shares in the last quarter. Oregon Public Employees Retirement Fund raised its stake in shares of Annaly Capital Management by 8.4% in the first quarter. Oregon Public Employees Retirement Fund now owns 147,251 shares of the real estate investment trust’s stock worth $3,114,000 after purchasing an additional 11,400 shares during the last quarter. Finally, Swedbank AB raised its stake in shares of Annaly Capital Management by 11.8% in the first quarter. Swedbank AB now owns 1,434,379 shares of the real estate investment trust’s stock worth $30,337,000 after purchasing an additional 150,852 shares during the last quarter. Institutional investors own 51.56% of the company’s stock.

Key Annaly Capital Management News

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

• Positive Sentiment: Annaly raised its quarterly dividend to $0.75, signaling management confidence in cash generation and reinforcing the appeal of its high-yield payout. Annaly signals agency 14%-16% levered return opportunity as it raises quarterly dividend to $0.75
• Positive Sentiment: Second-quarter earnings beat estimates, with improved net interest income, better margins, and stronger dividend coverage helping support the stock. Annaly Q2 Earnings Beat Estimates, Net Interest Income Improves Y/Y
• Positive Sentiment: Management highlighted a 5.5% economic return and resilient performance, which suggests the portfolio is holding up well in a volatile rate environment. Annaly Capital Management Inc (NLY) Q2 2026 Earnings Call Highlights: Strong Economic Return …
• Positive Sentiment: Annaly’s earnings call emphasized diversified housing finance growth, including Agency securities, Residential Credit, and MSR opportunities, backed by disciplined capital allocation. Annaly Q2 Earnings Call Highlights Housing Finance Strategy
• Positive Sentiment: Analysts and commentary noted that core earnings available for distribution continue to cover the dividend, with another increase now viewed as supported by rising EAD. Annaly Capital Management’s EAD Topped Its Dividend for a 9th Straight Quarter. Here’s Why That Matters for Its 12.5%+ Yielding Payout.
• Neutral Sentiment: Wells Fargo trimmed its price target to $24 from $25 but kept an overweight rating, suggesting the outlook remains constructive despite a slightly less bullish valuation view. Read More: Read More.

Annaly Capital Management Stock Down 0.5%

Shares of Annaly Capital Management stock opened at $22.32 on Friday. The stock’s 50-day simple moving average is $22.15 and its 200-day simple moving average is $22.46. Annaly Capital Management Inc has a 52 week low of $20.00 and a 52 week high of $24.52. The company has a market capitalization of $16.35 billion, a price-to-earnings ratio of 5.59, a PEG ratio of 6.72 and a beta of 1.16.

Annaly Capital Management (NYSE:NLY) last released its quarterly earnings data on Tuesday, July 21st. The real estate investment trust reported $0.79 earnings per share for the quarter, topping analysts’ consensus estimates of $0.75 by $0.04. The firm had revenue of $892.86 million during the quarter, compared to analyst estimates of $639.80 million. Annaly Capital Management had a return on equity of 16.00% and a net margin of 43.66%. On average, equities analysts expect that Annaly Capital Management Inc will post 3.03 earnings per share for the current year.

Annaly Capital Management Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Tuesday, June 30th will be paid a $0.75 dividend. This represents a $3.00 annualized dividend and a yield of 13.4%. The ex-dividend date is Tuesday, June 30th. This is a positive change from Annaly Capital Management’s previous quarterly dividend of $0.70. Annaly Capital Management’s dividend payout ratio is currently 101.35%.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on the stock. JPMorgan Chase & Co. raised their price target on shares of Annaly Capital Management from $24.00 to $26.00 and gave the company an “overweight” rating in a report on Friday, July 17th. Royal Bank Of Canada reissued an “outperform” rating and set a $25.00 price objective on shares of Annaly Capital Management in a report on Wednesday, June 3rd. Wall Street Zen upgraded shares of Annaly Capital Management from a “sell” rating to a “hold” rating in a research report on Saturday, May 2nd. JonesTrading restated a “buy” rating and issued a $25.00 target price on shares of Annaly Capital Management in a report on Wednesday, April 22nd. Finally, Piper Sandler lifted their target price on shares of Annaly Capital Management from $24.50 to $25.00 and gave the stock an “overweight” rating in a research report on Thursday, July 2nd. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $24.56.

Annaly Capital Management Company 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.