NLY Annaly Capital Management Inc

$NLY Agency MBS spreads tightening with 5/10Y yields declining $AGNC Good for book value of Mreits $ARR $DX

$NLY u won't see below 18 for a long long time. That was a major steal. 10Y yields lower. That means their book value has risen About 2% $AGNC $SPY

$NLY This should definitely be moving higher with the sudden drop in the 10 year. Right now we are still fighting the market and skyrocketing oil still going up, and midterm election volatility creating caution. We will move when they decide we should, in the meantime, we'll collect our dividends! 

$NLY BlackRock Inc. increased its stake in Annaly Capital Management by 6.7% in the 2nd quarter. BlackRock Inc. now owns 87,219,586 shares of the real estate investment trust's stock valued at $1,950,230,000 after buying an additional 5,485,296 shares during the last quarter. State Street Corp grew its stake in Annaly Capital Management by 4.5% in the second quarter. State Street Corp now owns 29,426,379 shares of the real estate investment trust's stock valued at $679,468,000 after purchasing an additional 1,272,235 shares in the last quarter. KBC Group NV increased its position in shares of Annaly Capital Management by 44.2% during the 1st quarter. KBC Group NV now owns 4,976,006 shares of the real estate investment trust's stock worth $105,243,000 after purchasing an additional 1,525,251 shares during the last quarter. Bank of New York Mellon Corp increased its position in shares of Annaly Capital Management by 5.3% during the 1st quarter

$NLY to show how stupid this market is it's barely moving after hours. I'm adding right in this minute. Stock is under valued by at least $4

$NLY Sold some Bitcoin to add to my significant NLY holdings. GLTA (next dividend payment next week)

$NLY Just a fun scenario, You buy with borrowed $ (assuming you have enough in your brokerage account) to buy $500K today worth of NLY. The brokerage charges you $60,000 annually for the borrowed shares, you gross $82,500 in dividends and net $22,500. Assuming the div remains the same and of course stock movement up or down etc., anyway just for fun. Bought 300 more today.

$NLY just so you all know the shorts of the ones holding the bag now. Sit back and collect the dividend while they all pay it. 

$NLY Hey TUTES!!! Take us down under my $18.08 average and I'll double down in the 17's. 🤣 61% tutes, short out retail because they don't like people like us to have "their share" of the +16.6% dividend PLUS the rip back up. They make $$ on the way down, then even more on the way back up after they load. Tutes are not always (rarely) on our side. Learn the game and make $$$

$NLY Grabbed some $18.38's today. This pullback is overdone and will correct eventually. I'll call 20+ (+8.8%) by December 1.

$NLY "Hey everyone, good morning. Can I just start with a quick, just get an update on the mark-to-market book value? Sure, Bose. Good morning. As of Friday, excluding the dividend accrual, we were up about 2% inclusive of the dividend, closer to 3%. And it's sideways since. Okay, great. Thanks. And then just wanted to ask about dividend coverage. You know, just given the expectation for current economic returns, how does that compare with the required ROE to cover the dividend? Sure. So obviously we out-earned in Q3. We expect to out-earn in Q4, and we'll see how 2027 evolves. But as it stands today, we didn't delever in Q3. Notwithstanding the volatility and the current portfolio, delivers the dividend. And as we laid out our projected returns, which are up quarter over quarter, new money gets us there as well. So we're comfortable with where the dividend is at today."

$NLY they said they have four rate hikes priced in. That’s not going to happen. Vote Red. We will fix this country and gas and rates will drop. And we all stay safe too.

$NLY Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.80 up 9.59% YoY • Reported revenue of $1.93B up 24.18% YoY

$NLY I know most of you here have no interest in long play stocks. Remember when these guys were trading around 14.50? Even then, the quarterly dividend was 0.65 — and if you DRIP like I DRIP, you can’t wait until they fall that low again!

$NLY I’m sure this price movement is directly related to me adding to my position yesterday. It’s very predictable

$NLY it’s still cheap buy it. There’s only a small spread after hours. Make those shorts suffer. Yeah I have $.75 cushion you know you’re getting the dividend. 

$NLY is there an actual point of capitulation? Around this level the dividend is over 15% with great upside potential.

Annaly Capital) has operated through four major high interest rate and Federal Reserve tightening cycles since its IPO in October 1997.$NLY

$NLY dividend distribution day is on the 30th. Which means the stock price will drop by $.75 on the 30th

$NLY I want in on this but I also don’t wanna catch a falling knife how much lower do Bulls think it’s gonna go?