Annaly Capital Management (NLY) – Investment Analysts’ Weekly Ratings Changes

by · The Cerbat Gem

Several analysts have recently updated their ratings and price targets for Annaly Capital Management (NYSE: NLY):

  • 2/5/2026 – Annaly Capital Management had its price target raised by analysts at Royal Bank Of Canada from $23.00 to $25.00. They now have an “outperform” rating on the stock.
  • 1/30/2026 – Annaly Capital Management was given a new $24.00 price target on by analysts at Barclays PLC. They now have an “equal weight” rating on the stock.
  • 1/30/2026 – Annaly Capital Management had its price target raised by analysts at Keefe, Bruyette & Woods from $23.25 to $25.00. They now have an “outperform” rating on the stock.
  • 1/29/2026 – Annaly Capital Management had its “overweight” rating reaffirmed by analysts at Wells Fargo & Company. They now have a $25.00 price target on the stock, up previously from $23.00.
  • 1/29/2026 – Annaly Capital Management had its price target raised by analysts at Jones Trading from $22.00 to $25.00. They now have a “buy” rating on the stock.
  • 1/21/2026 – Annaly Capital Management had its “hold (c)” rating reaffirmed by analysts at Weiss Ratings.
  • 1/15/2026 – Annaly Capital Management had its “overweight” rating reaffirmed by analysts at Piper Sandler. They now have a $25.00 price target on the stock, up previously from $23.50.
  • 1/6/2026 – Annaly Capital Management was given a new $23.00 price target on by analysts at Barclays PLC. They now have an “equal weight” rating on the stock.
  • 1/6/2026 – Annaly Capital Management was upgraded by analysts at BTIG Research from a “neutral” rating to a “buy” rating. They now have a $25.00 price target on the stock.
  • 12/22/2025 – Annaly Capital Management had its “overweight” rating reaffirmed by analysts at Piper Sandler. They now have a $23.50 price target on the stock, up previously from $22.50.

Annaly Capital Management Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, January 30th. Stockholders of record on Wednesday, December 31st were issued a dividend of $0.70 per share. The ex-dividend date of this dividend was Wednesday, December 31st. This represents a $2.80 dividend on an annualized basis and a dividend yield of 12.4%. Annaly Capital Management’s dividend payout ratio is presently 100.72%.

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.

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