ANNALY CAPITAL MANAGEMENT INC — Form 8-K
Filed July 21, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 42/100
What the filing says
Annaly reported Q2 2026 GAAP net income of $1.06 per share (vs. $0.33 prior quarter), with earnings available for distribution (EAD) of $0.79 per share. The company increased its common stock dividend to $0.75 per share from $0.70. Total portfolio reached $109.4B with Agency MBS at $95.0B (57% of dedicated capital); Residential Credit at $10.4B; and MSR at $4.1B. Book value per share rose to $20.15 from $19.82. The company raised $447M through at-the-market offerings and issued a record $6.8B in 13 securitizations. Economic leverage improved to 5.6x from 5.7x; GAAP leverage increased to 7.4x from 7.3x.
Why this rating
Solid quarterly results with improved earnings and dividend increase signal operating strength, but event is routine earnings disclosure for mortgage REIT with results broadly tracking expectations relative to ~$12.1B market cap
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