Price movement over the last 24 hours
Enact Holdings Inc vs Annaly Capital Management, Inc. — how do they compare? Enact Holdings Inc trades at $45.13 (market cap $6.35B), while Annaly Capital Management, Inc. trades at $22.61 (market cap $16.63B). The key difference: Annaly Capital Management, Inc. is far larger — about 2.6× Enact Holdings Inc's market cap, and Annaly Capital Management, Inc. pays the higher dividend (13.22%). Which is the better fit depends on your goals.
| ACT | NLY | |
|---|---|---|
Market Cap | $6.35B | $16.63B |
Sector | Technology | Financials |
52-Week High | $45.71 | $24.40 |
52-Week Low | $34.39 | $19.47 |
Enterprise Value | $6.55B | — |
Dividend Yield | 1.91% | 13.22% |
Signals from Pluang's Aura AI — not financial advice
ACT trades at $45.69, up 0.77% today, with a bullish technical signal and strong moving averages. The stock shows robust fundamentals with a net income margin of 54.49% and a P/E ratio of 9.89. Recent news includes a 14% dividend increase announced on May 5, 2026, and Q1 2026 earnings that met expectations. Analyst consensus is a $47.50 price target with a mix of buy and hold ratings.
Outlook remains positive due to high profitability and dividend growth, but risks include earnings volatility and market sensitivity. Upside is supported by institutional sentiment and consistent cash flow, though investors should monitor execution against future earnings estimates.
Annaly Capital Management (NLY) trades at $22.69, up 0.58% with a bullish technical outlook. The stock shows strong fundamentals with a P/E of 7.42, ROE of 15.61%, and consistent earnings beats in recent quarters. Recent dividend increases to $0.75 per share and positive analyst coverage highlight income appeal. The company maintains solid liquidity despite significant investing outflows.
NLY presents a compelling income opportunity with a 13.2% dividend yield and analyst consensus target of $24.40. However, risks include interest rate sensitivity, high leverage (debt-to-asset ratio of 23.55), and volatile cash flow patterns. The stock offers 7.5% upside potential but requires monitoring of Federal Reserve policy impacts on mortgage REITs.
Trailing returns across standard periods
Latest headlines on both assets
Enact Holdings is a leading private mortgage insurance provider in the U.S. It partners with lenders to offer credit enhancement and risk management solutions, helping more borrowers achieve and maintain homeownership.
Read more on ACT →Annaly Capital Management Inc is an American mortgage real estate investment trust. The company segments its operations into Residential and Commercial real estate investments. While Annaly's Residential assets are primarily comprised of agency mortgage-backed securities and debentures, it is primarily invested in commercial mortgage loans and mortgage-backed securities in its Commercial unit through its subsidiary, Annaly Commercial Real Estate Group. Agency mortgage-backed securities and debentures make up the majority of the company's overall portfolio. Most of the company's counterparties are located in the U.S. Annaly generates nearly all of its revenue from the spread between interest earned on its assets and interest payments made on its borrowings.
Read more on NLY →