Annaly Capital Management's portfolio shift from Agency to credit and MSR assets is proving beneficial, reducing sensitivity to interest rates and supporting gains as rates rise. The company trades at a discount compared to peers despite a better asset mix. Investors anticipate Q2 as a key catalyst, with a covered $0.75 dividend and a resilient portfolio offering a roughly 12% yield, making it an attractive wait for income-focused investors.
Mark Bern, CFA, highlights July's top five dividend picks—PepsiCo (PEP), CubeSmart (CUBE), Annaly Capital (NLY), Stepan (SCL), and Comcast (CMCSA)—which offer an average expected annual total return of 16.3% and a 6.0% dividend yield. All these stock...
A Barron's Mid-Year 2026 Roundtable highlights 45 top dividend stocks using a 'dogcatcher' yield strategy. PetroChina and BP stand out as safer picks, with prices below their annual dividend payouts from $1,000 invested. The top ten yield stocks, inc...
