Agency mortgage REITs, which invest in government-backed mortgage securities using high leverage, are currently attractive for their high yields and zero credit default risk. Recent increases in Treasury rates have pushed their valuations down to levels seen in October 2023, but cash flow continues to grow. Companies like Annaly Capital Management and Dynex Capital are adapting by appreciating mortgage servicing rights and increasing leverage to target strong returns. Investors should watch these dynamics as valuations adjust but income potential remains robust.
Annaly Capital Management (NLY) offers a dividend yield of 16.36% on Pluang as of Oct 28, 2026 18:51 WIB. The stock price is USD 18.29, down 0.27% in one day, with a market cap of $13.82 billion. Investors on Pluang hold NLY for an average of 94 days, showing strong interest despite recent price dips.
