Annaly Capital Management, a mortgage REIT, is expected to report Q2 earnings with a 2.7% increase in EPS to $0.75 and revenue of $639.8 million, driven by an 86.3% surge in net interest income. Despite a high 13% dividend yield, the company faces risks from a high debt-to-equity ratio of 7.18 and potential mortgage market volatility. Investors should watch for impacts on book value and cash flow as the company navigates interest rate sensitivity and market conditions. The earnings report is scheduled for release after market close on July 21, 2026.
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...
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 ass...
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...
