Annaly Capital Reports Strong Q3 2025 Financial Results

Annaly Capital ( (NLY) ) has shared an update.

On October 22, 2025, Annaly Capital Management released its financial supplement for the third quarter ending September 30, 2025. The report highlighted a significant increase in GAAP net income per average common share to $1.21, up from $0.03 in the previous quarter, and a stable earnings available for distribution per share at $0.73. The company’s investment portfolio grew to $122.1 billion, with notable increases in agency mortgage-backed securities and residential mortgage loans. Annaly’s financial metrics, such as the annualized GAAP return on average equity, improved significantly, indicating a strong performance in the quarter.

The most recent analyst rating on (NLY) stock is a Buy with a $22.00 price target. To see the full list of analyst forecasts on Annaly Capital stock, see the NLY Stock Forecast page.

Spark’s Take on NLY Stock

According to Spark, TipRanks’ AI Analyst, NLY is a Neutral.

Annaly Capital’s overall stock score is driven by mixed financial performance and a cautiously optimistic earnings call. While the company demonstrates strong capital management and resilience, high leverage and declining profitability pose significant risks. The technical analysis suggests a neutral trend, and the high dividend yield offers some valuation appeal.

To see Spark’s full report on NLY stock, click here.

More about Annaly Capital

Annaly Capital Management, Inc. is an internally managed, publicly traded company that operates as a real estate investment trust (REIT). The company focuses on investing in and financing residential and commercial assets, primarily mortgage-backed securities (MBS). Annaly’s market focus includes residential credit, mortgage servicing rights, and credit risk transfer securities.

Average Trading Volume: 7,094,172

Technical Sentiment Signal: Strong Buy

Current Market Cap: $13.55B

See more insights into NLY stock on TipRanks’ Stock Analysis page.