Annaly Capital Management shares have gained 5.9% since the company reported second-quarter 2026 earnings about a month ago, outperforming the S&P 500. The company posted earnings available for distribution of 79 cents per share, beating the Zacks Consensus Estimate of 75 cents and up from 73 cents a year earlier. Net interest income was $488.2 million, below the consensus estimate by 4.1% but up from $273.2 million in the prior-year quarter. Book value per common share rose to $20.15 as of June 30, 2026, from $18.45 a year earlier, and the company increased its quarterly common dividend to 75 cents per share from 70 cents. Annaly also raised $447 million through its at-the-market sales program during the quarter and increased its hedge ratio to 97% from 87% in the prior quarter.
Annaly Capital Management, Inc.Q2 earnings beat, dividend increase, and book value growth.
AGNC Investment Corp.