Annaly Stock Analysis

NLY -  USA Stock  

USD 9.06  0.01  0.11%

The current indifference towards the small price fluctuations of Annaly Capital Management may encourage investors to take a closer look at the firm as it is trading at a share price of 9.06 on 25,838,219 in trading volume. The company executives did not add any value to Annaly Capital investors in May. However, most investors can still diversify their portfolios with Annaly Capital Management to hedge their inherited risk against high-volatility market scenarios. The stock standard deviation of daily returns for 90 days investing horizon is currently 1.03. The below-average Stock volatility is a good sign for longer-term investment options and for buy-and-hold investors.
Additionally, see Stocks Correlation.

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The Annaly Capital stock analysis report makes it easy to digest most publicly released information about Annaly Capital and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Annaly stock analysis module also helps to analyze the Annaly Capital price relationship with some important fundamental indicators such as market cap and management efficiency.

Annaly Stock Analysis Notes

About 47.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.03. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Annaly Capital Management next dividend is scheduled to be issued on the 30th of March 2021. Annaly Capital Management, Inc., a diversified capital manager, invests in and finances residential and commercial assets. Annaly Capital Management, Inc. was founded in 1996 and is based in New York, New York. Annaly Capital operates under REITMortgage classification in the United States and is traded on New York Stock Exchange. It employs 180 people. To find out more about Annaly Capital Management contact Kevin Keyes at 212 696-9809 or learn more at www.annaly.com.

Annaly Capital Management Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Annaly Capital's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Annaly Capital Management or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Annaly Capital has high likelihood to experience some financial distress in the next 2 years
The company has 66.29 B in debt with debt to equity (D/E) ratio of 4.71, demonstrating that the company may be unable to create cash to meet all of its financial commitments. Annaly Capital Management has a current ratio of 0.25, suggesting that it has not enough short term capital to pay financial commitments when the payables are due.
Annaly Capital has a frail financial position based on the latest SEC disclosures
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Annaly Capital Management Upcoming and Recent Events

Earnings reports are used by Annaly Capital to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Annaly Capital previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
Upcoming Quarterly Report4th of August 2021
Next Earnings Report27th of October 2021
Next Fiscal Quarter End30th of June 2021
Next Fiscal Year End9th of February 2022
Last Quarter Report31st of March 2021
Last Earning Announcement30th of June 2020

Annaly Largest EPS Surprises

Earnings surprises can significantly impact Annaly Capital's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2014-08-06
2014-06-300.270.30.0311 
2007-10-29
2007-09-300.290.320.0310 
2000-02-10
1999-12-310.290.320.0310 
View All Earnings Estimates

Annaly Capital SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Annaly Capital prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Annaly Capital investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Annaly Capital Management specific information freely available to individual and institutional investors to make a timely investment decision.
19th of May 2021
Financial Statements and Exhibits. Regulation FD Disclosure. Submission of Matters to a Vote of Security Holders
View
28th of April 2021
Financial Statements and Exhibits. Regulation FD Disclosure. Results of Operations and Financial Condition
View
25th of March 2021
Financial Statements and Exhibits. Other Events
View
22nd of March 2021
Financial Statements and Exhibits. Regulation FD Disclosure. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
View
10th of February 2021
Financial Statements and Exhibits. Regulation FD Disclosure. Unclassified Corporate Event. Results of Operations and Financial Condition
View
29th of January 2021
Unclassified Corporate Event
View
5th of January 2021
Financial Statements and Exhibits. Amendments to Articles of Incorporation or Bylaws; and/or Change in Fiscal Year. Material Modifications to Rights of Security Holders
View
31st of December 2020
Financial Statements and Exhibits. Other Events. Regulation FD Disclosure
View

Annaly Capital Thematic Classifications

In addition to having Annaly Capital stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Momentum IdeaMomentum
Macroaxis long run momentum stocks
Real Estate IdeaReal Estate
USA Equities from Real Estate industry as classified by Fama & French

Annaly Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Annaly Capital is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Annaly Capital Management backward and forwards among themselves. Annaly Capital's institutional investor refers to the entity that pools money to purchase Annaly Capital's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Vanguard Group IncCommon Shares123.8 M1.1 B
Blackrock IncCommon Shares110 M946 M
State Street CorpCommon Shares30.9 M272.1 M
Lsv Asset ManagementCommon Shares17.1 M147.4 M
Geode Capital Management LlcCommon Shares16.8 M144.4 M
Nuveen Asset Management LlcCommon Shares12.7 M108.8 M
Credit Suisse Ag 1Common Shares9.9 M85.4 M
Bramshill Investments LlcPreferred Shares2.3 M57.5 M
Note, although Annaly Capital's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Annaly Market Capitalization

The company currently falls under 'Large-Cap' category with total capitalization of 12.91 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Annaly Capital's market, we take the total number of its shares issued and multiply it by Annaly Capital's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Annaly Profitablity

Annaly Capital's profitability indicators refer to fundamental financial ratios that showcase Annaly Capital's ability to generate income relative to its revenue or operating costs. If, let's say, Annaly Capital is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Annaly Capital's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Annaly Capital's profitability requires more research than a typical breakdown of Annaly Capital's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin of 69.68 %, which may imply that it executes well on its competitive polices and has reasonable control over its expenses and variable costs. This is very large.
Last ReportedProjected for 2021
Return on Average Assets(0.011) (0.0113) 
Return on Average Equity(0.08) (0.08) 
Return on Invested Capital(0.006) (0.006158) 
Return on Sales 1.26  1.17 

Management Efficiency

The entity has Return on Asset of 4.94 % which means that on every $100 spent on asset, it made $4.94 of profit. This is considered to be average in the sector. In the same way, it shows return on shareholders equity (ROE) of 33.63 %, implying that it generated $33.63 on every 100 dollars invested. Annaly Capital management efficiency ratios could be used to measure how well annaly capital management manages its routine affairs as well as how well it operates its assets and liabilities. Return on Average Assets is likely to drop to -0.01 in 2021. Return on Average Equity is likely to drop to -0.08 in 2021. Annaly Capital Total Assets are fairly stable at the moment as compared to the past year. Annaly Capital reported Total Assets of 88.46 Billion in 2020. Goodwill and Intangible Assets is likely to rise to about 155.4 M in 2021, whereas Asset Turnover is likely to drop (0.008211)  in 2021.
Last ReportedProjected for 2021
Book Value per Share 9.90  10.97 
Enterprise Value over EBIT(90.00) (92.37) 
Enterprise Value over EBITDA(94.06) (96.54) 
Price to Book Value 0.84  0.81 
Tangible Assets Book Value per Share 62.44  74.51 
Enterprise Value82.6 B95.4 B
Tangible Asset Value88.3 B103.5 B

Technical Drivers

As of the 20th of June, Annaly Capital shows the Downside Deviation of 1.23, mean deviation of 0.8001, and Risk Adjusted Performance of 0.0432. In respect to fundamental indicators, the technical analysis model gives you tools to check existing technical drivers of Annaly Capital, as well as the relationship between them. Put another way, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We were able to break down and interpolate nineteen technical drivers for Annaly Capital Management, which can be compared to its rivals. Please confirm Annaly Capital Management standard deviation, value at risk, as well as the relationship between the Value At Risk and kurtosis to decide if Annaly Capital Management is priced correctly, providing market reflects its regular price of 9.06 per share. Given that Annaly Capital has jensen alpha of 0.0269, we suggest you to validate Annaly Capital Management's prevailing market performance to make sure the company can sustain itself at a future point.

Annaly Capital Management Price Movement Analysis

The output start index for this execution was thirty-two with a total number of output elements of twenty-nine. The MESA Adaptive Moving Average indicator adapts to Annaly Capital Management price movement based on the rate change of phase as measured by the Hilbert Transform Discriminator. View also all equity analysis or get more info about mesa adaptive moving average overlap studies indicator.

Annaly Capital Management Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Annaly Capital insiders, such as employees or executives, is commonly permitted as long as it does not rely on Annaly Capital's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Annaly Capital insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Annaly Capital Technical and Predictive Indicators

Annaly Capital Forecast Models

Annaly Capital time-series forecasting models is one of many Annaly Capital's stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Annaly Capital's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

About Annaly Capital Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Annaly Capital stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Annaly shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual stock such as Annaly Capital. By using and applying Annaly Stock analysis, traders can create a robust methodology for identifying Annaly entry and exit points for their positions.
Last ReportedProjected for 2021
EBITDA Margin 1.20  1.16 
Gross Margin 0.90  0.89 
Profit Margin 1.41  1.22 
Annaly Capital Management, Inc., a diversified capital manager, invests in and finances residential and commercial assets. Annaly Capital Management, Inc. was founded in 1996 and is based in New York, New York. Annaly Capital operates under REITMortgage classification in the United States and is traded on New York Stock Exchange. It employs 180 people.

Current Annaly Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Annaly analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Annaly analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
9.28Buy6Odds
Annaly Capital Management current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Annaly analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Annaly stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Annaly Capital Management, talking to its executives and customers, or listening to Annaly conference calls.
Annaly Analyst Advice Details

Annaly Stock Analysis Indicators

Annaly Capital Management stock analysis indicators help investors evaluate how Annaly Capital stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Annaly Capital shares will generate the highest return on investment. By understating and applying Annaly Capital stock analysis, traders can identify Annaly Capital position entry and exit signals to maximize returns.
Quick Ratio0.16
Trailing Annual Dividend Rate0.88
Fifty Two Week Low6.26
Payout Ratio28.66%
Average Daily Volume Last 10 Day19.82M
Shares Short Prior Month13.94M
Average Daily Volume In Three Month14.04M
Shares Percent Shares Out1.02%
Gross Margins100.00%
Forward Price Earnings8.47
Short Percent Of Float1.03%
Float Shares1.39B
Fifty Two Week High9.64
Fifty Day Average9.20
Two Hundred Day Average8.66
Enterprise Value To Revenue12.19
Trailing Annual Dividend Yield9.46%
Additionally, see Stocks Correlation. Note that the Annaly Capital Management information on this page should be used as a complementary analysis to other Annaly Capital's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Stock Screener module to find equities using custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..

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When running Annaly Capital Management price analysis, check to measure Annaly Capital's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Annaly Capital is operating at the current time. Most of Annaly Capital's value examination focuses on studying past and present price action to predict the probability of Annaly Capital's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Annaly Capital's price. Additionally, you may evaluate how the addition of Annaly Capital to your portfolios can decrease your overall portfolio volatility.
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The market value of Annaly Capital Management is measured differently than its book value, which is the value of Annaly that is recorded on the company's balance sheet. Investors also form their own opinion of Annaly Capital's value that differs from its market value or its book value, called intrinsic value, which is Annaly Capital's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Annaly Capital's market value can be influenced by many factors that don't directly affect Annaly Capital Management underlying business (such as pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Annaly Capital's value and its price as these two are different measures arrived at by different means. Investors typically determine Annaly Capital value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Annaly Capital's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.