AGNC Investment vs. Annaly: Which mREIT is the Smarter Play?

Key Takeaways AGNC and NLY offer strong dividends, but NLY recently hiked its payout while AGNC has held steady for 5 years. NLY's broader portfolio may reduce rate sensitivity, while AGNC's MBS focus exposes it to volatility. NLY's 2025-2026 earnings are projected to grow, while AGNC faces expected y/y declines.AGNC Investment Corp. (AGNC) and Annaly Capital Management (NLY) are two of the biggest names within the mortgage real estate investment trusts (mREITs) industry. Both offer favorable long-term re ...