How to Approach Annaly Stock With Easing Mortgage Rates?

Key Takeaways NLY benefits from falling mortgage rates, easing housing affordability and boosting loan demand. Annaly's $97.8B portfolio spans Agency MBS, residential credit and MSR for diversified returns. NLY raised its dividend 7.7% in March 2025 and holds $8.8B in liquidity to support growth and stability. Annaly Capital Management’s (NLY) performance and prospects are significantly influenced by the mortgage rates. Mortgage rates continue to ease. According to a Freddie Mac report, the average rate on ...