Annaly Capital: Strong Rate Setup For 2026

Core Insights - Annaly (NLY) is expanding its portfolio of mortgage-backed securities and performed well in the fourth fiscal quarter, beating consensus earnings estimates by $0.01 per share but missing the top line expectations from Wall Street [1] Financial Performance - In the fourth fiscal quarter, Annaly reported earnings that exceeded consensus estimates by $0.01 per share [1] - However, the company did not meet Wall Street's revenue expectations [1] Portfolio Expansion - Annaly is rapidly increasing its holdings in mortgage-backed securities, indicating a strategic focus on this asset class [1]