Orchid Island Capital, Inc. (NYSE:ORC) is included among the 13 Highest Paying Monthly Dividend Stocks to Buy. Compass Point Initiates Coverage on Orchid Island Capital (ORC) at Neutral Photo by Vitaly Taranov on Unsplash On December 15, Compass Point started coverage of Orchid Island Capital, Inc. (NYSE:ORC) with a Neutral rating and a $7.50 price target. In its Q3 2025 earnings, the company said market conditions were supportive for levered Agency RMBS investors like Orchid. Interest rates stayed fai ...

VERO BEACH, Fla., Dec. 10, 2025 (GLOBE NEWSWIRE) -- Bimini Capital Management, Inc. (OTCQX:BMNM) (“Bimini Capital”, or the “Company”) today announced its Board of Directors (“Board”) has adopted an amendment (the “First Amendment”) to the Company’s existing Rights Agreement, dated December 21, 2025 (the “Original Rights Plan” and, as amended by the First Amendment, the “Rights Plan”), pursuant to which the expiration date of the Original Rights Plan was extended five years to December 21, 2030, and the purc ...

Core Insights - The article focuses on analyzing Rithm Capital Corp.'s (RITM) recent performance metrics in comparison to 17 mortgage real estate investment trust (mREIT) peers, highlighting investment composition, leverage, hedging coverage, and economic returns [1][3][54] Investment Composition and Portfolio Overview - As of September 30, 2025, RITM's investment portfolio consisted of 21% fixed-rate agency MBS, 0% variable-rate agency MBS, 32% mortgage servicing rights (MSR), and 47% non-agency MBS and other mortgage-related investments [19][28] - RITM's diverse investment strategy includes subsidiaries like Newrez, SCU, Crestline, and RPT, which contribute to a broad range of financial investments [28][39] Leverage and Hedging Coverage - RITM's on-balance sheet leverage ratio was 2.4x, with an at-risk leverage ratio of 1.0x as of September 30, 2025, indicating a slight decrease in on-balance sheet leverage and a slight increase in at-risk leverage compared to the previous quarter [20][21] - The hedging coverage ratio for RITM decreased to 58% as of September 30, 2025, reflecting the company's strategy to prepare for lower mortgage interest rates [51] Economic Returns and Valuation - RITM reported a book value (BV) of $12.83 per share at the end of Q3 2025, representing a quarterly increase of 0.94% and an economic return of 2.91% for the same period [22][23] - The trailing 24-month economic return for RITM was 20.37%, ranking it as the 4th best performer among the analyzed mREIT peers, significantly outperforming the average returns of other mREIT categories [55] Comparative Analysis with Peers - RITM's economic return and leverage metrics indicate it operates with lower average leverage compared to its closest peer, PMT, and the broader mREIT sector, which helps mitigate book value volatility [56] - The stock price of RITM was trading at a 13.44% discount to the estimated current BV as of December 5, 2025, suggesting potential undervaluation [52][53]

VERO BEACH, Fla., Nov. 06, 2025 (GLOBE NEWSWIRE) -- Bimini Capital Management, Inc. (OTCQB:BMNM) ("Bimini” or the “Company”) today announced that Frank E. Jaumot has resigned as a director of the Company. Mr. Jaumot has been associated with the Company in various capacities dating back to its initial capital raise and has served as a director since 2009. Chairman and CEO Robert E. Cauley stated, “We are tremendously thankful for the many contributions Frank has made to Bimini since our earliest days and wis ...

Company Overview - Bimini Capital Management, Inc. is an asset manager focused on investing primarily in residential mortgage-related securities issued by Fannie Mae, Freddie Mac, and Ginnie Mae [3] - The company operates through its wholly-owned subsidiary, Bimini Advisors Holdings, LLC, which serves as the external manager for Orchid Island Capital, Inc., a publicly-traded real estate investment trust [4] - Bimini also manages the portfolio of its subsidiary, Royal Palm Capital, LLC, with a similar investment strategy to that of Orchid [5] Earnings Announcement - Bimini Capital Management, Inc. will release its third-quarter results for 2025 after the close of trading on November 6, 2025 [1] - An earnings conference call and live audio webcast is scheduled for November 7, 2025, at 10:00 AM ET, with registration available online [2]

Core Viewpoint - Annaly Capital Management Inc. (NLY) is expected to report third-quarter 2025 results on October 22, with anticipated year-over-year increases in earnings and net interest income (NII) [1] Earnings Performance - In the last reported quarter, NLY's earnings available for distribution per share exceeded the Zacks Consensus Estimate, supported by improved average yield on interest-earning assets, although there was a year-over-year decline in book value per share (BVPS) [2] - NLY has a history of earnings surprises, beating the Zacks Consensus Estimate in three of the last four quarters, with an average surprise of 2.19% [3][4] Earnings Estimates - The consensus estimate for third-quarter NII is $447 million, a significant increase from the year-ago quarter's NII of $13.4 million [5] - The Zacks Consensus Estimate for earnings remains at 72 cents per share, indicating a year-over-year rise of 9.1% [5] Factors Influencing Q3 Performance - Despite Federal Reserve interest rate cuts in mid-September, mortgage rates remained stable, leading to growth in refinancing activities and origination volumes [6] - Tighter mortgage-backed securities (MBS) spreads and slower prepayments are expected to have positively impacted NLY's book value gains [7] - A significant portion of NLY's MBS holdings likely experienced elevated constant prepayment rates, positively affecting net premium amortization and supporting growth in interest income [8] Servicing Income - Slower prepayment speeds are anticipated to have positively impacted NLY's mortgage servicing rights portfolio, increasing servicing fees, with a consensus estimate for net servicing income at $126 million, reflecting a year-over-year rise of 15.6% [9] Earnings Beat Probability - The current model indicates that an earnings beat is unlikely for NLY, as it lacks the necessary combination of a positive Earnings ESP and a Zacks Rank higher than 3 [10] Zacks Rank and Price Performance - NLY currently holds a Zacks Rank of 3, indicating a hold position [11] - In the third quarter of 2025, NLY outperformed the industry and peer Orchid Island Capital (ORC), but underperformed peer Arbor Realty Trust (ABR) [12]

Core Viewpoint - Monthly dividends are preferred over quarterly payouts due to more frequent cash flow and often higher annual yields, with examples yielding between 8% and 19.8% [2] Group 1: Monthly Dividend Stocks - Monthly dividend stocks can provide substantial annual income, with potential earnings ranging from $40,000 to $99,000 on a $500,000 investment [2] - The article discusses four specific monthly dividend payers, highlighting their unique characteristics and performance [2] Group 2: Sabine Royalty Trust (SBR) - Sabine Royalty Trust is a passive income vehicle that pays distributions from income generated by natural resources, primarily from the Permian Basin [3] - The trust has no debt and has outperformed the broader energy sector, but it is sensitive to commodity prices and has variable distributions [4][7] - SBR's asset base is fixed, and it may terminate if gross revenues fall below $2 million for two consecutive years or if unitholders vote for closure [6] Group 3: Capital Southwest Corp. (CSWC) - Capital Southwest Corp. is a business development company that provides capital to lower middle market firms, with a portfolio of 122 firms [8] - The company has a high percentage of floating-rate debt, which can be advantageous in rising rate environments, and it has outperformed its peers and the S&P 500 [10] - CSWC's dividends are well-covered, and it pays monthly, with a portion of the yield coming from supplemental dividends [10] Group 4: PennantPark Floating Rate Capital (PFLT) - PennantPark Floating Rate Capital targets midsized companies and invests primarily through first-lien floating-rate debt [12][14] - The company has faced tight dividend coverage, with the possibility of a dividend reduction, but management is optimistic about growth through joint ventures [14] Group 5: Orchid Island Capital (ORC) - Orchid Island Capital is a mortgage REIT that deals in agency residential mortgage-backed securities, currently offering a yield close to 20% [16] - The company has experienced significant price declines since its IPO, leading to a reverse stock split, and has a history of reducing dividends [18][19]

Group 1 - The article provides a market analysis covering several companies including Capital Southwest Corporation, Orchid Island Capital Inc, Sabine Royalty Trust, and PennantPark Floating Rate Capital Ltd [1] Group 2 - The analysis highlights the investment opportunities and risks associated with the mentioned companies, indicating a focus on their financial performance and market positioning [1]

Core Points - Orchid Island Capital, Inc. declared a monthly cash dividend of $0.12 per share for October 2025, payable on November 26, 2025, to shareholders of record on October 31, 2025 [1] - The company aims to make regular monthly cash distributions to its common stockholders, adhering to the REIT requirement of distributing at least 90% of its taxable income annually [2] - As of October 15, 2025, the company had 151,711,940 shares of common stock outstanding, an increase from 148,239,401 shares as of September 30, 2025 [3] Financial Performance - The estimated book value per share as of September 30, 2025, was $7.33, with total stockholders' equity approximately $1,086.1 million [4] - The estimated net income per share for the quarter ended September 30, 2025, was $0.53, which includes $0.37 per share from net realized and unrealized gains on RMBS and derivative instruments [5] - The estimated total return on equity for the same quarter was 6.6%, comprising $0.36 in dividends per share and a $0.12 increase in book value per share [6] RMBS Portfolio - The company invests primarily in Agency RMBS, focusing on traditional pass-through Agency RMBS and structured Agency RMBS [7] - As of September 30, 2025, the total mortgage assets amounted to $8,356.1 million, with 56.7% from Fannie Mae and 43.3% from Freddie Mac [15] - The company’s borrowings totaled $8,006.978 million, with an average interest rate of 4.33% [17]

Core Insights - Orchid Island Capital, Inc. (NYSE:ORC) is recognized as one of the safest monthly dividend stocks to buy, offering a monthly dividend of $0.12 per share, resulting in a dividend yield of 20.54% as of September 23 [4]. Group 1: Company Overview - Orchid Island Capital, Inc. is a specialty finance company that invests in residential mortgage-backed securities (RMBS), with a portfolio that includes traditional mortgage pass-through certificates, collateralized mortgage obligations, and structured Agency RMBS [2]. Group 2: Recent Performance and Strategy - In the latest earnings update, CEO Robert Cauley highlighted two significant events affecting the quarter: the reciprocal tariffs announced in April and the passage of the "One Big beautiful bill" in July, which contributed to market volatility and influenced investor sentiment [3]. - The company maintained a strong position by holding high cash reserves and keeping leverage at the low end of its range, which limited the need for deleveraging and allowed for the repurchase of over 1.1 million shares at a steep discount early in the quarter [3]. - Despite a defensive stance, the company generated a cash buffer through selective share sales [3].