Annaly Capital: A 13% Yield You Don't Want To Miss
Portfolio Pulse from
Annaly Capital Management is poised to benefit from falling Federal Fund rates, which could improve its net interest spread, leading to higher earnings and a safer dividend. The company is experiencing strong interest income and valuation growth in its mortgage-backed securities portfolio. Annaly's shares are attractively priced with a 13% dividend yield and a price-to-book ratio in line with historical averages.
November 14, 2024 | 1:45 am
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POSITIVE IMPACT
Annaly Capital Management is expected to benefit from falling Federal Fund rates, which could enhance its net interest spread, leading to higher earnings and a more secure dividend. The company's mortgage-backed securities portfolio is showing strong interest income and valuation growth. Shares are attractively priced with a 13% dividend yield.
The potential for falling Federal Fund rates to improve Annaly's net interest spread is significant, as it could lead to higher earnings and a more secure dividend. The strong performance of its mortgage-backed securities portfolio further supports this positive outlook. The attractive pricing of its shares, with a 13% dividend yield, adds to the investment appeal.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100