Annaly Capital Management (NLY) Could Be 3% Undervalued Following Strong Q2 Earnings

Simply Wall St.07-29

Annaly Capital Management (NLY) drew fresh attention on July 21, 2026, after reporting second quarter net income of US$822.67 million and basic earnings per share of US$1.06 from continuing operations...

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The 1-year total shareholder return stands at 27.07%, and the...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"NLY":"Annaly Capital Management"},"translate_title":"Annaly Capital Management (NLY) 第二季度盈利强劲后估值可能被低估 3%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NLY":1.5},"content_text":"Annaly Capital Management (NLY) drew fresh attention on July 21, 2026, after reporting second quarter net income of US$822.67 million and basic earnings per share of US$1.06 from continuing operations. See our latest analysis for Annaly Capital Management. The earnings release appears to have supported Annaly Capital Management's recent momentum, with a 1-day share price return of 2.79% and a 90-day share price return of 2.93%. The 1-year total shareholder return stands at 27.07%, and the 3-year total shareholder return at 73.49%. If you are comparing Annaly Capital Management with other income oriented or financial stocks, this is a good moment to broaden your search and check out 18 top founder-led companies The recent jump in earnings and the share price has already rewarded Annaly Capital Management investors. The next step is to weigh how much of that strength is now priced in, and how much potential is still on the table. AdvertisementMost Popular Narrative: 3.3% Undervalued Annaly Capital Management closed at $23.20, while the most followed narrative places fair value at $24.00. That gap is small, yet it rests on detailed earnings and margin assumptions.  The analysts have a consensus price target of $24.0 for Annaly Capital Management based on their expectations of its future earnings growth, profit margins and other risk factors. In order for you to agree with the analysts, you'd need to believe that by 2029, revenues will be $2.7 billion, earnings will come to $2.3 billion, and it would be trading on a PE ratio of 11.9x, assuming you use a discount rate of 9.0%.  Read the complete narrative. Want to understand why this fair value sits above today’s price? The narrative leans on rising profitability, specific revenue paths and a richer future earnings multiple. Curious which exact building blocks carry the most weight in that $24.00 figure? Result: Fair Value of $24.00 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you still need to consider that wider mortgage spreads and prolonged rate volatility could pressure the portfolio returns and net margins of Annaly Capital Management. Find out about the key risks to this Annaly Capital Management narrative. Next Steps With both risks and rewards in play for Annaly Capital Management, it makes sense to move quickly and check the underlying data for yourself. To see which issues investors are worried about and which potential upsides they are watching, review the 2 key rewards and 4 important warning signs Looking for more investment ideas beyond Annaly Capital Management? If you want a fuller picture of opportunities alongside Annaly Capital Management, this is the moment to widen your search using focused stock lists built from clear fundamentals.  Target income potential with stocks that offer higher yields and firm foundations by reviewing the 8 dividend fortresses. Spot companies that combine quality and attractive pricing before they are widely followed by scanning the screener containing 20 high quality undiscovered gems. Prioritise resilience and steadier profiles so your portfolio is not leaning only on higher risk ideas through the 83 resilient stocks with low risk scores.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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