ANNALY CAPITAL MANAGEMENT IN (NLY) Forecast, Price Target & Analyst Ratings
NYSE:NLY • US0357108390
22.485 USD
-0.48 (-2.11%)
Last: Mar 6, 2026, 01:38 PM
View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for ANNALY CAPITAL MANAGEMENT IN (NLY).
Forecast Snapshot
Consensus Price Target
$24.89
+ 10.69% Upside
Next Earnings Forecast
Release DateApr 28, 2026
PeriodQ1 / 2026
EPS Estimate$0.75
Revenue Estimate1.678B
ChartMill Buy Consensus
78.82%
Weighted Analyst Rating Score
Price Target Details & History
Consensus Price Target and Range
Mean target
$24.89
Upside
+ 10.69%
From current price of $22.49 to mean target of $24.89, Based on 17 analyst forecasts
Low
$22.73
Median
$25.50
High
$26.25
Price Target Revisions
1 Month
7.04%
3 Months
10.41%
Price Target Summary
17 analysts have analysed NLY and the average price target is 24.89 USD. This implies a price increase of 10.69% is expected in the next year compared to the current price of 22.485.
The average price target has been revised upward by 10.41% in the past 3 months.
Analyst Ratings & History
Current Analyst Ratings
Analyst Ratings History
Analyst Ratings Consensus
ChartMill Buy Consensus
78.82%
NLY was analyzed by 17 analysts. The buy percentage consensus is at 79. So analysts seem to be have mildly positive about NLY.
In the previous month the buy percentage consensus was at a similar level.
NLY was analyzed by 17 analysts, which is quite many. So the average rating should be quite meaningful.
Recent Upgrades & Downgrades
| Date | Firm | Action | From → To |
|---|---|---|---|
| 2026-02-05 | RBC Capital | Maintains | Outperform -> Outperform |
| 2026-01-30 | Keefe, Bruyette & Woods | Maintains | Outperform -> Outperform |
| 2026-01-30 | Barclays | Maintains | Equal-Weight -> Equal-Weight |
| 2026-01-30 | Wells Fargo | Maintains | Overweight -> Overweight |
| 2026-01-29 | Jones Trading | Maintains | Buy -> Buy |
| 2026-01-15 | Piper Sandler | Maintains | Overweight -> Overweight |
| 2026-01-06 | BTIG | Upgrade | Neutral -> Buy |
| 2026-01-06 | Barclays | Maintains | Equal-Weight -> Equal-Weight |
| 2025-12-22 | Piper Sandler | Maintains | Overweight -> Overweight |
| 2025-10-23 | Jones Trading | Maintains | Buy -> Buy |
| 2025-10-20 | JP Morgan | Maintains | Overweight -> Overweight |
| 2025-10-08 | Piper Sandler | Maintains | Overweight -> Overweight |
| 2025-10-06 | Barclays | Maintains | Equal-Weight -> Equal-Weight |
| 2025-09-15 | RBC Capital | Maintains | Outperform -> Outperform |
| 2025-09-03 | UBS | Maintains | Neutral -> Neutral |
| 2025-07-25 | Keefe, Bruyette & Woods | Maintains | Outperform -> Outperform |
| 2025-07-24 | Jones Trading | Maintains | Buy -> Buy |
| 2025-07-10 | UBS | Maintains | Neutral -> Neutral |
| 2025-05-27 | RBC Capital | Maintains | Outperform -> Outperform |
| 2025-05-02 | Jones Trading | Maintains | Buy -> Buy |
| 2025-05-02 | Keefe, Bruyette & Woods | Maintains | Outperform -> Outperform |
| 2025-05-02 | Piper Sandler | Maintains | Overweight -> Overweight |
| 2025-04-16 | JP Morgan | Maintains | Overweight -> Overweight |
| 2025-04-08 | Keefe, Bruyette & Woods | Maintains | Outperform -> Outperform |
| 2025-02-10 | RBC Capital | Reiterate | Outperform -> Outperform |
Next Earnings Forecast Details
Next Earnings Details
Release DateApr 28, 2026
PeriodQ1 / 2026
EPS Estimate$0.75
Revenue Estimate1.678B
Revenue Q2Q27.40%
EPS Q2Q3.96%
Number of Analysts13
Next Earnings Revisions
Revenue (1 Month)
12.24%
Revenue (3 Months)
12.24%
EPS (1 Month)
0.38%
EPS (3 Months)
1.80%
Next Earnings Summary
NLY is expected to report earnings on 4/28/2026. The consensus EPS estimate for the next earnings is 0.75 USD and the consensus revenue estimate is 1.68B USD.
The next earnings revenue estimate has been revised upward by 12.24% in the past 3 months. Upward revisions are a positive sign and indicate that analysts are more optimistic about the next earnings compared to 3 months ago.
Full Analyst Estimates
Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates
| 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | ||
|---|---|---|---|---|---|---|---|
| Revenue YoY % growth | 2.444B -25.13% | 5.84B 138.96% | 7.128B 22.06% | 6.879B -3.50% | 7.044B 2.40% | 8.603B 22.13% | |
| EBITDA YoY % growth | -1.574B -185.87% | 1.057B 167.17% | 2.079B 96.60% | N/A | N/A | N/A | |
| EBIT YoY % growth | -1.599B -188.23% | 1.027B 164.23% | 2.045B 99.10% | 7.208B 252.50% | 6.824B -5.33% | 2.597B -61.94% | |
| Operating Margin | -65.43% | 17.59% | 28.69% | 104.78% | 96.88% | 30.19% | |
| EPS YoY % growth | 2.87 -32.79% | 2.70 -5.92% | 2.92 8.15% | 3.01 3.08% | 2.97 -1.38% | 3.00 1.23% |
All data in USD
Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates
| Q1 / 26 | Q2 / 26 | Q3 / 26 | Q4 / 26 | Q1 / 27 | Q2 / 27 | Q3 / 27 | Q4 / 27 | |
|---|---|---|---|---|---|---|---|---|
| EPS Q2Q % growth | 0.75 3.96% | 0.75 3.31% | 0.76 3.54% | 0.77 4.23% | 0.75 0.52% | 0.76 0.45% | 0.75 -1.11% | 0.75 -3.10% |
| Revenue Q2Q % growth | 1.678B 27.40% | 1.678B 18.26% | 1.518B -0.95% | 1.527B -36.44% | N/A | N/A | N/A | N/A |
| EBITDA Q2Q % growth | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| EBIT Q2Q % growth | 514.9M 271.58% | N/A | 592.02M -29.12% | N/A | N/A | N/A | N/A | N/A |
All data in USD
Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data
Long Term Forward Growth Forecast Summary
Long Term EPS Growth (CAGR)
EPS Next 3 Year
0.96%
EPS Next 5 Year
N/A
Long Term Revenue Growth (CAGR)
Revenue Next 3 Year
14.58%
Revenue Next 5 Year
N/A
Long Term EBIT Growth (CAGR)
EBIT Next 3 Year
N/A
EBIT Next 5 Year
N/A
ANNALY CAPITAL MANAGEMENT IN / NLY Forecast FAQ
What is the average price target for ANNALY CAPITAL MANAGEMENT IN (NLY) stock?
17 analysts have analysed NLY and the average price target is 24.89 USD. This implies a price increase of 10.69% is expected in the next year compared to the current price of 22.485.
When does ANNALY CAPITAL MANAGEMENT IN (NLY) report earnings?
ANNALY CAPITAL MANAGEMENT IN (NLY) will report earnings on 2026-04-28, after the market close.
Can you provide the consensus estimates for ANNALY CAPITAL MANAGEMENT IN next earnings?
The consensus EPS estimate for the next earnings of ANNALY CAPITAL MANAGEMENT IN (NLY) is 0.75 USD and the consensus revenue estimate is 1.68B USD.
What is the expected long term growth rate for ANNALY CAPITAL MANAGEMENT IN (NLY)?
The expected long term growth rate for ANNALY CAPITAL MANAGEMENT IN (NLY) is 14.58%.