ANNALY CAPITAL MANAGEMENT IN (NLY) Forecast, Price Target & Analyst Ratings

NYSE:NLY • US0357108390

Current stock price

22.82 USD
-0.08 (-0.35%)
At close:
22.82 USD
0 (0%)
After Hours:

Analyst forecast overview

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

Price Target
$24.84
+ 8.84% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
Jul 21, 2026
Period
Q2 / 2026
EPS Estimate
$0.75
Revenue Estimate
1.667B
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
78.82%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$24.84
Upside
+ 8.84%
From current price of $22.82 to mean target of $24.84, Based on 17 analyst forecasts
Low
$23.23
Median
$25.25
High
$26.25

Price Target Revisions

1 Month
-1.23%
3 Months
5.72%

Price Target Summary

17 Wall Street analysts provided a forecast for the next 12 months for NLY. The average price target is 24.84 USD. This implies a price increase of 8.84% is expected in the next year compared to the current price of 22.82.
The average price target has been revised upward by 5.72% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

NLY Current Analyst RatingNLY Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 2 4 6

Analyst Ratings History

NLY Historical Analyst RatingsNLY Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 5 10 15

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 should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-04-24UBSMaintains Neutral -> Neutral
2026-04-23JP MorganMaintains Overweight -> Overweight
2026-04-22Jones TradingMaintains Buy -> Buy
2026-04-16JP MorganMaintains Overweight -> Overweight
2026-04-02Piper SandlerMaintains Overweight -> Overweight
2026-02-05RBC CapitalMaintains Outperform -> Outperform
2026-01-30Keefe, Bruyette & WoodsMaintains Outperform -> Outperform
2026-01-30BarclaysMaintains Equal-Weight -> Equal-Weight
2026-01-30Wells FargoMaintains Overweight -> Overweight
2026-01-29Jones TradingMaintains Buy -> Buy
2026-01-15Piper SandlerMaintains Overweight -> Overweight
2026-01-06BTIGUpgrade Neutral -> Buy
2026-01-06BarclaysMaintains Equal-Weight -> Equal-Weight
2025-12-22Piper SandlerMaintains Overweight -> Overweight
2025-10-23Jones TradingMaintains Buy -> Buy
2025-10-20JP MorganMaintains Overweight -> Overweight
2025-10-08Piper SandlerMaintains Overweight -> Overweight
2025-10-06BarclaysMaintains Equal-Weight -> Equal-Weight
2025-09-15RBC CapitalMaintains Outperform -> Outperform
2025-09-03UBSMaintains Neutral -> Neutral
2025-07-25Keefe, Bruyette & WoodsMaintains Outperform -> Outperform
2025-07-24Jones TradingMaintains Buy -> Buy
2025-07-10UBSMaintains Neutral -> Neutral
2025-05-27RBC CapitalMaintains Outperform -> Outperform
2025-05-02Jones TradingMaintains Buy -> Buy

Next Earnings Forecast Details

Next Earnings Details

Release Date
Jul 21, 2026
Period
Q2 / 2026
EPS Estimate
$0.75
Revenue Estimate
1.667B
Revenue Q2Q
17.49%
EPS Q2Q
3.39%
Number of Analysts
13

Next Earnings Revisions

Revenue (1 Month)
2.09%
Revenue (3 Months)
14.58%
EPS (1 Month)
-0.73%
EPS (3 Months)
0.84%

Next Earnings Summary

NLY is expected to report earnings on 7/21/2026. The consensus EPS estimate for the next earnings is 0.75 USD and the consensus revenue estimate is 1.67B USD.
The next earnings revenue estimate has been revised upward by 14.58% 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.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2028

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028
Revenue
YoY % growth
NLY revenue by date.NLY revenue by date.
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
NLY ebitda by date.NLY ebitda by date.
-1.574B
-185.87%		1.057B
167.17%		2.079B
96.60%		N/AN/AN/A
EBIT
YoY % growth
NLY ebit by date.NLY ebit by date.
-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
NLY operating margin by date.NLY operating margin by date.
-65.43%17.59%28.69%104.78%96.88%30.19%
EPS
YoY % growth
NLY eps by date.NLY eps by date.
2.87
-32.79%		2.70
-5.92%		2.92
8.15%		3.05
4.43%		2.99
-2.11%		3.01
0.71%

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q2 / 26 Q3 / 26 Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27 Q1 / 28 Q2 / 28 Q3 / 28 Q4 / 28
EPS
Q2Q % growth		0.75
3.39%		0.75
3.14%		0.76
2.74%		0.75
-1.83%		0.75
-1.17%		0.74
-1.63%		0.74
-2.31%		0.73
-2.53%		0.73
-2.51%		0.72
-3.18%		0.72
-3.44%
Revenue
Q2Q % growth		1.667B
17.49%		1.674B
9.23%		1.672B
-30.40%		1.641B
-4.87%		1.65B
-1.02%		1.646B
-1.67%		1.636B
-2.15%		649.4M
-60.43%		646.37M
-60.83%		644.26M
-60.86%		642.21M
-60.75%
EBITDA
Q2Q % growth		N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
EBIT
Q2Q % growth		N/A639.45M
-23.44%		647.99M
-35.86%		N/AN/AN/AN/AN/AN/AN/AN/A

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

NLY Yearly Revenue VS EstimatesNLY Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2B 4B 6B 8B
NLY Yearly EPS VS EstimatesNLY Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 1 2 3 4 5

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
0.98%
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
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

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 24.84 USD. This implies a price increase of 8.84% is expected in the next year compared to the current price of 22.82.

When does ANNALY CAPITAL MANAGEMENT IN (NLY) report earnings?

ANNALY CAPITAL MANAGEMENT IN (NLY) will report earnings on 2026-07-21, after the market close.

What are the consensus estimates for NLY stock 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 1.67B USD.

Can you provide the expected long term growth rate for ANNALY CAPITAL MANAGEMENT IN stock?

The expected long term growth rate for ANNALY CAPITAL MANAGEMENT IN (NLY) is 14.58%.