• Wells Fargo analyst Donald Fandetti sets a new price target for NYSE:NLY at $25, indicating a positive outlook on the company's financial health and future prospects.
• Annaly's earnings available for distribution (EAD) per average share for Q4 2025 stood at 74 cents, surpassing the Zacks Consensus Estimate and showing year-over-year growth.
• The company's book value per share increased significantly to $20.21, reflecting effective asset and liability management and contributing to financial stability.

Annaly Capital Management, Inc. (NYSE:NLY) is a prominent player in the real estate investment trust (REIT) sector, focusing on mortgage-backed securities. On January 29, 2026, Donald Fandetti from Wells Fargo set a new price target for NLY at $25, a 4.87% increase from its current trading price of $23.84. This adjustment reflects confidence in the company's financial health and future prospects.

Annaly's recent financial performance supports this optimistic outlook. In the fourth quarter of 2025, the company reported earnings available for distribution (EAD) per average share of 74 cents, surpassing the Zacks Consensus Estimate of 72 cents. This improvement from the previous year's 72 cents per share indicates a positive trend in earnings growth.

The company's book value per share also experienced a significant year-over-year increase, rising to $20.21 from $19.15. This growth in book value suggests that Annaly is effectively managing its assets and liabilities, contributing to its overall financial stability. Additionally, the average yield on interest-earning assets improved to 5.44% during the quarter, further enhancing the company's profitability.

Despite these positive developments, Annaly's net interest income for the quarter was $366.6 million, falling short of the Zacks Consensus Estimate. However, for the entire year of 2025, Annaly's EAD per share was $2.92, exceeding the Zacks Consensus Estimate of $2.90 and showing growth from the prior year's $2.70. This annual performance underscores the company's ability to generate consistent earnings.

Currently, NLY is trading at $23.85, reflecting a decrease of 1.67% with a change of $0.41. The stock has fluctuated between a low of $23.72 and a high of $24.28 today. Over the past year, NLY has reached a high of $24.52 and a low of $16.60. With a market capitalization of approximately $16.29 billion and a trading volume of 5,836,568 shares, Annaly remains a significant player in the REIT sector.