NLY

Annaly Capital Management (NLY) reported Q3 2026 earnings available for distribution of 80 cents per share, beating consensus estimates of 77 cents, with net interest income climbing to $543.6 million. However, the company faced headwinds including a decline in book value per share to $17.86, increased GAAP leverage to 8.0X, and a substantial net loss of $1.04 billion. The company maintained dividend coverage at 1.07X and continued active hedging and capital-raising strategies amid volatile fixed-income markets.

The article highlights two finance stocks with positive Earnings Surprise Prediction (ESP) figures that could beat upcoming earnings estimates. Capital Southwest (CSWC) has a +2.96% ESP with a #3 (Hold) rating and reports earnings on November 2, 2026.

Annaly Capital Management (NLY) has a +3.00% ESP with a #2 (Buy) rating and reports earnings on January 27, 2027. Both stocks show potential for positive earnings surprises based on the Zacks methodology.

Annaly Capital Management (NLY) reported quarterly earnings of $0.80 per share, beating the consensus estimate of $0.77, but missed revenue expectations with $543.61 million versus the estimated amount. The stock has underperformed the S&P 500 by 33.2 percentage points year-to-date. Despite favorable estimate revisions earning a Zacks Rank #2 (Buy), the REIT industry ranks in the bottom 14% of Zacks industries, which could limit near-term upside.