Piper Sandler maintains Overweight tag on Annaly Capital shares

Published 16/08/2024, 13:00
Piper Sandler maintains Overweight tag on Annaly Capital shares

Piper Sandler has confirmed its Overweight rating on Annaly Capital Management (NYSE: NYSE:NLY) with a maintained price target of $20.50. Following a series of virtual meetings earlier in the week between Annaly's top management and institutional investors, the firm expressed a positive outlook on the stock.

The meetings featured Annaly's CEO and CIO David Finkelstein, CFO Serena Wolfe, Deputy CIO and Head of Residential Credit Mike Fania, and Head of Macro Strategy Andreas Strzodka.

The financial services firm reiterated its rating, citing an opportune time for investors to increase their holdings in Annaly. The recommendation comes in light of several macroeconomic and company-specific factors that Piper Sandler believes could lead to outperformance.

Among these factors is the anticipation of the Federal Reserve's rate-cutting cycle expected to start in September, which could benefit the company's operations.

Piper Sandler also highlighted Annaly's potential for double-digit returns across its various investment strategies. The firm pointed to the company's attractive valuation in the current market, suggesting that it holds promise for investors seeking worthwhile investments.

Furthermore, Piper Sandler noted Annaly Capital Management's capability to outperform even if the economy were to experience a downturn. The firm's confidence in Annaly's resilience is based on the company's strategic positioning and management expertise, which are expected to navigate through potential economic challenges.

Annaly reported a robust performance for Q2 of 2024, with a 1% economic return for the quarter and a 5.7% return for the first half of the year. The company's earnings available for distribution surpassed its dividend by $0.03, largely due to strategic management of its agency portfolio and record growth in the residential credit sector. Despite a decrease in book value per share to $19.25, the company's net interest spread and net interest margin saw an increase.

Annaly's residential credit business experienced record growth with $4.1 billion of expanded prime loans locked. The company also priced five non-QM transactions in Q2 and increased its MSR portfolio by $135 million. Unencumbered assets rose to $5.4 billion, with $6.3 billion available for financing.

InvestingPro Insights

As Piper Sandler maintains a positive stance on Annaly Capital Management (NYSE:NLY), real-time data from InvestingPro aligns with some of the optimism. With a market capitalization of $10.0 billion, Annaly stands as a significant player in its sector. Despite a negative P/E ratio in the last twelve months as of Q2 2024, indicating a lack of profitability, analysts are expecting a turnaround with net income growth anticipated this year. This is underscored by the fact that 4 analysts have revised their earnings estimates upwards for the upcoming period, hinting at a brighter outlook.

InvestingPro Tips highlight that Annaly has maintained dividend payments for 28 consecutive years, offering a substantial dividend yield of 13.03% as of the latest data, which could be particularly appealing for income-focused investors. Moreover, Annaly has demonstrated a robust revenue growth of 75.72% in the last twelve months as of Q2 2024. These insights suggest potential for the stock's performance, especially for those looking at dividend income and growth prospects.

For investors seeking a comprehensive analysis, additional insights are available on InvestingPro, including 7 more InvestingPro Tips for Annaly Capital Management, which can provide a deeper understanding of the company's financial health and stock potential.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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