Annaly Capital Management, Inc.NLYNYSE
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Analyst Sentiment

Analysts are neutral — opinion is divided on direction.

Consensus Rating
Hold
28 analysts·High coverage
54%
Rating Distribution
Strong Buy
00%
Buy
1554%
Hold
1139%
Sell
27%
Strong Sell
00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Price is near analyst consensus — limited near-term upside expected.

Bear Case
$23.00
-1%
Consensus
$23.63
+1%
Bull Case
$25.00
+7%
Price Range28 analysts
Low
Consensus
High
$23.00
$25.00
Current Target
Current Price
$23.33
Upside to Target
$0.30

Price targets are 12-month forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

Earnings Surprises

Recent Analyst Actions

Jan 6, 2026Barclays
Annaly Capital price target raised to $23 from $20 at Barclays
Target:$23.00
+1.0%from $22.77
Jan 6, 2026BTIG
Annaly Capital upgraded to Buy from Neutral at BTIG
Target:$25.00
+9.8%from $22.77
Dec 22, 2025Piper Sandler
Annaly Capital price target raised to $23.50 from $22.50 at Piper Sandler
Target:$23.50
+3.5%from $22.70
Oct 8, 2025Piper Sandler
Annaly Capital price target raised to $22.50 from $21.50 at Piper Sandler
Target:$22.50
+9.2%from $20.60
Oct 6, 2025Barclays
Annaly Capital price target raised to $20 from $19 at Barclays
Target:$20.00
-3.7%from $20.76
Sep 15, 2025RBC Capital
Annaly Capital price target raised to $23 from $21 at RBC Capital
Target:$23.00
+4.5%from $22.00
Oct 31, 2024Argus Research
Argus Upgrades Annaly Capital Management (NLY) to Buy
Target:$21.00
+10.5%from $19.01
Sep 20, 2024Wells Fargo
Wells Fargo Upgrades Annaly Capital Management (NLY) to Overweight
Target:$23.00
+10.6%from $20.80
Aug 16, 2024Piper Sandler
Piper Sandler Reiterates Overweight Rating on Annaly Capital Management (NLY)
Target:$20.50
+2.1%from $20.09
May 2, 2023Piper Sandler
Diversified Model Drives Double-Digit Returns: Why Annaly Capital Management Earned An Upgrade
Target:$21.50
+13.9%from $18.88
Dec 19, 2022JonesTrading
Annaly Capital initiated with a Buy at JonesTrading
Target:$22.50
+5.2%from $21.39
Apr 27, 2022Barclays
Barclays Maintains Equal-Weight on Annaly Capital Management, Lowers Price Target to $7
Target:$7.00
-72.5%from $25.44
Apr 25, 2022J.P. Morgan
JP Morgan Maintains Overweight on Annaly Capital Management, Lowers Price Target to $6.5
Target:$6.50
-74.6%from $25.54
Oct 28, 2021KBW
Annaly Capital Management (NLY) PT Raised to $8.50 at Keefe, Bruyette Woods, Following Earnings
Target:$8.50
-73.7%from $32.36