Should I buy Annaly Capital Management (NLY) stock or is it too late?

Annaly Capital Management · Financials · price $23

See the full Annaly Capital Management (NLY) profile

⭐ What the most reliable analysts say · those who beat their sector, targets replayed on real prices

⭐ The most reliable of them, either direction: RBC Capital — 77% of its targets hit on this sector (172 calls tested). It aims for $25 (+8.4 %), call made on June 4, 2026, maturing on June 4, 2027 (85 d ago).

The 4 reliable analysts $24.50+6.2 %

The 2 other firms $24+4.1 %

How to read it: the 4 reliable firms are not filtered by optimism — 4 aim above the price, 0 below, hence their $24.50 median. “The 2 others” are the firms that don't pass our reliability filter on this sector.

Firm-by-firm track record on Annaly Capital Management

Here the hit rate is measured <b>on this stock specifically</b> (matured targets replayed against real prices, minimum 5 calls tested) — the green block above measures reliability <b>across the whole sector</b>, which is the criterion behind JPI selections. “Aims for” = the firm's most recent target on this stock; “—” means it hasn't published one recently.

Firm	% right	Gain vs sector	Calls	Aims for
JP Morgan	71 %	+10.7 %	7	$24 +4%
Jones Trading	100 %	+9.7 %	6	$25 +8%
RBC Capital	70 %	+6.0 %	10	$25 +8%
Keefe, Bruyette & Woods	57 %	+5.2 %	7	$25 +8%

In short — Should you invest in Annaly Capital Management? Is it too late, still worth it? Analysts are overwhelmingly positive (83% buy, median target $25, i.e. +6%), and the most reliable on NLY targets even higher. We give you both sides, with the numbers — not advice.

✅ Reasons to believe

83% of analysts rate it a buy (Buy consensus, 6 ratings) — a sign of market conviction.
The most reliable firm on NLY, Jones Trading (100% hit rate, 6 scored calls), targets $25 (call made on April 22, 2026, maturing on April 22, 2027) (+8%) in its most recent call, and $22 (call made on October 23, 2025, maturing on October 23, 2026) (-5%) in the one coming due soonest.
Pays a dividend (12.8% yield) — regular income on top of potential upside.

⚠️ Reasons to hesitate

The consensus is not unanimous: of 6 ratings, 1 is neutral.
Limited upside: the median target is only +6% from the current price.
A 12-month target is not a guaranteed path: the price can fall in the meantime.

The analyst consensus on NLY

Median target $25 (+6%) · 6 ratings · Buy consensus

Strong Buy00%

Buy583%

Hold117%

Sell00%

Strong Sell00%

⚠️ Information, not investment advice. Past performance does not guarantee future results. Analyst targets on a ~12-month horizon.

Frequently asked questions

Should you invest in Annaly Capital Management now?

We won't decide for you. The facts: 83% of analysts rate it a buy, median target $25 (+6%), and Jones Trading (most reliable on NLY, 100%) targets $25. Weigh that against valuation. This is not personalized advice.

Is it too late to invest in Annaly Capital Management?

Not according to analysts: the median target ($25) is still +6% above the current price ($23) (most reliable on NLY: Jones Trading, 100%). The real question isn't "too late" but the price-to-value gap and risk. Not advice.

Is Annaly Capital Management still worth investing in?

It depends on the gap between the price ($23) and its estimated value: analysts target $25 on median (+6%), with 83% buys (most reliable on NLY: Jones Trading, 100%). Cross-check with their real reliability on NLY and the cautions above. Information, not advice.

What's the main risk in buying NLY?

The consensus is not unanimous: of 6 ratings, 1 is neutral.

→ Go deeper: the full Annaly Capital Management profile (consensus, analyst reliability, price target, performance).