MSR Activity And Higher Coupon Segments Will Shape Our Future

Published
23 Apr 25
Updated
15 Aug 25
AnalystConsensusTarget's Fair Value
US$20.93
0.9% overvalued intrinsic discount
15 Aug
US$21.13
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1Y
5.6%
7D
1.4%

Author's Valuation

US$20.9

0.9% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on29 Jul 25
Fair value Increased 69%

Driven by a sharp upward revision in revenue growth forecasts and a notable decrease in future P/E, Annaly Capital Management's consensus analyst price target has increased significantly from $12.35 to $20.84. What's in the News No shares were repurchased under the buyback program during the reported period.

Shared on01 May 25
Fair value Decreased 27%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.