Loading...

MSR Activity And Higher Coupon Segments Will Shape Our Future

Published
23 Apr 25
Updated
09 Oct 25
AnalystConsensusTarget's Fair Value
US$21.48
4.4% undervalued intrinsic discount
09 Oct
US$20.53
Loading
1Y
4.6%
7D
-1.1%

Author's Valuation

US$21.484.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on09 Oct 25
Fair value Increased 1.29%

Analysts have raised their price target for Annaly Capital Management from $21.50 to $22.50, citing improving mortgage market conditions and increased refinancing activity as key factors driving the positive outlook. Analyst Commentary Bullish Takeaways Bullish analysts highlight the recent decrease in 30-year mortgage rates, which have fallen to 6.3 percent from above 7 percent earlier in the year.

Shared on14 Sep 25
Fair value Increased 0.86%

A reduction in both Annaly Capital Management’s discount rate and future P/E ratio suggests a modestly improved risk profile and valuation outlook, supporting the slight increase in the consensus analyst price target from $21.02 to $21.20. What's in the News Annaly Capital Management did not repurchase any shares in the recent buyback tranche, with 0 shares bought back for $0 million.

Shared on29 Jul 25
Fair value Increased 70%

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.