Thrifts & Mortgage Finance Stocks Q3 Performance: Annaly Capital Management Outpaces Peers Amidst Economic Challenges

Wednesday, Dec 3, 2025 5:51 am ET1min read

Annaly Capital Management reported Q3 revenues of $885.6 million, up 637% YoY, exceeding analysts' expectations by 7.2%. The company's share price is up 7.5% since reporting and currently trades at $22.91. Despite the top-line beat, Annaly Capital Management missed analysts' net interest income estimates. The thrifts & mortgage finance industry benefits from demographic tailwinds and interest rate stabilization but faces headwinds such as net interest margin compression, increased competition, and potential housing market corrections.

Comments



Add a public comment...
No comments

No comments yet