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NLY Annaly Capital Management Inc. Common Stock
NYSE · Real Estate · Visualizza su SEC EDGAR ↗ chiudi Ott 6, 2026 10-K/10-Q Lug 29, 2026
$18,42
· % dell'intervallo 52 sett.
· sopra il minimo
· al massimo
$18,16minimo 52 sett.
$24,52massimo 52 sett.
Capitalizzazione di Mercato (MRQ)
$13.83B
P/E
6.3
EPS
$2.92
i tuoi badge
Intervallo 52 sett.
$18–$25
Rating Analisti
BUY
Prezzo Obiettivo
$24
P/E
6.3
ROE
14.1%
Margine di Profitto Netto
178.5%
La tua barra dei badge è vuota — aggiungi una metrica a piacere in questa pagina.
NLY Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
Prezzo
$18.42
Capitalizzazione di Mercato (MRQ)
$13.83B
P/E
6.3
EPS
$2.92
Rendimento div.
14.5%
ROE
14.1%
Intervallo 52 sett.
$18–$25
NLY Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione
intervallo
barre
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Split azionari
| Data ex-dividendo | Split | Tipo |
|---|---|---|
| 26 Settembre 2022 | 1-for-4 | Inverso |
Informazioni su Annaly Capital Management Inc. Common Stock Panoramica della società da Wikipedia
Annaly Capital Management, Inc. is one of the largest mortgage real estate investment trusts. It is organized in Maryland with its principal office in New York City.
The company borrows money, primarily via short term repurchase agreements, and reinvests the proceeds in asset-backed securities. As of December 31, 2023, 88% of the company's assets were mortgage-backed securities issued by either Fannie Mae or Freddie Mac. The company generates profits from the net interest spread between the interest earned from its assets and its borrowing costs, which is amplified from the use of leverage. As of December 31, 2019, the company had a GAAP leverage ratio of 6.8:1.
As of December 31, 2023, the weighted average days to maturity of its repurchase agreements was 44 days.
The company is ranked 857th on the Fortune 1000.
The company is named after Annaly, Ireland, which was ruled by the ancestors of the company's founder.
## History
Annaly Capital Management was founded in 1997 by Michael A.J. Farrell (1951-2012) and Wellington Denahan. Mike Farrell spent 26 years working for investment banks including E.F. Hutton & Co., Morgan Stanley, and Merrill Lynch.
In 2004, the company acquired Fixed Income Discount Advisory, an investment adviser, for $40.5 million in stock.
In October 2012, co-founder Wellington Denahan became CEO after Michael Farrell was diagnosed with cancer; Farrell died that month.
In 2013, the company acquired CreXus Investment for $996 million.
Effective September 30, 2015, Kevin Keyes was named CEO of the company.
In 2016, the company acquired Hatteras Financial for $1.5 billion in cash and stock.
In 2017, the company sold its Pingora servicing subsidiary.
In March 2020, David L. Finkelstein was named Chief Executive Officer and a member of the Board.
Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗
settoreReal Estate
industriaReal Estate
dipendenti212
paeseUS
Performance decennale Andamento di ricavi, utile netto, margini e EPS
EPS$2.922023-12-31 → 2025-12-31
Margine netto178.5%2023-12-31 → 2025-12-31
Valutazione e Rapporti
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
| Metrica | Tendenza 5 anni | NLY | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| P/E | 6.3 | · | 12.1 | Sottovalutato | |
| P/S | 11.5 | · | 9.1 | Più costoso | |
| P/B (MRQ) | 0.8 | · | 0.9 | Sopravvalutato | |
| Price / Cash Flow (Prezzo / Flusso di cassa) | 18.8 | · | 15.9 | Sopravvalutato | |
| Prezzo / Valore contabile tangibile (MRQ) | 0.8 | · | · | · |
La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
| Metrica | Tendenza 5 anni | NLY | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Pretax Margin (Margine ante imposte) | 180.1% | · | 22.5% | Di prim'ordine | |
| Net Profit Margin (Margine di Profitto Netto) | 178.5% | · | 64.5% | Di prim'ordine | |
| ROA | 1.7% | · | 1.4% | Di prim'ordine | |
| ROE | 14.1% | · | 8.6% | Di prim'ordine |
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
Nessun dato per questo gruppo di rapporti al momento
Dati fondamentali insufficienti per calcolare questo gruppo di rapporti.
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
| Metrica | Tendenza 5 anni | NLY | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Revenue YoY (Ricavi YoY) | 358.2% | · | · | · | |
| Revenue CAGR 3Y (CAGR Ricavi 3Y) | -8.2% | · | · | · | |
| Revenue CAGR 5Y (CAGR Ricavi 5Y) | -3.1% | · | · | · | |
| EPS YoY | 80.2% | · | · | · | |
| Net Income YoY (Utile Netto YoY) | 102.3% | · | · | · | |
| EPS CAGR 3Y (CAGR EPS 3 anni) | -9.3% | · | · | · | |
| Net Income CAGR 3Y (CAGR Utile Netto 3 anni) | 5.5% | · | · | · |
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
| Metrica | Tendenza 5 anni | NLY | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Asset Turnover (Rotazione delle attività) | 0.0 | · | 0.0 | Debole |
valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana
Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y
Dividend Yield14.5%
Rapporto di Distribuzione Utili92.8%
Pagamento annualizzato≈$3.00
CAGR Dividendi 5Y≈-4.5%
Striscia di crescita≈1
| Data ex-dividendo | Importo | Valuta | Rendimento |
|---|---|---|---|
| Set 30, 2026 | $0,75 | USD | ≈15.4% |
| Giu 30, 2026 | $0,75 | USD | ≈12.7% |
| Mar 31, 2026 | $0,70 | USD | ≈13.2% |
| Dic 31, 2025 | $0,70 | USD | ≈12.5% |
| Set 30, 2025 | $0,70 | USD | ≈13.6% |
| Giu 30, 2025 | $0,70 | USD | ≈14.3% |
| Mar 31, 2025 | $0,70 | USD | ≈13.0% |
| Dic 31, 2024 | $0,65 | USD | ≈14.2% |
| Set 30, 2024 | $0,65 | USD | ≈13.0% |
| Giu 28, 2024 | $0,65 | USD | ≈13.6% |
| Mar 27, 2024 | $0,65 | USD | ≈13.4% |
| Dic 28, 2023 | $0,65 | USD | ≈13.1% |
| Set 28, 2023 | $0,65 | USD | ≈15.1% |
| Giu 29, 2023 | $0,65 | USD | ≈15.3% |
| Mar 30, 2023 | $0,65 | USD | ≈17.5% |
| Dic 29, 2022 | $0,88 | USD | ≈16.5% |
| Set 29, 2022 | $0,88 | USD | ≈20.1% |
| Giu 29, 2022 | $0,88 | USD | ≈14.9% |
| Mar 30, 2022 | $0,88 | USD | ≈12.4% |
| Dic 30, 2021 | $0,88 | USD | ≈11.1% |
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
Sorpresa media
1.5%
Prossimo report
Ott 20, 2026
| Periodo | Rapporto | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|---|
| 30 Giugno 2026 | Lug 21, 2026 | $0.79 | $0.76 | 4.6% |
| 31 Marzo 2026 | $0.76 | $0.75 | 1.1% | |
| 31 Dicembre 2025 | $0.74 | $0.74 | 0.16% | |
| 30 Settembre 2025 | $0.73 | $0.73 | 0.21% | |
| 30 Giugno 2025 | $0.73 | $0.72 | 0.77% | |
| 31 Marzo 2025 | $0.72 | $0.70 | 2.1% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SG&A Expense | $200M | $171M | $163M | $163M | $186M | $222M | $272M | $330M | $224M | $250M | $200M | $209M | |
| Interest Expense | $4.82B | $4.59B | $3.84B | $1.31B | $249M | $899M | $2.78B | $1.90B | $1.01B | $658M | $472M | $513M | |
| Interest Income | $5.96B | $4.84B | $3.73B | $2.78B | $1.98B | $2.23B | $3.79B | $3.33B | $2.49B | $2.21B | $2.17B | $2.63B | |
| Other Non-op | $51M | $95M | $74M | $7M | $1M | $-31M | $107M | $110M | · | · | · | $-2.75B | |
| Pretax Income | $2.04B | $1.03B | $-1.60B | $1.77B | $2.40B | $-918M | $-2.17B | $52M | $1.58B | $1.43B | $464M | $-837M | |
| Income Tax | $-7M | $15M | $39M | $46M | $5M | $-28M | $-11M | $-2M | $7M | $-2M | $-2M | $5M | |
| Net Income | $2.03B | $1.00B | $-1.64B | $1.73B | $2.39B | $-891M | $-2.16B | $54M | $1.57B | $1.43B | $467M | $-842M | |
| EPS (Basic) | $2.92 | $1.62 | $-3.61 | $3.93 | $6.40 | $-2.92 | $-1.60 | $-0.06 | $1.37 | $1.39 | $0.42 | $-0.96 | |
| EPS (Diluted) | $2.92 | $1.62 | $-3.61 | $3.92 | $6.39 | $-2.92 | $-1.60 | $-0.06 | $1.37 | $1.39 | $0.42 | $-0.96 | |
| Shares (Basic) | 639,513,399 | 521,737,554 | 494,541,323 | 411,348,484 | 356,856,520 | 353,664,860 | 1,434,912,682 | 1,209,601,809 | 1,065,923,652 | 969,787,583 | 947,062,099 | 947,539,294 | |
| Shares (Diluted) | 641,042,741 | 522,747,610 | 494,541,323 | 411,621,758 | 357,142,251 | 353,664,860 | 1,434,912,682 | 1,209,601,809 | 1,066,351,616 | 970,102,353 | 947,276,742 | 947,539,294 |
Stato Patrimoniale
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | $1.41B | $1.58B | $1.34B | $1.24B | $1.85B | $1.74B | $707M | $1.54B | $1.77B | $1.74B | |
| Goodwill | · | · | · | · | $0 | $72M | $72M | $72M | $72M | $72M | $72M | $95M | |
| Intangibles | $7M | $9M | $12M | $17M | $24M | $56M | $21M | $29M | $23M | $34M | $39M | $38M | |
| Total Assets | $135.61B | $103.56B | $93.23B | $81.85B | $76.76B | $88.46B | $130.30B | $105.79B | $101.76B | $87.91B | $75.19B | $88.36B | |
| Total Liabilities | $119.45B | $90.86B | $81.88B | $70.48B | $63.57B | $74.43B | $114.50B | $91.67B | $86.89B | $75.33B | $63.28B | $75.02B | |
| Long-term Debt | · | · | · | · | · | $430M | $491M | · | $312M | $315M | $338M | · | |
| Common Stock | $7M | $6M | $5M | $5M | $4M | $14M | $14M | $13M | $12M | $10M | $9M | $9M | |
| Paid-in Capital | $27.93B | $25.26B | $23.67B | $22.98B | $20.32B | $19.75B | $19.97B | $18.79B | $17.22B | $15.58B | $14.68B | $14.79B | |
| Retained Earnings | $-13.16B | $-13.17B | $-12.62B | $-9.54B | $-9.65B | $-10.67B | $-8.31B | $-4.49B | $-2.96B | $-3.14B | $-3.32B | $-2.59B | |
| AOCI | $-489M | $-1.02B | $-1.34B | $-3.71B | $958M | $3.37B | $2.14B | $-1.98B | $-1.13B | $-1.09B | $-378M | $205M | |
| Stockholders' Equity | $16.09B | $12.61B | $11.26B | $11.27B | $13.17B | $14.01B | $15.79B | $14.11B | $14.87B | $12.57B | $11.90B | $13.33B | |
| Liabilities + Equity | $135.61B | $103.56B | $93.23B | $81.85B | $76.76B | $88.46B | $130.30B | $105.79B | $101.76B | $87.91B | $75.19B | $88.36B | |
| Shares Outstanding | 706,972,452 | 578,357,118 | 500,080,287 | 468,309,810 | 364,934,065 | 1,398,240,618 | 1,430,106,199 | 1,313,763,450 | 1,159,585,078 | 1,018,913,249 | 935,929,561 | 947,643,079 |
Flusso di cassa
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Deferred Tax | $-7M | $14M | $39M | $45M | · | · | · | · | · | · | · | · | |
| Amort. of Intangibles | $3M | $3M | $3M | $3M | $7M | $10M | $8M | $9M | $9M | $13M | $7M | $1M | |
| Operating Cash Flow | $693M | $3.31B | $2.37B | $5.37B | $3.08B | $528M | $-1.20B | $2.62B | $1.63B | $1.58B | $-3.64B | $6.13B | |
| Investing Cash Flow | $-27.36B | $-14.98B | $-8.42B | $-14.53B | $4.90B | $40.35B | $-20.64B | $-908M | $-14.67B | $-2.06B | $12.15B | · | |
| Debt Issued | · | · | · | · | · | · | · | · | $0 | $0 | $192M | $127M | |
| Net Debt Issued | · | · | · | · | · | · | · | · | $0 | · | $192M | · | |
| Stock Issued | $2.91B | $1.56B | $674M | $2.64B | $552M | $1M | $1.83B | $1.53B | $2.35B | $2M | $0 | · | |
| Stock Repurchased | · | · | · | $0 | $0 | $209M | $224M | $0 | $0 | $103M | $114M | · | |
| Net Stock Activity | $2.91B | $1.56B | $674M | $2.64B | $552M | $-208M | $1.61B | $1.53B | $1.65B | $-103M | $-114M | · | |
| Dividends Paid | $1.88B | $1.49B | $1.52B | $1.52B | $1.36B | $1.48B | $1.69B | $1.54B | $1.35B | $1.22B | $1.21B | $1.21B | |
| Financing Cash Flow | $27.22B | $11.75B | $5.88B | $9.39B | $-7.88B | $-41.49B | $21.96B | $-684M | $12.20B | $252M | $-8.47B | · | |
| Net Change in Cash | $550M | $76M | $-165M | $235M | $98M | $-607M | $115M | $1.03B | $-833M | $-230M | $28M | $1.19B | |
| Taxes Paid | $700.0K | $-2M | $1M | $-492.0K | $-4M | $2M | $2M | $-295.0K | $-2M | $934.0K | $2M | $8M |
Redditività
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 178.5% | 404.3% | 1475.2% | 117.4% | 137.8% | -67.0% | -215.8% | 3.8% | 105.7% | 92.3% | 27.5% | -39.7% | |
| Pretax Margin | 180.1% | 414.5% | 1435.6% | 120.6% | 138.5% | -69.0% | -216.9% | 3.6% | 106.1% | 92.1% | 27.3% | -39.5% | |
| ROA | 1.7% | 0.98% | -1.8% | 2.2% | 2.9% | -0.81% | -1.8% | 0.05% | 1.7% | 1.8% | 0.57% | -0.99% | |
| ROE | 14.1% | 8.4% | -14.6% | 14.1% | 17.6% | -6.0% | -14.5% | 0.38% | 11.4% | 11.7% | 3.7% | -6.5% |
Efficienza
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | -0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Per Azione
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $22.76 | $21.80 | $22.51 | $24.07 | $9.02 | $10.02 | $11.04 | $10.74 | $12.82 | $12.33 | $12.71 | $14.06 | |
| Revenue / Share | $1.77 | $0.47 | $-0.23 | $3.57 | $1.21 | $0.94 | $0.70 | $1.19 | $1.39 | $1.60 | $1.79 | $2.24 | |
| Cash Flow / Share | $1.08 | $6.33 | $4.79 | $13.05 | $2.15 | $0.37 | $-0.84 | $2.17 | $6.50 | $7.07 | $-3.34 | $6.47 | |
| Cash / Share | · | · | $2.82 | $3.37 | $0.92 | $0.89 | $1.29 | $1.32 | $0.61 | $1.51 | $1.89 | $1.84 | |
| Dividend / Share | $2.80 | $2.60 | $2.60 | $3.52 | $3.52 | $0.91 | $1.05 | $1.20 | $1.20 | $1.20 | $1.20 | $1.20 | |
| Dividend Paid / Share | $0.70 | $0.65 | $0.65 | $0.88 | $0.88 | $0.22 | $0.25 | $0.30 | $0.30 | $0.30 | $0.30 | · | |
| EPS (TTM) | $2.92 | $1.62 | $-3.61 | $3.92 | $6.39 | $-2.92 | $-1.60 | $-0.06 | $1.37 | $1.39 | $0.42 | $-0.96 |
Tassi di Crescita
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 358.2% | · | · | -15.3% | 30.3% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -8.2% | -47.7% | · | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -3.1% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 80.2% | · | · | -38.6% | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -9.3% | -36.7% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 102.3% | · | · | -27.8% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 5.5% | -25.2% | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 5.0% | · | · | · | · | · | · | · | · | · | · | · |
Valutazione (TTM)
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.14B | $248M | $-111M | $1.47B | $1.73B | $1.33B | $1.00B | $1.43B | $1.48B | $1.55B | $1.70B | $2.12B | |
| Net Income TTM | $2.03B | $1.00B | $-1.64B | $1.73B | $2.39B | $-891M | $-2.16B | $54M | $1.57B | $1.43B | $467M | $-842M | |
| Market Cap | $15.81B | $10.58B | $9.69B | $9.87B | $45.66B | $47.26B | $53.89B | $51.60B | $55.15B | $40.63B | $35.12B | $40.98B | |
| P/E | 7.7 | 11.3 | -5.4 | 5.4 | 4.9 | -11.6 | -23.6 | -654.7 | 34.7 | 28.7 | 89.3 | -45.0 | |
| P/S | 13.9 | 42.7 | -87.0 | 6.7 | 26.3 | 35.5 | 53.8 | 36.0 | 37.1 | 26.2 | 20.7 | 19.3 | |
| P/B | 1.0 | 0.8 | 0.9 | 0.9 | 3.5 | 3.4 | 3.4 | 3.7 | 3.7 | 3.2 | 3.0 | 3.1 | |
| P / Tangible Book | 1.0 | 0.8 | 0.9 | 0.9 | 3.5 | 3.4 | · | · | · | · | · | · | |
| P / Cash Flow | 22.8 | 3.2 | 4.1 | 1.8 | 14.8 | 89.5 | -44.9 | 19.7 | 8.0 | 5.9 | -11.1 | 6.7 | |
| Dividend Yield | 11.9% | 14.1% | 15.7% | 15.4% | 3.0% | 3.1% | 3.1% | 3.0% | 2.5% | 3.0% | 3.4% | 2.9% | |
| Earnings Yield | 13.1% | 8.8% | -18.6% | 18.6% | 20.4% | -8.6% | -4.2% | -0.15% | 2.9% | 3.5% | 1.1% | -2.2% | |
| Payout Ratio | 92.8% | 149.1% | -92.4% | 88.1% | 56.9% | -165.6% | -78.1% | 2832.1% | 86.2% | 85.2% | 259.2% | -143.6% | |
| Annual Payout | $1.88B | $1.49B | $1.52B | $1.52B | $1.36B | $1.48B | $1.69B | $1.54B | $1.35B | $1.22B | $1.21B | $1.21B |
Conto Economico
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SG&A Expense | $58M | $53M | $51M | $50M | $50M | $48M | $44M | $44M | $45M | $39M | $39M | $40M | $43M | $41M | $43M | $38M | |
| Interest Expense | $1.32B | $1.27B | $1.32B | $1.26B | $1.15B | $1.10B | $1.15B | $1.22B | $1.12B | $1.10B | $1.04B | $1.05B | $953M | $799M | $664M | $400M | |
| Interest Income | $1.81B | $1.72B | $1.69B | $1.53B | $1.42B | $1.32B | $1.34B | $1.23B | $1.18B | $1.09B | $990M | $1.00B | $921M | $818M | $799M | $678M | |
| Other Non-op | $14M | $9M | $14M | $14M | $16M | $7M | $19M | $27M | $25M | $23M | $23M | $26M | $9M | $15M | $8M | $2M | |
| Pretax Income | $835M | $289M | $1.01B | $835M | $61M | $139M | $483M | $76M | $3M | $464M | $-390M | $-557M | $175M | $-828M | $-887M | $-278M | |
| Income Tax | $7M | $-2M | $-8M | $-8M | $440.0K | $8M | $10M | $-6M | $12M | $-943.0K | $2M | $12M | $14M | $11M | $-86.0K | $-4M | |
| Net Income | $823M | $283M | $1.01B | $832M | $57M | $124M | $482M | $66M | $-9M | $463M | $-404M | $-562M | $167M | $-844M | $-888M | $-275M | |
| EPS (Basic) | $1.06 | $0.33 | $1.53 | $1.21 | $0.03 | $0.15 | $0.81 | $0.05 | $-0.09 | $0.85 | $-0.88 | $-1.21 | $0.27 | $-1.79 | $-3.04 | $-0.70 | |
| EPS (Diluted) | $1.06 | $0.33 | $1.54 | $1.20 | $0.03 | $0.15 | $0.81 | $0.05 | $-0.09 | $0.85 | $-0.88 | $-1.21 | $0.27 | $-1.79 | $-3.04 | $-0.70 | |
| Shares (Basic) | 738,926,270 | 722,707,153 | · | 656,335,974 | 620,208,712 | 587,149,704 | · | 515,729,658 | 500,950,563 | 500,612,840 | · | 494,330,361 | 494,165,256 | 489,688,364 | · | 429,858,876 | |
| Shares (Diluted) | 740,256,247 | 724,364,897 | · | 657,856,427 | 621,103,218 | 588,420,998 | · | 516,832,152 | 500,950,563 | 501,182,043 | · | 494,330,361 | 494,358,982 | 489,688,364 | · | 429,858,876 |
Stato Patrimoniale
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Intangibles | $5M | $6M | $7M | $7M | $8M | $9M | $9M | $10M | $11M | $11M | · | $13M | $15M | $16M | · | $17M | |
| Total Assets | $143.74B | $138.54B | $135.61B | $125.86B | $112.14B | $105.12B | $103.56B | $101.52B | $93.67B | $91.48B | $93.23B | $89.65B | $89.33B | $86.83B | $81.85B | $85.41B | |
| Total Liabilities | $126.76B | $122.21B | $119.45B | $110.86B | $98.67B | $92.03B | $90.86B | $88.98B | $82.41B | $79.99B | · | $78.97B | $77.44B | $74.92B | · | $74.46B | |
| Common Stock | $8M | $7M | $7M | $7M | $6M | $6M | $6M | $6M | $5M | $5M | · | $5M | $5M | $5M | · | $5M | |
| Paid-in Capital | $28.89B | $28.43B | $27.93B | $27.35B | $26.52B | $25.75B | $25.26B | $24.85B | $23.69B | $23.67B | · | $23.57B | $23.55B | $23.54B | · | $22.97B | |
| Retained Earnings | $-13.21B | $-13.43B | $-13.16B | $-13.63B | $-13.94B | $-13.51B | $-13.17B | $-13.24B | $-12.90B | $-12.52B | · | $-11.86B | $-10.93B | $-10.74B | · | $-8.21B | |
| AOCI | $-557M | $-534M | $-489M | $-624M | $-740M | $-787M | $-1.02B | $-712M | $-1.16B | $-1.28B | · | $-2.69B | $-2.38B | $-2.55B | · | $-5.43B | |
| Stockholders' Equity | $16.93B | $16.27B | $16.09B | $14.91B | $13.38B | $12.99B | $12.61B | $12.44B | $11.18B | $11.41B | · | $10.56B | $11.78B | $11.79B | · | $10.87B | |
| Liabilities + Equity | $143.74B | $138.54B | $135.61B | $125.86B | $112.14B | $105.12B | $103.56B | $101.52B | $93.67B | $91.48B | · | $89.65B | $89.33B | $86.83B | · | $85.41B | |
| Shares Outstanding | 750,574,308 | 730,290,500 | 706,972,452 | 681,052,317 | 642,076,127 | 602,338,286 | 578,357,118 | 558,047,743 | 501,018,415 | 500,440,023 | · | 494,814,038 | 493,893,288 | 493,880,938 | · | 467,911,144 |
Flusso di cassa
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Deferred Tax | $8M | $-3M | $-8M | $-8M | $440.0K | $8M | $9M | $-6M | $12M | $-943.0K | · | · | · | · | · | · | |
| Amort. of Intangibles | $673.0K | $673.0K | $672.0K | $673.0K | $672.0K | $673.0K | · | $673.0K | $672.0K | $673.0K | · | $759.0K | $758.0K | $758.0K | · | $758.0K | |
| Operating Cash Flow | $1.62B | $-1.40B | $644M | $24M | $181M | $-156M | $2.81B | $-1.67B | $477M | $1.70B | $379M | $1.87B | $1.14B | $-1.02B | $202M | $2.45B | |
| Investing Cash Flow | $-6.22B | $-4.40B | $-9.89B | $-11.82B | $-7.31B | $1.66B | $-6.25B | $-4.43B | $-4.14B | $-167M | $1.20B | $-5.37B | $-3.17B | $-1.08B | $-5.53B | $-6.94B | |
| Stock Issued | $447M | $508M | $565M | $1.09B | $761M | $496M | $398M | $1.15B | $11M | $-48.0K | $94M | $18M | $-118.0K | $563M | $9M | $1.67B | |
| Net Stock Activity | · | $508M | · | · | · | $496M | · | · | · | $-48.0K | · | · | · | $563M | · | · | |
| Dividends Paid | $552M | $536M | $523M | $487M | $459M | $413M | $402M | $367M | $363M | $362M | $359M | $358M | $357M | $444M | $442M | $381M | |
| Financing Cash Flow | $5.60B | $5.67B | $9.19B | $11.83B | $7.36B | $-1.16B | $3.37B | $6.07B | $3.58B | $-1.28B | $-1.41B | $3.51B | $1.47B | $2.32B | $5.44B | $5.10B | |
| Net Change in Cash | $1000M | $-125M | $-59M | $38M | $225M | $346M | $-72M | $-27M | $-78M | $253M | $171M | $4M | $-557M | $217M | $111M | $612M | |
| Taxes Paid | $1M | $54.0K | $1M | $-150.0K | $34.0K | $-237.0K | · | $-470.0K | $-421.0K | $-236.0K | · | $2M | $-515.0K | $-139.0K | $2M | $-509.0K |
Redditività
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 168.5% | 62.4% | · | 301.9% | 20.9% | 56.5% | · | 495.8% | -17.7% | -7175.5% | · | 1240.1% | -522.6% | -4337.8% | · | -99.0% | |
| Pretax Margin | 171.0% | 63.8% | · | 302.9% | 22.3% | 63.0% | · | 568.7% | 5.8% | -7196.3% | · | 1228.0% | -549.0% | -4255.7% | · | -100.1% | |
| ROA | 0.64% | 0.23% | · | 0.73% | 0.06% | 0.13% | · | 0.07% | -0.01% | 0.52% | · | -0.64% | 0.20% | -1.0% | · | -0.34% | |
| ROE | 5.4% | 1.9% | · | 6.1% | 0.46% | 1.0% | · | 0.58% | -0.08% | 4.0% | · | -5.2% | 1.5% | -7.3% | · | -2.2% |
Efficienza
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | -0.0 | · | -0.0 | -0.0 | 0.0 | · | 0.0 |
Per Azione
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $22.55 | $22.28 | · | $21.89 | $20.84 | $21.57 | · | $22.30 | $22.32 | $22.80 | · | $21.35 | $23.84 | $23.88 | · | $23.22 | |
| Revenue / Share | $0.66 | $0.62 | · | $0.42 | $0.44 | $0.37 | · | $0.03 | $0.11 | $-0.01 | · | $-0.09 | $-0.06 | $0.04 | · | $0.65 | |
| Cash Flow / Share | · | $-1.93 | · | · | · | $-0.27 | · | · | · | $3.39 | · | · | · | $-2.08 | · | · | |
| Dividend / Share | $0.75 | $0.70 | $0.70 | $0.70 | $0.70 | $0.70 | $0.65 | $0.65 | $0.65 | $0.65 | · | $0.65 | $0.65 | $0.65 | · | $0.88 | |
| Dividend Paid / Share | $0.75 | $0.70 | $-1.40 | $0.70 | $0.70 | $0.70 | $-1.30 | $0.65 | $0.65 | $0.65 | · | $0.65 | $0.65 | $0.65 | · | $0.88 | |
| EPS (TTM) | $4.13 | $3.10 | · | $2.19 | $1.04 | $0.92 | · | $-0.07 | $-1.33 | $-0.97 | · | $-5.77 | $-5.26 | $-3.33 | · | $10.99 |
Valutazione (TTM)
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.58B | $1.37B | · | $956M | $694M | $474M | · | $7M | $-52M | $-137M | · | $77M | $401M | $908M | · | $1.70B | |
| Net Income TTM | $2.95B | $2.19B | · | $1.50B | $730M | $663M | · | $116M | $-513M | $-336M | · | $-2.13B | $-1.84B | $-1.14B | · | $3.03B | |
| Market Cap | $16.78B | $15.45B | · | $13.76B | $12.08B | $12.23B | · | $11.20B | $9.55B | $9.85B | · | $9.31B | $9.88B | $9.44B | · | $8.03B | |
| P/E | 5.4 | 6.8 | · | 9.2 | 18.1 | 22.1 | · | -286.7 | -14.3 | -20.3 | · | -3.3 | -3.8 | -5.7 | · | 1.6 | |
| P/S | 10.6 | 11.3 | · | 14.4 | 17.4 | 25.8 | · | 1609.7 | -184.4 | -71.8 | · | 120.5 | 24.7 | 10.4 | · | 4.7 | |
| P/B | 1.0 | 0.9 | · | 0.9 | 0.9 | 0.9 | · | 0.9 | 0.9 | 0.9 | · | 0.9 | 0.8 | 0.8 | · | 0.7 | |
| P / Tangible Book | 1.0 | 0.9 | · | 0.9 | 0.9 | 0.9 | · | 0.9 | 0.9 | 0.9 | · | 0.9 | 0.8 | 0.8 | · | 0.7 | |
| P / Cash Flow | · | -11.0 | · | · | · | -78.3 | · | · | · | 5.8 | · | · | · | -9.3 | · | · | |
| Dividend Yield | 12.5% | 13.0% | · | 12.8% | 13.6% | 12.6% | · | 13.0% | 15.1% | 14.6% | · | 17.2% | 16.4% | 17.1% | · | 17.7% | |
| Earnings Yield | 18.5% | 14.7% | · | 10.8% | 5.5% | 4.5% | · | -0.35% | -7.0% | -4.9% | · | -30.7% | -26.3% | -17.4% | · | 64.0% | |
| Payout Ratio | · | 189.5% | · | · | · | 332.6% | · | · | · | 78.2% | · | · | · | -52.6% | · | · | |
| Annual Payout | $2.10B | $2.00B | · | $1.76B | $1.64B | $1.54B | · | $1.45B | $1.44B | $1.44B | · | $1.60B | $1.62B | $1.62B | · | $1.42B |
Periodo più recente a sinistra · valori nulli mostrati come ·
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
| Metrica | 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Utile netto | $2.03B | · | · | $1.00B | · |
| EPS Diluito | $2.92 | · | · | $1.62 | · |
Nessun dato per questo bilancio
Dati fondamentali insufficienti per creare questo bilancio al momento.
Nessun dato per questo bilancio
Dati fondamentali insufficienti per creare questo bilancio al momento.
Proprietari istituzionali (13F) 853 filer · $11.0B totale · Aggiornato al 30 Settembre 2026
Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.
Detentori
853
Valore detenuto
$11.0B
Nuove posizioni
86
Posizioni chiuse
62
Attività istituzionale — Q2 2026 vs trimestre precedente
| Nuove posizioni | Posizioni chiuse | Aumentato | Diminuito | Variazione netta delle azioni |
|---|---|---|---|---|
| 86 (-36 vs trimestre precedente) | 62 (-9 vs trimestre precedente) | 359 (-4 vs trimestre precedente) | 213 (+30 vs trimestre precedente) | +21.8M |
Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.
| Istituzione | Valore | Azioni | % di 13F tracciati | Tipo |
|---|---|---|---|---|
| BlackRock, Inc. | $1.950.229.954 | 87.219.586 | 17,72% | Azioni |
| VANGUARD GROUP INC | $1.422.400.968 | 63.613.639 | 12,92% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $735.653.570 | 32.900.428 | 6,68% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $698.772.293 | 31.250.997 | 6,35% | Azioni |
| STATE STREET CORP | $679.468.329 | 29.426.379 | 6,17% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $465.121.934 | 20.823.764 | 4,23% | Azioni |
| FMR LLC | $319.483.756 | 14.288.182 | 2,90% | Azioni |
| Allspring Global Investments Holdings, LLC | $256.113.998 | 11.536.667 | 2,33% | Azioni |
| NORGES BANK | $201.106.779 | 8.994.042 | 1,83% | Azioni |
| NORTHERN TRUST CORP | $173.484.465 | 7.758.697 | 1,58% | Azioni |
| Invesco Ltd. | $172.710.831 | 7.724.098 | 1,57% | Azioni |
| CITADEL ADVISORS LLC | $150.732.919 | 6.741.186 | 1,37% | Azioni |
| MORGAN STANLEY | $148.397.747 | 6.636.749 | 1,35% | Azioni |
| JPMORGAN CHASE & CO | $138.002.911 | 5.961.247 | 1,25% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $121.365.809 | 5.427.809 | 1,10% | Azioni |
| AMERIPRISE FINANCIAL INC | $112.518.801 | 5.030.245 | 1,02% | Azioni |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $111.194.306 | 5.257.414 | 1,01% | Azioni |
| Bank of New York Mellon Corp | $107.367.811 | 4.801.781 | 0,98% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $103.443.979 | 4.626.296 | 0,94% | Azioni |
| D. E. Shaw & Co., Inc. | $88.131.604 | 3.941.485 | 0,80% | Azioni |
| VAN ECK ASSOCIATES CORP | $69.274.791 | 3.098.157 | 0,63% | Azioni |
| Advisors Capital Management, LLC | $66.759.542 | 2.985.668 | 0,61% | Azioni |
| Amundi | $63.094.755 | 2.821.769 | 0,57% | Azioni |
| Brandywine Global Investment Management, LLC | $61.980.690 | 2.771.945 | 0,56% | Azioni |
| PFA Pension, Forsikringsaktieselskab | $61.460.234 | 2.748.669 | 0,56% | Azioni |
| BANK OF AMERICA CORP /DE/ | $61.012.546 | 2.728.647 | 0,55% | Azioni |
| Legal & General Group Plc | $56.517.720 | 2.527.626 | 0,51% | Azioni |
| FRANKLIN RESOURCES INC | $55.610.796 | 2.487.066 | 0,51% | Azioni |
| GOLDMAN SACHS GROUP INC | $53.043.697 | 2.372.258 | 0,48% | Azioni |
| VICTORY CAPITAL MANAGEMENT INC | $48.688.274 | 2.177.472 | 0,44% | Azioni |
| RHUMBLINE ADVISERS | $46.024.151 | 2.058.328 | 0,42% | Azioni |
| Swiss National Bank | $45.305.832 | 2.026.200 | 0,41% | Azioni |
| UBS Group AG | $45.135.091 | 2.018.564 | 0,41% | Azioni |
| FIRST TRUST ADVISORS LP | $43.715.667 | 1.955.084 | 0,40% | Azioni |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $43.186.439 | 1.931.415 | 0,39% | Azioni |
| Russell Investments Group, Ltd. | $37.757.181 | 1.681.567 | 0,34% | Azioni |
| PRINCIPAL FINANCIAL GROUP INC | $37.555.162 | 1.679.569 | 0,34% | Azioni |
| WELLS FARGO & COMPANY/MN | $36.003.573 | 1.610.178 | 0,33% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $33.902.232 | 1.516.200 | 0,31% | Opzione Put |
| Cetera Investment Advisers | $33.064.329 | 1.478.727 | 0,30% | Azioni |
| ROYAL BANK OF CANADA | $32.918.000 | 1.472.094 | 0,30% | Azioni |
| DANSKE BANK A/S | $32.719.388 | 1.463.300 | 0,30% | Azioni |
| LPL Financial LLC | $32.360.937 | 1.447.269 | 0,29% | Azioni |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $32.102.967 | 1.435.732 | 0,29% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $31.516.420 | 1.409.500 | 0,29% | Opzione Call |
| DEUTSCHE BANK AG\ | $31.191.462 | 1.394.967 | 0,28% | Azioni |
| Tredje AP-fonden | $31.126.126 | 1.392.045 | 0,28% | Azioni |
| SEI INVESTMENTS CO | $30.904.245 | 1.382.130 | 0,28% | Azioni |
| Nuveen, LLC | $30.615.224 | 1.369.196 | 0,28% | Azioni |
| ENVESTNET ASSET MANAGEMENT INC | $29.747.061 | 1.330.369 | 0,27% | Azioni |
Attivisti e proprietari del 5%+ 1 partecipazione
Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.
| Depositante | Depositato | Partecipazione | Stato | Scopo | Deposito |
|---|---|---|---|---|---|
| Annaly Capital Management, Inc. ×8 depositi | 23 Maggio 2013 | · | Deposito iniziale | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Insider aziendali 35 insider · 16 dirigenti · 22 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| David L Finkelstein | CEO and Co-CIO | 03 Agosto 2026 S | 761.012 | 0 | 4 | $-4.503.000 |
| Kevin Keyes | Chairman, CEO & President | 06 Maggio 2019 P | 1.284.779 | 0 | 0 | $0 |
| Michael A J Farrell | Pres., Chairman of Board & CEO | 02 Ottobre 2012 M | 2.706.392 | 0 | 0 | $0 |
| Serena Wolfe | Chief Financial Officer | 04 Maggio 2026 S | 200.964 | 0 | 2 | $-754.395 |
| Kathryn Fagan | CHIEF FINANCIAL OFFICER | 27 Aprile 2012 M | 290.482 | 0 | 0 | $0 |
| Steven Francis Campbell | President and COO | 25 Febbraio 2026 F | 219.763 | 0 | 2 | $-1.257.352 |
| James Fortescue | COO | 11 Novembre 2013 P | 160.261 | 0 | 0 | $0 |
| Anthony C Green | Chief Corporate Officer, CLO | 03 Novembre 2025 S | 178.441 | 0 | 1 | $-475.854 |
| Ilker Ertas | Chief Investment Officer | 01 Febbraio 2022 A | 333.083 | 0 | 0 | $0 |
| Timothy P Coffey | Chief Credit Officer | 01 Febbraio 2022 A | 399.501 | 0 | 0 | $0 |
| Nicholas R Singh | Chief Legal Officer | 06 Maggio 2016 P | 21.899 | 0 | 0 | $0 |
| Rose-Marie Lyght | Co-CIO | 26 Novembre 2013 P | 163.011 | 0 | 0 | $0 |
| Kristopher Robert Konrad | Co-CIO | 13 Agosto 2013 P | 213.035 | 0 | 0 | $0 |
| Jeremy Diamond | MANAGING DIRECTOR | 15 Ottobre 2012 M | 91.989 | 0 | 0 | $0 |
| Ronald Daniel Kazel | Managing Director | 13 Dicembre 2011 M | 156.938 | 0 | 0 | $0 |
| Jennifer S. Karve | EVP and Portfolio Manager | 07 Luglio 2005 A | 103.092 | 0 | 0 | $0 |
| Scott Wede | Direttore | 10 Giugno 2026 A | · | 0 | 0 | $0 |
| Manon Laroche | Direttore | 10 Giugno 2026 A | · | 0 | 0 | $0 |
| Martin Laguerre | Direttore | 10 Giugno 2026 A | · | 0 | 0 | $0 |
| Eric A. Reeves | Direttore | 10 Giugno 2026 A | 30.593 | 0 | 0 | $0 |
| Thomas Edward Hamilton | Direttore | 10 Giugno 2026 A | 0 | 0 | 0 | $0 |
| Kathy Hopinkah Hannan | Direttore | 10 Giugno 2026 A | 38.143 | 0 | 0 | $0 |
| Vicki Williams | Direttore | 10 Giugno 2026 A | · | 0 | 0 | $0 |
| Glenn Votek | Direttore | 10 Giugno 2026 A | 350.052 | 0 | 0 | $0 |
| Francine J. Bovich | Direttore | 15 Maggio 2024 A | 13.500 | 0 | 0 | $0 |
| Michael E Haylon | Direttore | 15 Maggio 2024 A | · | 0 | 0 | $0 |
| John H Schaefer | Direttore | 15 Maggio 2024 A | 87.494 | 0 | 0 | $0 |
| Wellington Denahan | Direttore | 18 Maggio 2023 M | 256.857 | 0 | 0 | $0 |
| Katherine Beirne Fallon | Direttore | 14 Luglio 2022 M | 54.699 | 0 | 0 | $0 |
| Donnell Segalas | Direttore | 20 Maggio 2020 A | 500 | 0 | 0 | $0 |
| Jonathan D Green | Direttore | 22 Maggio 2019 A | 45.750 | 0 | 0 | $0 |
| Kevin Brady | Direttore | 23 Maggio 2018 A | 48.750 | 0 | 0 | $0 |
| Wayne E Nordberg | Direttore | 23 Maggio 2018 A | 43.250 | 0 | 0 | $0 |
| John Lambiase | Direttore | 26 Giugno 2012 A | 58.062 | 0 | 0 | $0 |
| Spencer I Browne | Direttore | 21 Dicembre 2004 M | 36.558 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Proprietà ETF Posseduti da 84 ETF
Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.
| Fondo | Peso | Unità | Aggiornato al | Fonte |
|---|---|---|---|---|
| DVDN · ETF Opportunities Trust | 7,19% | 9.685 NS | 31 Luglio 2026 | N-PORT |
| KBWD · Invesco Exchange-Traded Fund Trust … | 3,09% | 576.308 | 05 Ottobre 2026 | Giornaliero |
| PAMC · Pacer Funds Trust | 2,11% | 49.848 NS | 31 Luglio 2026 | N-PORT |
| XMVM · Invesco Exchange-Traded Fund Trust | 1,34% | 353.034 | 05 Ottobre 2026 | Giornaliero |
| FXO · First Trust Exchange-Traded AlphaDE… | 1,22% | 605.796 NS | 31 Luglio 2026 | N-PORT |
| IYR · iShares Trust | 1,22% | 2.260.388 SH | 11 Settembre 2026 | Giornaliero |
| FDVV · FIDELITY COVINGTON TRUST | 1,21% | 5.406.345 NS | 31 Luglio 2026 | N-PORT |
| XMLV · Invesco Exchange-Traded Fund Trust … | 1,15% | 415.994 | 05 Ottobre 2026 | Giornaliero |
| XMMO · Invesco Exchange-Traded Fund Trust | 1,05% | 3.958.771 | 05 Ottobre 2026 | Giornaliero |
| HSMV · First Trust Exchange-Traded Fund III | 1,03% | 15.973 NS | 31 Luglio 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,94% | 629.166 SH | 19 Agosto 2026 | Giornaliero |
| PFF · iShares Trust | 0,91% | 4.553.823 SH | 11 Settembre 2026 | Giornaliero |
| FTA · First Trust Exchange-Traded AlphaDE… | 0,87% | 537.648 NS | 31 Luglio 2026 | N-PORT |
| CZA · Invesco Exchange-Traded Fund Trust | 0,72% | 76.599 | 05 Ottobre 2026 | Giornaliero |
| FDRR · FIDELITY COVINGTON TRUST | 0,71% | 228.919 NS | 31 Luglio 2026 | N-PORT |
| HDUS · Lattice Strategies Trust | 0,70% | 62.630 NS | 31 Luglio 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0,64% | 93.034 NS | 31 Luglio 2026 | N-PORT |
| FVAL · FIDELITY COVINGTON TRUST | 0,53% | 308.098 NS | 31 Luglio 2026 | N-PORT |
| FBCV · FIDELITY COVINGTON TRUST | 0,51% | 39.785 NS | 31 Luglio 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,47% | 80.507 NS | 31 Luglio 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,46% | 99.074 | 05 Ottobre 2026 | Giornaliero |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,45% | 1.183.532 SH | 19 Agosto 2026 | Giornaliero |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,44% | 32.474 NS | 31 Luglio 2026 | N-PORT |
| PABU · iShares Trust | 0,42% | 479.510 SH | 11 Settembre 2026 | Giornaliero |
| BKMC · BNY Mellon ETF Trust | 0,42% | 120.102 NS | 31 Luglio 2026 | N-PORT |
| VRP · Invesco Exchange-Traded Fund Trust … | 0,39% | 472.092 | 05 Ottobre 2026 | Giornaliero |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,37% | 252.070 NS | 31 Luglio 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,36% | 10.761 NS | 31 Luglio 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,35% | 10.669.796 SH | 19 Agosto 2026 | Giornaliero |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,31% | 63.359 NS | 31 Luglio 2026 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,31% | 61.531 NS | 31 Luglio 2026 | N-PORT |
| WLDR · Two Roads Shared Trust | 0,30% | 12.111 NS | 31 Luglio 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,28% | 309.813 NS | 31 Luglio 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,27% | 179.023 | 05 Ottobre 2026 | Giornaliero |
| IYF · iShares Trust | 0,25% | 490.030 SH | 11 Settembre 2026 | Giornaliero |
| IMCV · iShares Trust | 0,23% | 120.186 SH | 11 Settembre 2026 | Giornaliero |
| SMMD · iShares Trust | 0,22% | 390.841 SH | 11 Settembre 2026 | Giornaliero |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,21% | 231.724 NS | 31 Luglio 2026 | N-PORT |
| SIZE · iShares Trust | 0,20% | 39.324 SH | 11 Settembre 2026 | Giornaliero |
| VB · VANGUARD INDEX FUNDS | 0,20% | 16.807.268 SH | 19 Agosto 2026 | Giornaliero |
| VXF · VANGUARD INDEX FUNDS | 0,19% | 8.411.737 SH | 19 Agosto 2026 | Giornaliero |
| VFH · VANGUARD WORLD FUND | 0,19% | 1.170.024 SH | 19 Agosto 2026 | Giornaliero |
| EUSA · iShares, Inc. | 0,19% | 164.609 SH | 11 Settembre 2026 | Giornaliero |
| FNCL · FIDELITY COVINGTON TRUST | 0,18% | 188.740 NS | 31 Luglio 2026 | N-PORT |
| REVS · Columbia ETF Trust I | 0,17% | 24.812 NS | 31 Luglio 2026 | N-PORT |
| IWS · iShares Trust | 0,16% | 1.096.747 SH | 11 Settembre 2026 | Giornaliero |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,15% | 56.313 NS | 31 Luglio 2026 | N-PORT |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,14% | 509.885 NS | 31 Luglio 2026 | N-PORT |
| VLUE · iShares Trust | 0,12% | 533.195 SH | 11 Settembre 2026 | Giornaliero |
| IWR · iShares Trust | 0,12% | 3.002.348 SH | 11 Settembre 2026 | Giornaliero |
| IMCB · iShares Trust | 0,11% | 85.669 SH | 11 Settembre 2026 | Giornaliero |
| RECS · Columbia ETF Trust I | 0,09% | 219.002 NS | 31 Luglio 2026 | N-PORT |
| CRBN · iShares Trust | 0,07% | 39.515 SH | 11 Settembre 2026 | Giornaliero |
| USXF · iShares Trust | 0,07% | 43.535 SH | 11 Settembre 2026 | Giornaliero |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,06% | 23.956 | 05 Ottobre 2026 | Giornaliero |
| IUSV · iShares Trust | 0,05% | 639.560 SH | 11 Settembre 2026 | Giornaliero |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,05% | 442.694 SH | 19 Agosto 2026 | Giornaliero |
| SUSL · iShares Trust | 0,05% | 25.861 SH | 11 Settembre 2026 | Giornaliero |
| PRF · Invesco Exchange-Traded Fund Trust | 0,05% | 238.534 | 05 Ottobre 2026 | Giornaliero |
| ILCV · iShares Trust | 0,05% | 28.213 SH | 11 Settembre 2026 | Giornaliero |
| IWD · iShares Trust | 0,04% | 1.628.254 SH | 11 Settembre 2026 | Giornaliero |
| GLBL · Pacer Funds Trust | 0,04% | 19 NS | 31 Luglio 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,03% | 1.915 NS | 31 Luglio 2026 | N-PORT |
| USCL · iShares Trust | 0,03% | 38.836 SH | 11 Settembre 2026 | Giornaliero |
| ESGV · VANGUARD WORLD FUND | 0,03% | 166.102 SH | 19 Agosto 2026 | Giornaliero |
| TILT · FlexShares Trust | 0,03% | 25.122 NS | 31 Luglio 2026 | N-PORT |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,03% | 100.864 NS | 31 Luglio 2026 | N-PORT |
| ILCB · iShares Trust | 0,02% | 14.173 SH | 11 Settembre 2026 | Giornaliero |
| IWB · iShares Trust | 0,02% | 507.346 SH | 11 Settembre 2026 | Giornaliero |
| IWV · iShares Trust | 0,02% | 205.390 SH | 11 Settembre 2026 | Giornaliero |
| IYY · iShares Trust | 0,02% | 30.727 SH | 11 Settembre 2026 | Giornaliero |
| ITOT · iShares Trust | 0,02% | 954.010 SH | 11 Settembre 2026 | Giornaliero |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0,02% | 118.220 | 05 Ottobre 2026 | Giornaliero |
| VTI · VANGUARD INDEX FUNDS | 0,02% | 23.222.584 SH | 19 Agosto 2026 | Giornaliero |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,02% | 120.689 SH | 19 Agosto 2026 | Giornaliero |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,02% | 61.726 SH | 19 Agosto 2026 | Giornaliero |
| TOK · iShares Trust | 0,02% | 2.041 SH | 11 Settembre 2026 | Giornaliero |
| URTH · iShares, Inc. | 0,02% | 64.901 SH | 11 Settembre 2026 | Giornaliero |
| ACWI · iShares Trust | 0,01% | 215.358 SH | 11 Settembre 2026 | Giornaliero |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 525.527 SH | 19 Agosto 2026 | Giornaliero |
| IJH · iShares Trust | · | 25.713.083 SH | 11 Settembre 2026 | Giornaliero |
| IJJ · iShares Trust | · | 3.740.275 SH | 01 Settembre 2026 | Giornaliero |
| REM · iShares Trust | · | 6.099.649 SH | 11 Settembre 2026 | Giornaliero |
| XJH · iShares Trust | · | 100.103 SH | 08 Settembre 2026 | Giornaliero |
NLY Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
rating · 17 analisti
COMPRA
Target mediano
$24.00
+30,3%
4 23,5%
Acquisto forte
8 47,1%
Compra
5 29,4%
Mantieni
0 0,0%
Vendi
0 0,0%
Vendita forte
Target Price a 12 Mesi
11 analisti · 2026-10-01Target medio $24.23 +31,5%
← Sotto tutti i target
Prezzo attuale $18.42
Basso$22.50
Media$24.23
Alto$25.00
Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore
Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.
| Ticker | Capitalizzazione di Mercato | P/E | Rev YoY | Margine Netto | ROE | Margine lordo |
|---|---|---|---|---|---|---|
| NLY | $15.81B | 7.7 | 358.2% | 178.5% | 14.1% | · |
| AGNC | · | · | · | · | · | · |
| RITM | $6.06B | 10.5 | -6.7% | 15.2% | 8.6% | · |
| STWD | $6.67B | 15.7 | -5.3% | 22.3% | 6.2% | · |
| DX | $2.45B | 5.7 | 1845.8% | 279.0% | 15.7% | · |
| ARR | $1.98B | 5.4 | 490.8% | 203.8% | 16.5% | · |
| BXMT | $3.22B | 29.9 | 10.9% | 19.8% | 3.0% | · |
| EFC | $1.54B | 11.4 | 10.1% | 35.3% | 7.0% | · |
| LADR | $1.40B | 21.5 | -32.9% | 69.2% | 4.2% | · |
| ORC | $1.31B | · | 1944.3% | 146.9% | 13.9% | · |
| ARI | · | 12.0 | -10.6% | · | · | · |
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Fonte: SEC 10-Q depositato Lug 29, 2026