David L Finkelstein, the CEO and Co-CIO of $NLY, sold 50,000 shares of the company on 02-18-2026 for an estimated $1,156,500. We received data on the trade from a recent SEC filing. This was a sale of approximately 6.8% of their shares of this class of stock. Following this trade, they now own 688,134 shares of this class of $NLY stock.
$NLY Insider Trading Activity
$NLY insiders have traded $NLY stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $NLY stock by insiders over the last 6 months:
- DAVID L FINKELSTEIN (CEO and Co-CIO) has made 0 purchases and 2 sales selling 100,000 shares for an estimated $2,214,500.
- STEVEN FRANCIS CAMPBELL (President and COO) sold 28,225 shares for an estimated $652,562
- ANTHONY C GREEN (Chief Corporate Officer, CLO) sold 22,499 shares for an estimated $475,853
- SERENA WOLFE (Chief Financial Officer) sold 16,536 shares for an estimated $382,643
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$NLY Hedge Fund Activity
We have seen 431 institutional investors add shares of $NLY stock to their portfolio, and 279 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 16,073,018 shares (-74.8%) from their portfolio in Q4 2025, for an estimated $359,392,682
- BLACKROCK, INC. added 3,733,667 shares (+5.0%) to their portfolio in Q4 2025, for an estimated $83,484,794
- PRICE T ROWE ASSOCIATES INC /MD/ removed 3,370,062 shares (-11.0%) from their portfolio in Q4 2025, for an estimated $75,354,586
- VANGUARD GROUP INC added 3,024,564 shares (+5.0%) to their portfolio in Q4 2025, for an estimated $67,629,251
- D. E. SHAW & CO., INC. added 2,570,138 shares (+64.0%) to their portfolio in Q4 2025, for an estimated $57,468,285
- RENAISSANCE TECHNOLOGIES LLC removed 2,387,500 shares (-90.2%) from their portfolio in Q4 2025, for an estimated $53,384,500
- STATE STREET CORP added 2,053,451 shares (+8.4%) to their portfolio in Q4 2025, for an estimated $45,915,164
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$NLY Revenue
$NLY had revenues of $885.6M in Q3 2025. This is an increase of 637.14% from the same period in the prior year.
You can track NLY financials on Quiver Quantitative's NLY stock page.
$NLY Analyst Ratings
Wall Street analysts have issued reports on $NLY in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 01/30/2026
- Keefe, Bruyette & Woods issued a "Outperform" rating on 01/30/2026
- Jones Trading issued a "Buy" rating on 01/29/2026
- Piper Sandler issued a "Overweight" rating on 01/15/2026
- BTIG issued a "Buy" rating on 01/06/2026
- RBC Capital issued a "Outperform" rating on 09/15/2025
To track analyst ratings and price targets for $NLY, check out Quiver Quantitative's $NLY forecast page.
$NLY Price Targets
Multiple analysts have issued price targets for $NLY recently. We have seen 10 analysts offer price targets for $NLY in the last 6 months, with a median target of $25.0.
Here are some recent targets:
- Kenneth S. Lee from RBC Capital set a target price of $25.0 on 02/05/2026
- Donald Fandetti from Wells Fargo set a target price of $25.0 on 01/30/2026
- Terry Ma from Barclays set a target price of $24.0 on 01/30/2026
- Bose George from Keefe, Bruyette & Woods set a target price of $25.0 on 01/30/2026
- Jason Weaver from Jones Trading set a target price of $25.0 on 01/29/2026
- Crispin Love from Piper Sandler set a target price of $25.0 on 01/15/2026
- Eric Hagen from BTIG set a target price of $25.0 on 01/06/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
