Analysis of Three Mortgage REITs with 10%+ Dividend Yields Highlighted by Wall Street Analysts

The Benzinga article [1] focuses on high-dividend-yield financial stocks amid market turbulence, a period when income-seeking investors often prioritize stable dividend payers with strong free cash flow. The three identified stocks—Invesco Mortgage Capital (NYSE: IVR), Dynex Capital (NYSE: DX), and Annaly Capital Management (NYSE: NLY)—are all mortgage REITs, a sector known for generating high dividend yields through investments in mortgage-backed securities. IVR’s forward annual dividend yield stands at 14.70% as of December 2025, while DX’s trailing annual yield is 13.69% [1]. NLY, as a similar mortgage REIT, is expected to have a yield above 10% given its sector peers [1].

1. Sector Alignment
   : All three stocks operate in the mortgage REIT sector, which typically relies on interest rate spreads and leverage to generate returns, contributing to their high dividend yields [0].
2. Analyst Credibility
   : The mention by “Wall Street’s most accurate analysts” adds external validation to the stocks’ yield potential, although investors should verify underlying fundamentals [1].
3. Market Context
   : The article’s timing amid market uncertainty underscores the appeal of high-dividend stocks as a potential hedge against volatility [1].

• Opportunities
  : These stocks offer attractive dividend yields for income-focused investors, particularly during periods of market turbulence [1].
• Risks
  : Mortgage REITs face significant interest rate sensitivity—changes in rates can impact net interest margins and asset values [0]. Additionally, credit risk in mortgage-backed securities and regulatory changes could affect performance [0]. The high yields may also reflect market perceptions of elevated risk in the sector.

• Stocks Identified
  : Invesco Mortgage Capital (IVR), Dynex Capital (DX), Annaly Capital Management (NLY)
• Sector
  : Mortgage Real Estate Investment Trusts (REITs)
• Dividend Yields
  : IVR (14.70% forward), DX (13.69% trailing), NLY (expected >10%)
• Source
  : Benzinga article highlighting Wall Street’s most accurate analysts [1]

This analysis provides market context and sector insights to support decision-making, but readers should conduct independent due diligence before acting on any information.