Analysts revise targets for 3 financial stocks with high yields
Analysts from Keefe, Bruyette & Woods, Wells Fargo, UBS, and JP Morgan revised price targets for PennyMac Mortgage Investment Trust, Chimera Investment Corp, and Annaly Capital Management Inc following recent earnings. The stocks offer dividend yields between 11.80% and 16.23%.
*this image is generated using AI for illustrative purposes only.
Analysts at major financial firms have revised their price targets for three high-dividend-yielding stocks in the financial sector: PennyMac Mortgage Investment Trust, Chimera Investment Corp, and Annaly Capital Management Inc. These adjustments follow recent quarterly earnings announcements and reflect shifting market expectations for the mortgage real estate investment trust (REIT) sector. The stocks currently offer dividend yields between 11.80% and 16.23%, attracting investors seeking income during market turbulence.
PennyMac Mortgage Investment Trust
PennyMac Mortgage Investment Trust reported downbeat quarterly results on May 5. Following the announcement, analysts adjusted their ratings and price targets. Keefe, Bruyette & Woods analyst Bose George downgraded the stock from Outperform to Market Perform and reduced the price target from $13.5 to $12 on May 8, 2026. George holds an accuracy rate of 66%. Similarly, Wells Fargo analyst Donald Fandetti maintained an Equal-Weight rating and lowered the price target from $13 to $12 on May 7, 2026. Fandetti's accuracy rate is 65%.
| Metric | Details |
|---|---|
| Dividend Yield | 16.23% |
| Recent News | Posted downbeat quarterly results on May 5 |
Chimera Investment Corp
Chimera Investment Corp posted mixed quarterly results on May 7. In response, UBS analyst Douglas Harter maintained a Buy rating but cut the price target from $16 to $15.5 on Nov. 18, 2025. Harter has an accuracy rate of 53%. Keefe, Bruyette & Woods analyst Bose George maintained a Market Perform rating and slashed the price target from $16.5 to $15 on July 10, 2025. George's accuracy rate is 66%.
| Metric | Details |
|---|---|
| Dividend Yield | 11.80% |
| Recent News | Posted mixed quarterly results on May 7 |
Annaly Capital Management Inc
Annaly Capital Management Inc reported better-than-expected first-quarter earnings on April 21. UBS analyst Douglas Harter maintained a Neutral rating and raised the price target from $22.5 to $23 on April 24, 2026. Harter's accuracy rate is 53%. JP Morgan analyst Richard Shane maintained an Overweight rating and increased the price target from $23 to $24 on April 23, 2026. Shane boasts an accuracy rate of 68%.
| Metric | Details |
|---|---|
| Dividend Yield | 13.08% |
| Recent News | Posted better-than-expected Q1 earnings on April 21 |
How will potential Federal Reserve interest rate changes impact the book values and dividend sustainability of these mortgage REITs?
Could the divergence in analyst price targets between PennyMac and Annaly signal a broader split in performance expectations within the agency versus non-agency mortgage sectors?
Will the high dividend yields offered by these stocks remain sufficient to attract investor capital if market volatility subsides and risk appetite returns?
16
Access 50+ Readymade Screeners 
Use 200+ Custom Filters 
Get Full Market Insights 
