US · Real Estate · REIT - Mortgage
EPS came in at 0.36 against a street estimate of 0.37 — a miss of 2.7%.
Analysts rate Starwood Property Trust Inc a buy (7 buy, 2 hold, 0 sell out of 9) with an average price target of $19.56.
MIXED Q2 distributable earnings $0.40/share; $6.7B YTD capital deployed at double-digit yields. Core issue: $1.9B nonaccrual/REO portfolio dragging results despite no new problem loans. Dividend not currently covered but management confident in resolution plan. Q2 2026 U.S. real estate broadly in repair; supply deterioration driving rent recovery. Approval headwinds in data center markets tempering enthusiasm. Analysts pressed on multifamily risk, net lease accretion, and data center credit profile. Management deflected by emphasizing supply/demand inflection, portfolio diversification, and willingness to take small losses to redeploy at 12–13% yields. Dividend sustainability hinged on execution, not immediate coverage. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.72% |
| Vanguard Capital Management, LLC | 4.26% |
| Vanguard Portfolio Management, LLC | 4.06% |
| State Street Corp | 3.22% |
| Morgan Stanley - Brokerage Accounts | 2.37% |
| Geode Capital Management, LLC | 1.81% |
| Ameriprise Financial Inc | 1.34% |
| Northern Trust Corp | 1.22% |
| Document | Date |
|---|---|
| Board / officer change · Q3 2026 STARWOOD PROPERTY TRUST, INC. - FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Company operates five business lines: Large Loan Lending, Residenti | 2026-08-13 |
| Quarterly report · Q2 2026 STARWOOD PROPERTY TRUST, INC. – FORM 10-Q SUMMARY For Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Total Assets: $61.0 billion (down from $63 | 2026-08-06 |
| Results announced · Q3 2026 STARWOOD PROPERTY TRUST, INC. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 GAAP Net Income: $6.6 million ($0.01 per diluted share) • Q2 202 | 2026-08-06 |
| Material agreement · Q3 2026 STARWOOD PROPERTY TRUST, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Issued $500 million in 5.875% unsecured senior notes due August 15, 2029 • Notes | 2026-07-10 |
| Company announcement · Q2 2026 STARWOOD PROPERTY TRUST, INC. — FORM 8-K SUMMARY HEADLINE NUMBERS • Company priced a private offering of $500 million aggregate principal amount of | 2026-06-26 |
| Quarterly report · Q1 2026 STARWOOD PROPERTY TRUST, INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total assets: $62.1 billion as of March 31, 2026 (down from $63.2 billion at | 2026-05-08 |
| Proxy statement · Q2 2026 STARWOOD PROPERTY TRUST, INC. — 2026 PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect ten director nominees for one-year | 2026-03-13 |
| Annual report FY2025 STARWOOD PROPERTY TRUST, INC. - FORM 10-K SUMMARY HEADLINE NUMBERS • Company: Starwood Property Trust, Inc. (ticker: STWD), Maryland corporation • F | 2026-02-25 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.48 / share ex-date Sep 30, 2026 · pay Oct 15, 2026 | 2026-09-30 |
| Dividend | $0.48 / share ex-date Jun 30, 2026 · pay Jul 15, 2026 | 2026-06-30 |
| Dividend | $0.48 / share ex-date Mar 31, 2026 · pay Apr 15, 2026 | 2026-03-31 |
| Dividend | $0.48 / share ex-date Dec 31, 2025 · pay Jan 15, 2026 | 2025-12-31 |
| Dividend | $0.48 / share ex-date Sep 30, 2025 · pay Oct 15, 2025 | 2025-09-30 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Starwood Property Trust Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-19.