Starwood Property Trust, Inc. 2026 Q3 - Results - Earnings Call Presentation (NYSE:STWD) 2026-11-10
Starwood Property Trust, Inc. (STWD) released its Q3 2026 earnings call presentation. The company reported an EPS of $0.31, beating estimates by $0.02, and revenue of $545.85M, an 11.65% year-over-year increase, beating estimates by $16.60M. The slide deck provides detailed results from their Q3 earnings call.
Starwood Property Trust stock hits 52-week low at 11.84 USD
Starwood Property Trust (STWD) stock has reached a 52-week low of $11.84, a significant 36.5% drop from its high, reflecting broader challenges in the REIT sector. Despite the downturn, the company offers a 15.93% dividend yield and is considered undervalued by InvestingPro. Recently, STWD surpassed Q3 2026 earnings expectations but faced investor concerns over a substantial reserve build and cautious dividend comments.
Starwood Property Trust stock hits 52-week low at 11.84 USD By Investing.com
Starwood Property Trust (STWD) stock has reached a 52-week low of $11.84, a significant 36.5% drop from its high, reflecting broader challenges in the real estate investment trust sector. Despite this downturn and cautious investor sentiment due to a large reserve build and declining book value, InvestingPro analysis suggests the stock is undervalued and offers a compelling dividend yield of 15.93%. The company recently surpassed Q3 2026 earnings expectations, reporting EPS of $0.49 against a forecasted $0.29, and revenue of $545.85 million.
Starwood Property Trust Q3 Earnings Call Highlights
Starwood Property Trust (STWD) discussed its Q3 earnings, reporting distributable earnings of $0.31 per share ($0.41 adjusted). CEO Barry Sternlicht stated the company would review its dividend due to increased loan-loss reserves driven by higher interest rates. The company also detailed significant reserve increases, ongoing legacy asset resolutions, and substantial investment activity during the quarter.
Starwood Property Trust (STWD) Could Be 36% Undervalued As Losses Raise Fresh Questions
Starwood Property Trust (STWD) recently reported Q3 2026 results with higher revenue but a sharp swing into loss, causing its stock price to drop significantly. While one narrative suggests the stock is 36% undervalued at $12.05 compared to a fair value of $18.88, the Simply Wall St DCF model paints a tougher picture, valuing it at $6.02 and suggesting it's currently expensive. Investors are urged to consider dividend coverage and the timely resolution of $1.9 billion in nonaccrual and REO assets as key swing factors.
Starwood Prop Trust Q3 2026 Earnings Call Transcript
Starwood Property Trust (NYSE: STWD) reported third-quarter 2026 distributable earnings of 31 cents per share, or 41 cents excluding realized gains and losses from commercial lending resolutions. The company resolved $254 million of nonaccrual and REO assets and originated $2.4 billion in commercial lending, bringing its portfolio to a record $17.8 billion. Management highlighted strong liquidity, progress on legacy asset resolutions, and potential M&A opportunities, while also noting a reevaluation of dividend adjustments due to current earnings power impacted by legacy assets and the challenging rate environment.
Form 8K Starwood Property Trust Inc For: 6 November By Investing.com
This article reports on Starwood Property Trust Inc.'s (STWD) Form 8K filing for November 6, 2026. The financial filing is a standard requirement for significant corporate events, providing transparency to investors. Starwood Property Trust's stock (STWD) was down 6.44% at the time of publication.
Starwood Property's Q3 earnings boosted by interest and rental income, servicing fees (STWD:NYSE)
Starwood Property Trust (STWD) reported higher third-quarter earnings, driven by increased interest and rental income, as well as servicing fees. Following the news, the diversified finance company's shares rose during pre-market trading.
Starwood Property Trust Q3 2026 Earnings: Credit Loss Provision Drives GAAP Loss
Starwood Property Trust reported a Q3 2026 GAAP net loss of $389.7 million due to a significant credit loss provision and loan valuation charges, despite positive Distributable Earnings of $0.31 per share. The company achieved record commercial lending deployments and maintained its dividend, but faces risks from borrower credit stress, asset-resolution losses, elevated funding costs, and dividend coverage pressure. Investors should monitor credit performance and new investment returns for future stability.
Starwood Property Trust Reports Results for Quarter Ended September 30, 2026
Starwood Property Trust (STWD) announced its operating results for the quarter ended September 30, 2026, reporting a GAAP net loss of $389.7 million, inclusive of a significant credit loss provision. Despite market shocks from rising interest rates, the company invested $3.2 billion in the quarter, bringing its commercial lending portfolio to a record $17.8 billion, and repurchased $108 million of common shares. The company highlighted strong liquidity and balance sheet, and a reaffirmed highest rating for LNR's Commercial Special Servicer by Fitch.
Barry Sternlicht Sells 6,667 Starwood Property Trust Shares at No Cost
Barry S. Sternlicht, CEO and Chairman of Starwood Property Trust, Inc. (NYSE:STWD), reported a Form 4 filing on November 4, 2026. The filing detailed the disposition of 6,667 common stock shares on November 2, 2026, at a price of $0 per share. These shares were distributed by SPT Management, LLC to certain employees and/or affiliates, rather than being a market sale.
Form 4 Starwood Property Trust Inc: Barry S. Sternlicht (Director, CEO, Chairman of the Board) For: 2 November
This article reports on a Form 4 filing for Starwood Property Trust Inc., detailing an insider transaction by Barry S. Sternlicht, who serves as Director, CEO, and Chairman of the Board. The filing pertains to activity on November 2. The report also highlights STWD's recent stock performance, showing a 3.35% increase.
The manager of Starwood Property Trust (STWD) distributed 6,667 shares on November 2, 2026.
SPT Management, LLC, the external manager for Starwood Property Trust (STWD), distributed 6,667 common shares to affiliated individuals on November 2, 2026. This transaction was reported in a Form 4 filing and involved securities held by entities indirectly controlled by CEO and Chairman Barry S. Sternlicht, who disclaims beneficial ownership beyond his pecuniary interest. Post-transaction, Sternlicht's indirect holdings through controlled entities were 1,831,723 shares, in addition to a direct holding of 16,407,616 shares.
Starwood Property Trust, Inc. (VSP.F) Seasonal returns chart
The article provides a seasonal returns chart for Starwood Property Trust, Inc. (VSP.F), displaying average monthly price returns from 2016 to 2026. It includes current stock information such as price and percentage change. The data is presented in a delayed quote from Frankfurt, showing the market open status.
Starwood Property Trust Inc (STWD) Cash Flow
This article provides a detailed cash flow statement for Starwood Property Trust Inc (STWD), including quarterly and annual data for operating, investing, and financing cash flows. It also offers definitions for different types of cash flow and answers frequently asked questions about STWD's financial performance.
Vanguard reports 2.76M voting shares within its Starwood Property Trust (STWD) stake.
Vanguard Capital Management reported a 5.01% beneficial ownership stake in Starwood Property Trust (STWD), totaling 18,561,508 common shares as of September 30, 2026. The filing indicates Vanguard has sole voting power over 2,764,203 shares and sole dispositive power over all 18,561,508 shares, with no shared voting or dispositive power. This disclosure, made via a SCHEDULE 13G filing, outlines Vanguard's passive investment in STWD.
Starwood Property Trust, Inc. (STWD) Seasonal returns chart - Yahoo Finance
This Yahoo Finance article displays the historical seasonality of Starwood Property Trust, Inc. (STWD) stock. It shows the average monthly price return for the company between 2016 and 2026, alongside current stock performance data. The article also provides navigation to other financial data like news, statistics, and historical data for STWD.
STWD Q3'26 Earnings: revenue estimate is 531.80M USD
Starwood Property Trust Inc. (STWD) is scheduled to release its Q3'26 earnings on November 6, before the market opens. Analysts estimate revenue for the quarter to be $531.80 million, with an anticipated EPS of $0.28. The article provides a table of past and estimated revenue and EPS figures.
Starwood Property Trust, Inc. (STWD) Seasonal returns chart
The article provides a seasonal returns chart for Starwood Property Trust, Inc. (STWD), showing average monthly price returns from 2016 to 2026. It includes current stock data such as the closing price and after-hours trading information for STWD. The page also features a market summary for various global indices and commodities.
Starwood Property Trust (STWD) Projected to Release Quarterly Earnings on Friday
Starwood Property Trust (NYSE:STWD) is expected to announce its Q3 2026 earnings before market open on Friday, November 6th. Analysts project earnings of $0.2795 per share and revenue of $531.8 million. The company recently reported $0.40 EPS, matching estimates, with revenue increasing 15.6% year-over-year, and maintains a quarterly dividend of $0.48, representing a 15.5% annualized yield.
STWD5607801 Bond Profile: Coupon and Redemption
This article provides a detailed profile of the Starwood Property Trust, Inc. 6.75% 15-JUL-2027 bond (STWD5607801 FINRA), outlining its key facts such as issue and maturity dates, face value, and minimum denomination. It also details interest payment information, including the coupon rate, frequency, and a schedule of upcoming and past payouts. The bond redemption section provides information on the outstanding amount and redemption type.
Citizens cuts target for Starwood Property Trust stock to USD 18
Citizens has lowered its price target for Starwood Property Trust (STWD) stock from USD 21 to USD 18, while maintaining an Outperform rating. This adjustment follows a reduction in third-quarter and full-year 2026 earnings estimates, although second-quarter distributable earnings matched expectations. The upcoming November 6, 2026 earnings report will be crucial in assessing the company's ability to cover its quarterly dividend amidst ongoing credit and real estate asset resolutions.
Citizens JMP Initiates Starwood Property Trust Inc(STWD.US) With Buy Rating, Announces Target Price $18
Citizens JMP has initiated coverage of Starwood Property Trust Inc (STWD.US) with a "Buy" rating. The firm also announced a target price of $18 for the stock, indicating a positive outlook for the company's future performance.
How Investors Are Reacting To Starwood Property Trust (STWD) Data Center Storage Loans
Starwood Property Trust recently participated in a US$672 million loan for industrial outdoor storage yards supporting data centers, a move that integrates the company more deeply into the data center infrastructure build-out. This lending is part of Starwood's strategy to expand its infrastructure lending portfolio, which is largely financed in term, non mark-to-market CLOs, aiming to improve earnings visibility and dividend coverage by shifting capital from nonaccrual assets to income-producing infrastructure-backed loans. Analysts forecast significant revenue and earnings growth for Starwood Property Trust by 2029, with some estimates suggesting a substantial upside to its current price.
113,047 Starwood Property Trust, Inc. $STWD Shares Sold by Leeward Investments LLC MA
Leeward Investments LLC MA reduced its stake in Starwood Property Trust (NYSE:STWD) by 9.1%, selling 113,047 shares and retaining approximately 1.13 million shares valued at $15.2 million. Despite this, institutional investors collectively own 49.82% of the company. Starwood Property Trust reported quarterly EPS of $0.40, meeting estimates, with revenue up 15.6% year-over-year, and maintains a "Moderate Buy" consensus rating with an average price target of $18.70, offering a 15.2% dividend yield.
Starwood Property Trust Inc. Estimates – NYSE:STWD
This article provides an overview of Starwood Property Trust Inc. (NYSE:STWD) financial estimates on TradingView. It highlights where users can explore reported financial data and analyst estimates for the income statement, balance sheet, cash flow statement, and valuation metrics, allowing for comparisons against average, high, and low estimates. The platform also offers tools to visualize financial trends over time for both annual and quarterly data.
Starwood Property Trust (NYSE:STWD) Stock Rating Upgraded by Zacks Research
Zacks Research has upgraded Starwood Property Trust (NYSE:STWD) from a "hold" to a "strong-buy" rating, while the overall analyst consensus remains "Moderate Buy" with an average price target of $18.70. Shares opened at $12.12, near their 52-week low, despite the company matching EPS estimates and reporting a 15.6% year-over-year revenue increase. Institutional investors currently own nearly 50% of the stock.
STARWOOD PROPERTY TRUST, INC. S (STWD) Stock Forecasts
Starwood Property Trust Inc. (STWD) is an American real estate investment trust involved in originating, acquiring, and managing commercial mortgage loans and securities in the U.S. and Europe. An Argus report from April 30, 2025, provides a rating and price target for STWD, with the current price at $12.58. Users can upgrade for premium research reports offering detailed company profiles and trade insights.
Starwood Property Trust hits 52-week low. Target for Starwood Property Trust stock is USD 16
Starwood Property Trust (STWD) recently hit a new 52-week low of USD 12.21, following a target price reduction by Keefe, Bruyette & Woods from USD 18.50 to USD 16.00. The company's stock is currently trading around EUR 10.75, and investors are awaiting its third-quarter 2026 results on November 6, 2026, which will reveal whether its distributable earnings can sustain the current dividend.
Starwood Property Trust Inc (STWD) Stock Down 3.9% -- Now Underv
Starwood Property Trust Inc (STWD) saw its stock fall 3.9% to $11.98, leading GuruFocus to assess it as undervalued with a GF Value of $17.71. Despite a strong GF Score of 80/100, concerns exist due to a "Possible Value Trap" warning, a high P/E ratio compared to its historical median, and insider selling activity. Investors are advised to exercise caution and thoroughly evaluate dividend sustainability and financial health.
Starwood Property Trust stock hits 52-week low at $12.25 By Investing.com
Starwood Property Trust's stock has fallen to a 52-week low of $12.25, representing a 33.3% decline over the past year. Despite this downturn, InvestingPro analysis suggests the stock is undervalued, offering an attractive 15.4% dividend yield and having paid dividends for 18 consecutive years. The company recently reported Q2 2026 earnings slightly below expectations but highlighted strong capital deployment and a stable credit quality.
Starwood Property Trust (NYSE:STWD) Hits New 52-Week Low - Here's What Happened
Starwood Property Trust (NYSE:STWD) recently hit a new 52-week low, trading at $12.084 after closing at $12.46. The company reported quarterly EPS of $0.40, matching estimates, and declared a $0.48 quarterly dividend, resulting in an annualized yield of approximately 15.9%. Analyst sentiment is mixed, with some downgrades and price target cuts, though the stock maintains a consensus "Moderate Buy" rating with an average target price of $18.70.
Starwood Property Trust stock hits 52-week low at $12.25
Starwood Property Trust (STWD) stock has fallen to a 52-week low of $12.25, representing a 33.3% decline over the past year. Despite its current undervaluation according to InvestingPro and challenges in the real estate sector, the company maintains an attractive 15.4% dividend yield and has consistently paid dividends for 18 years. Recent Q2 2026 earnings slightly missed expectations, but Citizens has maintained a Market Outperform rating with a $21.00 price target, citing strategic investments.
STARWOOD PROPERTY TRUST, INC. S (STWD) Stock Forecasts
This article provides a stock forecast for Starwood Property Trust Inc. (STWD), an American real estate investment trust. It includes a summary of the company's operations, a current price, and mentions an Argus research report. The report suggests an upgrade for premium users to access detailed insights.
JPMorgan cuts Starwood Property Trust stock target from USD 18.50 to USD 16.00
JPMorgan has lowered its price target for Starwood Property Trust (STWD) from USD 18.50 to USD 16.00, citing higher interest rates as a near-term headwind for mortgage REITs. Despite the reduced target, the bank maintained an "Overweight" rating. The article also notes Starwood Property Trust's Q2 2026 revenue of $513.67 million and upcoming Q3 2026 earnings release on November 6, 2026.
JPMorgan cuts Starwood Property Trust stock target from USD 18.50 to USD 16.00
JPMorgan has reduced its price target for Starwood Property Trust (STWD) from USD 18.50 to USD 16.00, while maintaining an "Overweight" rating. This adjustment, made on October 16, 2026, reflects concerns about higher interest rates impacting mortgage real estate investment trusts. The company reported a 15.60% increase in Q2 2026 revenue to USD 513.67 million and is set to release its Q3 2026 results on November 6, 2026.
Why Starwood Property Trust (STWD) Is Back In The Spotlight
Starwood Property Trust (STWD) is under scrutiny after a significant earnings drop and share price decline in 2024. While one narrative suggests STWD is 37% undervalued with a fair value of $19.88, focusing on capital redeployment from non-accrual assets, another view using the SWS DCF model indicates it could be materially overvalued at $5.07 per share. Investors are divided, with discussions highlighting the importance of evaluating both potential upsides and warning signs.
Form 4 Starwood Property Trust Inc: Deborah L. Harmon (Director) For: 30 September
This article reports on a Form 4 filing for Starwood Property Trust Inc., indicating that director Deborah L. Harmon made a transaction on September 30. Form 4 filings disclose changes in beneficial ownership of securities by company insiders. The article provides only this high-level information without further details on the nature or value of the transaction.
Form 4 Starwood Property Trust Inc: Deborah L. Harmon (Director) For: 30 September
This article reports on a Form 4 filing for Starwood Property Trust Inc, indicating that Director Deborah L. Harmon had a filing for September 30. The content itself is brief, primarily serving as a notification of the SEC filing.
Form 4 Starwood Property Trust Inc: Deborah L. Harmon (Director) For: 30 September
This article reports on a Form 4 filing for Starwood Property Trust Inc., indicating that Deborah L. Harmon, a Director, had a filing for September 30. The filing, categorized under insider trading, provides information regarding transactions made by company insiders.
Form 4 Starwood Property Trust Inc: Richard D. Bronson (Director) For: 30 September
This article reports on a Form 4 filing for Starwood Property Trust Inc., indicating an insider transaction by Director Richard D. Bronson. The filing pertains to activity on September 30, with the article being published on October 17, 2026. The stock symbol associated with Starwood Property Trust Inc. is STWD.
J.P. Morgan Maintains Starwood Property Trust Inc(STWD.US) With Buy Rating, Cuts Target Price to $16
J.P. Morgan has reiterated its Buy rating for Starwood Property Trust Inc (STWD.US) but has lowered the target price to $16. This indicates a continued positive outlook on the company despite a revised valuation.
Starwood Property Trust sets November 6 results for Starwood Property Trust stock
Starwood Property Trust (STWD) is set to release its third-quarter 2026 results on November 6, which will be followed by a conference call. The company's portfolio was valued at $32 billion as of June 30, 2026, with cumulative capital deployed reaching $120 billion. Investors will be looking at the report to assess credit quality, portfolio activity, and dividend capacity, especially after the board declared a $0.48 dividend for the third quarter.
Starwood Property Trust, Inc. (STWD) Stock Price, News, Quote & History
This article provides detailed financial information, news, and historical data for Starwood Property Trust, Inc. (STWD). It includes the current stock price, recent performance metrics, company overview, earnings trends, analyst insights, and key financial statistics, highlighting its operations as a REIT in commercial and residential lending, infrastructure lending, property, and investing/servicing segments.
Form 4 Starwood Property Trust Inc: Strauss Zelnick (Director) For: 30 September
This article reports on a Form 4 filing for Starwood Property Trust Inc., indicating that director Strauss Zelnick made a transaction related to the company on September 30. Form 4 filings are legally required documents submitted to the SEC whenever there is a material change in the holdings of company insiders. The article mentions the stock symbol STWD and its minor percentage change.
Starwood Property Trust Announces Date for Third Quarter 2026 Earnings Release and Conference Call
Starwood Property Trust (STWD) has announced the date for its Third Quarter 2026 Earnings Release and Conference Call. The news, distributed by PR Newswire, provides a headline only without further descriptive text.
Starwood Property Trust Announces Date for Third Quarter 2026 Earnings Release and Conference Call
Starwood Property Trust (NYSE: STWD) announced its third-quarter 2026 financial results will be released on Friday, November 6, 2026, before market open. A conference call will follow on the same day at 10:00 a.m. Eastern Time to discuss performance and recent events. The call will be accessible via webcast on the company's website and by telephone.
Trust Sues Starwood Over $46.85M Loan With Hidden Lien
A CMBS trust is suing Starwood Mortgage Capital LLC, alleging it was sold a $46.85 million commercial loan that was falsely represented as having a first lien. The lawsuit claims that a pre-existing senior lien on the properties in Texas led to a foreclosure, wiping out the trust's collateral and leaving it with an unsecured loan. The trust is seeking either for Starwood to buy back the loan or provide a substitute, along with damages.
Starwood Property Trust, Inc. (NYSE:STWD) Stock Now Rated "Moderate Buy" by Sell-Side Analysts
Starwood Property Trust (NYSE:STWD) has received an average "Moderate Buy" rating from eight sell-side analysts, with five recommending a buy, two a hold, and one a sell. The average 12-month price target is $18.70, significantly above its recent share price of $12.71. The company reported quarterly EPS of $0.40, meeting expectations, with revenue up 15.6% year-over-year, and declared a quarterly dividend of $0.48 per share, yielding 15.1%.
Starwood Property Trust, Inc. $STWD Stock: Valley Wealth Managers Inc. Reduces Stake
Valley Wealth Managers Inc. significantly reduced its stake in Starwood Property Trust (STWD) by 99.3% in the third quarter, selling over 1 million shares. Despite this, other institutional investors like Wedmont Private Capital and GAMMA Investing LLC increased their positions. Starwood Property Trust reported matching EPS estimates and a 15.6% year-over-year revenue increase, along with declaring a quarterly dividend of $0.48, resulting in a 15.1% yield.
