Back to Rankings

STWD

Starwood Property TrustC
NYSE / Financial Services
Last Price
At close
2026-07-21
View Chart
Documents
80
Stored
Transcripts
0
Recent loaded
Latest report
2026-07-16
Investor release

Document history

Earnings documents stored for STWD.

12 shown
Investor releaseQuarter not tagged2026-07-16

Starwood Property Trust Announces Date for Second Quarter 2026 Earnings Release and Conference Call

PR Newswire

MIAMI BEACH, Fla., July 16, 2026 /PRNewswire/ -- Starwood Property Trust (NYSE: STWD) today announced that the Company will release its second quarter 2026 financial results on Thursday, August 6, 2026, before the opening of trading on the New York Stock Exchange. A conference call will be held on Thursday, August 6, 2026, at 10:00 a.m. Eastern Time. During the conference call, the Company's officers will review second quarter performance, discuss recent events and conduct a question-and-answer period. WebcastThe conference call will also be available in the Investor Relations section of the Company's website at www.starwoodpropertytrust.com. To listen to a live broadcast, go to the site at least 15 minutes prior to the scheduled start time in order to register, download and install any necessary audio software. A replay of the call will also be available for 90 days on the Company's website. To Participate in the Telephone Conference Call:Dial in at least five minutes prior to start time.Domestic: 1-877-407-9039International: 1-201-689-8470 Conference Call Playback:Domestic: 1-844-512-2921International: 1-412-317-6671Passcode: 13758023The playback can be accessed through Thursday, August 20, 2026. Full Text of the Earnings Release Internet -- The full text of the earnings release will be available on Thursday, August 6, 2026, at the Company's web site, www.starwoodpropertytrust.com. Mail -- For those without Internet access, the second quarter earnings release will be available by mail or fax, on request. To receive a copy, please call the Company's Investor Relations line at 203-422-7788. About Starwood Property Trust, Inc. Starwood Property Trust (NYSE: STWD), an affiliate of global private investment firm Starwood Capital Group, is a leading diversified finance company with a core focus on the real estate and infrastructure sectors. As of March 31, 2026, the Company has successfully deployed over $117 billion of capital since inception and manages a portfolio of over $31 billion across debt and equity investments. Starwood Property Trust's investment objective is to generate attractive and stable returns for shareholders, primarily through dividends, by leveraging a premiere global organization to identify and execute on the best risk adjusted returning investments across its target assets. Additional information can be found at www.starwoodpropertytrust...

Investor releaseQuarter not tagged2026-06-16

Starwood Property Trust Announces $0.48 Per Share Dividend for Second Quarter 2026

PR Newswire

MIAMI BEACH, Fla., June 16, 2026 /PRNewswire/ -- Starwood Property Trust, Inc. (NYSE: STWD) ("the Company") today announced that the Company's Board of Directors has declared a dividend of $0.48 per share of common stock for the quarter ending June 30, 2026. The dividend is payable on July 15, 2026 to stockholders of record as of June 30, 2026. About Starwood Property Trust, Inc. Starwood Property Trust (NYSE: STWD), an affiliate of global private investment firm Starwood Capital Group, is a leading diversified finance company with a core focus on the real estate and infrastructure sectors. As of March 31, 2026, the Company has successfully deployed over $117 billion of capital since inception and manages a portfolio of over $31 billion across debt and equity investments. Starwood Property Trust's investment objective is to generate attractive and stable returns for shareholders, primarily through dividends, by leveraging a premiere global organization to identify and execute on the best risk adjusted returning investments across its target assets. Additional information can be found at www.starwoodpropertytrust.com. Contact:Starwood Property TrustPhone: 203-422-7788Email: [email protected] View original content:https://www.prnewswire.com/news-releases/starwood-property-trust-announces-0-48-per-share-dividend-for-second-quarter-2026--302802133.html

Investor releaseQuarter not tagged2026-06-11

Assessing Starwood Property Trust (STWD) Valuation After Recent Share Price Drift And Mixed Earnings Signals

Simply Wall St.

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Starwood Property Trust (STWD) has drawn investor attention after a period where the stock declined 7.4% year to date and 6.9% over the past year, with the last close at US$17.05. The company operates as a real estate investment trust across commercial and residential lending, infrastructure lending, property ownership, and investing and servicing, with reported revenue of US$580.84 million and net income of US$341.67 million. See our latest analysis for Starwood Property Trust. At the current share price of US$17.05, the stock has drifted lower in the short term, reflecting share price returns that are down 7.4% year to date but supported by a positive 3-year total shareholder return of 19.11%. This suggests that recent momentum has faded compared with longer term results. If this kind of income focused REIT has your attention and you want to broaden your watchlist, it is worth checking out 20 top founder-led companies So with the share price drifting and the stock trading below some valuation estimates, should you view Starwood Property Trust as an income REIT available at a discount, or is the current price already factoring in its future growth? With Starwood Property Trust last closing at $17.05 and the most followed narrative pointing to a fair value of $20.31, the valuation gap is front and center for investors weighing the story. Read the complete narrative. Curious what sits behind that fair value gap? The narrative leans on rapid revenue expansion, changing profit margins and a future earnings multiple that is anything but conservative. Result: Fair Value of $20.31 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, that upbeat narrative can be challenged if nonaccrual assets weigh on recoveries or commercial real estate credit issues lead to further writedowns. Wall Street's queuing for one rocket. While SpaceX counts down to its IPO, other companies tied to the new space race are already in orbit. → 20 Compelling Space Companies watchlist · Global Space Race Investing Ideas screener · Scan the sector by valuation on Rocket Lab's valuation page. The analyst narrative leans on earnings forecasts and a future P/E of 16.9x, but today Starwood Property Trust trades on a P/E of 18.5x versus a fa...

Investor releaseQuarter not tagged2026-05-15

Starwood Property Trust Q1 Earnings Call Highlights

MarketBeat

Interested in Starwood Property Trust, Inc.? Here are five stocks we like better. Q1 distributable earnings came in at $147 million, or $0.39 per share, but management said results were weighed down by elevated cash, non-performing asset resolutions and the ramp-up of the new net lease platform. CFO Rina Paniry said adjusted earnings would have been $0.47 per share. Starwood continued aggressive capital deployment and portfolio growth, investing $2.5 billion in the quarter and pushing total undepreciated assets to a record $31.7 billion. Commercial lending remained the largest driver, while infrastructure lending and servicing also contributed meaningfully. The company is still working through troubled assets and ramping its net lease business, with more than $300 million of drag assets already resolved and plans for additional resolutions into 2026 and 2027. Net lease remains dilutive for now, but management expects it to become accretive in 2027 as financing costs improve and the platform scales. MarketBeat Week in Review – 03/30 - 04/03 Starwood Property Trust (NYSE:STWD) reported first-quarter 2026 distributable earnings of $147 million, or $0.39 per share, as management said results were weighed down by elevated cash balances, non-performing asset resolutions and the ramp-up of its newly acquired net lease platform. Chief Financial Officer Rina Paniry said distributable earnings would have been $0.47 per share after adjusting for those items. She said the company is continuing to grow its investment base, resolve non-performing assets and optimize the net lease business, adding that its “underlying earnings power continues to build.” → Micron Investors Face a High-Stakes Moment After the Latest Rally Starwood Shares Have Struggled, but Catalysts Could Signal a Turn The company deployed $2.5 billion of capital during the quarter, including $1.5 billion in commercial lending, $597 million in infrastructure lending and $128 million in net lease investments. Total undepreciated assets reached a record $31.7 billion at quarter-end. Paniry said Starwood deployed another $1.5 billion after quarter-end, with 70% of that amount in commercial lending. Commercial and residential lending contributed $172 million of distributable earnings, or $0.45 per share. In commercial lending, Starwood funded $894 million of $1.5 billion in loan originations and another $278 mi...

Investor releaseQuarter not tagged2026-05-13

Cherry Hill Mortgage: EAD Beat Shows Resilience; Attractive Yield & Valuation – Quarterly Update Report

Exec Edge

Download the Complete Report Here Key Takeaways: EAD beat expectations at $0.14/share versus $0.12 consensus, improving from $0.11 in 4Q25. Book value declined 6.1% sequentially to $3.23 as geopolitical volatility widened mortgage spreads, though April BVPS rebounded nearly 2%. NII improved 38.8% q/q to $4.5 million, supported by lower repo costs, improved dollar roll income, and 2.90% RMBS spread. MSR/RMBS portfolio remained resilient, with low prepayments and improved RMBS carry supporting core earnings despite spread volatility. Shares remain attractively valued at 4.7x NTM EAD, 0.8x P/B, and 15.4% dividend yield despite stronger core earnings coverage. Resilient core earnings beat expectations despite a volatile macro backdrop, with stronger EAD offsetting book value pressure. CHMI reported EAD attributable to common shareholders of $5.3 million, or $0.14/share, in 1Q26, ahead of Street estimates of $0.12/share and up from $3.9 million, or $0.11/share, in 4Q25. The stronger EAD performance reflected improved NII, lower funding costs, and better dollar roll income, allowing CHMI to cover the $0.10/share common dividend by approximately 1.4x versus 1.1x in the prior quarter. GAAP results were weaker due to mark-to-market pressure, with net loss applicable to common shareholders of $2.0 million versus net income applicable to common shareholders of $5.3 million in 4Q25. The GAAP decline was primarily driven by mark-to-market pressure, reflecting a $12.4 million unrealized loss on RMBS measured at fair value through earnings and a $1.4 million unrealized loss on investments in Servicing Related Assets, partially offset by a $6.1 million unrealized gain on derivatives. Book value per common share declined to $3.23 from $3.44, down 6.1% sequentially, while NAV including preferred stock declined $7.9 million, or 3.3%, compared with December 31. We view 1Q26 as a volatility-driven quarter rather than an operating deterioration. Management highlighted that the quarter turned abruptly in March after geopolitical escalation triggered higher oil and gas prices, higher inflation expectations, lower rate-cut expectations, wider mortgage spreads, and a flatter yield curve. CHMI entered the quarter with an environment that looked similar to late 2025, including relative stability and January spread tightening, but February and March reversed that setup as volatility ros...

Investor releaseQuarter not tagged2026-05-11

Starwood Property Stock Down on Q1 Earnings Miss, Expenses Rise Y/Y

Zacks

Shares of Starwood Property Trust, Inc. STWD lost nearly 1.7% in Friday’s trading session on lower-than-expected quarterly results. The company reported first-quarter 2026 distributable earnings of 39 cents per share, which missed the Zacks Consensus Estimate of 42 cents. The reported figure also compares unfavorably with 45 cents per share in the year-ago quarter. Results were primarily affected by a decrease in book value per share (BVPS) and an increase in expenses. Nevertheless, a year-over-year rise in revenues supported the results to some extent. The company’s first-quarter 2026 net income (GAAP basis) was $51.9 million, which declined 53.7% year over year. STWD’s total revenues were $512.4 million, up 22.5% year over year. Also, the top line surpassed the Zacks Consensus Estimate by 6.6%. Total costs and expenses were $480.3 million, up 25% from the prior-year quarter. The increase was primarily driven by higher interest expense, general and administrative costs, rental operations costs and depreciation and amortization. Starwood Property’s BVPS (GAAP basis) was $17.98 as of March 31, 2026, down 4.7% from $18.87 in the prior-year quarter. The company recorded fundings of $2.3 billion, which increased from $2 billion in the prior-year quarter. As of March 31, 2026, cash and cash equivalents were $290.3 million, down 41.9% from the prior quarter. Loans held for sale totaled $2.3 billion, reflecting a marginal decline from the prior quarter. Starwood Property’s focus on commercial mortgage-backed securities and commercial real estate debt investments continues to provide stable income streams. Its ongoing efforts in property acquisitions and divestitures should support portfolio diversification and long-term resilience. However, the decline in BVPS, despite higher revenues, indicates near-term pressure on profitability. STARWOOD PROPERTY TRUST, INC. price-consensus-eps-surprise-chart | STARWOOD PROPERTY TRUST, INC. Quote STWD currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Annaly Capital Management, Inc. NLY reported first-quarter 2026 earnings available for distribution per average share of 76 cents, which beat the Zacks Consensus Estimate of 74 cents. The figure increased from 72 cents in the year-ago quarter. NLY’s net interest income and net interest margin improved year over...

Investor releaseQuarter not tagged2026-05-09

How Investors May Respond To Starwood Property Trust (STWD) Strong Revenue But Weaker Earnings Power

Simply Wall St.

In the past quarter ended March 31, 2026, Starwood Property Trust reported revenue of US$512.46 million and net income of US$51.88 million, with earnings per share from continuing operations of US$0.13, as strong top-line growth coincided with lower profitability. The results highlight how expanding sales and revenue can coexist with tighter earnings, underscoring the impact of acquisition-related dilution and higher funding costs on returns. Next, we’ll examine how this mix of strong revenue growth but weaker earnings power reshapes Starwood Property Trust’s investment narrative. The latest GPUs need a type of rare earth metal called Dysprosium and there are only 33 companies in the world exploring or producing it. Find the list for free. To own Starwood Property Trust, you need to believe in its role as a commercial real estate finance platform that can turn a diversified loan and net lease portfolio into consistent income, despite sector headwinds. The latest quarter’s revenue growth alongside softer earnings reinforces that the near term catalyst remains deploying capital efficiently after recent acquisitions, while the biggest risk is that higher funding costs and credit issues in weaker property types continue to weigh on earnings. Overall, this report does not materially change that balance. The recent US$512.46 million revenue and US$51.88 million net income print for Q1 2026 is most relevant here, because it directly reflects how the Fundamental Income net lease acquisition and broader lending activity are translating into the current income statement. The step up in revenue but lower earnings per share against last year connects to concerns around acquisition related dilution and excess liquidity, which sit alongside the case for more diversified, potentially steadier earnings as key short term catalysts. Yet even with rising revenue, investors should be aware that exposure to around US$1.7–1.8 billion of unproductive and nonaccrual assets could... Read the full narrative on Starwood Property Trust (it's free!) Starwood Property Trust's narrative projects $2.6 billion revenue and $584.0 million earnings by 2029. This requires 67.2% yearly revenue growth and a roughly $181.6 million earnings increase from $402.4 million today. Uncover how Starwood Property Trust's forecasts yield a $20.57 fair value, a 14% upside to its current price. Three fair val...

Investor releaseQuarter not tagged2026-05-09

Starwood Property Trust, Inc. Q1 2026 Earnings Call Summary

Moby

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Management attributed the $0.39 distributable earnings (DE) to temporary headwinds including higher-than-normal cash balances, nonperforming asset resolutions, and the initial dilutive phase of the net lease platform. The company is intentionally transitioning from a traditional mortgage REIT to a diversified investment platform, with commercial lending now representing only 52% of the total investment base. Performance was bolstered by the infrastructure lending segment, which reached a record $3.2 billion portfolio, and the special servicing unit (LNR) acting as a countercyclical credit hedge. Management emphasized a 'long ball' strategy, choosing to actively manage and reposition foreclosed assets to maximize recovery value rather than executing immediate fire sales. The weighted average risk rating improved from 3.0 to 2.9, driven by the resolution of several 5-rated loans and the addition of higher-quality originations from 2024 and 2025. Strategic positioning in data centers and energy transition infrastructure is being leveraged to capture wider spreads on long-term, investment-grade leased assets. Management expects to reach full dividend coverage on a reported basis by late 2026 or early 2027 as the net lease platform reaches scale and nonperforming assets are resolved. The company plans to resolve approximately $900 million of legacy assets by the end of 2026 and an additional $500 million in 2027 through a combination of sales and re-accrual triggers. The net lease business is projected to turn accretive in 2027 following the optimization of its capital structure and the ramp-up of transaction volumes. Guidance assumes a constructive market environment for real estate as supply drops in multifamily and industrial sectors while the forward interest rate curve trends lower. Management intends to continue utilizing the $400 million share repurchase program, viewing the current stock price as a discount to the underlying value of the diversified platform. The net lease acquisition caused a $0.03 DE dilution this quarter, a dynamic management anticipated during the initial eight-month ramp-up and optimization phase. A $0.01 nonrecurring DE loss was recognized due to unwinding interest rate hedges follo...

Investor releaseQuarter not tagged2026-05-08

Starwood Property Trust Q1 Non-GAAP Earnings Fall, Revenue Rises

MT Newswires

Starwood Property Trust (STWD) reported Q1 non-GAAP earnings Friday of $0.39 per diluted share, down

Investor releaseQuarter not tagged2026-05-08

Cherry Hill Mortgage (CHMI) Q1 Earnings and Revenues Beat Estimates

Zacks

Cherry Hill Mortgage (CHMI) came out with quarterly earnings of $0.14 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.17 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +16.67%. A quarter ago, it was expected that this residential real estate finance company would post earnings of $0.11 per share when it actually produced earnings of $0.11, delivering no surprise. Over the last four quarters, the company has surpassed consensus EPS estimates just once. Cherry Hill, which belongs to the Zacks REIT and Equity Trust industry, posted revenues of $4.46 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 43.74%. This compares to year-ago revenues of $2.17 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Cherry Hill shares have added about 1.2% since the beginning of the year versus the S&P 500's gain of 7.6%. While Cherry Hill has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Cherry Hill was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today...

Investor releaseQuarter not tagged2026-05-08

Starwood Property Trust Reports Results for Quarter Ended March 31, 2026

PR Newswire

– Quarterly GAAP Earnings of $0.13 and Distributable Earnings (DE) of $0.39 per Diluted Share – – Invested $2.5 Billion in the Quarter and $1.5 Billion After Quarter End – – Dividend of $0.48 per Share for Over a Decade – – Awarded 2025 Mortgage REIT of the Year by PERE Credit – MIAMI BEACH, Fla., May 8, 2026 /PRNewswire/ -- Starwood Property Trust, Inc. (NYSE: STWD) today announced operating results for the fiscal quarter ended March 31, 2026. The Company delivered first quarter GAAP net income of $51.9 million, and Distributable Earnings (a non-GAAP financial measure) was $147.3 million. "In a period of broad global volatility, we believe real estate and infrastructure credit is an attractive and relatively stable place to invest capital," said Barry Sternlicht, Chairman and CEO of Starwood Property Trust. "To that point, we remain active with $4.0 billion invested across our diversified portfolio year to date. As we move through 2026, we are focused on growing our earnings through disciplined origination, continued balance sheet optimization, and the best returning resolution of what we refer to as legacy assets." "Starwood Property Trust's access to capital across multiple markets remains a defining advantage of our platform," added Jeffrey DiModica, President of Starwood Property Trust. "During the quarter, we completed our seventh infrastructure CLO at a record tight credit spread, refinanced an existing ABS transaction at meaningfully lower cost, and, subsequent to quarter-end, closed a new net lease warehouse facility at attractive terms. Our proven ability to optimize the right side of our balance sheet has allowed us to continuously invest across cylinders regardless of market environment." Supplemental Schedules The Company has published supplemental earnings schedules on its website in order to provide additional disclosure and financial information for the benefit of the Company's stakeholders. Specifically, these materials can be found on the Company's website in the Investor Relations section under "Quarterly Results" at www.starwoodpropertytrust.com. Webcast and Conference Call Information The Company will host a live webcast and conference call on Friday, May 8, 2026, at 10:00 a.m. Eastern Time. To listen to a live broadcast, access the site at least 15 minutes prior to the scheduled start time in order to register, download and install any...

Investor releaseQuarter not tagged2026-05-08

Starwood Property Trust: Q1 Earnings Snapshot

Associated Press

MIAMI BEACH, Fla. (AP) — MIAMI BEACH, Fla. (AP) — Starwood Property Trust Inc. (STWD) on Friday reported first-quarter earnings of $51.9 million. On a per-share basis, the Miami Beach, Florida-based company said it had profit of 13 cents. Earnings, adjusted for non-recurring costs and stock option expense, were 39 cents per share. The results missed Wall Street expectations. The average estimate of three analysts surveyed by Zacks Investment Research was for earnings of 42 cents per share. The commercial real estate investment trust posted revenue of $512.5 million in the period. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on STWD at https://www.zacks.com/ap/STWD

As of 2026-07-18 • Updated weeklySource: Earnings sourceIngestion runbook