A $65.6 million net real estate gain boosted Ladder Capital’s Q3 income before taxes.

Keefe Bruyette & Woods reduced Ladder Capital's (LADR) price target to $10.00 from $10.25, citing slower capital deployment. They maintained an Outperform rating and adjusted EPS estimates. LADR reported Q3 2026 earnings of $0.53 per share, beating estimates, driven by property gains and higher interest rates. The firm views LADR as attractive at 0.65x book value with a 10.5% dividend yield.

Ladder Capital Corp (LADR) reported Q3 2026 earnings, highlighting strong book value growth. Two loans totaling $61 million are on nonaccrual, and $3.5 million was charged off. Rising interest rates slowed loan origination. Multifamily rents are falling, but LADR's exposure is limited. CEO Brian Harris discussed potential M&A opportunities, capital allocation, and the lending environment. The company plans to continue share repurchases and invest in securities.

Ladder Capital Corp reported Q3 2026 earnings, highlighting a $31M gain from a Jacksonville office sale and a refreshed loan portfolio with 90% of loans originated post-2024. Management emphasized a structural earnings advantage from fixed-rate debt and floating-rate assets, expecting each 25-basis-point SOFR increase to add $0.01 per share per quarter. The company acquired $481M in AAA-rated securities and plans continued share repurchases at a discount to book value.

Ladder Capital (LADR) shares rose 3.9% after reporting Q3 2026 results, with GAAP income before taxes of $67.3M and distributable earnings of $44.7M. The company made $700M in new investments and sold a net-lease office asset for an 18% return. CEO Brian Harris highlighted growth in book value and a balance sheet positioned to benefit from higher rates. Shares traded at $9.19.

Ladder Capital (LADR) reported Q3 2026 earnings, highlighting growth in loan and securities portfolios, real estate gains, and share repurchases. The company made $703M in new investments, grew its loan portfolio by $570M, and sold a Florida property for an 18% IRR. It repurchased $8M of stock at a 31% discount to book value. LADR's distributable earnings were $0.35 per share, with a strong balance sheet and liquidity.

Ladder Capital (LADR) reported Q3 earnings, highlighting $1.4B in new loans, a 50% loan portfolio increase, and a $2.3B securities portfolio. Management expects higher rates to support earnings and dividend. Legacy loans total $250M, with most to be repaid by year-end. The company declared a $0.23 quarterly dividend.