$STWD

STARWOOD PROPERTY TRUST, INC.

AlphAI earnings readsecond quarter · AUG 6 · NEXT NOV 6Quarterly GAAP Earnings of $0.01 and Distributable Earnings (DE) of $0.40 per Diluted ShareVerdict: mixed

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Starwood Property Trust (STWD) Earnings Fell 95%. Is the Stock Still Cheap?

Starwood Property Trust (STWD) reported a 95% drop in earnings, from $0.38 to $0.01 per share, due to one-off gains not repeating and a $30M credit loss provision. The stock is trading at a 16% discount to book value, with a P/E of 9.98. The company plans to resolve $900M in underperforming assets. Hedge funds held $130M in STWD at Q2 2026.

Jim Cramer Skips IREN: ‘The Only One That I Trust’ Is a Different Neocloud - IREN (NASDAQ:IREN), Element

Jim Cramer recommended holding Element Solutions (NYSE:ESI) and buying MasTec (NYSE:MTZ). Barclays initiated coverage on ESI with an Overweight rating and $53 target. Stifel lowered MTZ's target to $305. Cramer prefers CoreWeave (NASDAQ:CRWV) over IREN (NASDAQ:IREN). He also favored Waste Management (NYSE:WM) over Waste Connections (NYSE:WCN), and Penguin Solutions (NASDAQ:PENG). SailPoint (NASDAQ:SAIL) and Starwood Property Trust (NYSE:STWD) were also discussed.

Starwood Property Trust Provides $238M Refi on N.C. Life Sciences Campus – Commercial Observer

King Street Properties secured a $237.7M refinancing from Starwood Property Trust for Pathway Triangle, a N.C. life sciences campus with Novartis as an anchor tenant. The campus spans 582,000 sq ft and is located in a major biomedical hub. JLL Capital Markets arranged the deal, highlighting the campus's strategic location and investment-grade tenancy.

STWD sentiment & insider activity

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News on $STWD

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$ESILow

Jim Cramer Skips IREN: ‘The Only One That I Trust’ Is a Different Neocloud - IREN (NASDAQ:IREN), Element

Jim Cramer recommended holding Element Solutions (NYSE:ESI) and buying MasTec (NYSE:MTZ). Barclays initiated coverage on ESI with an Overweight rating and $53 target. Stifel lowered MTZ's target to $305. Cramer prefers CoreWeave (NASDAQ:CRWV) over IREN (NASDAQ:IREN). He also favored Waste Management (NYSE:WM) over Waste Connections (NYSE:WCN), and Penguin Solutions (NASDAQ:PENG). SailPoint (NASDAQ:SAIL) and Starwood Property Trust (NYSE:STWD) were also discussed.

$STWDMedAI 8/10

Starwood Property Trust Provides $238M Refi on N.C. Life Sciences Campus – Commercial Observer

King Street Properties secured a $237.7M refinancing from Starwood Property Trust for Pathway Triangle, a N.C. life sciences campus with Novartis as an anchor tenant. The campus spans 582,000 sq ft and is located in a major biomedical hub. JLL Capital Markets arranged the deal, highlighting the campus's strategic location and investment-grade tenancy.

Third-quarter results are due before trading opens Nov. 6. The call starts at 10 a.m. Eastern.

Starwood Property Trust (STWD) will release third-quarter 2026 earnings before market open on Nov. 6, followed by a conference call at 10 a.m. Eastern. The call will review performance, discuss recent events, and include a Q&A. Details and a replay will be available on the company's website. The earnings release will also be available by mail or fax upon request.

Forget Rentals: 5 High-Yield REITs for Stress-Free Passive Income

Annaly Capital Management (NLY) raised its dividend after nine quarters of earnings coverage, yielding 15.6%. Rithm Capital (RITM) offers 11.5% yield with strong earnings. AGNC Investment (AGNC) maintains 16.4% yield with 75 consecutive monthly dividends. Starwood Property Trust (STWD) has steady payouts but earnings lag. PennyMac Mortgage (PMT) yields 20.3% but has weakest coverage.

Starwood Property Trust CEO receives 2M-share transfer

Starwood Property Trust (STWD) reported that its CEO, Barry S. Sternlicht, received a transfer of 2 million shares. Additionally, 276,666 restricted stock units vested and settled into shares on September 30, 2026. The remaining RSUs will vest quarterly through 2028, subject to continued service. Sternlicht now directly holds 16.4 million shares, with additional indirect holdings.

$ARCCLow

Sept. 16 Will Provide a Clearer Path for Interest Rates

The Federal Reserve may raise interest rates on Sept. 16, with an 80% chance of a quarter-point hike. Ares Capital (ARCC), Starwood Property Trust (STWD), and Ladder Capital (LADR) could benefit due to their floating-rate assets, which adjust with rate changes. These companies have portfolios predominantly in floating-rate debt, potentially insulating them from rate fluctuations.

Student Housing Venture Could Be A Fresh Angle For Starwood Property Trust Stock

Starwood Property Trust (STWD) and Trinitas Ventures formed a joint venture to develop student housing near three U.S. universities, targeting completion by 2028. This expands STWD's exposure to student housing, which offers predictable cash flow. Analysts forecast 78.7% revenue growth by 2029, with a potential 28% upside from the current share price. Key risks include credit quality and funding costs.

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