While AGNC Investment Offers a 13.5% Yield, I Just Bought This High-Yield Dividend Stock Instead
AGNC Investment's 13.5% yielding monthly dividend is very tempting. The REIT has a higher risk profile compared to Ladder Capital.
LADR - Ladder Capital Corp
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$10.25
DETAILS
HIGH:
$10.25
LOW:
$10.25
MEDIAN:
$10.25
CONSENSUS:
$10.25
UPSIDE:
4.59%
Stock News
Ladder Capital Corp Announces Sale of Jacksonville Office Property
NEW YORK--(BUSINESS WIRE)--Ladder Capital Corp ("Ladder" or the "Company") (NYSE: LADR), an investment grade-rated REIT, announced that activity incremental to its net interest and rental income is estimated to contribute between $0.42 and $0.45 to GAAP EPS, or between $0.14 and $0.17 to Distributable EPS in the third quarter of 2026. Such amounts are inclusive of the sale of a Jacksonville, Florida office property. All figures are subject to final accounting review. About Ladder Ladder Capital.
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Ladder Capital: Improving Dividend Coverage
Ladder Capital improved dividend coverage to 104% in Q2, fully supporting its payout with distributable earnings for the first time since Q3'25. LADR trades at a 16% discount to book value, presenting a high-yield and revaluation opportunity if loan quality remains stable. Net interest income grew 5% year-over-year, driving a 4% increase in distributable earnings and strengthening the investment thesis.
Ladder Capital Q2 Earnings Call Highlights
Ladder Capital NYSE: LADR reported higher earnings and active capital deployment in the second quarter of 2026, with management emphasizing a continued shift toward higher-yielding balance sheet loans, steady book value and opportunistic share repurchases while its stock trades below book value.
Ladder Capital Corp (LADR) Q2 2026 Earnings Call Transcript
Ladder Capital Corp (LADR) Q2 2026 Earnings Call Transcript
Ladder Capital (LADR) Q2 Earnings Meet Estimates
Ladder Capital (LADR) came out with quarterly earnings of $0.24 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.23 per share a year ago.
Ladder Capital Corp Reports Results for the Quarter Ended June 30, 2026
NEW YORK--(BUSINESS WIRE)--Ladder Capital Corp (NYSE: LADR) (“we,” “our,” “Ladder,” or the “Company”) today announced operating results for the quarter ended June 30, 2026. For the three months ended June 30, 2026, GAAP income before taxes was $16.3 million, or $0.12 of diluted earnings per share (“EPS”), and distributable earnings was $30.8 million, or $0.24 of distributable EPS. “Ladder delivered a strong second quarter, growing our loan portfolio and distributable earnings while continuing t.
Ladder Capital Corp to Report Second Quarter 2026 Results
NEW YORK--(BUSINESS WIRE)--Ladder Capital Corp (NYSE: LADR) (“we,” “Ladder,” or the “Company”) will release its second quarter 2026 results on Thursday, July 23, 2026 before the open of markets that day. The Company will host a conference call and webcast for investors at 10:00 a.m. Eastern Time that day to discuss the financial results. The conference call can be accessed by dialing (877) 407-4018 domestic or (201) 689-8471 international. Individuals who dial in will be asked to identify thems.
Ladder Capital Corp Announces Second Quarter 2026 Dividend to Holders of Class A Common Stock
NEW YORK--(BUSINESS WIRE)--Ladder Capital Corp (“Ladder” or the “Company”) (NYSE: LADR) today announced the declaration by its board of directors of a second quarter 2026 dividend of $0.23 per share of Class A common stock. The cash dividend is payable on July 15, 2026 to stockholders of record as of the close of business on June 30, 2026. About Ladder Ladder Capital Corp (NYSE: LADR) is an internally managed commercial mortgage REIT and the only commercial mortgage REIT rated investment grade.
2 Sleep-Well-At-Night Mortgage REITs For Income Investors
Ladder Capital stands out as the top commercial mREIT pick, offering a compelling blend of yield, growth, and conservative management. LADR's diversified model, investment-grade ratings, and founder-led management drive resilience, with a covered 9.1% yield and consensus 20% growth for 2027. Starwood Property Trust is positioned as a stable, high-yield income vehicle, maintaining an 11.3% yield and conservative leverage but limited dividend growth.
Implied Volatility Surging for Ladder Capital Corp Stock Options
Investors need to pay close attention to LADR stock based on the movements in the options market lately.
Why Ladder Capital's 9% Yield And Discounted Valuation Are Attractive
Ladder Capital offers a 9% yield and trades at a 24% discount to undepreciated book value, presenting compelling value and income. LADR's portfolio is 84% senior secured/investment-grade, with conservative underwriting and robust loan growth driven by capital recycling from securities. Management is capitalizing on CRE market dislocation, selectively originating new loans at attractive spreads and maintaining strong liquidity.
Ladder Capital: 96% Dividend Coverage, Return To Growth, 9% Yield
Ladder Capital delivered robust commercial loan growth, with a 60% Y/Y increase to $2.6B, its fastest growth in four years. LADR's dividend coverage ratio improved to 96% in Q1'26, supported by distributable earnings of $0.22 per share (+10% Y/Y). Asset quality remained strong, with no new CECL reserve additions and no credit losses, reinforcing confidence in LADR's loan portfolio.
Ladder Capital Corp (LADR) Q1 2026 Earnings Call Transcript
Ladder Capital Corp (LADR) Q1 2026 Earnings Call Transcript
Ladder Capital (LADR) Matches Q1 Earnings Estimates
Ladder Capital (LADR) came out with quarterly earnings of $0.22 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.2 per share a year ago.
Ladder Capital Corp Reports Results for the Quarter Ended March 31, 2026
NEW YORK--(BUSINESS WIRE)--Ladder Capital Corp (NYSE: LADR) (“we,” “our,” “Ladder,” or the “Company”) today announced operating results for the quarter ended March 31, 2026. For the three months ended March 31, 2026, GAAP income before taxes was $3.2 million, or $0.02 of diluted earnings per share (“EPS”), and distributable earnings was $28.0 million, or $0.22 of distributable EPS. “Ladder had a strong start to 2026, growing our loan portfolio and further strengthening our financing structure a.
Ladder Capital Corp to Report First Quarter 2026 Results
NEW YORK--(BUSINESS WIRE)--Ladder Capital Corp (NYSE: LADR) (“we,” “Ladder,” or the “Company”) will release its first quarter 2026 results on Thursday, April 23, 2026 before the open of markets that day. The Company will host a conference call and webcast for investors at 10:00 a.m. Eastern Time that day to discuss the financial results. The conference call can be accessed by dialing (877) 407-4018 domestic or (201) 689-8471 international. Individuals who dial in will be asked to identify thems.
The Cheerleader, The Quarterback
Americold and Ladder Capital offer high yields underpinned by durable business models and disciplined balance sheets. COLD's 7.7% yield and 8.7x multiple reflect cyclical earnings, but deleveraging, cost savings, and pricing power could drive a 30% total return in 12 months. LADR's hybrid lending/ownership model, investment-grade balance sheet, and 9.2% yield position it for 30% upside amid forecasted EPS growth in 2026 and 2027.
Buy The Dip: These 9-13% Yields Are Way Too Cheap
Ladder Capital and Blue Owl Capital Corp. offer high yields of 9.4% and 13.5%, trading at significant discounts to book value. LADR is internally managed, prioritizes credit discipline, and expects ROE to rise to 9% this year as lending accelerates and balance sheet deployment increases. Blue Owl Capital has a diversified, mostly first-lien portfolio, low non-accruals, and improving borrower fundamentals, with valuation at 0.75x NAV and visible earnings expansion potential.
Price Targets
Ladder Capital (LADR) PT Lowered to $10.25 at BofA Securities
$10.25
(was $9.86)
Morgan Stanley
Ladder Capital (LADR) Reiterated at Market Outperform by Citizens After 3Q Earnings
$13.00
(was $11.07)
Capital One Financial
Ladder Capital (LADR) Reiterated at Market Outperform by Citizens After 3Q Earnings
$13.00
(was $11.07)
Susquehanna
Ladder Capital (LADR) Reiterated at Market Outperform by Citizens After 3Q Earnings
$13.00
(was $11.07)
HSBC
Ladder Capital assumed with a Buy at BTIG
$13.50
(was $12.09)
Thomas Catherwood
·
BTIG
Ladder Capital initiated with an Outperform at Wolfe Research
$13.00
(was $11.27)
Keegan Carl
·
Wolfe Research