Starwood Property Down 11.2% in a Year: Buy the Dip or Cut Your Losses?
Is STWD's 11.2% decline an opportunity or a warning amid rising expenses, weak liquidity and commercial real estate headwinds? Let us discuss.
STWD - Starwood Property Trust, Inc.
Price:
--
--
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$19.00
DETAILS
HIGH:
$19.00
LOW:
$19.00
MEDIAN:
$19.00
CONSENSUS:
$19.00
UPSIDE:
9.89%
Stock News
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The Dividend Harvesting Portfolio surpassed $3,000 in forward dividend income, achieving a 7.82% yield and 41.58% return on invested capital. I am capitalizing on rate-sensitive opportunities, notably adding to Starwood Property Trust (STWD) at an 11.27% yield amid market overreaction to rate hike fears. Portfolio discipline remains: no position exceeds 5% or sector 20%, with a focus on diversifying beyond ETFs and REITs toward individual equities and energy.
Starwood Property Trust Q1 Earnings Call Highlights
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.
Starwood Property: I Am Concerned About The Dividend (Again)
Starwood Property Trust, Inc. continues to under-earn its dividend, with coverage dropping to 81% in Q1'26, raising concerns about dividend sustainability. Despite strong new loan originations, especially in commercial and infrastructure lending, STWD's earnings appear insufficient to support its $0.48 per-share quarterly dividend. STWD now exhibits the weakest dividend coverage trajectory among major CRE finance REIT peers, with three of the last four quarters showing worsening coverage.
Dividend Harvesting Portfolio Week 271: $27,100 Allocated, $2,994.54 In Projected Dividends
The Dividend Harvesting Portfolio has reached $2,994.54 in forward dividend income and is expected to generate over $3,000 in raw income for 2026. I maintain strict risk controls, capping positions at 5% and sectors at 20%, while focusing on high-quality assets regardless of market conditions. This week I added another new position in Salesforce while adding to Starwood Property Trust.
Starwood Property Trust Announces Pricing of Private Offering of Sustainability Bonds
MIAMI BEACH, Fla., May 11, 2026 /PRNewswire/ -- Starwood Property Trust, Inc. (NYSE: STWD) (the "Company") today announced that it has priced its private offering of $600 million aggregate principal amount of its 6.125% unsecured senior notes due 2031 (the "Notes").
Starwood Property Trust Q1: Struggling To Digest
Starwood Property Trust, Inc. remains the premier mortgage REIT, evolving through diversification into owned property and infrastructure lending. STWD's Q1 saw top-line growth over $500M (+20% YoY), but distributable earnings fell short at $0.39/share due to integration and nonrecurring costs. Management maintains the $0.48 quarterly dividend, underpinned by strong liquidity, despite short-term earnings dilution from the Fundamental Net Lease acquisition.
Starwood Property Stock Down on Q1 Earnings Miss, Expenses Rise Y/Y
STWD shares dip after Q1 earnings miss as distributable EPS falls short, expenses rise, and BVPS declines despite higher revenue growth.
Starwood Property Trust Announces Private Offering of Sustainability Bonds
MIAMI BEACH, Fla., May 11, 2026 /PRNewswire/ -- Starwood Property Trust, Inc. (NYSE: STWD) (the "Company") today announced that, subject to market and other conditions, it is offering $600 million aggregate principal amount of its unsecured senior notes due 2031 (the "Notes") in a private offering.
Starwood Property Trust, Inc. (STWD) Q1 2026 Earnings Call Transcript
Starwood Property Trust, Inc. (STWD) Q1 2026 Earnings Call Transcript
Starwood Property Trust (STWD) Q1 Earnings Lag Estimates
Starwood Property Trust (STWD) came out with quarterly earnings of $0.39 per share, missing the Zacks Consensus Estimate of $0.42 per share. This compares to earnings of $0.45 per share a year ago.
Starwood Property Trust Reports Results for Quarter Ended March 31, 2026
– 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.
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Starwood Property Trust (STWD) Recently Broke Out Above the 20-Day Moving Average
After reaching an important support level, Starwood Property Trust (STWD) could be a good stock pick from a technical perspective. STWD surpassed resistance at the 20-day moving average, suggesting a short-term bullish trend.
REM's Mortgage REIT Portfolio Rallies 19% as Fed Easing Lifts Income Safety
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Advisors Capital Management LLC Buys 2,263,856 Shares of Starwood Property Trust, Inc. $STWD
Advisors Capital Management LLC increased its stake in shares of Starwood Property Trust, Inc. (NYSE: STWD) by 157.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,702,935 shares of the real estate investment trust's stock after acquiring an additional
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GraniteShares Advisors LLC Invests $2.62 Million in Starwood Property Trust, Inc. $STWD
GraniteShares Advisors LLC purchased a new position in Starwood Property Trust, Inc. (NYSE: STWD) during the undefined quarter, according to its most recent 13F filing with the SEC. The firm purchased 145,320 shares of the real estate investment trust's stock, valued at approximately $2,617,000. Other hedge funds and other institutional investors have also
Price Targets
Starwood Property price target lowered to $19 from $20 at BofA
$19.00
(was $17.95)
Credit Suisse
Starwood Property Trust (STWD) PT Lowered to $19 at BofA Securities
$19.00
(was $17.94)
Morgan Stanley
Starwood Property price target raised to $24 from $22 at Wells Fargo
$24.00
(was $21.11)
Donald Fandetti
·
Wells Fargo
Check Out 3 High-Yielding Dividend Stocks In Financial Sector From Wall Street's Most Accurate Analysts
$19.50
(was $19.50)
Steven Delaney
·
JMP Securities
JMP Securities Maintains Market Outperform on Starwood Property Trust, Lowers Price Target to $26
$26.00
(was $23.62)
JMP Securities
Raymond James Maintains Strong Buy on Starwood Property Trust, Lowers Price Target to $30
$30.00
(was $21.49)
Raymond James