Starwood Property TrustSTWD
STWD
About: Starwood Property Trust Inc is an American real estate investment trust principally engaged in originating, acquiring, and managing commercial mortgage loans and commercial mortgage-backed securities in the U.S. and Europe. The company organizes its activities into Commercial and Residential Lending Segment, Infrastructure Lending Segment, Property Segment and Investing and Servicing Segment. The company generates the majority of its revenue from the Real estate commercial and residential lending segment, which is engaged in originating, acquiring, financing, and managing commercial first mortgages, and non-agency residential mortgages.
Employees: 293
0
Funds holding %
of 6,809 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
79% more repeat investments, than reductions
Existing positions increased: 210 | Existing positions reduced: 117
24% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 54
14% more call options, than puts
Call options by funds: $125M | Put options by funds: $110M
11% more capital invested
Capital invested by funds: $2.98B [Q2] → $3.3B (+$319M) [Q3]
3% more funds holding
Funds holding: 486 [Q2] → 499 (+13) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 2 [Q2] → 2 (+0) [Q3]
1.42% less ownership
Funds ownership: 49.64% [Q2] → 48.22% (-1.42%) [Q3]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$20
3%
upside
Avg. target
$21
8%
upside
High target
$23
19%
upside
3 analyst ratings
2 positive
67%
1 neutral
33%
0 negative
0%
UBS Douglas Harter 63% 1-year accuracy 17 / 27 met price target | 3%upside $20 | Neutral Maintained | 15 Nov 2024 |
JMP Securities Steven Delaney 63% 1-year accuracy 12 / 19 met price target | 19%upside $23 | Market Outperform Maintained | 7 Nov 2024 |
JP Morgan Richard Shane 61% 1-year accuracy 36 / 59 met price target | 3%upside $20 | Overweight Maintained | 7 Nov 2024 |
Financial journalist opinion
Based on 12 articles about STWD published over the past 30 days
Neutral
PRNewsWire
2 days ago
Starwood Property Trust Completes Capital Markets Transactions
- Repriced $1.4 Billion of Corporate Term Loans – - Raised $783 Million of New Corporate Debt at Record Low Spreads – - Extended Weighted Average Corporate Debt Maturity from 2.2 Years to 3.5 Years – GREENWICH, Conn. , Dec. 19, 2024 /PRNewswire/ -- Starwood Property Trust, Inc. (NYSE: STWD) announced today that it has completed several capital markets transactions in December 2024: On December 17 th, we priced a new issue of $500 million 6.500% senior unsecured sustainability notes due July 2030, swapped to SOFR + 2.55%, our lowest floating-rate spread in six years.
Neutral
Seeking Alpha
3 days ago
Starwood Property Trust: Weaker Dividend Coverage But Solid Financials (Downgrade)
I am downgrading Starwood Property Trust to a hold due to weaker dividend coverage and uncertain macroeconomic conditions. STWD's diverse portfolio and consistent dividend payouts have historically provided stability, but recent earnings declines pose a risk to dividend sustainability. Interest rate cuts in 2024 offer potential growth opportunities, but continued high rates could negatively impact earnings.
Neutral
PRNewsWire
4 days ago
Starwood Property Trust Announces Upsizing and Pricing of Private Offering of Sustainability Bonds
GREENWICH, Conn. , Dec. 17, 2024 /PRNewswire/ -- Starwood Property Trust, Inc. (NYSE: STWD) (the "Company") today announced that it has priced its private offering of $500 million aggregate principal amount of its 6.500% unsecured senior notes due 2030 (the "Notes"), which was upsized from the previously announced $400 million aggregate principal amount.
Positive
Seeking Alpha
4 days ago
2 REITs To Add To Your Christmas List And When To Buy For A Margin Of Safety
Agree Realty and VICI Properties are high-quality REITs with strong fundamentals and impressive total returns, but currently offer little margin of safety due to their run-up in share prices. Investing with a margin of safety helps manage market volatility; for example, my cost basis of $53 for Realty Income has helped me stomach volatility and the stock's underperformance. I recommend assigning stocks specific roles in your portfolio; for example, Starwood Property for stable dividends, PepsiCo for moderate growth, and Visa for high growth, balancing income and growth.
Neutral
PRNewsWire
4 days ago
Starwood Property Trust Announces Private Offering of Sustainability Bonds
GREENWICH, Conn. , Dec. 17, 2024 /PRNewswire/ -- Starwood Property Trust, Inc. (NYSE: STWD) (the "Company") today announced that, subject to market and other conditions, it is offering $400 million aggregate principal amount of its unsecured senior notes due 2030 (the "Notes") in a private offering.
Positive
Seeking Alpha
2 weeks ago
Dividend Harvesting Portfolio Week 196: $19,600 Allocated, $1,876.88 In Projected Dividends
The S&P 500 is projected to finish between 6,700 and 7,200 in 2025, driven by lower Fed rates and potential corporate tax cuts. The Dividend Harvesting Portfolio reached new all-time highs with a 29.08% return, generating $1,876.88 in forward annualized dividend income. Consistent weekly investments and reinvesting dividends have significantly grown the portfolio, showcasing the power of income investing even with limited capital.
Positive
Market Watch
2 weeks ago
10 of Wall Street's favorite dividend stocks for 2025 with yields of at least 4%
Short-term interest rates are still high enough for you to get a yield of more than 4% on a savings account. But stocks with attractive dividend yields might also be appropriate for you, depending on your investment goals.
Positive
Benzinga
2 weeks ago
Wall Street's Most Accurate Analysts Give Their Take On 3 Financial Stocks Delivering High-Dividend Yields
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.
Positive
Seeking Alpha
3 weeks ago
Dividend Harvesting Portfolio Week 195: $19,500 Allocated, $1,863.26 In Projected Dividends
The Dividend Harvesting Portfolio reached an all-time high, with a 27.82% return on invested capital and forward dividend income of $1,863.23. I remain bullish on the market, expecting a strong 2025, driven by falling rates, economic growth, and declining unemployment. Realty Income and CTO Realty Growth were added to the portfolio, with plans to focus on other sectors in upcoming months.
Positive
Seeking Alpha
3 weeks ago
Starwood Property: A 10% Yield You Shouldn't Give Up
Starwood Property Trust offers a covered 10% dividend yield, making it a solid income investment for passive income investors despite a shrinking portfolio. The trust's commercial lending portfolio, valued at $14.6 billion, is its primary income source, contributing significantly to distributable profits. Despite covering its dividend in 3Q24, the 100% payout ratio leaves no margin of safety, raising concerns about future dividend sustainability.
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