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 & Servicing Segment. The company generates the majority of its revenue from the Commercial and Residential Lending Segment, which is engaged in originating, acquiring, financing, and managing commercial first mortgages, and non-agency residential mortgages.
Employees: 286
0
Funds holding %
of 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
100% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 4 (+2) [Q4]
45% more repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 137
10% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 58
0% more call options, than puts
Call options by funds: $104M | Put options by funds: $104M
0.41% less ownership
Funds ownership: 49.51% [Q3] → 49.09% (-0.41%) [Q4]
2% less funds holding
Funds holding: 501 [Q3] → 493 (-8) [Q4]
7% less capital invested
Capital invested by funds: $3.38B [Q3] → $3.14B (-$242M) [Q4]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$19.50
0%
upside
Avg. target
$21
6%
upside
High target
$22
13%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
JP Morgan Richard Shane 63% 1-year accuracy 39 / 62 met price target | 0%downside $19.50 | Overweight Maintained | 21 Jan 2025 |
Keefe, Bruyette & Woods Jade Rahmani 44% 1-year accuracy 15 / 34 met price target | 13%upside $22 | Outperform Maintained | 14 Jan 2025 |
Financial journalist opinion
Based on 13 articles about STWD published over the past 30 days
Neutral
PRNewsWire
13 hours ago
Starwood Property Trust Announces $0.48 Per Share Dividend for First Quarter 2025
MIAMI BEACH, Fla. , March 13, 2025 /PRNewswire/ -- Starwood Property Trust, Inc. (NYSE: STWD) ("the Company") today announced that the Company's Board of Directors has declared a dividend of $0.48 per share of common stock for the quarter ending March 31, 2025.
Positive
Seeking Alpha
2 days ago
Starwood Property: No Margin Of Safety For Dividend (Rating Downgrade)
Starwood Property Trust's dividend is at risk due to a 100% pay-out ratio and declining distributable profits, particularly in commercial and residential lending. The trust's portfolio decreased by $2.0 billion YoY, reflecting a challenging credit environment and high office vacancies. Starwood Property Trust's stock is now rated 'Hold' due to increased dividend risk and no margin of safety in distributable earnings.
Positive
Seeking Alpha
1 week ago
Buy These 7-9% Yielding Cash Cows For Recurring Income
Market volatility presents opportunities. Energy Transfer and Starwood Property Trust offer 7% to 9% yields, providing diversification and high income. ET benefits from fee-based cash flows, strong growth in natural gas exports, and strategic projects. It has a well-covered 7% yield and is undervalued compared to peers. STWD offers a 9.7% yield, supported by a diverse portfolio, strong balance sheet, and growth in residential and infrastructure lending.
Neutral
PRNewsWire
1 week ago
Starwood Strategic Partners Closes Investment in VANA Partners
MIAMI , March 4, 2025 /PRNewswire/ -- Starwood Strategic Partners ("SSP"), a return-driven investment platform managed by Starwood Capital Group ("Starwood Capital") that is dedicated to investing in commercial real estate opportunities controlled by early to mid-stage managers, today announced it has completed an investment in VANA Partners ("VANA"), a real estate investment platform focused on the extended stay hotel segment. Through this collaboration, Starwood Capital, a global private equity real estate firm, will invest programmatic capital and provide strategic advice to VANA's leadership through board representation and infrastructure support.
Positive
Zacks Investment Research
1 week ago
Starwood Property Q4 Earnings Top Estimates, Book Value Declines Y/Y
STWD benefits from a decline in expenses. Yet, y/y declines in book value and revenues act as spoilsports.
Positive
Seeking Alpha
1 week ago
I'm Buying Up To 9% Yield For Recurring Income
Blackstone Secured Lending offers a 9.4% dividend yield, backed by a high-quality first-lien debt portfolio and a shareholder-friendly fee structure. Ladder Capital provides a diversified investment strategy with commercial loans, securities, and real estate, offering a well-covered 7.9% dividend yield. Both companies have strong balance sheets, prudent capital allocation, and seasoned leadership, helping to ensure steady cash flow and long-term value for income investors.
Neutral
Seeking Alpha
2 weeks ago
Starwood Property Trust, Inc. (STWD) Q4 2024 Earnings Call Transcript
Starwood Property Trust, Inc. (NYSE:STWD ) Q4 2024 Earnings Conference Call February 27, 2025 10:00 AM ET Company Participants Zachary Tanenbaum - Head of Investor Relations Barry Sternlicht - Chairman & CEO Jeffrey DiModica - President Rina Paniry - Chief Financial Officer Conference Call Participants Steven Laws - Raymond James Richard Shane - JPMorgan Jade Rahmani - KBW Douglas Harter - UBS Donald Fandetti - Wells Fargo Securities Operator Greetings, and welcome to Starwood Properties Trust Fourth Quarter 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode.
Positive
Zacks Investment Research
2 weeks ago
Starwood Property Trust (STWD) Beats Q4 Earnings Estimates
Starwood Property Trust (STWD) came out with quarterly earnings of $0.48 per share, beating the Zacks Consensus Estimate of $0.46 per share. This compares to earnings of $0.58 per share a year ago.
Neutral
PRNewsWire
2 weeks ago
Starwood Property Trust Reports Results for the Quarter and Year Ended December 31, 2024
– GAAP EPS of $0.15 for the Quarter and $1.10 for the Year and Distributable EPS for the Quarter of $0.48 and $2.02 for the Year – – Invested $1.6 Billion in the Quarter, $5.1 Billion for the Year and $1.5 Billion After Year End – – Executed $2.3 Billion of Corporate Debt in the Quarter, Extending Average Maturity to 3.5 Years – – Current Liquidity of $1.8 Billion – – Paid Dividend of $0.48 per Share for the 62nd Straight Quarter – MIAMI BEACH, Fla. , Feb. 27, 2025 /PRNewswire/ -- Starwood Property Trust, Inc. (NYSE: STWD) today announced operating results for the fiscal quarter and year ended December 31, 2024.
Positive
Seeking Alpha
2 weeks ago
Why Dividends Matter, Even The Little Ones
Dividends provide a reliable income stream, especially during tough economic times, alleviating financial pressure without the need to sell shares. Persistent inflation makes dividend income increasingly valuable, as it offers stability when market returns are volatile or negative. Investing in well-established, high-yield dividend companies with strong cash flows can ensure a steady income and reduce financial stress.
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