Starwood Property Trust

STWD

Market cap $7.45B

Overview Fund Activity

20.28 USD

+0.10

0.5%

At close Updated Sep 17, 4:00 PM EDT

Pre-market

After hours

20.27

-0.01

0.05%

1 day

0.5%

5 days

-2.45%

1 month

2.17%

3 months

2.17%

6 months

1.4%

Year to date

6.46%

1 year

-1.36%

5 years

23.89%

10 years

-6.76%

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

Real Estate Mortgage REIT

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

33% more funds holding in top 10

Funds holding in top 10: 3 [Q1] → 4 (+1) [Q2]

25% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 157

23% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 43

4% more capital invested

Capital invested by funds: $3.33B [Q1] → $3.46B (+$131M) [Q2]

0.93% more ownership

Funds ownership: 49.78% [Q1] → 50.71% (+0.93%) [Q2]

1% more funds holding

Funds holding: 492 [Q1] → 495 (+3) [Q2]

11% less call options, than puts

Call options by funds: $111M | Put options by funds: $125M

See Fund Rankings

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$20

1% downside

Avg. target

$21

4% upside

High target

$22

8% upside

2 analyst ratings

1 positive

50%

1 neutral

50%

0 negative

0%

UBS Douglas Harter	$20	Neutral Maintained	15 Jul 2025
Keefe, Bruyette & Woods Jade Rahmani	$22	Outperform Maintained	10 Jul 2025

See Analyst Rankings

Financial journalist opinion

Based on 8 articles about STWD published over the past 30 days

24/7 Wall Street

What If the Fed Cuts 50 Basis Points? 4 Ultra-High-Yield Favorites Will Explode

Investors love dividend stocks, especially those with ultra-high yields, because they provide a substantial income stream and offer significant total return potential.

What If the Fed Cuts 50 Basis Points? 4 Ultra-High-Yield Favorites Will Explode

24/7 Wall Street

August Jobs Data Locks In Rate Cuts – Buy These 5 Ultra-High-Yield Kings Now

The disappointing August employment report showed that only 22,000 jobs were created.

August Jobs Data Locks In Rate Cuts – Buy These 5 Ultra-High-Yield Kings Now

Dividend Harvesting Portfolio Week 235: $23,500 Allocated, $2,530.67 In Projected Dividends

My Dividend Harvesting Portfolio hit new all-time highs in both value and annualized dividend income, now exceeding $2,500 per year. I believe a lower interest rate environment will benefit financials, BDCs, and REITs, positioning my portfolio for continued strong performance. Diversification and reinvestment have driven a 33.1% return on invested capital, with 20% of my capital already returned as dividends.

Dividend Harvesting Portfolio Week 235: $23,500 Allocated, $2,530.67 In Projected Dividends

Taking Profits For Yield And Growth With David Alton Clark

David Alton Clark, The Winter Warrior Investor, thinks the market is a little bit toppy with stretched valuations. Focusing on high-conviction positions, trimming the number of holdings, and reallocating gains from growth into income-producing assets for capital preservation.

Taking Profits For Yield And Growth With David Alton Clark

Dividend Harvesting Portfolio Week 234: $23,400 Allocated, $2,493.46 In Projected Dividends

Fed Chair Powell's Jackson Hole remarks signal a likely September rate cut, boosting my bullish outlook for equities and income-generating assets. My Dividend Harvesting Portfolio hit all-time highs, delivering a 32.66% return on invested capital and an 8.03% forward yield. Weekly capital allocation and reinvestment of dividends are compounding income, with forward dividend income projected to surpass $2,650 by year-end.

Dividend Harvesting Portfolio Week 234: $23,400 Allocated, $2,493.46 In Projected Dividends

Zacks Investment Research

AGNC vs. STWD: Which High-Yield REIT Delivers Better Stability?

AGNC Investment offers higher yield and defensive hedging, but does Starwood Property's diversified portfolio and growth outlook make it the sturdier REIT pick? Let us find out.

AGNC vs. STWD: Which High-Yield REIT Delivers Better Stability?

Starwood Property Trust Continues To Generate Large Dividends And Latest Comments Are Bullish

STWD has allocated more than $5 billion toward capital investments in an unfavorable real estate market. As the Fed takes rates lower, all of the assets STWD has added could increase in value and drive its book value higher. STWD has the ability to increase its loan originations in a lower rate environment and drive earnings higher.

Starwood Property Trust Continues To Generate Large Dividends And Latest Comments Are Bullish

Powell Pivot Sparks REIT Rebound

U.S. equity markets notched another series of record highs this week, surging into the weekend after surprisingly dovish commentary from Federal Reserve Chair Powell, who hinted at imminent rate cuts. Powell used his final Jackson Hole speech as Fed Chair to deliver a clear policy pivot, an unexpected reversal after months of insistence that tariff-related inflation warranted a hawkish framework. Markets were equally relieved by the policy-focused nature of Powell's speech amid speculation that the address may be used instead as a potential defiant sermon on central bank independence.

Powell Pivot Sparks REIT Rebound

Starwood Property: Careful About The Dividend

Starwood Property's Q2 distributable earnings fell short of covering its $0.48 dividend for the second consecutive quarter, highlighting deteriorating dividend coverage. Earnings from commercial and residential lending declined 16% year-over-year, and dividend coverage dropped to 90%, raising concerns over sustainability. High non-accruals in Starwood Property's core commercial and residential lending segment are a drag on the REIT's financial performance.

Starwood Property: Careful About The Dividend

Zacks Investment Research

Starwood Property Shares Up on Q2 Earnings Beat, Expenses Decline Y/Y

STWD stock rises 1.9% as Q2 earnings beat estimates, due to lower expenses despite revenue and BVPS declines.

Starwood Property Shares Up on Q2 Earnings Beat, Expenses Decline Y/Y

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