Starwood Property TrustSTWD
STWD
0
Funds holding %
of 7,390 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] → 49.1% (-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
3%
downside
Avg. target
$21
4%
upside
High target
$22
10%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
JP Morgan Richard Shane 66% 1-year accuracy 41 / 62 met price target | 3%downside $19.50 | Overweight Maintained | 21 Jan 2025 |
Keefe, Bruyette & Woods Jade Rahmani 42% 1-year accuracy 14 / 33 met price target | 10%upside $22 | Outperform Maintained | 14 Jan 2025 |
Financial journalist opinion
Based on 12 articles about STWD published over the past 30 days
Neutral
PRNewsWire
2 days ago
Starwood Property Trust Announces Upsizing and Pricing of Private Offering of Sustainability Bonds
MIAMI BEACH, Fla. , March 25, 2025 /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.
Neutral
PRNewsWire
2 days ago
Starwood Property Trust Announces Private Offering of Sustainability Bonds
MIAMI BEACH, Fla. , March 25, 2025 /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.
Neutral
Seeking Alpha
1 week ago
Starwood Property: Dividend Risks In 2025
Starwood Property beat Q4 distributable earnings expectations but maintained a thin dividend coverage ratio of 100% for three consecutive quarters. The REIT's portfolio is highly diversified, with significant investments in commercial real estate loans, infrastructure lending, and multi-family real estate assets. Starwood Property faces potential dividend coverage issues, risking a dividend cut and possible loss of premium valuation.
Neutral
PRNewsWire
2 weeks 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 weeks 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
3 weeks 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
3 weeks 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
3 weeks 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
3 weeks 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
4 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.
Charts implemented using Lightweight Charts™