Starwood Property Trust (NYSE:STWD) Board Declares Stock Repurchase Plan

Starwood Property Trust (NYSE:STWD) announced that its Board of Directors has authorized a stock repurchase plan on Thursday, February 26th, RTT News reports. The company plans to buyback $400.00 million in shares. This buyback authorization authorizes the real estate investment trust to purchase up to 6.1% of its stock through open market purchases. Stock buyback plans are often a sign that the company’s board of directors believes its stock is undervalued.

Analysts Set New Price Targets

Several analysts have weighed in on STWD shares. Weiss Ratings reiterated a “hold (c)” rating on shares of Starwood Property Trust in a research report on Wednesday, January 21st. Wells Fargo & Company decreased their target price on shares of Starwood Property Trust from $22.00 to $21.00 and set an “outperform” rating on the stock in a research note on Thursday. Zacks Research raised shares of Starwood Property Trust from a “strong sell” rating to a “hold” rating in a research report on Monday, January 12th. Finally, Keefe, Bruyette & Woods cut their price target on shares of Starwood Property Trust from $22.00 to $21.00 and set an “outperform” rating on the stock in a report on Wednesday, November 12th. Three investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $20.38.

Starwood Property Trust Price Performance

STWD opened at $17.83 on Friday. The company has a debt-to-equity ratio of 3.10, a quick ratio of 1.33 and a current ratio of 1.68. The stock has a market capitalization of $6.61 billion, a PE ratio of 15.37 and a beta of 1.13. The stock’s 50 day moving average price is $18.19 and its 200-day moving average price is $18.76. Starwood Property Trust has a 52-week low of $16.59 and a 52-week high of $21.05.

Starwood Property Trust (NYSE:STWD) last released its quarterly earnings results on Wednesday, February 25th. The real estate investment trust reported $0.42 earnings per share for the quarter, beating the consensus estimate of $0.41 by $0.01. The business had revenue of $492.95 million for the quarter, compared to analysts’ expectations of $469.53 million. Starwood Property Trust had a net margin of 22.32% and a return on equity of 8.16%. The firm’s revenue for the quarter was up 8.5% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.48 earnings per share. On average, equities research analysts predict that Starwood Property Trust will post 1.88 EPS for the current year.

Starwood Property Trust Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, January 15th. Stockholders of record on Wednesday, December 31st were paid a dividend of $0.48 per share. The ex-dividend date of this dividend was Wednesday, December 31st. This represents a $1.92 dividend on an annualized basis and a dividend yield of 10.8%. Starwood Property Trust’s payout ratio is presently 165.52%.

More Starwood Property Trust News

Here are the key news stories impacting Starwood Property Trust this week:

• Positive Sentiment: Board authorizes up to $400 million share repurchase (≈6.1% of shares), signaling management thinks the stock is undervalued and should support EPS/share and book value over time. PR Newswire: Repurchase Program
• Positive Sentiment: Analysts and commentators say a dividend cut in 2026 is unlikely, which supports income investors and reduces downside risk to the stock’s yield profile. Seeking Alpha: Dividend Outlook
• Positive Sentiment: Company-reported Q4 results showed EPS roughly in line with or slightly ahead of consensus and revenue came in above estimates, a near-term fundamental positive for the shares. Yahoo Finance: Q4 Earnings
• Neutral Sentiment: Wells Fargo trimmed its price target from $22 to $21 but kept an “outperform” rating — a modest pullback in optimism but still an above-market view. TickerReport / Benzinga: Price Target
• Neutral Sentiment: Company earnings presentation and call materials are available for investors to parse performance and forward guidance; these provide detail but showed mixed metrics across GAAP vs. adjusted numbers. Seeking Alpha: Q4 Presentation
• Negative Sentiment: Book value per share (BVPS) declined ~3.9% year-over-year and certain call transcripts/reporting highlighted misses on some metrics — signs of margin/expense pressure that could weigh on longer-term valuation. Zacks: BVPS Decline
• Negative Sentiment: Some transcripts and secondary coverage reported differing EPS/methodology (one transcript cited a miss), creating short-term investor uncertainty about reported vs. adjusted results. InsiderMonkey: Earnings Call Transcript

Starwood Property Trust Company Profile

Starwood Property Trust (NYSE: STWD) is a publicly traded real estate investment trust that specializes in originating, acquiring and managing commercial mortgage loans and other real estate-related investments. The company’s portfolio spans a variety of asset classes, including senior mortgages, mezzanine debt, preferred equity and direct equity investments in commercial properties. By focusing on both debt and equity capital solutions, Starwood Property Trust seeks to generate attractive risk-adjusted returns for its shareholders through a combination of current income and capital appreciation.

Operating primarily in the United States, Starwood Property Trust deploys capital across a broad range of property types, such as multifamily residential, office, retail, hotel and industrial.