Starwood Property Trust (NYSE:STWD) Hits New 12-Month Low – Time to Sell?

Starwood Property Trust, Inc. (NYSE:STWD)’s stock price reached a new 52-week low on Thursday . The company traded as low as $15.65 and last traded at $15.5750, with a volume of 1543359 shares traded. The stock had previously closed at $16.21.

Key Starwood Property Trust News

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

• Positive Sentiment: Starwood reported second-quarter distributable earnings of $0.40 per diluted share, matching consensus estimates. Revenue rose 15.6% year over year, supported by record assets and higher investment activity. STWD Stock Dips as Q2 Earnings Match Estimates, Revenues Rise Y/Y
• Positive Sentiment: The company invested $2.5 billion during the quarter and $6.7 billion through July, while total assets reached a record $31.8 billion and commercial lending assets climbed to $17.3 billion. These figures suggest continued platform growth and may support future earnings. Starwood Property Trust Reports Results for Quarter Ended June 30, 2026
• Positive Sentiment: Starwood maintained its quarterly dividend at $0.48 per share and repurchased $30 million of common stock during the first six months of the year, providing shareholder-return support. Starwood Property Trust Reports Results for Quarter Ended June 30, 2026
• Neutral Sentiment: Keefe, Bruyette & Woods lowered its price target from $19.00 to $18.50 but retained an “outperform” rating, implying meaningful upside from recent trading levels. The mixed action signals optimism about the shares but more cautious valuation expectations. Benzinga
• Negative Sentiment: GAAP net income was $6.6 million, or approximately $0.01 per share, while distributable earnings declined from $0.43 per share a year earlier. The earnings improvement story is therefore limited despite revenue growth. Starwood Property Trust Reports Results for Quarter Ended June 30, 2026

Analyst Ratings Changes

STWD has been the subject of several recent analyst reports. Weiss Ratings cut shares of Starwood Property Trust from a “hold (c)” rating to a “hold (c-)” rating in a research note on Monday, May 11th. UBS Group began coverage on shares of Starwood Property Trust in a research report on Tuesday, June 2nd. They set a “buy” rating and a $20.00 target price on the stock. JPMorgan Chase & Co. dropped their target price on shares of Starwood Property Trust from $20.00 to $19.00 and set an “overweight” rating for the company in a report on Thursday, April 16th. Keefe, Bruyette & Woods reduced their price target on shares of Starwood Property Trust from $19.00 to $18.50 and set an “outperform” rating for the company in a research report on Friday. Finally, Zacks Research upgraded Starwood Property Trust from a “strong sell” rating to a “hold” rating in a report on Thursday, June 25th. Four research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $19.50.

Starwood Property Trust Price Performance

The company has a debt-to-equity ratio of 3.47, a quick ratio of 1.57 and a current ratio of 1.46. The stock has a market capitalization of $6.08 billion, a PE ratio of 27.81, a P/E/G ratio of 2.15 and a beta of 0.98. The company’s fifty day simple moving average is $16.64 and its two-hundred day simple moving average is $17.39.

Starwood Property Trust (NYSE:STWD) last announced its quarterly earnings results on Thursday, August 6th. The real estate investment trust reported $0.40 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.40. The company had revenue of $201.42 million for the quarter, compared to the consensus estimate of $521.67 million. Starwood Property Trust had a net margin of 11.35% and a return on equity of 7.85%. The company’s revenue for the quarter was up 15.6% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.43 earnings per share. As a group, sell-side analysts predict that Starwood Property Trust, Inc. will post 1.51 EPS for the current year.

Starwood Property Trust Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 30th were paid a $0.48 dividend. The ex-dividend date of this dividend was Tuesday, June 30th. This represents a $1.92 dividend on an annualized basis and a yield of 11.7%. Starwood Property Trust’s dividend payout ratio is presently 200.00%.

Institutional Investors Weigh In On Starwood Property Trust

A number of large investors have recently bought and sold shares of STWD. Peak Financial Advisors LLC boosted its holdings in shares of Starwood Property Trust by 2.2% in the first quarter. Peak Financial Advisors LLC now owns 25,664 shares of the real estate investment trust’s stock valued at $442,000 after acquiring an additional 559 shares in the last quarter. Brown Advisory Inc. raised its holdings in Starwood Property Trust by 1.3% during the fourth quarter. Brown Advisory Inc. now owns 47,432 shares of the real estate investment trust’s stock worth $854,000 after purchasing an additional 600 shares in the last quarter. CIBC Private Wealth Group LLC raised its holdings in Starwood Property Trust by 11.5% during the third quarter. CIBC Private Wealth Group LLC now owns 5,943 shares of the real estate investment trust’s stock worth $115,000 after purchasing an additional 613 shares in the last quarter. Quadrant Capital Group LLC lifted its position in Starwood Property Trust by 2.3% in the third quarter. Quadrant Capital Group LLC now owns 27,220 shares of the real estate investment trust’s stock worth $527,000 after purchasing an additional 621 shares during the period. Finally, Mutual Advisors LLC lifted its position in Starwood Property Trust by 1.8% in the fourth quarter. Mutual Advisors LLC now owns 36,608 shares of the real estate investment trust’s stock worth $659,000 after purchasing an additional 631 shares during the period. Institutional investors and hedge funds own 49.82% of the company’s stock.

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.