Starwood Property Trust, Inc. Aktie News

STWD and ABR represent opposite ends of the risk spectrum within the mREIT sector, despite similar high-yield appeal. I rate ABR as a "Sell" due to potential capital erosion risks and STWD as a "Hold" for income-focused investors looking for stability. The article reviews four main points that differentiate the companies' portfolios, which are the core reasons for the Sell rating on ABR.

Starwood Property Trust offers a stable, high-yield income stream, maintaining a >10% dividend yield and uninterrupted payouts for over a decade. STWD's diversified capital deployment, including $10.2B invested YTD and a major net lease acquisition, positions it for earnings growth as rates decline. Management anticipates 2026 will be strong for REITs, with lower rates likely to boost book valu...

Avoid the "expensive is good" trap; commercial mREITs are deep bargains. The sector slump is reversing as loan originations are ramping up. Buy the bargain bin cash flow before Wall Street flips sentiment.

MIAMI BEACH, Fla. , Dec. 12, 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 December 31, 2025.

Starwood Property Trust under-earned its dividend for the third straight quarter in Q3, raising ongoing concerns about dividend sustainability. STWD's core earnings continue to decline, especially in commercial and residential lending, as higher expenses (provisions) and lower interest income from loans/securities weigh on the segment's performance. Dividend coverage dropped to 83% in Q3 '25, l...

The Dividend Harvesting Portfolio is positioned for long-term growth, benefiting from a lower rate environment and the ongoing A.I. revolution. Despite NVDA's stellar earnings, market volatility persists due to rising unemployment and uncertainty around Fed rate cuts, highlighting recession risks. Weekly additions include GPIQ, AMLP, and STWD, focusing on high-yield, income-generating assets wh...

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

AGNC has reduced its dividend several times over the past decade. Starwood has maintained its current dividend rate for more than a decade.