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Starwood Property (STWD)
NYSE:STWD
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.45Last Year’s EPS
0.48Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 09, 2025
|% Change Since: 0.68%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mix of strong investment performance and strategic growth initiatives, alongside challenges with non-performing loans and broader economic uncertainties. While the company showed resilience in originating new loans and maintaining liquidity, concerns about market conditions and unresolved assets were evident.Company Guidance
During the first quarter of 2025, Starwood Property Trust provided guidance on its financial performance, revealing distributable earnings (DE) of $156 million or $0.45 per share, and a GAAP net income of $112 million or $0.33 per share. The company committed $2.3 billion towards new investments, marking its highest quarterly commitment in nearly three years, with infrastructure lending hitting a record since the acquisition from GE in 2018. The commercial and residential lending segments contributed $179 million or $0.51 per share to DE, with commercial lending witnessing a growth of $859 million in the loan book. The overall loan portfolio at quarter-end stood at $14.5 billion, with resolutions on $230 million across three assets achieved at or above GAAP basis. Weighted average risk rating improved slightly from 3.0 to 2.9. Starwood reported a CECL reserve decrease by $26 million to $456 million, representing 4.2% of the lending and REO portfolios. The infrastructure lending segment committed a record $677 million with a total portfolio reaching $2.8 billion. Liquidity was robust at $1.5 billion, with an adjusted debt to undepreciated equity ratio of 2.25x. The company expressed optimism for the remainder of the year, emphasizing a strong pipeline in commercial real estate, data centers, and infrastructure lending.Record Investment in Infrastructure Lending
Starwood Property Trust committed $677 million in loans, with $601 million funded, marking a record high for the infrastructure lending portfolio, which reached $2.8 billion by quarter end.
Strong Commercial and Residential Lending Performance
The company originated $1.4 billion in commercial loans and funded $886 million, contributing $179 million to distributable earnings, with a slight decrease in weighted average risk rating from 3.0 to 2.9.
Successful Securitizations and Strong Servicing Portfolio
Starwood Mortgage Capital completed four securitizations totaling $268 million at profitable margins. The active servicing portfolio ended the quarter at $9.6 billion.
Significant Liquidity and Capitalization Improvements
After recent corporate debt activities, Starwood's liquidity stands at $1.5 billion, with no corporate debt maturities until 2026, and an adjusted debt to equity ratio of 2.25x.
Positive Outlook on Future Growth and Dividend Stability
The company anticipates continued growth in their loan portfolio, maintaining a stable dividend that has been paid for 45 consecutive quarters.
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STWD Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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STWD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| May 09, 2025 | $19.04 | $19.17 | +0.68% |
| Feb 27, 2025 | $19.50 | $19.67 | +0.87% |
| Nov 06, 2024 | $18.71 | $18.46 | -1.34% |
| Aug 06, 2024 | $17.51 | $17.98 | +2.68% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Starwood Property (STWD) report earnings?
Starwood Property (STWD) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is Starwood Property (STWD) earnings time?
Starwood Property (STWD) earnings time is at Jul 31, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is STWD EPS forecast?
STWD EPS forecast for the fiscal quarter 2025 (Q2) is 0.45.
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