The divergence between GAAP EPS beat and Street-convention EPS miss suggests the market will focus on the Street metric. Monitor next quarter's AFFO/Core EPS vs consensus and any commentary on book value or leverage trends.
Price Chart
Executive Summary
Starwood Property Trust declared a $0.48/share quarterly dividend for Q3 2026, payable in October. The filing also includes Q2 2026 earnings results showing EPS of $0.40, a 27.4% beat vs consensus of $0.31, though the Nasdaq Street-EPS reference shows a different metric (likely AFFO/Core EPS) at $0.36, which missed consensus of $0.37 by 2.7%. The dividend declaration is routine and the earnings beat is notable but the Street-quoted metric missed, creating mixed signals.
Key Financial Metrics
Key Facts
- Dividend of $0.48 per share declared for Q3 2026, payable in October
- Q2 2026 GAAP EPS of $0.40 beat consensus of $0.31 by 27.4%
- Street-convention EPS (likely AFFO/Core) was $0.36, missing consensus of $0.37 by 2.7%
- Revenue reported at $532.2M, in line with consensus
Financial Impact
Dividend of $0.48/share is unchanged from prior quarter; earnings beat on GAAP basis but Street metric missed slightly
Risk Factors
- Street-convention EPS missed consensus for the second consecutive quarter
- Dividend coverage may be under scrutiny if AFFO/Core EPS continues to decline
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302882541 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 5d ago | Institutional Cluster | $12.58 $12.58 | · 0.00% | ▲ +0.52% | $12.44 (−1.11%) |
Sep 17, 2026 5w ago | Press Release | $14.94 $15.00 | ▲ +0.40% | ▼ −1.15% | $12.44 (−16.73%) |
Aug 12, 2026 10w ago | 8-K | $16.35 $16.30 | ▼ −0.31% | ▼ −0.11% | $12.44 (−23.91%) |
Aug 6, 2026 11w ago | 8-K | $15.93 $16.45 | ▲ +3.26% | ▲ +2.65% | $12.44 (−21.91%) |
Jul 23, 2026 13w ago | Press Release | $16.33 $16.52 | ▲ +1.16% | ▲ +1.06% | $12.44 (−23.82%) |
May 26, 2026 21w ago | 8-K | $17.31 $17.09 | ▼ −1.27% | ▼ −1.82% | $12.44 (−28.13%) |
May 11, 2026 24w ago | 8-K | $17.23 $17.22 | ▼ −0.06% | ▲ +0.08% | $12.44 (−27.80%) |
May 8, 2026 24w ago | 8-K | $17.75 $17.23 | ▼ −2.93% | ▼ −3.16% | $12.44 (−29.91%) |
Mar 13, 2026 32w ago | DEFA14A | $17.05 $17.30 | ▲ +1.48% | ▲ +1.21% | $12.44 (−27.02%) |
Feb 25, 2026 34w ago | 8-K | $17.23 $17.60 | ▲ +2.14% | ▲ +2.69% | $12.44 (−27.80%) |
US Market Status
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