BRSP
BrightSpire Capital, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Jul 28 BrightSpire Capital reported Q2 2026 Adjusted Distributable Earnings…
- X Sep 30 Short interest jumps 31.0% to 5.95M
Signal stack
Where each data set points today.
- InsidersNO TRADES
No open-market buys or sells in 12 months. Recent filings are awards, exercises and tax withholding.
- InstitutionsMIXED
Q2 2026: 16 added (0 new), 12 trimmed or exited.
- AnalystsBULLISH
11 of 14 rate it Buy or better. Every target is above the price.
- TrendDOWNTREND
13% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| MILLENNIUM MANAGEMENT LLC | ADD | $11.4M |
| JPMORGAN CHASE & CO | ADD | $7.9M |
| Nuveen, LLC | DOUBLED | $6.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | TRIM | $5.5M |
| Allianz Asset Management GmbH | ADD | $3.4M |
| UBS Group AG | ADD | $1.9M |
| STATE OF WISCONSIN INVESTMENT BOARD | ADD | $1.2M |
| FMR LLC | DOUBLED | $1.2M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
14 analystsPrice is below the lowest target. Median implies +71%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 7, 2026 | Citizens MAINTAIN | Market Outperform |
| Oct 5, 2026 | Barclays MAINTAIN | Underweight |
| Jul 30, 2026 | B. Riley Securities MAINTAIN | Buy |
| Jul 29, 2026 | Jones Trading MAINTAIN | Buy |
| Jun 3, 2026 | Jones Trading MAINTAIN | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| May 20, 2026 | RICE CATHERINE Director | AWARD | 22,085 sh |
| May 20, 2026 | Diamond Kim S Director | AWARD | 22,085 sh |
| May 20, 2026 | Long Catherine F. Director | AWARD | 22,085 sh |
| May 20, 2026 | SCHWARTZ VERNON B Director | AWARD | 22,085 sh |
| Apr 9, 2026 | Mazzei Michael CEO | OTHER | 10,143 sh |
| Mar 16, 2026 | Saracino Frank V See Remarks | TAX W/H | $445.5K |
| Mar 16, 2026 | Mazzei Michael CEO | AWARD | 238,914 sh |
| Mar 16, 2026 | Mazzei Michael CEO | AWARD | 270,759 sh |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
6 filings · 1 bullish · 1 bearish · 1 mixed · 3 neutral- NEUTRAL 8-KOct 21, 2026
BrightSpire Capital completed a $960 million CRE CLO (2026-FL4) on October 16, 2026, issuing…
Monitor the 6-month ramp-up period for execution on the $142.7M of delayed/ramp-up collateral. The full redemption of 2024-FL2 removes that CLO's overhang but uses cash on hand. Watch for any rating…
- BEARISH 8-KJul 28, 2026
BrightSpire Capital reported Q2 2026 Adjusted Distributable Earnings of $0.13 per share, a 12.5%…
The earnings miss and rising credit provisions are negative signals, but the $300M NNN asset sale and continued loan origination momentum provide a path to de-risk the balance sheet. Monitor the Q3…
- BULLISH 8-KJun 16, 2026
BrightSpire Capital (BRSP) entered into a definitive agreement to sell two net-lease industrial…
The $300M sale at a modest premium to GAAP carrying value ($239M) should unlock ~$100M in net cash after debt assumption, enabling BRSP to pivot capital into higher-yielding first mortgage loans as…
- NEUTRAL 8-KMay 20, 2026
BrightSpire Capital entered into a First Amendment to CEO Michael Mazzei's employment agreement…
Routine CEO contract extension with downward-adjusted target compensation. No financial statement impact. Monitor upcoming quarterly earnings for credit-related disclosures given the REIT structure.
All BRSP filing & press-release reports (6)
- 8-K reportOct 21, 2026
- 8-K reportJul 28, 2026
- 8-K reportJun 16, 2026
- 8-K reportMay 20, 2026
- 8-K reportApr 28, 2026
- DEFA14A reportApr 1, 2026