STWD
STARWOOD PROPERTY TRUST, INC.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Apr 1 1 insider sell $120.1K at $17.13
- A Jun 2 UBS upgrades
- E Jul 23 M&A: MAG Capital Partners Completes ~$89 Million Sale of 1.37M-…
Signal stack
Where each data set points today.
- InsidersBEARISH
1 insider sold $120.1K.
- InstitutionsBULLISH
Q2 2026: 27 added (0 new), 17 trimmed or exited.
- AnalystsBULLISH
12 of 15 rate it Buy or better. Every target is above the price.
- EstimatesFALLING
Current-quarter EPS estimate $0.427 → $0.310 over 90 days. 0 up, 5 down in 30 days.
- Short sellersBUILDING
Short interest +22.1% to 23.37M shares. 4.4 days to cover, ≈6.3% of shares.
- TrendDOWNTREND
13% below its 50-day average.
- SocialQUIET
Crowd 67° (warm) this week from 2 mentions: 2 bullish, 0 bearish. No setup call.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| NORGES BANK | TRIM | $28.5M |
| D. E. Shaw & Co., Inc. | ADD | $16.8M |
| LPL Financial LLC | ADD | $15.0M |
| CITADEL ADVISORS LLC | DOUBLED | $8.6M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | DOUBLED | $7.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | $6.6M |
| FMR LLC | DOUBLED | $6.4M |
| QRG CAPITAL MANAGEMENT, INC. | DOUBLED | $5.6M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
15 analystsPrice is below the lowest target. Median implies +60%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 9, 2026 | Keefe, Bruyette & Woods MAINTAIN | Outperform |
| Aug 18, 2026 | JP Morgan MAINTAIN | Overweight |
| Aug 7, 2026 | Keefe, Bruyette & Woods MAINTAIN | Outperform |
| Jun 2, 2026 | UBS UPGRADE | Buy |
| May 13, 2026 | Keefe, Bruyette & Woods MAINTAIN | Outperform |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 30, 2026 | Ridley Fred S. Director | AWARD | 11,112 sh |
| Sep 30, 2026 | ZELNICK STRAUSS Director | AWARD | 11,112 sh |
| Sep 30, 2026 | STERNLICHT BARRY S CEO, Chairman of the Board | EXERCISE | 276,666 sh |
| Sep 30, 2026 | HARMON DEBORAH L Director | AWARD | 11,112 sh |
| Sep 30, 2026 | Kumin Solomon J. Director | AWARD | 11,112 sh |
| Sep 30, 2026 | Perpall Frederick Director | AWARD | 11,112 sh |
| Sep 30, 2026 | Bronson Richard D. Director | AWARD | 11,112 sh |
| Sep 30, 2026 | Douglas Camille J. Director | AWARD | 11,112 sh |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $0.31 | $0.25–$0.43 | -1.4% | $530.4M |
| Next Q | $0.43 | $0.38–$0.46 | -0.3% | $549.9M |
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Sep 30, 2026SecBot reports
9 filings · 1 press release · 1 bullish · 0 bearish · 2 mixed · 6 neutral- BULLISH INST-CLUSTEROct 21, 2026
Three asset managers doubled their STWD positions in Q3 2026, adding $5.8M in net new capital…
The cluster is small relative to STWD's ~$6B market cap, so it is unlikely to move the stock alone. However, the unanimous doubling by three independent active managers signals a shared thesis on…
- MIXED PRESS-RELEASESep 17, 2026
Starwood Property Trust declared a $0.48/share quarterly dividend for Q3 2026, payable in October…
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…
- NEUTRAL 8-KAug 12, 2026
Starwood Property Trust appointed President Jeffrey F. DiModica to the Board of Directors…
No trading action warranted. This is a routine governance filing with no financial data, guidance changes, or strategic implications. Monitor the next quarterly earnings release for any operational…
- NEUTRAL 8-KAug 6, 2026
Starwood Property Trust reported Q2 2026 Distributable Earnings (DE) of $0.40 per diluted share…
The in-line DE result and stable $0.48 dividend provide no immediate catalyst. Watch for resolution of the ~$900M in underperforming assets by year-end, which could release trapped equity and…
All STWD filing & press-release reports (10)
- INST-CLUSTER reportOct 21, 2026
- PRESS-RELEASE reportSep 17, 2026
- 8-K reportAug 12, 2026
- 8-K reportAug 6, 2026
- PRESS-RELEASE reportJul 23, 2026
- 8-K reportMay 26, 2026
- 8-K reportMay 11, 2026
- 8-K reportMay 8, 2026
- DEFA14A reportMar 13, 2026
- 8-K reportFeb 25, 2026