STARWOOD PROPERTY TRUST, INC. S (STWD) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $0.31
- Estimate
- $0.29
- Surprise
- +6.1%
- Revenue (period 2026-09-30)
- $545.9M
- Score today
- 6.1/10
Revenue source: xbrl.
How the report landed
STARWOOD PROPERTY TRUST, INC. S (STWD) beat the $0.29 estimate with adjusted EPS of $0.31 — a clear 6.1% upside surprise.
Coverage in the report window
- Starwood Prop Trust Q3 2026 Earnings Call Transcript — benzinga, 2026-11-06
- Starwood Property Trust Reports Third Quarter 2026 Financial Results — fiscal.ai, 2026-11-06
- Starwood Prop Trust Q3 Adj. EPS $0.41 Beats $0.33 Estimate, Sales $545.853M Beat $530.667M Estimate — benzinga, 2026-11-06
Where TrendMatrix's rating stands now
TrendMatrix currently rates STWD Sell at 6.1/10; no pre/post engine snapshot brackets this report.
2 of the last 4 quarters beat the estimate; this quarter's +6.1% surprise compares with a -0.1% four-quarter average.
What supports the rating
- Attractive valuation
- Analyst upside: 35%
What argues against it
- Concentration risk — Loan Portfolio: Power (56.9%)
- Concentration risk — Geographic: South East
- V7 low-quality RISK_OFF penalty: -0.5 (Q=5.2)
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $12.05
- Price target
- $16.31
- Stop
- $11.48
- Upside to target
- +35.4%
- Reward-to-risk
- 5.5:1
Risk check: trading volume is running 1.8× its average — elevated turnover around the report window.
Model outputs from TrendMatrix’s engine as of 2026-11-07 — shown for context, not personalized investment advice.
STWD at TrendMatrix's latest read
REIT quarters hinge on occupancy, rate exposure, and FFO rather than headline EPS, which mechanically distorts under depreciation.
- Industry
- REIT - Mortgage
- Market cap
- $4.58B
- P/E (fwd)
- 6.6
- 52-week range
- $11.84–$18.66
- Off 52-week high
- 35.4%
- RSI (14)
- 51
- Volume vs avg
- 1.83×
- Score today
- 6.1/10