NASDAQ$SUNS

Sunrise Realty Trust Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Sunrise Realty Trust reported Q4 2025 GAAP net income of $1.6M ($0.12 per basic share) and Distributable Earnings of $3.5M ($0.27 per share).

For the quarter ended December 31, 2025, SUNS earned GAAP net income of $1.6 million on net interest income of $5.2 million. Distributable Earnings were $3.5 million, or $0.27 per basic share, after adding back CECL provisions and stock-based compensation. Full-year 2025 GAAP net income was $12.1 million with Distributable Earnings of $15.2 million.

  • Q4 net interest income was $5.2M on interest income of $7.2M.
  • Distributable Earnings of $3.5M exceeded GAAP net income on CECL add-back.
  • Board declared a Q1 2026 dividend of $0.30 per share payable April 15, 2026.
  • Full-year GAAP net income was $12.1M with EPS of $0.93.
  • CEO cited selective Southern U.S. transitional lending opportunity set for 2026.

Headline financials

Total Revenue

$7.17M

Previous: $8.5M-15.7%
EPS (adj)

$0.12

Previous: $0.27-55.6%
Net Income

$1.63M

Previous: $1.85M-12.1%

Revenue & EPS history

Sunrise Realty Trust Inc · Revenue · Quarterly

$7.17M

Q4 2025-15.7%vs Q4 2024
Beat estimate in 5 of 9 quarters(56%)
ActualEstimate

Forward guidance

Management expects continued origination in underserved transitional CRE markets in the Southern U.S., with a $0.30 quarterly dividend declared for Q1 2026.

Tailwinds

  • Lower-leverage strategy positioned for bifurcated commercial mortgage REIT landscape in 2026.
  • Distributable Earnings framework supports dividend capacity above GAAP net income.

Headwinds

  • CECL provision volatility can swing quarterly GAAP earnings.
  • Commercial real estate transitional lending remains sensitive to macro and credit cycles.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 6 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+1.0%

Avg return

Earnings day

+2.0%

Avg return

5 days after

+4.6%

Avg return

30 days after

57%

21 / 37 earnings

Positive

+12.8%

Q2 2024

Best reaction

-7.1%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+9.1%+8.2%+16.1%
Q4 2025-2.0%-6.5%-14.6%
Q3 2025-0.6%-0.1%+9.5%
Q2 2025+2.6%+8.8%+11.0%
Q1 2025-0.8%+5.1%+6.1%
Q4 2024-7.1%-6.5%-17.5%
Q3 2024-0.9%-3.4%-7.7%
Q2 2024+12.8%+10.5%+33.9%
Q1 2024
Q3 2023
Q4 2021+1.9%
Q3 2021+0.3%
Q2 2021+0.3%
Q1 2021-0.2%
Q4 2020+1.7%
Q3 2020+3.3%
Q2 2020+2.5%
Q1 2020+4.6%
Q4 2019-2.2%
Q3 2019+0.0%
Q2 2019-0.6%
Q1 2019-0.2%
Q4 2018+3.6%
Q3 2018+2.8%
Q2 2018+0.3%
Q1 2018+0.5%
Q4 2017-1.1%
Q3 2017+1.5%
Q2 2017-2.5%
Q1 2017-0.5%
Q4 2016-0.7%
Q3 2016-0.3%
Q2 2016+0.1%
Q1 2016+2.5%
Q4 2015+2.2%
Q3 2015+2.3%
Q2 2015+4.1%
Q1 2015-3.8%
Q4 2014+3.5%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro