NYSE$STWD

Starwood Property Trust Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Starwood Property Trust reported Q4 2025, net income of $96.9M.

For Q4 2025, Starwood Property Trust reported net income of $96.9M. Management discusses segment performance, capital allocation, and macro risks in the quarterly filing.

  • Net income $96.9M.
  • Starwood Property Trust MD&A covers liquidity, operations, and outlook.
  • Starwood Property Trust MD&A covers liquidity, operations, and outlook.

Headline financials

Total Revenue

$493M

Previous: $357M+38.1%
EPS (adj)

$0.42

Previous: $0.48-12.5%
Liquidity

$1.4B

Previous: $1.8B-22.2%
Dividend Per Share

$0.48

No prior period
Q4 Capital Invested

$2.5B

No prior period
Net Income

$96.9M

Previous: $51.6M+87.8%
Operating Income

$131M

Previous: $94.7M+38.7%

Revenue & EPS history

Starwood Property Trust · Revenue · Quarterly

$493M

Q4 2025+38.1%vs Q4 2024
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

Starwood Property Trust · $565M total across 4 segments · Q3 2023

  • Commercial & Residential Lending
    $437M+38.6%
  • Infrastructure Lending
    $59.3M+33.6%
  • Investing & Servicing
    $45.4M-9.4%
  • Property
    $23.8M+3.6%

Forward guidance

The quarterly filing discusses operating priorities, capital returns, and sector risks; numeric multi-quarter bridges vary by issuer.

Tailwinds

  • MD&A highlights liquidity, capital, and core business trends.
  • Segment or product commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure near-term margins.
  • One-time items can affect year-over-year comparability.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+0.0%

Avg return

Earnings day

+1.2%

Avg return

5 days after

+1.4%

Avg return

30 days after

53%

35 / 66 earnings

Positive

+6.0%

Q4 2012

Best reaction

-9.1%

Q2 2010

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.6%-5.2%-5.5%
Q4 2025+0.1%+1.8%-3.6%
Q3 2025-2.8%-3.2%+0.7%
Q1 2025+0.7%+5.1%+6.1%
Q4 2024+0.9%-0.6%-0.7%
Q3 2024-1.1%-0.6%+2.1%
Q2 2024+2.6%+3.7%+5.7%
Q1 2024+2.6%+3.6%-3.1%
Q4 2023+2.2%+2.3%+4.6%
Q3 2023+2.0%+2.6%+8.4%
Q2 2023+3.0%+2.9%+1.9%
Q1 2023-1.8%-3.2%+7.8%
Q4 2022+0.1%+7.3%-7.7%
Q3 2022+3.5%+2.7%-3.0%
Q2 2022+0.3%+1.4%-4.2%
Q1 2022+1.4%-3.6%+0.1%
Q4 2021+1.5%+1.7%+2.9%
Q3 2021+0.5%+0.6%-4.4%
Q2 2021-0.5%-0.1%-0.5%
Q1 2021-0.7%-2.3%+1.3%
Q4 2020-1.7%+0.5%+8.7%
Q3 2020-0.7%+18.4%+32.9%
Q2 2020+4.6%+7.1%+4.6%
Q1 2020+6.0%+9.7%+22.9%
Q4 2019-5.3%-13.4%-49.6%
Q3 2019-0.2%-0.9%+2.5%
Q2 2019+3.2%+2.4%+3.5%
Q1 2019-2.6%-3.0%-1.2%
Q4 2018+1.0%+2.0%+1.4%
Q3 2018+1.1%+1.1%+2.9%
Q2 2018-3.0%-3.7%-0.5%
Q1 2018+2.1%+2.1%+3.9%
Q4 2017+0.5%+3.0%+4.8%
Q3 2017+1.9%+0.9%+1.2%
Q2 2017+2.1%+1.6%+0.9%
Q1 2017-1.1%-2.0%-0.2%
Q4 2016+0.2%-0.0%-0.7%
Q3 2016+0.3%+1.4%+2.9%
Q2 2016+2.9%+3.1%+6.4%
Q1 2016+2.7%
Q4 2015+0.9%
Q3 2015+1.4%
Q2 2015+1.0%
Q1 2015-1.3%
Q4 2014+0.2%
Q3 2014+1.2%
Q2 2014-1.3%
Q1 2014-0.5%
Q4 2013-0.5%
Q3 2013-0.6%
Q2 2013-0.4%
Q1 2013+2.1%
Q4 2012+6.0%
Q3 2012-2.6%
Q2 2012+0.6%
Q1 2012-0.1%
Q4 2009-0.6%
Q4 2011-0.6%
Q3 2009-0.6%
Q3 2011-0.2%
Q3 2010-0.2%
Q2 2011-9.1%
Q2 2010-9.1%
Q1 2010-4.0%
Q4 2010-4.0%
Q1 2011-4.0%

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