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Conagra boasts the highest dividend yield among S&P 500 members. Delek Logistics Partners has increased its monster distribution for 52 consecutive quarters.
STWD authorizes a $400M share buyback, signaling confidence in its valuation while balancing dividends, asset sales and liquidity gains.
With an uncertain outlook of future rate cuts, mREIT investors should look past yield and look for companies with lower leverage, lower rate sensitivity, and better capital reservation. Starwood Property Trust offers a better-rounded package than Annaly Capital on these fronts. NLY currently offers a 12%+ dividend yield, but its long-term tangible book value per share has declined over 56% in the past decade and over 7x leverage.
The Dividend Harvesting Portfolio remains resilient amid market volatility, delivering a 39.53% return on invested capital and $2,824.72 in forward annualized dividend income. Strategic sector diversification—especially in energy (11.08%) and REITs (18.41%)—positions the portfolio to weather macro uncertainty and benefit from risk-off rotations. Recent capital was allocated to Starwood Property Trust, citing robust capital deployment, a $400M buyback, and a 10.78% yield as key bullish drivers.
AGNC Investment stands out for its high-yielding monthly dividend. Fellow mortgage REIT Starwood Property Trust also offers a high-yielding dividend.
Starwood Property Trust (NYSE: STWD - Get Free Report) announced that its board has approved a share repurchase program on Thursday, February 26th, RTT News reports. The company plans to repurchase $400.00 million in outstanding shares. This repurchase authorization permits the real estate investment trust to repurchase up to 6.1% of its stock through open market
MIAMI BEACH, Fla., Feb. 26, 2026 /PRNewswire/ -- Starwood Property Trust, Inc. (NYSE: STWD) today announced that its Board of Directors has authorized the repurchase of up to $400 million of its outstanding shares of common stock and convertible notes over a period of one year.
STWD beats Q4 earnings estimates with 42 cents per share, but BVPS falls 3.9% amid higher expenses.
Investors love dividend stocks because they provide dependable passive income streams and an excellent opportunity for solid total return.
Starwood Property Trust, Inc. (STWD) Q4 2025 Earnings Call Transcript
Starwood Property Trust (STWD) came out with quarterly earnings of $0.42 per share, beating the Zacks Consensus Estimate of $0.41 per share. This compares to earnings of $0.48 per share a year ago.
– GAAP EPS of $0.26 for the Quarter and $1.15 for the Year and Distributable EPS for the Quarter of $0.42 and $1.69 for the Year – – Invested $12.7 Billion for the Year, Including $2.5 Billion in the Quarter; Second Largest Investment Year – – Executed a Record $4.4 Billion of Capital Transactions in 2025 – – Current Liquidity of $1.4 Billion – – Consistent Dividend of $0.48 per Share for Over a Decade – MIAMI BEACH, Fla., Feb. 25, 2026 /PRNewswire/ -- Starwood Property Trust, Inc. (NYSE: STWD) today announced operating results for the fiscal quarter and year ended December 31, 2025.
Starwood Property Trust (STWD) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
AGNC benefits from the stabilization of MBS spreads and the Fed's pivot, while Starwood remains pressured by the office real estate sector. With a 97% dividend coverage and zero credit risk, AGNC's 12.6% yield is structurally superior in the current macro environment. The 2026 outlook favors AGNC as interest rate volatility stabilizes; both mREITs offer complementary roles in an income-focused portfolio.
The red-hot January non-farm payrolls report blew away Wall Street, and almost at once, the prediction for 2.5 rate cuts this year was slashed to 2.
The Dividend Harvesting Portfolio reached all-time highs, delivering a 38.68% return on invested capital and a 7.78% forward yield. Recent volatility in technology created buying opportunities; I increased allocations to GPIQ and AMLP, targeting both tech and energy exposure. Forward annualized dividend income now stands at $2,784.30, with a clear path to exceed $3,000 in 2026 as capital is added.
Starwood Property Trust (STWD) is rated a buy, driven by strong profit margins, a diversified portfolio, and growth from acquisitions and new loans. STWD stands out among peers for its market cap, defensive multi-family residential exposure, and a recent acquisition in 2025 expanding its portfolio. Despite a dividend yield above 10%, STWD's dividend lacks growth and is not fully covered by EPS, tempering its appeal as an income play.
The Dividend Harvesting Portfolio reached $34,941.98, up 35.96% on invested capital with a 7.93% yield and strong dividend growth. Recent additions to STWD and NNN REIT reflect conviction in high-yield REITs and triple net lease structures amid expectations for lower rates. Portfolio diversification across 40 positions and multiple sectors has supported resilience through volatile markets and economic cycles.
Industry Veteran Brings Significant Value Creation and Asset Management Expertise to Expanding Senior Leadership Team MIAMI BEACH, Fla., Feb. 2, 2026 /PRNewswire/ -- Starwood Capital Group ("Starwood Capital"), a leading global private investment firm, today announced the appointment of John Gonnella as Senior Managing Director and Head of U.S. Asset Management, effective April 20, 2026.
GREENWICH, Conn., Jan. 29, 2026 /PRNewswire/ -- Starwood Property Trust, Inc. (NYSE: STWD) ("the Company") today announced the tax treatment for the Company's distributions on its common stock (CUSIP: 85571B105) paid with respect to the calendar year ended December 31, 2025: Form 1099-DIV Reference: (Boxes 1a + 2a + 3) Box 1a Box 1b Box 2a Box 2b Box 2e Box 2f Box 3 Box 5 Record Date Payable Date Cash Distribution Adjustment Total Dividend Per Share Ordinary Taxable Dividends Taxable Qualified Dividends Total Capital Gain Distribution Unrecaptured 1250 Gain Section 897 Ordinary Dividends Section 897 Capital Gain Nondividend Distributions Section 199A Dividends (i) (ii) (iii) (v) (iii) (iv) (v) 12/31/2024 1/15/2025 0.0000 0.3408 0.3408 (vi) 0.1946 0.0472 0.0508 0.0071 0.0000 0.0424 0.0954 0.1474 3/31/2025 4/15/2025 0.4800 0.0000 0.4800 0.2740 0.0665 0.0716 0.0101 0.0000 0.0597 0.1344 0.2075 6/30/2025 7/15/2025 0.4800 0.0000 0.4800 0.2740 0.0665 0.0716 0.0101 0.0000 0.0597 0.1344 0.2075 9/30/2025 10/15/2025 0.4800 0.0000 0.4800 0.2740 0.0665 0.0716 0.0101 0.0000 0.0597 0.1344 0.2075 12/31/2025 1/15/2026 0.4800 -0.4800 0.0000 (vii) 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 0.0000 Totals 1.9200 -0.1392 1.7808 1.0166 0.2467 0.2656 0.0374 0.0000 0.2215 0.4986 0.7699 (i) Box 1b Taxable Qualified Dividends shows the portion of the amount of Box 1a Ordinary Taxable Dividends that may be eligible for capital gains tax rates pursuant to IRC Section 857(c).