Starwood Property Q3 revenue beats estimates

Starwood Property Trust (Maryland)

10/11/2025 12:18

Overview

Starwood Q3 revenue beats analyst expectations, adjusted net income misses estimates

Company invested $4.6 bln in Q3, including $2.2 bln in triple net lease investments

Raised $2.3 bln of capital across equity, term loan B, and high yield markets

Outlook

Company did not provide specific guidance for future quarters or full year

Result Drivers

TRIPLE NET LEASE INVESTMENTS - Starwood invested $2.2 bln in triple net lease investments, highlighting strategic acquisitions as a growth driver

CAPITAL RAISING - Raised $2.3 bln across equity, term loan B, and high yield markets, showcasing financial management and market confidence

INFRASTRUCTURE LENDING - Record $0.8 bln in infrastructure lending during the quarter, indicating focus on infrastructure sector

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$488.88 mln
$469.70 mln (3 Analysts)
Q3 Adjusted Net Income
Miss
$148.60 mln
$172.60 mln (6 Analysts)
Q3 Net Income
$72.60 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the specialized reits peer group is "buy"

Wall Street's median 12-month price target for Starwood Property Trust Inc is $22.00, about 16.3% above its November 7 closing price of $18.42

The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release: ID:nPnGZ7hya

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)