Starwood Property Trust stock target cut to USD 16 by UBS

Published on 11/15/2026 at 13:48 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Starwood Property Trust stock faces a lower UBS target after the analyst cited a slower earnings recovery. The Buy rating remains intact.

UBS changes its Starwood view

UBS reduced its price target while retaining a Buy rating.
The analyst linked the change to a slower earnings recovery and a likely dividend reset.
The company reported third-quarter results on November 6, including a GAAP loss and positive distributable earnings.

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UBS lowered its price target for Starwood Property Trust from USD 20 to USD 16 on November 12, while keeping a Buy rating on the shares. Markets Insider reported the analyst action, citing a note from UBS analyst Marissa Lobo.

UBS points to slower recovery

The 20 percent target reduction reflects UBS's view that Starwood Property Trust's earnings recovery is taking longer than expected. The analyst also said a dividend reset is likely, adding pressure to the income case for the commercial real estate finance company.

UBS nevertheless retained its Buy recommendation. The combination of a lower target and an unchanged rating signals a more cautious valuation view without removing the bank's positive stance on the shares.

Third-quarter results set context

Starwood Property Trust reported its third-quarter results on November 6 for the period ended September 30. The company posted a GAAP net loss of USD 389.7 million, including a USD 336.6 million credit loss provision and USD 32.2 million in non-cash property impairments. Distributable earnings, a non-GAAP measure, were USD 116.8 million, or USD 0.31 per diluted share.

The company also reported USD 155.2 million of distributable earnings before realized commercial lending gains and losses, or USD 0.41 per diluted share, and declared a quarterly dividend of USD 0.48 per share.

US equity markets provide the broader setting for the shares through the S&P 500 market overview.

Further company developments are covered in more news and analyses on Starwood Property Trust stock.