Jeffrey G. Dishner, a director at Starwood Property Trust, INC. (NYSE:STWD), sold 7,013 shares of common stock on April 1, 2026, at a per-share price of $17.1306, producing a total transaction value of $120,136. The sale occurred as the stock is trading near its 52-week low of $16.59, though InvestingPro analysis indicates the company may still be undervalued based on its Fair Value assessment.
Following the April 1 transaction, Dishner retains direct ownership of 168,152 shares in Starwood Property Trust. In addition to his direct holdings, he has an indirect stake of 609,132 shares held through the Jeffrey Dishner Revocable Trust.
Company results and capital actions
Starwood Property Trust reported fourth-quarter 2025 earnings that produced an earnings per share (EPS) of $0.46, surpassing analysts' consensus of $0.42 by 9.52%. Despite the EPS outperformance, the company's revenue for the quarter was $335.24 million, falling short of the expected $499.2 million - a shortfall of 32.84%.
In response to capital allocation considerations, the board of directors approved a $400 million share buyback program. The company said the repurchase will be funded with existing cash balances and may be executed through open market purchases or privately negotiated transactions.
Analyst note
BofA Securities adjusted its price target for Starwood Property Trust, moving it down from $20.00 to $19.00 while maintaining a Neutral rating. The firm cited pressure on earnings driven in part by dilution from the FIP acquisition and the effects of excess liquidity on near-term earnings. Credit performance was described as mixed, with real estate owned (REO) impairments and negative credit migration stemming from a limited number of loans contributing to that assessment.
Collectively, the insider sale, the company's mixed earnings picture, the buyback authorization and the analyst revision reflect the nuanced position Starwood Property Trust occupies as it navigates credit issues, acquisition-related dilution and capital deployment choices.