Ladder Capital (NYSE:LADR) Issues Earnings Results

Ladder Capital (NYSE:LADR) posted its earnings results on Thursday. The real estate investment trust reported $0.24 EPS for the quarter, meeting analysts’ consensus estimates of $0.24, FiscalAI reports. Ladder Capital had a return on equity of 5.73% and a net margin of 13.82%.The company had revenue of $57.76 million for the quarter, compared to the consensus estimate of $56.50 million. During the same quarter in the previous year, the business earned $0.23 earnings per share.

Here are the key takeaways from Ladder Capital’s conference call:

• Ladder reported distributable earnings of $30.8 million, or $0.24 per share, and said the quarter reflected strong origination activity and continued earnings growth.
• The company continued rotating capital into higher-yielding loans, originating $1.2 billion year-to-date and bringing balance-sheet loans to about 50% of total assets. Management expects this shift to lift net interest income over time.
• Ladder emphasized its balance-sheet strength, with 2.3x adjusted leverage, $1.1 billion of liquidity, and a predominantly unsecured funding profile. S&P also revised its outlook to positive, moving the company closer to investment-grade across all agencies.
• The company repurchased $8 million of stock in the quarter at a price well below book value, and management said it will keep buying back shares opportunistically while the stock trades at a discount. They also reiterated a $0.23 per share dividend.
• Credit quality remained manageable, though Ladder added one office loan to non-accrual and resolved another office loan through foreclosure. Management said the $47 million CECL reserve remains sufficient and expects the non-accrual to be resolved by the fourth quarter.

Ladder Capital Stock Down 2.2%

NYSE:LADR opened at $9.54 on Friday. The company has a quick ratio of 58.90, a current ratio of 58.90 and a debt-to-equity ratio of 2.79. The stock’s fifty day moving average is $10.05 and its two-hundred day moving average is $10.27. Ladder Capital has a 52 week low of $9.43 and a 52 week high of $11.92. The stock has a market capitalization of $1.21 billion, a price-to-earnings ratio of 21.67, a price-to-earnings-growth ratio of 0.90 and a beta of 0.95.

Ladder Capital Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 30th were paid a dividend of $0.23 per share. This represents a $0.92 dividend on an annualized basis and a yield of 9.6%. The ex-dividend date was Tuesday, June 30th. Ladder Capital’s dividend payout ratio is 209.09%.

More Ladder Capital News

Here are the key news stories impacting Ladder Capital this week:

• Positive Sentiment: Ladder Capital reported Q2 distributable earnings of $0.24 per share, matching analyst expectations, while revenue of $57.76 million came in above consensus. Ladder Capital Corp Reports Results for the Quarter Ended June 30, 2026
• Positive Sentiment: Management highlighted strong loan origination and growth in the loan portfolio, suggesting underlying business momentum in the quarter. Ladder Capital Corp (LADR) Q2 2026 Earnings Call Highlights
• Neutral Sentiment: Several coverage items framed the quarter as broadly “in line” or “exceeding expectations,” reinforcing that results were solid but not a major upside surprise. Ladder Capital (LADR) Q2 Earnings Meet Estimates
• Negative Sentiment: Net interest income missed expectations, which may raise concerns about margin pressure or earnings quality going forward. Ladder Capital’s Q2 earnings in line, but net interest income misses the mark

Analysts Set New Price Targets

A number of analysts recently issued reports on the company. Keefe, Bruyette & Woods cut their price objective on Ladder Capital from $11.50 to $11.00 and set an “outperform” rating for the company in a research report on Wednesday, April 8th. Wall Street Zen upgraded shares of Ladder Capital from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. Finally, Weiss Ratings cut shares of Ladder Capital from a “hold (c)” rating to a “hold (c-)” rating in a research report on Monday, May 11th. Four equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $12.75.

Insider Buying and Selling at Ladder Capital

In other news, insider Robert Perelman sold 17,505 shares of Ladder Capital stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $10.25, for a total value of $179,426.25. Following the completion of the sale, the insider directly owned 428,684 shares of the company’s stock, valued at approximately $4,394,011. The trade was a 3.92% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Insiders own 12.60% of the company’s stock.

Hedge Funds Weigh In On Ladder Capital

A number of hedge funds and other institutional investors have recently bought and sold shares of LADR. Nebula Research & Development LLC increased its holdings in Ladder Capital by 3.1% in the second quarter. Nebula Research & Development LLC now owns 33,835 shares of the real estate investment trust’s stock valued at $364,000 after buying an additional 1,008 shares during the last quarter. The Manufacturers Life Insurance Company lifted its holdings in Ladder Capital by 2.4% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 60,836 shares of the real estate investment trust’s stock worth $654,000 after buying an additional 1,416 shares during the last quarter. Alliancebernstein L.P. lifted its holdings in Ladder Capital by 0.9% during the 3rd quarter. Alliancebernstein L.P. now owns 162,607 shares of the real estate investment trust’s stock worth $1,774,000 after buying an additional 1,498 shares during the last quarter. HighTower Advisors LLC boosted its position in shares of Ladder Capital by 4.6% during the 4th quarter. HighTower Advisors LLC now owns 36,826 shares of the real estate investment trust’s stock worth $405,000 after acquiring an additional 1,611 shares in the last quarter. Finally, Swiss National Bank increased its holdings in shares of Ladder Capital by 1.7% in the 4th quarter. Swiss National Bank now owns 226,207 shares of the real estate investment trust’s stock valued at $2,486,000 after acquiring an additional 3,800 shares during the last quarter. 62.25% of the stock is currently owned by hedge funds and other institutional investors.

Ladder Capital Company Profile

Ladder Capital Corp (NYSE: LADR) is a publicly traded commercial real estate finance company structured as a real estate investment trust. The firm specializes in originating, acquiring and managing a diversified portfolio of commercial mortgage loans, subordinate financings such as mezzanine loans and B-notes, and equity investments. In addition to direct lending activities, Ladder Capital invests in and manages commercial mortgage‐backed securities (CMBS) and commercial real estate collateralized loan obligations (CRE CLOs), providing financing across a range of property types including office, retail, multifamily, industrial and hospitality assets.

Since its inception in 2008, Ladder Capital has developed a platform that supports both balance-sheet lending and structured securitization.