STWD dividend analysis

STWD dividend deep dive

STWD pays a trailing-twelve-month yield of 2.70%, with a payout ratio of 47% of earnings. The yield band reads low-yield, and the company has compounded the distribution at 1.7% per year over the past five.

On the safety line, STWD scores 53/100. The metric is built from the Quality pillar (52/100) with a payout-ratio adjustment; the band is watchlist and the practical implication is the distribution is data-dependent and worth a closer read on the next 10-Q.

On the simple DRIP framework, STWD's 2.70% yield growing at 1.7% per year compounds to roughly 14.5% (5y), 31.1% (10y), and 71.9% (20y) cumulative income return.

Three peers for STWD: KO (5.00%), PG (1.50%), PEP (2.90%). Average yield 3.13% versus 2.70% on the name. The active question on relative income is whether the gap is justified by the underlying Quality and Risk pillar reads.

STWD dividend schedule: most recent ex-date 2026-03-01, payment 2026-03-15. The forward path depends on whether management raises the next declaration; the 18-year growth streak makes the directional read straightforward.

Wrap-up on STWD for income allocators: 2.70% TTM yield is the entry, 1.7% the growth, 53/100 the safety. The next 10-Q's free-cash-flow line is the practical leading indicator on the next hike.