Ladder Capital (LADR) Q4 2025 Earnings Transcript
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 05 2026
0mins
Should l Buy LADR?
Source: NASDAQ.COM
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy LADR?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on LADR
Wall Street analysts forecast LADR stock price to rise
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 9.900
Low
11.50
Averages
12.33
High
13.50
Current: 9.900
Low
11.50
Averages
12.33
High
13.50
About LADR
Ladder Capital Corp is an internally-managed commercial real estate investment trust. The Company's segments include loans, securities, and real estate. The loans segment includes mortgage loan receivables held for investment (balance sheet loans) and mortgage loan receivables held for sale (conduit loans). The securities segment is composed of all of the Company’s activities related to commercial real estate securities, which include investments in commercial mortgage-backed securities, United States Agency Securities, corporate bonds and equity securities. The real estate segment includes net leased properties, office buildings, student housing portfolios, hotels, industrial buildings, a shopping center and condominium units. Corporate/other includes cash and cash equivalents, senior unsecured notes, compensation and employee benefits. It invests primarily in senior first mortgage fixed, and floating rate loans collateralized by commercial real estate with flexible loan structures.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Quarterly Dividend Announcement: Ladder Capital declares a quarterly dividend of $0.23 per share, consistent with previous distributions, demonstrating the company's ongoing ability to maintain stable cash flows, which is likely to attract income-seeking investors.
- Dividend Yield: The forward yield of 9.15% reflects the company's attractiveness in the current market environment, potentially increasing investor interest in its stock, especially amid rising interest rates.
- Payment Schedule: The dividend is payable on April 15, with a record date of March 31 and an ex-dividend date also on March 31, providing investors with a clear timeline to inform their investment decisions.
- Loan Portfolio Growth Signal: Ladder Capital signals over $6 billion in loan portfolio growth by year-end 2026, as payoffs slow but origination ramps up, indicating a proactive strategic positioning that could enhance future revenue streams.
See More
- Dividend Declaration: Ladder Capital has announced a Q1 2026 dividend of $0.23 per share, payable on April 15, 2026, to shareholders of record as of March 31, 2026, demonstrating the company's ongoing commitment to shareholder returns.
- Capital Deployment Achievement: Since its founding in 2008, Ladder has deployed over $50 billion in capital across the real estate capital stack, focusing on the middle market, which underscores its strong position and capabilities in commercial real estate financing.
- Robust Capital Structure: The company maintains a conservative and durable capital structure, achieving investment-grade credit ratings of Baa3 from Moody's and BBB- from Fitch, reflecting its stable financial condition and attractiveness to investors.
- Management Team Advantage: Ladder is internally managed by a seasoned team with over 11% insider ownership, ensuring strong alignment of interests between management and all stakeholders, which enhances governance and decision-making effectiveness.
See More
- Executive Appointment: Star Mountain Capital announces the addition of Michael Karangelen as Managing Director and Executive Committee member, leveraging over 35 years of private equity and credit experience to drive the firm's expansion in direct lending and structured equity, thereby enhancing investment capabilities and strategic execution.
- Investment Platform Optimization: Karangelen's integration will strengthen Star Mountain's investment platform in the lower middle market by combining credit discipline with structured equity participation, enhancing competitive advantages in both direct and secondary investment strategies, which is expected to create long-term value for investors.
- Rich Industry Experience: Having held senior roles at several leading global institutions and managed approximately $11 billion in assets, Karangelen's extensive background in cross-border transactions and corporate acquisitions will provide Star Mountain with deep market insights and investment acumen.
- Strategic Development Focus: Star Mountain Capital specializes in scalable investment solutions for lower middle-market businesses, and Karangelen's addition is anticipated to further drive innovation in private equity and credit sectors, potentially increasing the firm's market share and investment returns.
See More

Capital Commitment: Lader Capital Corp has announced a significant capital commitment of $400 million.
Expansion of Credit Facility: The funds will be used to expand the company's secured revolving credit facility, increasing its capacity to $1.25 billion.
See More
Ladder Capital Corp Secures Funding: Ladder Capital Corp has successfully secured $675 million in new unsecured capital commitments.
Financial Strategy: The funding is part of Ladder Capital's strategy to enhance its financial position and support its growth initiatives.
See More






