Ladder Capital: 96% Dividend Coverage, Return To Growth, 9% Yield

The Asian Investor31.94K FollowersFollow5ShareSavePlay(10min)CommentsSummaryLadder Capital delivered robust commercial loan growth, with a 60% Y/Y increase to $2.6B, its fastest growth in four years.LADR's dividend coverage ratio improved to 96% in Q1'26, supported by distributable earnings of $0.22 per share (+10% Y/Y).Asset quality remained strong, with no new CECL reserve additions and no credit losses, reinforcing confidence in LADR’s loan portfolio.Shares trade at a 0.91X price-to-book, and with a new $100M buyback and strong origination momentum, I reaffirm a 'Strong Buy' rating.Pla2na/iStock via Getty Images Despite only meeting EPS expectations and falling short of the revenue estimate, Ladder Capital (LADR) submitted a robust earnings report: the mortgage loan originator saw massive growth in its core commercial loan portfolio, which could helpThis article was written byThe Asian Investor31.94K FollowersFollowI am interested in a lot of technology and AI stocks like Google, Nvidia, AMD, Tesla and Amazon.Analyst’s Disclosure: I/we have a beneficial long position in the shares of LADR, STWD, BXMT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.