Seeking Alpha
18 Oct 2026, 02:51 UTC · 2h ago
Ladder Capital: The Case For An Upside Revaluation
Impact · against what's priced in
LADR shows positive momentum through improving dividend coverage and portfolio growth, though most of these Q3 metrics are standard quarterly updates. The primary catalyst is the potential for a dividend hike in FY2027 and a narrowing discount to book value as asset quality stabilizes.
- LADR+0.40
No priced-in read yet
- In context
Strong Q3 results, including a 152% dividend coverage ratio and a $400M portfolio expansion, support a revaluation case for a stock currently trading at a 20% discount to book value.
Read from the article alone
