Stock events for Ladder Capital Corp. (LADR)
Ladder Capital Corp. (LADR) stock has experienced a price decrease of 5.75% in the past month and 6.00% over the last three months, with a year-to-date return of -5.02% as of late February 2026. The stock price has fallen by 10.67% over the last 12 months. Key events include the company's Q4 2025 earnings report, which showed lower-than-expected results, leading to a sell-off in the stock. Ladder Capital announced securing $675 million in new unsecured capital commitments, strengthening the company's liquidity. S&P Global Ratings upgraded Ladder's credit rating to 'BB+' with a stable outlook in January 2026, and the company declared a fourth-quarter 2025 dividend of $0.23 per share.
Demand Seasonality affecting Ladder Capital Corp.’s stock price
Explicit information regarding the demand seasonality for Ladder Capital Corp.'s products and services is not readily available. However, as a commercial real estate finance company, the demand for its loans, real estate investments, and securities can be influenced by broader economic cycles, interest rate environments, and the overall health of the commercial real estate market. These factors tend to exhibit cyclical patterns rather than strict seasonal fluctuations.
Overview of Ladder Capital Corp.’s business
Ladder Capital Corp. (LADR) is an internally-managed commercial real estate finance company structured as a REIT, founded in 2008. The company operates within the Finance sector, specifically the REIT - Mortgage industry, with a diversified business model across Loans, Securities, and Real Estate segments. The Loans segment originates and acquires senior first mortgage loans, the Securities segment invests in commercial mortgage-backed securities, and the Real Estate segment owns and operates commercial real estate.
LADR’s Geographic footprint
Ladder Capital Corp. has a nationwide platform, with its commercial real estate collateral distributed across the U.S., particularly concentrated in the top 25 metropolitan statistical areas. The company is headquartered in New York City and maintains regional offices in Miami, Florida, and Santa Monica, California. Its lending footprint is geographically diversified, balancing exposure across coastal gateway markets and emerging Sun Belt and tech-oriented regions.
LADR Corporate Image Assessment
Ladder Capital Corp. maintains a strong brand reputation within the commercial real estate finance sector, largely underpinned by its investment-grade credit ratings and experienced management team. In 2025, Ladder became the only commercial mortgage REIT to achieve investment-grade ratings, holding Baa3 from Moody's Ratings and BBB- from Fitch Ratings, both with stable outlooks. This was further bolstered by S&P Global Ratings upgrading its credit rating to 'BB+' with a stable outlook in January 2026. The company's reputation is also supported by its conservative capital structure and diversified investment portfolio, which includes a focus on senior secured assets. Management and the board of directors are highly aligned with investors, collectively owning over 11% of the company's equity.
Ownership
Ladder Capital's ownership is characterized by a significant presence of institutional investors, who collectively held approximately 62.25% of the company's shares as of March 2025. Major institutional shareholders include Vanguard Group Inc. and BlackRock Advisors LLC. Insider ownership is also substantial, reflecting strong management commitment, with CEO Brian Harris being a key individual shareholder. As of February 20, 2026, Brian Harris beneficially owned 8,708,733 shares, representing 6.8% of the outstanding Class A shares. Other significant insider owners include Alberta Investment Management Corp, Jennison Associates LLC, Douglas Durst, Gi Partners Fund III LP, and Towerbrook Investors Ltd.
