Ready Capital 배당 및 자사주 매입
배당 기준 점검 2/6
Ready Capital 은(는) 현재 수익률이 2.5% 인 배당금 지급 회사입니다. 다음 지급일은 31st July, 2026 이며 배당락일은 다음과 같습니다. 30th June, 2026.
핵심 정보
2.5%
배당 수익률
17.5%
자사주 매입 수익률
| 총 주주 수익률 | 20.0% |
| 미래 배당 수익률 | 2.5% |
| 배당 성장률 | -4.1% |
| 다음 배당 지급일 | 31 Jul 26 |
| 배당락일 | 30 Jun 26 |
| 주당 배당금 | n/a |
| 배당 성향 | -9% |
최근 배당 및 자사주 매입 업데이트
Recent updates
새로운 내러티브 • Jun 01
Liquidity Reset And SBA Lending Expansion Will Transform Earnings Power Over The Long Term
Catalysts About Ready Capital Ready Capital focuses on middle market commercial real estate debt investing and SBA 7(a) small business lending. What are the underlying business or industry changes driving this perspective?Seeking Alpha • May 29
Ready Capital: It Is Easier To Make Than Implement A Liquidity Plan
Summary Ready Capital (RC) faces rapid deterioration in its Core Portfolio, with negative net interest margins and falling cash yields across CRE and SBA loans. RC’s strategic shifts— reducing non-performing loan sales, altering capital deployment, and moving away from small-balance loans—signal instability and operational risk. Compensation and management fees remain high despite a shrinking asset base, further pressuring profitability and incentivizing riskier capital allocation. Slowing condo sales at Block 216 and rising delinquencies in the SBA portfolio compound liquidity concerns, making a sustained turnaround unlikely. Read the full article on Seeking Alpha
새로운 내러티브 • May 12
Shrinking Balance Sheet And Funding Risks Will Pressure Earnings For Years
Catalysts About Ready Capital Ready Capital focuses on middle market commercial real estate lending and SBA 7(a) small business lending. What are the underlying business or industry changes driving this perspective?
새로운 내러티브 • Mar 05
Balance Sheet Repositioning And SBA Lending Shift Will Support Future Earnings Stability
Catalysts About Ready Capital Ready Capital is a finance company focused on commercial real estate lending and capital light small business lending, including SBA 7(a) loans. What are the underlying business or industry changes driving this perspective?Seeking Alpha • Mar 19
Ready Capital Bulls, You Need To Consider A Safer Approach
Summary Closed position in Ready Capital Corporation baby bonds due to poor earnings and reentered; prefer higher capital structure for troubled companies, using common stock as a cushion and signal. Bullish on RC implies expecting higher BV multiple and steady 6% ROE, but financing costs and past performance make this unlikely. Leveraged RCD bonds offer close to a 17% yield, comparable to a bullish RC scenario, with lower risk and better risk-adjusted returns. Bonds provide a safer investment with a cushion from common stock and preferred stocks, allowing flexibility to react to equity weakness. Read the full article on Seeking AlphaSeeking Alpha • Feb 21
Ready Capital: Ritz-Carlton Portland Loan And Trump Administration's Potential View On SBA Loans Spell Trouble
Summary Ready Capital holds a $400+ million construction loan secured by the Ritz-Carlton Portland and an adjacent office tower. The loan has not been impaired despite 70% vacancy in the office building, anemic condo sales, and a lien from a contractor, an impairment would cost RC 35% of DE. The new SBA Administrator, Kelly Loeffler, is likely to change the way the SBA 7(a) lending program is administered. SBA 7(a) loans are a key profit center for RC, generating almost half of Distributable Earnings in 3Q24. Read the full article on Seeking AlphaSeeking Alpha • Dec 11
Ready Capital: Accounting Policy Changes Mask Negative Adjusted Operating Cash Flows And Unsupported Dividend
Summary Despite three dividend cuts in recent years, more dividend cuts are inevitable, in my opinion, due to negative operating cash flow and cash Distributable Earnings not covering the dividend. Recent accounting policy changes led to the recognition of PIK and accrued interest as interest income, which dramatically increased reported distributable earnings. November’s CLO data shows loan problems are accelerating, not abating, and many modified but not impaired loans are of dubious quality. Assuming a loss on loans that are delinquent or not paying interest in cash in line with Trepp’s historical loss rate results in a tangible book value/share of $3.39. Based on outcomes of recent acquisitions, investors should question the rationale for the proposed acquisition of United Development Funding IV, as the portfolio has 51% non-accrual loans. Read the full article on Seeking AlphaSeeking Alpha • Oct 16
Ready Capital: When Is The Final Dividend Cut?
Summary Ready Capital's dividend cut to $0.25 per share marks a significant sequential reduction, with a current yield of 14%, significantly above pre-pandemic levels. RC's net book value has declined to $12.97 per share with the commons trading at a 45% discount. The mREIT plans to bridge dividend coverage by focusing on small business loans, exiting residential mortgage banking, and increasing leverage. Cost reductions, including an 11% staffing cut, aim to improve ROE, but the risk of further dividend cuts remains, making preferred shares a safer option. Read the full article on Seeking AlphaSeeking Alpha • May 20
Ready Capital: It Isn't Ready Yet
Summary Ready Capital's share price is at its lowest since COVID, at a large discount to book value. The company is transitioning its focus to commercial real estate lending and government-backed small business loans, but the success of that still remains to be seen. The company's Q1 results showed a decrease in distributable earnings that did not fully cover the dividend, indicating potential challenges ahead. A successful 2024 therefore entails rolling weak assets into better loans and ample buybacks at discounts to book. Read the full article on Seeking AlphaSeeking Alpha • Apr 09
Ready Capital: Inability To Stabilize Earnings Against Headwinds Makes It A Hold
Summary Ready Capital's distributable EPS at $0.26 for its fiscal 2023 fourth quarter is only covering its dividend by 86.7%. The mREIT is trading at a material 40% discount to book value of $14.10 per share at the end of the fourth quarter. RC's preferred securities are trading at 25% discounts to their liquidation value and come with markedly higher yields than the bonds. Read the full article on Seeking AlphaSeeking Alpha • Dec 23
Ready Capital: Two Dividend Cuts Later And The Broadmark Acquisition Stings
Summary Ready Capital has cut its dividend for the second consecutive time to $0.30 per share. The mREIT currently offers a fat 11% dividend yield and is now trading at a 24% discount to its third-quarter book value of $14.42 per share. Distributable EPS of $0.28 means that the rightsized dividend is still not covered. Read the full article on Seeking AlphaSeeking Alpha • Sep 03
Ready Capital: A Fat 14.5% CRE Yield After The Merger With Broadmark
Summary Ready Capital is paying out a 14.5% dividend yield. The mREIT is also currently trading for 76 cents on the dollar following its merger with Broadmark Realty. There is some dividend uncertainty as its payout ratio sits at 111%. Read the full article on Seeking AlphaSeeking Alpha • Jun 28
Ready Capital: Why Decreased Distributable Earnings Are Not Frightening
Summary I expect Ready Capital's distributable earnings in 2Q and 3Q 2023 to be lower than the current quarterly dividend of $0.40 per share. Thus, one might argue that there could be a dividend cut in 2H 2023. However, the company can maintain the current quarterly dividend even with distributable earnings of $0.30 per share. Ready Capital's recent merger with Broadmark Realty Capital has provided the company with higher unrestricted cash, better debt-to-equity ratios, and expanded operations. The merger is expected to increase Ready Capital's distributable earnings. In case of a dividend cut, in my worst-case scenario, RC's dividend yield may remain higher than 10% at its current prices. Read the full article on Seeking Alpha예정된 배당 지급
지급의 안정성과 성장
배당 데이터 가져오는 중
안정적인 배당: RC 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.
배당금 증가: RC 의 배당금 지급액은 지난 10 년 동안 감소했습니다.
배당 수익률 vs 시장
| Ready Capital 배당 수익률 vs 시장 |
|---|
| 구분 | 배당 수익률 |
|---|---|
| 회사 (RC) | 2.5% |
| 시장 하위 25% (US) | 1.4% |
| 시장 상위 25% (US) | 4.3% |
| 업계 평균 (Mortgage REITs) | 12.7% |
| 분석가 예측 (RC) (최대 3년) | 2.5% |
주목할만한 배당금: RC 의 배당금( 2.5% )은 US 시장에서 배당금 지급자의 하위 25%( 1.38% )보다 높습니다.
고배당: RC 의 배당금( 2.5% )은 US 시장에서 배당금 지급자의 상위 25%( 4.28% )와 비교해 낮습니다.
주주 대상 이익 배당
수익 보장: RC 배당금을 지급하고 있지만 회사는 수익성이 없습니다.
주주 현금 배당
현금 흐름 범위: 현금 지급 비율 ( 0.7% )이 낮기 때문에 RC 의 배당금 지급은 현금 흐름으로 완전히 충당됩니다.
높은 배당을 제공하는 우량 기업 찾기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/22 18:08 |
| 종가 | 2026/06/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
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| 경영진 | 10년 |
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| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Ready Capital Corporation는 7명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| William Catherwood | BTIG |
| Steven Delaney | Citizens JMP Securities, LLC |
| Jade Rahmani | Keefe, Bruyette, & Woods |