Granite Point Mortgage Trust Inc. (GPMT) Q4 2025 Earnings Call Transcript

Granite Point Mortgage Trust Inc. (GPMT) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 12, 2026

Granite Point Mortgage Trust Inc. Reports Q4 and Full Year 2025 Financial Results and Post Quarter-End Update

NEW YORK--(BUSINESS WIRE)--Granite Point Mortgage Trust Inc. Reports Q4 and Full Year 2025 Financial Results and Post Quarter-End Update.

Business Wire • Feb 11, 2026

High-Yield Carnage In 2026

Multiple mortgage REITs fell by over 10% on the day. The stock driving the bus of bad dropped 33% on Friday and is continuing lower today. Preferred shares and baby bonds have consistently outperformed on a risk-adjusted basis, prompting a portfolio shift towards these instruments for better yield and stability.

Seeking Alpha • Feb 3, 2026

Granite Point Mortgage Trust: Discount To Book Has Bottomed, A Rerate On The Cards

Granite Point Mortgage Trust's loan portfolio is stabilizing, with book value losses slowing and portfolio stress likely past its peak. Recent management loan loss forecasts have been accurate. If the bulk of the surprise write-offs are behind us, GPMT's current discount to book value is too extreme.

Seeking Alpha • Jan 31, 2026

Granite Point Mortgage Trust Inc. Announces Dates for Fourth Quarter and Full Year 2025 Earnings Release and Conference Call

NEW YORK--(BUSINESS WIRE)--Granite Point Mortgage Trust Inc. Announces Dates for Fourth Quarter and Full Year 2025 Earnings Release and Conference Call.

Business Wire • Jan 28, 2026

Granite Point Mortgage Trust Inc. Announces 2025 Dividend Tax Information

NEW YORK--(BUSINESS WIRE)--Granite Point Mortgage Trust Inc. Announces 2025 Dividend Tax Information.

Business Wire • Jan 26, 2026

Granite Point Mortgage: I'm Adding To My High-Yield Preferred Stock Position

Granite Point Mortgage Trust is showing early signs of operational improvement, with YoY net interest income growth despite ongoing sector headwinds. GPMT's balance sheet has de-risked, with shrinking liabilities and assets, and a $375M common equity cushion above preferreds. The Series A preferred shares, GPMT.PR.A, offer an attractive yield, potentially resetting to 11.6% post-call date if SOFR remains elevated.

Seeking Alpha • Jan 24, 2026

Granite Point Mortgage Trust Inc. Announces Fourth Quarter 2025 Common and Preferred Stock Dividends and Business Update

NEW YORK--(BUSINESS WIRE)--Granite Point Mortgage Trust Inc. Announces Fourth Quarter 2025 Common and Preferred Stock Dividends and Business Update.

Business Wire • Dec 17, 2025

Two Classes Of Mortgage REITs

Agency mortgage REITs duel to the dividend cut. There are 7 facing off. The top 3 are much better than the other 4. Valuations are important and awful. Deal with it.

Seeking Alpha • Dec 11, 2025

Granite Point Mortgage Trust: Book Value Continues To Dip With Discount At 65%

Granite Point Mortgage Trust generated negative distributable earnings of $0.40 per share during the recent third quarter, ramping up the risk of its 7.25% dividend yield. The mREIT saw its book value per share dip by 5 cents sequentially to $7.94 per share, with the common shares currently trading at a 65% discount to this figure. GPMT's Series A Preferreds have seen their discount to liquidation value per share narrow significantly since the spring and currently pay a fixed dividend yield of 8.86%.

Seeking Alpha • Dec 10, 2025