JonesTrading Reaffirms Buy Rating for BrightSpire Capital (NYSE:BRSP)

BrightSpire Capital (NYSE:BRSP)‘s stock had its “buy” rating restated by JonesTrading in a research report issued on Wednesday,Benzinga reports. They presently have a $6.50 price target on the stock. JonesTrading’s price target would indicate a potential upside of 12.17% from the stock’s previous close.

Several other analysts have also recently issued reports on BRSP. B. Riley Financial began coverage on BrightSpire Capital in a research note on Monday, January 5th. They issued a “buy” rating and a $7.50 price objective on the stock. Citigroup reaffirmed a “market outperform” rating on shares of BrightSpire Capital in a research report on Thursday, October 30th. Finally, Weiss Ratings upgraded BrightSpire Capital from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Tuesday, February 3rd. Five equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, BrightSpire Capital currently has a consensus rating of “Moderate Buy” and an average price target of $6.40.

BrightSpire Capital Stock Down 0.1%

BRSP traded down $0.01 during trading hours on Wednesday, hitting $5.80. 1,060,311 shares of the company’s stock were exchanged, compared to its average volume of 711,725. The firm has a market cap of $751.79 million, a P/E ratio of -19.32 and a beta of 1.39. BrightSpire Capital has a 12-month low of $4.16 and a 12-month high of $6.32. The company has a current ratio of 0.55, a quick ratio of 0.55 and a debt-to-equity ratio of 1.81. The firm has a 50 day moving average of $5.88 and a 200 day moving average of $5.65.

Institutional Trading of BrightSpire Capital

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Financial Gravity Asset Management Inc. boosted its stake in shares of BrightSpire Capital by 59.2% during the fourth quarter. Financial Gravity Asset Management Inc. now owns 4,835 shares of the company’s stock worth $27,000 after buying an additional 1,798 shares during the period. National Bank of Canada FI increased its position in BrightSpire Capital by 50.0% in the 3rd quarter. National Bank of Canada FI now owns 7,500 shares of the company’s stock valued at $41,000 after acquiring an additional 2,500 shares during the period. Xponance Inc. purchased a new stake in BrightSpire Capital during the 3rd quarter valued at approximately $55,000. Atria Wealth Solutions Inc. acquired a new stake in BrightSpire Capital during the 2nd quarter worth approximately $53,000. Finally, Founders Financial Securities LLC purchased a new position in shares of BrightSpire Capital in the 4th quarter valued at approximately $58,000. Institutional investors and hedge funds own 56.57% of the company’s stock.

BrightSpire Capital News Summary

Here are the key news stories impacting BrightSpire Capital this week:

• Positive Sentiment: Closed a $955 million BRSP 2026‑FL3 commercial real‑estate CLO, placing roughly $833.2M of investment‑grade securities with institutional term financing on a non‑mark‑to‑market, non‑recourse basis — a large de‑risking/liquidity event that can lower funding volatility and improve balance‑sheet flexibility. BrightSpire CLO Closing & Redemption
• Positive Sentiment: Company reported Adjusted Distributable Earnings of $0.15 per share for 4Q2025 (a positive operating cash proxy), which supports distribution sustainability narratives even though GAAP/distributable metrics differ. 4Q & Full Year 2025 Financial Results
• Neutral Sentiment: Earnings presentation (slide deck) provides detail on portfolio, capital structure and the CLO financing; useful for investors wanting line‑item and portfolio metrics. Earnings Call Presentation
• Neutral Sentiment: Full earnings‑call transcript is available for management commentary on portfolio performance, financing strategy and outlook — read for forward guidance and management’s explanation of non‑GAAP adjustments. Earnings Call Transcript
• Neutral Sentiment: Pre‑release previews and analysis highlighted areas to watch (portfolio credit quality, prepayment and rate sensitivity) but didn’t change the core facts delivered in the release. Benzinga Earnings Preview
• Negative Sentiment: GAAP net loss and distributable loss: company reported a GAAP net loss attributable to common stockholders and a Distributable Loss of ($0.28) per share for 4Q; those headline loss figures can pressure sentiment for income‑oriented REIT/CLO investors. 4Q & Full Year 2025 Financial Results
• Negative Sentiment: Reported results slightly lagged street expectations on some metrics—Zacks flagged a miss (reported $0.15 vs. Zacks consensus $0.16) and commentary noted the year‑over‑year decline; misses and loss‑metrics can weigh on near‑term price action. Zacks: Q4 Earnings Lag Estimates

About BrightSpire Capital

BrightSpire Capital Inc (NYSE: BRSP) is a real estate investment trust (REIT) specializing in commercial real estate debt. The company primarily originates, acquires and manages a diversified portfolio of mortgage loans, mezzanine loans and preferred equity investments secured by office, retail, industrial, multifamily and hospitality assets across the United States. By focusing on income-producing credit instruments, BrightSpire seeks to deliver attractive risk-adjusted returns to its shareholders through regular dividend distributions.

BrightSpire’s investment strategy spans the capital structure of commercial real estate, with an emphasis on senior mortgages that offer more stable cash flows and downside protection.