BRSP
BrightSpire Capital, Inc.
$5.50
-0.90%
$723.0M
No data for this timeframe.
Vol
Market Cap$723.0M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (79%)
Inst. Holders8 funds
Inst. Value$102.1M
Inst. Activity5 buys / 0 sells
SEC Reports3
Recent Activity
May 20, 2026
SEC
BrightSpire Capital entered into a First Amendment to CEO Michael Mazzei's employment agreement, extending his term from
8-K — Impact 2/10
May 20, 2026
Insider
RICE CATHERINE sold 22,085 shares
Director @ $0.00 ($0.00)
May 20, 2026
Insider
Diamond Kim S sold 22,085 shares
Director @ $0.00 ($0.00)
May 20, 2026
Insider
Long Catherine F. sold 22,085 shares
Director @ $0.00 ($0.00)
Apr 28, 2026
SEC
BRSP reported Q1 2026 Adjusted Distributable Earnings of $0.14/share, beating the $0.13 consensus by 7.7%, while GAAP ne
8-K — Impact 5/10
Apr 1, 2026
SEC
BrightSpire Capital, Inc. (BRSP) filed a definitive proxy statement (DEFA14A) related to an upcoming shareholder meeting
DEFA14A — Impact 3/10
Inst.
MORGAN STANLEY — ADD
1,482,115 shares ($8.3M)
Inst.
WELLS FARGO & COMPANY/MN — DOUBLED
964,258 shares ($5.4M)
Price Targets
$6.50
+17.1% upside
Buy
Current $5.55
Low $5.50
Median $6.50
High $7.00
8 analysts
$5.50
$7.00
Analyst Ratings
3Strong Buy
8Buy
1Hold
2Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 3, 2026 | Jones Trading | MAINTAIN | Buy → Buy |
| Apr 22, 2026 | BTIG | UPGRADE | Neutral → Buy |
| Feb 19, 2026 | Barclays | MAINTAIN | Underweight → Underweight |
| Feb 18, 2026 | Jones Trading | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.15 ▼ -7.1% | $0.14 — $0.16 | -17% YoY | 7 |
| Next Q | $0.15 ▼ -8.7% | $0.15 — $0.17 | -4% YoY | 7 |
| Current FY | $0.61 ▼ -8.3% | $0.60 — $0.65 | -5% YoY | 7 |
| Next FY | $0.70 ▼ -6.4% | $0.64 — $0.80 | 15% YoY | 7 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $67.4M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $12.6M | NEW |
| MORGAN STANLEY | $8.3M | ADD |
| WELLS FARGO & COMPANY/MN | $5.4M | DOUBLED |
| TWO SIGMA INVESTMENTS, LP | $5.3M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 20, 2026 | RICE CATHERINE | A | $0.00 |
| May 20, 2026 | Diamond Kim | A | $0.00 |
| May 20, 2026 | Long Catherine | A | $0.00 |
| May 20, 2026 | SCHWARTZ VERNON | A | $0.00 |
| Apr 9, 2026 | Mazzei Michael | J | $0.00 |
8 institutional holders with $102.1M total value (18,237,689 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, MORGAN. Net buying activity: 5 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 12,027,049 | $67.4M | 65.9% | — |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,242,261 | $12.6M | 12.3% | NEW |
| 3 | MORGAN STANLEY | 1,482,115 | $8.3M | 8.1% | ADD +44.7% |
| 4 | WELLS FARGO & COMPANY/MN | 964,258 | $5.4M | 5.3% | DOUBLED +341.8% |
| 5 | TWO SIGMA INVESTMENTS, LP | 945,578 | $5.3M | 5.2% | ADD +30.4% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 246,900 | $1.4M | 1.4% | — |
| 7 | BANK OF AMERICA CORP /DE/ | 209,634 | $1.2M | 1.1% | DOUBLED +135.3% |
| 8 | FMR LLC | 119,894 | $671.4K | 0.7% | ADD +28.7% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 1,024,420 | 1,482,115 | +44.7% | $8.3M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 218,281 | 964,258 | +341.8% | $5.4M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 724,937 | 945,578 | +30.4% | $5.3M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 89,077 | 209,634 | +135.3% | $1.2M | 2025-Q4 |
| FMR LLC | ADD | 93,175 | 119,894 | +28.7% | $671.4K | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 438,026 | 724,937 | +65.5% | $3.9M | 2025-Q3 |
| UBS Group AG | ADD | 399,652 | 540,708 | +35.3% | $2.9M | 2025-Q3 |
| UBS Group AG | ADD | 210,944 | 399,652 | +89.5% | $2.0M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | TRIM | 111,343 | 81,292 | -27.0% | $410.5K | 2025-Q2 |
| CITADEL ADVISORS LLC | ADD | 644,785 | 975,912 | +51.4% | $5.4M | 2025-Q1 |
| UBS Group AG | TRIM | 294,418 | 210,944 | -28.4% | $1.2M | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 401,927 | 644,785 | +60.4% | $3.6M | 2024-Q4 |
| UBS Group AG | ADD | 205,873 | 294,418 | +43.0% | $1.7M | 2024-Q4 |
| NORGES BANK | EXIT | 127,727 | 0 | -100.0% | $0.00 | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 1,384,942 | — | $7.8M | 2024-Q3 |
8 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 20, 2026 | RICE CATHERINE | Director | A | 22,085 | $0.00 | $0.00 |
| May 20, 2026 | Diamond Kim S | Director | A | 22,085 | $0.00 | $0.00 |
| May 20, 2026 | Long Catherine F. | Director | A | 22,085 | $0.00 | $0.00 |
| May 20, 2026 | SCHWARTZ VERNON B | Director | A | 22,085 | $0.00 | $0.00 |
| Apr 9, 2026 | Mazzei Michael | CEO | J | 10,143 | $0.00 | $0.00 |
| Mar 16, 2026 | Mazzei Michael | CEO | F | 260,381 | $5.54 | $1.4M |
| Mar 16, 2026 | Mazzei Michael | CEO | A | 307,040 | $0.00 | $0.00 |
| Mar 16, 2026 | Saracino Frank V | See Remarks | A | 85,741 | $0.00 | $0.00 |
| Mar 16, 2026 | Witt Andrew Elmore | See Remarks | A | 144,405 | $0.00 | $0.00 |
| Mar 16, 2026 | Palame David A | See Remarks | F | 81,376 | $5.54 | $450.8K |
| Mar 16, 2026 | Saracino Frank V | See Remarks | F | 80,423 | $5.54 | $445.5K |
| Mar 16, 2026 | Witt Andrew Elmore | See Remarks | F | 131,414 | $5.54 | $728.0K |
| Mar 16, 2026 | Palame David A | See Remarks | A | 87,934 | $0.00 | $0.00 |
| Feb 11, 2026 | Mazzei Michael | CEO | J | 369,724 | $0.00 | $0.00 |
3 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 2 neutral. Avg impact: 3.3/10.
NEUTRAL
8-K
2/10
BrightSpire Capital entered into a First Amendment to CEO Michael Mazzei's employment agreement, ext
May 20, 2026
MIXED
8-K
5/10
BRSP reported Q1 2026 Adjusted Distributable Earnings of $0.14/share, beating the $0.13 consensus by
Apr 28, 2026
NEUTRAL
DEFA14A
3/10
BrightSpire Capital, Inc. (BRSP) filed a definitive proxy statement (DEFA14A) related to an upcoming
Apr 1, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (79% buy). Based on 14 analysts: 3 strong buy, 8 buy, 1 hold, 2 sell, 0 strong sell.
Analyst Price Targets
$6.50 mean target
+17.1% upside
Buy (2.00)
$5.50 Low
$7.00 High
| Metric | Value |
|---|---|
| Current Price | $5.55 |
| Target Low | $5.50 |
| Target Mean | $6.50 |
| Target Median | $6.50 |
| Target High | $7.00 |
| # Analysts | 8 |
| Recommendation | Buy (2.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.15 | $0.14 | $0.16 | -17.5% | -7.1% | 0↑ 5↓ | $0.1B | -20.0% | 7 |
| Next Q 2026-09-30 |
$0.15 | $0.15 | $0.17 | -4.5% | -8.7% | 0↑ 6↓ | $0.1B | 30.6% | 7 |
| Current FY 2026-12-31 |
$0.61 | $0.60 | $0.65 | -4.9% | -8.3% | 0↑ 6↓ | $0.3B | 34.4% | 7 |
| Next FY 2027-12-31 |
$0.70 | $0.64 | $0.80 | 15.0% | -6.4% | 0↑ 3↓ | $0.3B | -2.7% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.149 | |
| 7d ago | $0.153 | -0.004 |
| 30d ago | $0.160 | -0.011 |
| 60d ago | $0.166 | -0.018 |
| 90d ago | $0.168 | -0.019 |
3 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 3, 2026 | Jones Trading | MAINTAIN | Buy | Buy |
| Apr 22, 2026 | BTIG | UPGRADE | Neutral | Buy |
| Feb 19, 2026 | Barclays | MAINTAIN | Underweight | Underweight |
| Feb 18, 2026 | Jones Trading | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 8 | 1 | 2 | 0 | 79% | |
| May 1, 2026 | 3 | 8 | 1 | 2 | 0 | 79% | |
| Apr 1, 2026 | 2 | 8 | 2 | 2 | 0 | 71% | |
| Mar 1, 2026 | 2 | 8 | 2 | 2 | 0 | 71% | |
| Feb 1, 2026 | 2 | 8 | 2 | 2 | 0 | 71% | |
| Jan 1, 2026 | 2 | 7 | 2 | 2 | 0 | 69% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Apr 28, 2026
earnings_calendar
BRSP Q1 2026 Earnings Scheduled — 2026-04-28