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RWT
NYSE Real Estate & Construction

Redwood Trust Closes $205M Convertible Notes Offering, Repurchases $123.79M of 2027 Notes

Arie Shkolnikov · Analysis by Wiseek AI
More coverage: REIT Stocks · Real Estate
Sentiment info
Neutral
Importance info
8
Price
$3.91
Mkt Cap
$491.145M
52W Low
$3.22
52W High
$6.97
52W Position info
21% above low
Off High info
44% below high
Rel. Volume info
2.7× avg
Market data snapshot near publication time

RWT sits 21% above its 52-week low of $3.22 on elevated volume (2.7× avg).

Summary

Redwood Trust closed a $205 million convertible notes offering and used $129.29 million of proceeds to repurchase $123.79 million of its 2027 convertible notes, plus $20 million to buy back 5.5 million common shares.


Key Events · Financing and Capital Events · RWT

  • Convertible Notes Offering Closed at $205M

    Redwood Trust issued $205 million of 7.00% convertible senior notes due 2030, including the full $20 million initial purchaser option, up from the $185 million priced on September 10, 2026.

  • 2027 Notes Repurchased

    The company used $129.29 million of proceeds to repurchase $123.79 million of its 7.75% convertible senior notes due 2027, leaving approximately $173.38 million outstanding.

  • Common Stock Buyback

    Redwood used $20 million to repurchase 5,509,641 shares of common stock concurrently with the offering.

  • Conversion Terms

    Initial conversion rate is 204.0608 shares per $1,000 principal amount, equivalent to $4.90 per share, a 35% premium to the September 10, 2026 closing price. Maximum potential issuance is 56,473,810 shares.


Analysis · RWT · Real Estate & Construction

Redwood Trust completed its upsized convertible senior notes offering at $205 million, up from the $185 million priced on September 10, 2026, after the initial purchasers fully exercised their $20 million option. The company is using $129.29 million of the proceeds to repurchase $123.79 million of its 7.75% convertible notes due 2027, extending its debt maturity profile, and another $20 million to buy back 5.5 million shares of common stock. The notes carry a 7.00% coupon and convert at $4.90 per share, a 35% premium to the September 10 closing price. This refinancing reduces near-term debt overhang while adding potential future equity dilution of up to 56.5 million shares if fully converted.

How filings like this one have moved

In the 30 days to Sep 17, 2026, 35.7% of the 1179 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.44%. These are measured outcomes after filings of this importance, not a forecast for this one.

Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset

At the time of this filing, RWT was trading at $3.91 on NYSE in the Real Estate & Construction sector, with a market capitalization of approximately $491.1M. The 52-week trading range was $3.22 to $6.97. This filing was assessed with neutral market sentiment and an importance score of 8 out of 10.

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RWT - Latest Insights

RWT
Sep 15, 2026, 1:50 PM EDT
Filing Type: 4
Importance Score:
7
Price at Filing: $3.93
Real-time Price: $3.93 info
Change: -$0.0064 (-0.16%) info
Market Cap: $488.632M info
RWT
Sep 11, 2026, 12:04 AM EDT
Source: BusinessWire
Importance Score:
8
Price at Filing: $3.62
Real-time Price: $3.93 info
Change: +$0.3085 (+9%) info
Market Cap: $488.632M info
RWT
Sep 10, 2026, 7:07 AM EDT
Filing Type: 8-K
Importance Score:
7
Price at Filing: $3.91
Real-time Price: $3.93 info
Change: +$0.0185 (+0.47%) info
Market Cap: $488.632M info
RWT
Sep 10, 2026, 6:59 AM EDT
Source: BusinessWire
Importance Score:
7
Price at Filing: $4.40
Real-time Price: $3.93 info
Change: -$0.4715 (-11%) info
Market Cap: $488.632M info
RWT
Aug 05, 2026, 5:16 PM EDT
Filing Type: 10-Q
Importance Score:
7
Price at Filing: $4.60
Real-time Price: $3.93 info
Change: -$0.6693 (-15%) info
Market Cap: $488.632M info