Earnings summaries and quarterly performance for ARBOR REALTY TRUST.
Executive leadership at ARBOR REALTY TRUST.
Ivan Kaufman
Detailed
Chief Executive Officer and President
CEO
AG
Andrew Guziewicz
Detailed
Managing Director and Chief Credit Officer — Structured Finance
Dv
Danny van der Reis
Detailed
Executive Vice President — Servicing and Asset Management
DF
David Friedman
Detailed
Executive Vice President, Chief Credit Officer and Head of Non-Agency Production & Syndications
FW
Fred Weber
Detailed
Executive Vice President — Structured Finance and Principal Transactions
GK
Gene Kilgore
Detailed
Executive Vice President — Structured Securitization
GO
Gianni Ottaviano
Detailed
Executive Vice President — Structured Finance Production
JC
John Caulfield
Detailed
Chief Operating Officer — Agency Lending
JN
John Natalone
Detailed
Executive Vice President — Treasury and Servicing
MV
Maysa Vahidi
Detailed
Executive Vice President, General Counsel
PE
Paul Elenio
Detailed
Chief Financial Officer
SK
Steven Katz
Detailed
Executive Vice President and Chief Investment Officer — Residential Financing
TR
Thomas Ridings
Detailed
Managing Director and Chief Accounting Officer
Board of directors at ARBOR REALTY TRUST.
Research analysts who have asked questions during ARBOR REALTY TRUST earnings calls.
JR
Jade Rahmani
Keefe, Bruyette & Woods
4 questions for ABR
Also covers: ACRE, AMH, ARI +22 more
SD
Steven Delaney
Citizens JMP Capital
4 questions for ABR
Also covers: ACRE, ARI, BRSP +12 more
Crispin Love
Piper Sandler
3 questions for ABR
Also covers: ABL, AGNC, BAM +24 more
RS
Richard Shane
JPMorgan Chase & Co.
3 questions for ABR
Also covers: ACRE, ACT, AGNC +20 more
LC
Leon Cooperman
Omega Family Office
2 questions for ABR
Also covers: FIHL, SMTSF
Stephen Laws
Raymond James
2 questions for ABR
Also covers: ACR, AJX, ARI +16 more
RS
Rick Shane
JPMorgan Chase & Co.
1 question for ABR
Also covers: ACRE, ACT, AGNC +19 more
Recent press releases and 8-K filings for ABR.
Arbor Realty Trust Reports Q4 2025 Distributable Earnings and Updates on Non-Performing Assets
ABR
Earnings
Guidance Update
Share Buyback
- Arbor Realty Trust reported distributable earnings of $0.22 per share for the fourth quarter of 2025.
- The company ended 2025 with approximately $1.1 billion in non-performing assets ($570 million in delinquencies and $500 million in REO assets), which are estimated to create an annual drag of $80 million-$100 million on earnings or $0.40-$0.48 per share. Management expects to resolve the majority of these over the next few quarters.
- ABR repurchased approximately $20 million of stock in recent months at an average price of $7.40, representing 64% of book value, with $120 million remaining in the buyback plan.
- The agency business achieved $5 billion in origination volume in 2025, a 13.5% increase from 2024, and its servicing portfolio grew 8% to over $36 billion, generating over $128 million annually.
9 hours ago
Arbor Realty Trust Reports Q4 2025 Earnings and Progress on Non-Performing Assets
ABR
Earnings
Guidance Update
Share Buyback
- Arbor Realty Trust reported distributable earnings of $0.22 per share for Q4 2025.
- The company ended 2025 with approximately $1.1 billion in non-performing assets (NPA), an 11% reduction from the prior quarter, and anticipates resolving $100 million-$150 million of delinquencies by the end of March 2026, with a goal to reduce REO assets to $250 million-$300 million by the end of 2026. These NPAs are currently creating an estimated annual drag of $80 million-$100 million, or $0.40-$0.48 per share, on earnings.
- ABR achieved $8.5 billion in total origination volume in 2025, including $5 billion in agency business (up 13.5% from 2024), $1.6 billion in single-family rental, $1.2 billion in balance sheet lending, and $500 million in construction lending, with expectations for similar or increased volumes in 2026.
- The company has approximately $120 million remaining in its stock buyback plan, having purchased $20 million of stock at an average price of $7.40 (64% of book value) in recent months. While current earnings are below the dividend, the board maintains a long-term view, expecting to recover earnings as NPAs are resolved.
9 hours ago
Arbor Realty Trust Reports Q4 2025 Earnings and Provides 2026 Outlook
ABR
Earnings
Guidance Update
Share Buyback
- Arbor Realty Trust reported distributable earnings of $0.22 per share for the fourth quarter of 2025.
- The company reduced its total non-performing assets by 11% quarter-over-quarter to approximately $1.1 billion by year-end 2025, consisting of $570 million in delinquencies and $500 million in REO assets. These assets are estimated to cause an annual drag of $0.40-$0.48 per share on earnings, with a clear path to resolution over the next few quarters.
- The agency business saw $1.6 billion in Q4 2025 origination volume, contributing to a $5 billion total for the year, a 13.5% increase from 2024. The servicing portfolio grew 8% to $36.2 billion, generating over $128 million in annual income.
- Arbor repurchased approximately $20 million of stock at an average price of $7.40 under its buyback plan, with $120 million remaining.
- The Single-Family Rental (SFR) business originated $1.6 billion in 2025 and projects $1.5 billion-$2 billion in volume for 2026, noting exceptional portfolio performance with no delinquent loans.
10 hours ago
Arbor Realty Trust Reports Fourth Quarter and Full Year 2025 Results
ABR
Earnings
Dividends
Debt Issuance
- Arbor Realty Trust reported GAAP net income of $0.07 per diluted common share and Distributable earnings of $0.19 per diluted common share for Q4 2025. For the full year 2025, these figures were $0.56 and $1.07 per diluted common share, respectively.
- The company declared a quarterly cash dividend of $0.30 per share for the quarter ended December 31, 2025.
- In Q4 2025, Agency loan originations reached $1.63 billion and Structured loan originations were $1.10 billion. By December 31, 2025, the Agency servicing portfolio grew to approximately $36.20 billion and the Structured portfolio to $12.11 billion.
- Arbor Realty Trust issued $400.0 million of 8.50% senior unsecured notes due 2028 and repurchased $20.0 million of stock between December 2025 and February 2026.
11 hours ago
Arbor Realty Trust Reports Fourth Quarter and Full Year 2025 Results
ABR
Earnings
Dividends
Share Buyback
- Arbor Realty Trust reported GAAP net income of $0.07 per diluted common share and distributable earnings of $0.19 per diluted common share for the fourth quarter ended December 31, 2025. For the full year 2025, GAAP net income was $0.56 per diluted common share and distributable earnings were $1.07 per diluted common share.
- The company declared a cash dividend of $0.30 per share on common stock for the quarter ended December 31, 2025. Additionally, $20.0 million of stock was repurchased at an average price of $7.40 per share between December 2025 and February 2026.
- Loan originations for the fourth quarter of 2025 included $1.63 billion in Agency loans and $1.10 billion in Structured loans, with the latter representing the strongest quarter in over three years.
- Arbor Realty Trust issued $400.0 million of 8.50% senior unsecured notes due 2028 and generated significant liquidity, including ~$90 million from unwinding CLO 16 and ~$340 million from issuing $900.0 million of senior unsecured notes.
12 hours ago
Arbor Realty Trust Subsidiary Prices $400 Million Senior Notes Offering
ABR
Debt Issuance
- Arbor Realty Trust, Inc.'s subsidiary, Arbor Realty SR, Inc., priced an offering of $400 million aggregate principal amount of 8.50% Senior Notes due 2028 on December 11, 2025.
- The Notes are senior, unsecured obligations of the Issuer and are fully and unconditionally guaranteed by Arbor Realty Trust, Inc..
- This private offering is expected to close on December 16, 2025.
- The net proceeds will be used to refinance Arbor's outstanding 7.75% Senior Notes due 2026 and 5.00% Senior Notes due 2026, with any remaining proceeds allocated for general corporate purposes.
Dec 11, 2025, 9:06 PM
Arbor Realty SR, Inc. Prices $400 Million Senior Notes Offering
ABR
Debt Issuance
- Arbor Realty Trust's subsidiary, Arbor Realty SR, Inc., priced an offering of $400 million aggregate principal amount of 8.50% Senior Notes due 2028.
- The offering is expected to close on December 16, 2025.
- The net proceeds will be used to refinance, redeem, or repay Arbor's outstanding 7.75% Senior Notes due 2026 and 5.00% Senior Notes due 2026, with any remaining proceeds for general corporate purposes.
- The Notes are senior, unsecured obligations of the Issuer and are fully and unconditionally guaranteed by Arbor.
Dec 11, 2025, 9:05 PM
ABR Reports Q3 2025 Earnings and Strategic Asset Resolution Plan
ABR
Earnings
Guidance Update
Dividends
- ABR reported distributable earnings of $73 million or $0.35 per share for Q3 2025.
- Delinquencies rose to $750 million at September 30, 2025, from $529 million at June 30, 2025, reflecting peak stress in the cycle.
- The company is aggressively resolving legacy assets, utilizing a large gain from the Lexford investment to accelerate resolutions without materially impacting book value, with this process expected to cause some quarterly earnings fluctuations over the next few quarters.
- ABR committed to paying its current quarterly dividend for the balance of 2025 and anticipates drastic improvements to its earnings run rate in Q1 and Q2 2026, potentially leading to a dividend increase in 2026.
Oct 31, 2025, 2:00 PM
Arbor Realty Trust Reports Q3 2025 Earnings, Strategic Asset Sales, and Strong Origination Volumes
ABR
Earnings
Guidance Update
Dividends
- Arbor Realty Trust reported distributable earnings of $73 million or $0.35 per share for Q3 2025.
- The company realized a $48 million gain from the sale of a portion of the Lexford portfolio in Q3 and expects an additional $7 million of income in Q4 from the sale of a legacy asset. These gains are being used to accelerate the resolution of legacy issues, which management aims to complete by Q2 2026 with minimal impact on book value.
- Delinquencies rose to $750 million at September 30th from $529 million at June 30th, which management believes represents the peak of the cycle. The company is committed to paying its current quarterly dividend for the balance of the year and expects to consider a dividend increase again in 2026.
- Origination volumes were strong in Q3 2025, including $2 billion in Agency loans, $150 million in single-family rental, and $145 million in construction deals. Total expected origination volume for the year is $8.5 billion-$9 billion.
Oct 31, 2025, 2:00 PM
Arbor Realty Trust Reports Q3 2025 Results Amidst Aggressive Asset Resolution
ABR
Earnings
Guidance Update
Dividends
- Arbor Realty Trust is aggressively resolving $750 million in legacy delinquencies, with $500 million targeted for resolution within the next 45 days. This process is expected to temporarily reduce net interest spreads to 0.55% and quarterly earnings by $0.05 to $0.06 per share in the short term, with an anticipated improvement in run rates by Q1 2026.
- The company's Real Estate Owned (REO) book increased to $470 million at September 30, 2025, after taking back $122 million in Q3, and it recorded an additional $20 million in net loan loss reserves.
- Despite balance sheet challenges, ABR reported strong Q3 2025 agency originations of $2 billion and loan sales of $2 billion, which generated an additional $10 million in gain on sale income, and its fee-based servicing portfolio grew 4% to approximately $35.2 billion.
- Management affirmed its commitment to maintaining the current quarterly dividend for the remainder of the year and noted a 23% growth in book value over the last five years, contrasting with peers' declines.
Oct 31, 2025, 2:00 PM
Quarterly earnings call transcripts for ARBOR REALTY TRUST.
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