Earnings summaries and quarterly performance for ARBOR REALTY TRUST.
Executive leadership at ARBOR REALTY TRUST.
Ivan Kaufman
Chief Executive Officer and President
Andrew Guziewicz
Managing Director and Chief Credit Officer — Structured Finance
Danny van der Reis
Executive Vice President — Servicing and Asset Management
David Friedman
Executive Vice President, Chief Credit Officer and Head of Non-Agency Production & Syndications
Fred Weber
Executive Vice President — Structured Finance and Principal Transactions
Gene Kilgore
Executive Vice President — Structured Securitization
Gianni Ottaviano
Executive Vice President — Structured Finance Production
John Caulfield
Chief Operating Officer — Agency Lending
John Natalone
Executive Vice President — Treasury and Servicing
Maysa Vahidi
Executive Vice President, General Counsel
Paul Elenio
Chief Financial Officer
Steven Katz
Executive Vice President and Chief Investment Officer — Residential Financing
Thomas Ridings
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.
Jade Rahmani
Keefe, Bruyette & Woods
4 questions for ABR
Steven Delaney
Citizens JMP Capital
4 questions for ABR
Crispin Love
Piper Sandler
3 questions for ABR
Richard Shane
JPMorgan Chase & Co.
3 questions for ABR
Leon Cooperman
Omega Family Office
2 questions for ABR
Stephen Laws
Raymond James
2 questions for ABR
Rick Shane
JPMorgan Chase & Co.
1 question for ABR
Recent press releases and 8-K filings for ABR.
- 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.
- 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.
- 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.
- Arbor Realty Trust reported GAAP net income of $0.20 and distributable earnings of $0.35 per diluted common share for the third quarter ended September 30, 2025, and declared a quarterly cash dividend of $0.30 per share.
- The servicing portfolio increased by 4% from the previous quarter to approximately $35.17 billion at September 30, 2025, with agency loan originations of $1.98 billion.
- The company generated approximately $360 million of liquidity through a $1.05 billion collateralized securitization vehicle and the issuance of $500.0 million of 7.875% senior unsecured notes due 2030.
- Arbor Realty Trust reported GAAP net income of $0.20 and distributable earnings of $0.35 per diluted common share for the third quarter ended September 30, 2025, and declared a cash dividend of $0.30 per share on common stock.
- The company recognized a $48.0 million cash gain from an equity investment and generated approximately $360 million of liquidity through initiatives including closing a $1.05 billion collateralized securitization vehicle and issuing $500.0 million of senior unsecured notes.
- The servicing portfolio increased 4% from the last quarter to ~$35.17 billion, with agency loan originations reaching $1.98 billion, marking its strongest quarter since 4Q20.
Quarterly earnings call transcripts for ARBOR REALTY TRUST.
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