Arbor Realty Trust posts Q3 loss, suspends dividend

Arbor Realty Trust

30/10/2026 12:41

Overview
US real estate lender reported Q3 net loss as provisions and impairments weighed on results
Company suspended quarterly common stock dividend to preserve capital and maintain flexibility
Higher provisions for loan losses and more non-performing loans drove quarterly loss

Outlook
Arbor Realty Trust will continue to evaluate its dividend policy based on market conditions and company performance

Result Drivers
LOAN LOSS PROVISIONS - Co recorded $53 mln net provision for loan losses under CECL in Q3, citing additional delinquencies and rate modifications
REAL ESTATE IMPAIRMENTS - Co recorded $34.1 mln of impairments on six real estate owned properties in Q3
DIVIDEND SUSPENSION - Co suspended quarterly cash dividend on common stock to preserve capital and maintain financial flexibility

Company press release: ID:nGNX6jnRfS

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
 
$56.4 mln
 
Q3 Loss Per Share
 
$0.51
 
Q3 Net Interest Income
 
$37.67 mln
 

Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 3 "hold" and 2 "sell" or "strong sell"
The average consensus recommendation for the specialized reits peer group is "buy."
Wall Street's median 12-month price target for Arbor Realty Trust, Inc. is $3.25, about 7.6% above its October 29 closing price of $3.02
The stock recently traded at 6 times the next 12-month earnings vs. a P/E of 9 three months ago

Reuters Recommended Reads
Oct 28 - KKR Real Estate Finance Trust posts smaller Q3 loss on strong loan repayments
Oct 29 - Blackstone Mortgage Trust posts Q3 loss
Oct 28 - Franklin BSP Realty Trust posts Q3 net loss on credit losses

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)