Arbor Realty Trust Q1 net income and EPS miss analyst estimates

Arbor Realty Trust

08/05/2026 13:42

Corrects to remove estimate for Q1 EPS in Key Details; and removes references to it throughout

Overview

US real estate lender's Q1 net income missed analyst expectations

Company's agency loan originations declined from prior quarter

Company repurchased $30.7 mln of stock at 66% of book value

Outlook

Company did not provide specific guidance or outlook for the current or future periods

Result Drivers

AGENCY BUSINESS SLOWDOWN - Agency loan originations declined from the prior quarter

STRUCTURED LOAN RUNOFF - Structured loan originations fell and portfolio runoff exceeded new originations

LOAN MODIFICATIONS AND CREDIT COSTS - Co modified 13 loans for borrowers in financial difficulty and recorded $3.6 mln provision for loan losses and $12.5 mln of impairments on real estate owned

Company press release: ID:nGNX5WBhsp

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 EPS
$0
Q1 Net Income
Miss
$11.02 mln
$27.50 mln (3 Analysts)
Q1 Net Interest Income
$59.85 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 1 "hold" and 3 "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 $8.00, about 2.1% below its May 7 closing price of $8.17

The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 9 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)