Arbor Realty Trust Q4 profit drops, but quarterly loan origination at 3-year high

Arbor Realty Trust

27/02/2026 13:40

Overview

Real estate investment trust's Q4 revenue was $1.54 bln; Net income drops, adjusted EPS missed analyst expectations

Company declared a cash dividend of $0.30 per share and repurchased $20 mln of stock from Dec to Feb

Company issued $400 mln in senior unsecured notes and unwound a CLO, generating liquidity

Outlook

Company did not provide specific guidance for future quarters or full year

Result Drivers

STRONG LOAN ORIGINATIONS - Structured loan originations reached $1.10 bln, marking the strongest quarter in over three years

CLO UNWINDING - Unwound CLO 16 with $482.1 mln of outstanding notes, generating ~$90 mln of liquidity

SECURITIZATION GAINS - Closed a $1.05 bln collateralized securitization vehicle, contributing to liquidity and improved terms

Company press release: ID:nGNXc4bXs9

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
$1.54 bln
Q4 EPS
Miss
$0.07
$0.19 (4 Analysts)
Q4 Net Income
Miss
$26.12 mln
$32.87 mln (3 Analysts)
Q4 Net Interest Income
$55.74 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 10.2% above its February 26 closing price of $7.26

The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 10 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.)