$ABR

Simply Wall St reports Arbor Realty Trust (ABR) declared a quarterly dividend of $0.17 per share and posted Q2 results with higher reported sales but a shift from profit to net loss. ABR last closed at $5.01, up 4.59% on the news, but down 36.82% over 90 days and 49.35% over a year. A DCF fair value of $7.08 suggests undervaluation.

FactSet says about 75% of S&P 500 firms beat EPS estimates, but only about 60% beat revenue expectations. LSEG research finds earnings forecasts get more accurate as results near, so large surprises are rarer. The article lists nine Q2 companies with notable EPS beats, including HOWL, ABR, PWP, CRI, NWL, MOG-A, MGA, LYB, and NVT, with EPS and beat amounts cited.

Arbor Realty Trust, Inc. declared a quarterly cash dividend of $0.17 per common share, payable Aug. 28, 2026 to shareholders of record as of Aug. 14, 2026, according to the company. The REIT and direct lender operates structured and agency business segments focused on multifamily and SFR-related lending and servicing.

Arbor Realty Trust (NYSE:ABR) reported Q2 CY2026 revenue of $115.9 million, down 11.1% year over year, but above Wall Street estimates by 7.1%. Non-GAAP profit was $0.10 per share, above analysts’ consensus. The article notes net interest income was 55% of revenue over the last five years and shares fell about 2% to $4.70 after the report.

ARBOR REALTY TRUST INC (ABR) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 abr-06302026xearningsrelea.htm EX-99.1 Document Arbor Realty Trust Reports Second Quarter 2026 Results and Declares Dividend of $0.17 per Share Company Highlights: • GAAP net loss of $(37.3) million, or $(0.20) per diluted common share • Distributable earnings 1 of $0.1

Arbor Realty Trust (NYSE: ABR) will report earnings Friday before market open. Last quarter, it reported revenue of $117.4 million, down 12.5% year on year, beating revenue expectations but missing EPS estimates. For the upcoming quarter, analysts expect revenue to fall 17% y/y. ABR is down 5.9% over the past month versus an average peer gain, with an average analyst price target of $6.25 versus $5.10.

Bloomberg reports private credit lenders are increasingly using CRE CLOs amid redemption requests and market stress. A Federal Reserve Bank of Philadelphia working paper and KBRA data suggest loan modifications may defer loss recognition. The paper highlights a $1.7 billion Arbor Realty Trust CLO, where modifications outpaced appraisal reductions. Arbor says it follows CLO contract rules; its shares are down about 75% since 2021.

Arbor Realty Trust is accused in a New York state lawsuit by Yisroel and Hanoch Cimerring of allegedly offering a two-year bridge loan for a 474-unit Georgia apartment complex, promising Fannie Mae refinancing, then leading to foreclosure. The Cimerrings seek $175 million in damages, alleging Arbor’s inspections and repair demands caused a downgrade. Arbor denies wrongdoing and says it foreclosed after defaults; an affiliate bought the property for $40 million.

The article argues that five mortgage REITs with 10%+ dividend yields face elevated dividend risk. It cites dividend cuts or weak coverage for MFA, DX, ARR, ABR, and ORC, including distributable earnings below dividends, falling book value, and high leverage. It also notes negative total economic returns for all five in Q1 2026.

ARBOR REALTY TRUST INC (ABR) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-4.1 2 tm2619809d1_ex4-1.htm EXHIBIT 4.1 Exhibit 4.1 Execution Version ARBOR REALTY TRUST, INC. AND U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION, as Trustee INDENTURE Dated as of July 6, 2026 6.25% Convertible Senior Notes due 2029 TABLE OF CONTENTS Page Article 1 Definitions