Arbor Realty Trust (NYSE:ABR) Sets New 1-Year Low – Here’s What Happened

Shares of Arbor Realty Trust (NYSE:ABR) reached a new 52-week low during mid-day trading on Wednesday . The company traded as low as $7.18 and last traded at $7.1850, with a volume of 553411 shares traded. The stock had previously closed at $7.29.

Trending Headlines about Arbor Realty Trust

Here are the key news stories impacting Arbor Realty Trust this week:

• Positive Sentiment: Declared a cash dividend of $0.30 per share and highlighted distributable earnings, signaling shareholder returns and management confidence. Arbor Realty Trust Reports Fourth Quarter and Full Year 2025 Results and Declares Dividend of $0.30 per Share
• Positive Sentiment: Strong origination activity and securitization wins: $1.63B agency originations, $1.10B structured originations (best structured quarter in >3 years), plus new collateralized securitizations that improve funding cost/leverage. These support future interest income and balance?sheet scalability. Arbor Realty Trust Reports Fourth Quarter and Full Year 2025 Results and Declares Dividend of $0.30 per Share
• Positive Sentiment: Liquidity and capital actions: unwound CLOs and other moves generated meaningful cash (~$90M from one CLO unwind; ~$170M from three others), issued/used unsecured notes to extend maturities and enhance liquidity, and repurchased $20M of stock at ~64% of book value — all supportive of financial flexibility. Arbor Realty Trust Reports Fourth Quarter and Full Year 2025 Results and Declares Dividend of $0.30 per Share
• Positive Sentiment: Operational beat on adjusted metrics: management highlighted strong net interest income and other revenue; non?GAAP EPS of $0.22 beat estimates, which likely reassured investors despite GAAP noise. Arbor Realty Trust Non-GAAP EPS of $0.22 beats by $0.06
• Neutral Sentiment: Debt issuance included higher?coupon paper (e.g., $400M of 8.50% senior notes due 2028) — this added liquidity but increases interest cost; investors will watch cost of funding vs. returns. Arbor Realty Trust Reports Fourth Quarter and Full Year 2025 Results and Declares Dividend of $0.30 per Share
• Negative Sentiment: GAAP EPS missed consensus (reported roughly $0.19–$0.20 vs. ~ $0.21 estimate) and is down year?over?year, which is a short?term earnings negative and explains some headline weakness. Arbor Realty Trust (ABR) Q4 Earnings Miss Estimates
• Negative Sentiment: Company recorded ~$5.1M of net realized losses from resolution of legacy assets and showed foreclosures/sales (six loans foreclosed, $139M; $77.6M in REO sales), underscoring some credit cleanup costs. Investors may be watching for further legacy drag. Arbor Realty Trust Reports Fourth Quarter and Full Year 2025 Results and Declares Dividend of $0.30 per Share

Analyst Upgrades and Downgrades

ABR has been the subject of a number of analyst reports. JPMorgan Chase & Co. cut their price target on Arbor Realty Trust from $10.00 to $9.00 and set an “underweight” rating for the company in a research note on Thursday, December 4th. Weiss Ratings cut shares of Arbor Realty Trust from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Tuesday. Zacks Research upgraded Arbor Realty Trust from a “strong sell” rating to a “hold” rating in a research note on Friday, February 20th. Keefe, Bruyette & Woods dropped their price objective on Arbor Realty Trust from $8.50 to $7.50 and set an “underperform” rating on the stock in a report on Thursday, January 8th. Finally, Piper Sandler cut their target price on Arbor Realty Trust from $10.00 to $8.00 and set an “underweight” rating for the company in a research note on Monday, December 22nd. One research analyst has rated the stock with a Buy rating, one has assigned a Hold rating and four have assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Reduce” and an average target price of $9.38.

Arbor Realty Trust Trading Up 9.6%

The stock has a market capitalization of $1.56 billion, a P/E ratio of 9.95 and a beta of 1.39. The stock has a 50-day moving average price of $7.76 and a two-hundred day moving average price of $9.72. The company has a debt-to-equity ratio of 2.51, a quick ratio of 287.79 and a current ratio of 287.79.

Hedge Funds Weigh In On Arbor Realty Trust

A number of institutional investors have recently bought and sold shares of ABR. State Street Corp grew its stake in Arbor Realty Trust by 1.4% in the fourth quarter. State Street Corp now owns 7,469,100 shares of the real estate investment trust’s stock worth $57,960,000 after purchasing an additional 101,730 shares during the period. Geode Capital Management LLC grew its position in shares of Arbor Realty Trust by 1.7% in the 4th quarter. Geode Capital Management LLC now owns 4,651,016 shares of the real estate investment trust’s stock worth $36,098,000 after buying an additional 78,068 shares during the period. Wasatch Advisors LP grew its position in shares of Arbor Realty Trust by 19.2% in the 3rd quarter. Wasatch Advisors LP now owns 4,057,421 shares of the real estate investment trust’s stock worth $49,541,000 after buying an additional 654,583 shares during the period. Balyasny Asset Management L.P. increased its stake in shares of Arbor Realty Trust by 296.8% in the 4th quarter. Balyasny Asset Management L.P. now owns 3,835,715 shares of the real estate investment trust’s stock worth $29,765,000 after acquiring an additional 2,869,132 shares in the last quarter. Finally, Goldman Sachs Group Inc. lifted its position in Arbor Realty Trust by 2.0% during the 4th quarter. Goldman Sachs Group Inc. now owns 3,100,538 shares of the real estate investment trust’s stock valued at $24,060,000 after acquiring an additional 60,979 shares during the period. 57.25% of the stock is owned by institutional investors.

About Arbor Realty Trust

Arbor Realty Trust, Inc (NYSE: ABR) is a real estate investment trust specializing in the origination, acquisition, financing, structuring and management of commercial real estate loans and securities. The company focuses primarily on multifamily and commercial mortgage lending, targeting properties such as apartment communities, senior housing and healthcare facilities. Through both agency and non-agency channels, Arbor Realty Trust seeks to deliver liquidity solutions to borrowers while generating stable, risk-adjusted returns for its shareholders.

Core business activities include originating first-mortgage loans secured by multifamily and mixed-use properties, as well as providing mezzanine financing and preferred equity investments.