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Arbor Realty Trust (ABR)
NYSE:ABR
Earnings Data
Report Date
May 01, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.2Last Year’s EPS
0.28Same Quarter Last Year
Strong Sell
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced clear evidence of operational progress — meaningful origination growth (agency +13.5%), servicing portfolio expansion (+8%), improved funding costs and a material reduction in nonperforming assets (≈11% QoQ) — with significant near-term headwinds from a still-large delinquent/REO book that is depressing earnings (~$80M–$100M annual drag). Management presented a defined plan and near-term line of sight to materially resolve problem assets, plus accretive buybacks at deep discounts, but acknowledged temporary earnings pressure and Q1 seasonality. Given the tangible progress and diversified revenue streams offsetting but not yet eliminating the legacy drag, the tone is cautiously constructive.Company Guidance
Reduction in Nonperforming Assets (QoQ)
Total nonperforming assets ended the year at roughly $1.1B (Ivan: $570M delinquencies + ~$500M OREO), down by over $130M from the prior quarter — an ~11% reduction, reflecting accelerated resolution efforts.
Agency Origination Growth
Agency platform originated $1.6B in Q4 and $5.0B for 2025, a 13.5% increase versus 2024, driving gain-on-sale income ($21M in Q4) and MSR income ($20M in Q4 at ~1.24% MSR rate).
Servicing Portfolio Expansion and Stable Fee Annuity
Fee-based servicing grew ~8% in 2025 to ~$36B (Paul: ~$36.2B), with a weighted average servicing fee ~35.6 bps and an estimated remaining life of 6 years, generating a predictable annuity (~$120M gross annually; company cites >$128M and ~ $200M when combined with escrow earnings).
Strong Total Origination Volume Across Platforms
Company originated ~$8.5B of volume in 2025 across agency, balance-sheet, bridge, SFR, construction, mezz and PE platforms, demonstrating diversified and scalable origination capability.
Balance Sheet & Yield Improvements
Investment portfolio grew to ~$12.1B at 12/31/25. Reported all-in yield on the portfolio was 7.08% (versus 7.27% prior quarter) while average yield on core investments increased to ~7.38% from 6.95% last quarter, supporting NII.
Improved Funding Costs and Net Interest Spread
Total debt on core assets ~ $10.5B; cost of debt improved to ~6.45% (from 6.72% prior quarter). Average cost of funds was ~6.66% in Q4 vs 6.88% in Q3. Spot net interest spread increased to 0.63% from 0.55% quarter-over-quarter.
Runoff of Legacy Book and Path to Reduced Drag
Generated ~ $2.0B of runoff in 2025 (≈ $1.5B from legacy book). Management expects similar runoff in 2026, a continued reduction in legacy exposure, and a line of sight to resolve a large portion of delinquencies in the coming quarters.
Accretive Share Buybacks at a Deep Discount to Book
Company executed buybacks (entered a 10b5-1 plan), purchased roughly $20M of stock at an average $7.40 (~64% of book value) and has ~ $120M remaining on the repurchase authorization — positioned to be accretive to book value and earnings.
SFR and Construction Platforms Showing Momentum
Single-family rental originations were ~$580M in Q4 with management targeting $1.5B–$2.0B for 2026; construction lending closed ~ $500M in 2025 with a 2026 target of $750M–$1.0B, both delivering mid-to-high teens returns per management commentary.
ABR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ABR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 27, 2026 | $7.26 | $7.93 | +9.23% |
Oct 31, 2025 | $11.17 | $9.76 | -12.62% |
Aug 01, 2025 | $10.52 | $10.56 | +0.38% |
May 02, 2025 | $10.16 | $9.84 | -3.15% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Arbor Realty Trust (ABR) report earnings?
Arbor Realty Trust (ABR) is schdueled to report earning on May 01, 2026, Before Open (Confirmed).
What is Arbor Realty Trust (ABR) earnings time?
Arbor Realty Trust (ABR) earnings time is at May 01, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ABR EPS forecast?
ABR EPS forecast for the fiscal quarter 2026 (Q1) is 0.2.