Arbor Realty Trust (ABR)

NYSE:ABR

ABR

Arbor Realty

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Arbor Realty (ABR) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 24, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.11

Last Year’s EPS

0.25

Same Quarter Last Year

Analyst Consensus

Moderate Sell

Based on 4 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 08, 2026|

% Change Since:

Earnings Call Sentiment|Neutral

The call presents a mixed picture: management has achieved important operational and regulatory wins (legal dismissals, ~$100M reduction in nonperforming assets, strong CLO execution, diversified origination pipelines and stable funding costs) and has a clear plan to accelerate asset resolutions. However, substantial legacy nonperforming assets (~$1B), ongoing realized losses (~$15M–$25M per quarter), a higher-rate environment that slows resolutions, persistent OREO impairments and a thin net interest spread pose meaningful near-term headwinds. Management’s actions—dividend reset, accelerated dispositions, targeted reserves, and active origination across multiple verticals—are constructive, but material drag is expected through Q2–Q3 before improvement later in 2026 and into 2027.

Company Guidance

Management guided that Q1 distributable earnings were $37.4 million, or $0.18 per share, before $23 million of one‑time realized losses, and the Board reset the quarterly dividend to $0.17 per share (which management expects to cover for the rest of 2026); they see Q2 distributable earnings around $0.15 per share (reflecting roughly $0.02 per share of temporary financing drag) with a low point through Q2–Q3 and anticipated improvement in Q4 and into 2027. Key credit and resolution metrics: Q1 ended with about $500 million of delinquent loans and $500 million of REO (≈$1.0 billion total nonperforming assets, down ≈$100 million QoQ or ~9%), with $200 million of resolutions in Q1, line of sight on an additional $200–300 million of delinquencies to resolve in Q2–Q3 plus another ~$100 million by year‑end, expect to take back roughly another $100 million of assets (with $50–75 million likely by end‑Q2) and to reduce REO to roughly $250–300 million by end‑2026. Losses, reserves and impairments: management is reserving for ~$15–25 million of realized losses per quarter for the balance of the year, recorded $12 million of OREO impairments in Q1 and ~$21.5 million total OREO impairments/specific reserves, and carries CECL reserves of $131 million (≈1.1% of the portfolio)—which, together with REO write‑downs, implies roughly 1.7–1.8% coverage of delinquency+REO. Operational and funding metrics: Q1 production totaled $795 million on the agency platform (including an $88 million CMBS brokerage), $350 million closed through May, balance‑sheet originations were $400 million, SFR originations were ~$125 million in Q1 (management expects to exceed ~$300 million in the current quarter), construction closed $113 million in Q1 with a $250 million close expected in Q2 and a 2026 construction target of $750 million–$1 billion; balance‑sheet investment assets ≈$12 billion (all‑in yield 7.03%, avg core yield 7.5%), total debt on core assets ≈$10.7 billion (all‑in cost of debt ~6.4%, avg cost of funds 6.52%), and spot net interest spread flat at 63 bps.

Legal and Regulatory Resolution

Investigations opened after short reports are believed closed with no action; motion to dismiss class action was granted (claims dismissed without prejudice), removing costly distractions and allowing management to refocus on operations.

Reduction in Nonperforming Assets

Total nonperforming assets fell by approximately $100 million quarter-over-quarter, a ~9% reduction, to roughly $1.0 billion (about $500 million delinquent loans and $500 million REO) as of March 31, 2026.

Quarterly Resolutions and Forward Line of Sight

Completed ~$200 million of resolutions in Q1 (consistent with goals) and have line of sight on an additional $200–300 million to resolve in Q2–Q3 plus another ~$100 million by year-end.

Distributable Earnings and Dividend Reset

Produced distributable earnings of $37.4 million, or $0.18 per share (excluding one-time realized losses); Board reset quarterly dividend to $0.17 per share, which management expects to be coverable by earnings for the year.

Origination and Production Momentum

Agency platform total Q1 volume of $795 million (including first CMBS brokerage of $88 million); balance-sheet lending originations $400 million in Q1; SFR originations ~$125 million in Q1 with expectations of a significant increase; construction lending closed $113 million in Q1 with ~$250 million expected in Q2 and a 2026 production target of $750 million–$1 billion.

Successful Capital Market Execution (CLO)

Priced a CLO in Q1 at 1.73% over index with 88% leverage and a 2.5-year replenishment feature, demonstrating strong access to securitization funding despite geopolitical volatility.

Portfolio and Funding Efficiency

Investment portfolio ~ $12 billion with all-in yield on portfolio ~7.03% (vs 7.08% prior quarter); average core asset yield rose to 7.50% from 7.38%; all-in cost of debt improved slightly to ~6.4% (from 6.45%); average cost of funds down to 6.52% (from 6.66%); spot net interest spread remained stable at 0.63%.

Fee-Based Servicing Franchise

Fee-based servicing portfolio approximately $36.3 billion with a weighted average servicing fee of 35.5 bps and estimated annual gross annuity income of ~ $129 million; recorded $10 million MSR income related to $734 million of committed loans (avg MSR 1.32%).

Arbor Realty (ABR) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ABR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 24, 2026	2026 (Q2)	0.11 / -	0.25	―	―	―
May 08, 2026	2026 (Q1)	0.13 / 0.07	0.28	-75.00% (-0.21)
Feb 27, 2026	2025 (Q4)	0.13 / 0.19	0.4	-52.50% (-0.21)
Oct 31, 2025	2025 (Q3)	0.23 / 0.35	0.43	-18.60% (-0.08)	―
Aug 01, 2025	2025 (Q2)	0.23 / 0.25	0.45	-44.44% (-0.20)	―
May 02, 2025	2025 (Q1)	0.27 / 0.28	0.47	-40.43% (-0.19)	―
Feb 21, 2025	2024 (Q4)	0.38 / 0.40	0.51	-21.57% (-0.11)	―
Nov 01, 2024	2024 (Q3)	0.39 / 0.43	0.55	-21.82% (-0.12)	―
Aug 02, 2024	2024 (Q2)	0.41 / 0.45	0.57	-21.05% (-0.12)	―
May 03, 2024	2024 (Q1)	0.41 / 0.47	0.62	-24.19% (-0.15)	―

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
May 08, 2026	$8.17	$7.21	-11.75%
Feb 27, 2026	$7.00	$7.65	+9.24%
Oct 31, 2025	$10.77	$9.41	-12.64%
Aug 01, 2025	$10.15	$10.18	+0.35%

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 Jul 24, 2026, Before Open (Confirmed).

What is Arbor Realty Trust (ABR) earnings time?

Arbor Realty Trust (ABR) earnings time is at Jul 24, 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 (Q2) is 0.11.