Arbor Realty Trust, Inc.

Report azionario NYSE:ABR

Capitalizzazione di mercato: US$1.2b

Arbor Realty Trust Crescita futura

Criteri Future verificati 1/6

Si prevede che i ricavi di Arbor Realty Trust diminuiranno del 49.3% all'anno, mentre si prevede che i suoi utili annuali cresceranno del 7.2% all'anno. Si prevede che l'EPS crescerà del 11% all'anno.

Informazioni chiave

7.2%

Tasso di crescita degli utili

11.00%

Tasso di crescita dell'EPS

Mortgage REITs crescita degli utili25.9%
Tasso di crescita dei ricavi-49.3%
Rendimento futuro del capitale proprion/a
Copertura analitica

Low

Ultimo aggiornamento21 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Seeking Alpha • May 13

Arbor Realty Trust: Not A Buy Until Late 2026

Summary Arbor Realty Trust (ABR) remains under pressure, with unresolved multifamily loans and growing REO weighing on book value and investor confidence. Despite a larger discount to book value ($11.63/share), ongoing asset quality deterioration and slow loan resolution justify a continued Hold rating. Dividend was cut again to $0.17, yielding 10%, but yield is unreliable given persistent cash flow uncertainty and asset value risks. Management's guidance to reduce REO to $250M-$300M by end of 2026 signals a prolonged recovery timeline and ongoing balance sheet challenges. Read the full article on Seeking Alpha
Aggiornamento della narrazione • Oct 21

Analyst Upgrades Arbor Realty Trust Price Target as Investment Activity and Loan Resolutions Improve

Arbor Realty Trust’s analyst fair value price target has increased to $12.00 from $11.63, as analysts cite improved investment activity and moderating risks in the broader mortgage REIT sector as key drivers for the upward revision. Analyst Commentary Analyst perspectives on Arbor Realty Trust have recently become more constructive, with a series of upward price target revisions reflecting improved expectations for the company’s performance.
Articolo di analisi • May 14

Shareholders May Be Wary Of Increasing Arbor Realty Trust, Inc.'s (NYSE:ABR) CEO Compensation Package

Key Insights Arbor Realty Trust to hold its Annual General Meeting on 21st of May Total pay for CEO Ivan Kaufman...
Seeking Alpha • Mar 29

Arbor Realty: Dividend Cut Priced In And Offset By Long-Term DRIP And Covered Calls

Summary Arbor Realty Trust faces economic headwinds, likely leading to a dividend cut, impacting its high-yield appeal and caused a swift market reaction. The dividend is expected to decrease from $0.43 to around $0.325 per quarter, aligning with forecasted earnings of $0.30-$0.35 for Q1 2025. Despite the drop, the share price has stabilized around $12.25, reflecting a realistic yield of approximately 10.6%, suggesting rational market behavior. I continue to invest through DRIP and covered calls, but remain cautious of further economic downturns or additional dividend cuts impacting share value. Read the full article on Seeking Alpha
Seeking Alpha • Mar 13

Arbor Realty: The Commons Dipped, I Still Own The Preferreds

Summary Arbor Realty's fiscal 2024 fourth-quarter earnings showed a 20% revenue decline and a dip in GAAP net income. The mREIT's dividend yield stands at 14.06%, but a potential dividend cut looms due to lower distributable earnings and falling rents in key markets. ABR's heavy exposure to Texas and Florida multifamily properties poses challenges amid declining rents and high multifamily construction rates in these regions. The Series D Cumulative Preferreds offer an 8.9% yield on cost, presenting a potential investment opportunity amid market volatility. Read the full article on Seeking Alpha
Seeking Alpha • Feb 24

Arbor Realty Trust: Are Tides Changing For This Company?

Summary Arbor Realty Trust has a strong history of outperformance but is now facing challenges, including a potential dividend cut after a decade of growth. External factors like high interest rates, real estate market fatigue, and political uncertainties are impacting ABR's performance, not the company's management decisions. Despite current troubles, ABR's management is focused on reducing leverage and maintaining a healthy balance sheet to navigate these tough times. I am holding my position in ABR stock but not adding more, advising caution for investors with large positions due to the uncertain environment. Read the full article on Seeking Alpha
User avatar
Nuova narrazione • Feb 23

Expansion Into Bridge Lending And Fannie Mae Platforms Will Diversify Business, But Market Challenges Loom

Expanded bridge lending and single-family rental initiatives aim to diversify income and potentially boost both revenue and net margins.
Seeking Alpha • Jan 28

Arbor Realty: Short Opportunity As Southern U.S. Housing Glut Forms

Summary The commercial real estate sector faces significant risks due to rising interest rates, with multifamily properties in the South showing signs of a housing glut. Arbor Realty Trust is highly leveraged and exposed to credit risks, particularly in its structured business segment, which focuses on short-term bridge loans. Despite previous resilience, ABR's high leverage and rising delinquencies suggest potential for a sharp decline, especially if economic conditions worsen in 2025. Shorting ABR carries risks, including its 12% yield and high short interest, but its downside could be substantial if the commercial property market deteriorates. Multifamily incomes may rise in 2025 due to higher rents. Still, I do not expect that to continue as supply growth outpaces demand as the CRE "maturity wall" pushes interest costs up for indebted developers. Read the full article on Seeking Alpha
Seeking Alpha • Nov 22

Arbor Realty: Why I'm Picking Up More Of The Preferreds As They Dip

Summary I've been buying Arbor Realty Trust, Inc.'s Series D Preferred shares during their recent dip. The 10-year Treasury yield has spiked despite recent rate cuts, impacting preferreds as hybrid fixed-income securities and increasing the yield investors demand. Arbor Realty's mREIT offers an extremely safe dividend, with the ABR Series D Preferreds providing both income and potential capital gains. Read the full article on Seeking Alpha
Seeking Alpha • Nov 13

Arbor Realty: Don't Buy Now

Summary Arbor Realty Trust's shares have become more expensive despite unimpressive operational performance, making it a less attractive investment currently. Recent quarterly earnings showed a decline in net income and distributable earnings, with business volumes and interest income also down. The dividend yield remains high at 11%, but declining distributable earnings and a tight coverage ratio pose risks to dividend sustainability. The current valuation is relatively high compared to historical levels, suggesting it is not an ideal time to buy or expand a position in ABR. Read the full article on Seeking Alpha
Seeking Alpha • Oct 07

Arbor Realty Yields Over 11% And The Massive Short Position Could Be Offsides

Summary Arbor Realty's strong Q2 earnings and Fed rate cuts make me bullish, planning to add to my position. Risks include refinancing impacts, and economic downturns, but I believe rate cuts will ultimately benefit ABR. ABR's high short interest could trigger a short squeeze if the stock trends upward, further boosting its price. ABR's consistent dividend yield and strong financial performance make it a compelling investment, especially as rates decline and property values increase. Read the full article on Seeking Alpha
Seeking Alpha • Sep 17

Return Of The mREIT King: Arbor Realty Trust

Summary Arbor Realty Trust's dividend remains covered despite potential rate cuts reducing their floating-rate yields. The Agency business will benefit from rate cuts, boosting servicing income and freeing up principal for new loans. The 10Y Note's drop below 4% signals a turning point, enhancing borrower refinancing and growth prospects. With less risk, single-digit growth assumptions of the dividend point to market-like returns or better. Read the full article on Seeking Alpha
Seeking Alpha • Sep 05

Arbor Realty: Fed Rate Cuts Could Spark Euphoria And A Short Squeeze, The Dividend Appears Safe

Summary Arbor Realty declared a quarterly cash dividend of $0.43 per share, highlighting its commitment to returning value to shareholders. Fed interest rate cuts will reduce credit stress and pump liquidity into the REIT sector, benefiting ABR's financial performance. The industry's biggest disruptor has been the surge in inflation, which forced up the Fed funds rate, impacting the refinancing costs of borrowers. Read the full article on Seeking Alpha
Seeking Alpha • Aug 15

Arbor Realty Trust: End Of Credit Stress May Be In Sight

Summary Arbor Realty Trust's Q2 results show a profitable quarter and a maintained dividend, despite credit stress. Management worked on the balance sheet, unwinding a CLO, and modifying loans, with a focus on maintaining liquidity. Future outlook depends on rate cuts to ease borrower repayment and refinance into their Agency business, which eliminates the risks and gives a path to dividend growth. Read the full article on Seeking Alpha
Seeking Alpha • Jul 14

Arbor Realty: Is Trouble Brewing With This 13% Yielder?

Summary Arbor Realty is a mortgage mREIT with a high dividend yield and an experienced management team. Recent negative headlines caused a stock price plunge, potentially due to investigation concerns. Upside and downside risks could be equally weighted at this time, which is why I have a hold rating on this stock. Read the full article on Seeking Alpha
Seeking Alpha • Jul 02

Arbor Realty Trust: 12.1% Yield, 91% Payout Ratio, Rising Book Value

Summary Arbor Realty Trust focuses on mortgage investments, particularly in the multi-family sector. The trust offers a $0.43 per share per quarter dividend consistently covered by distributable earnings, providing a compelling 12.1% yield. ABR's ability to grow book value per share and avoid dividend cuts makes it an attractive investment for passive income investors. Read the full article on Seeking Alpha
Seeking Alpha • Jun 12

Arbor Realty Trust: Asset Quality Concerns Persist With This Near 13% Yielder

Summary Arbor Realty Trust is a unique mREIT with expanding book value and a dividend yield of nearly 13%. NPLs and delinquencies have increased, but management's proactive approach and successful loan modifications offer some positive signs. ABR's dividend remains covered by distributable earnings, but challenges in asset quality may impact earnings in the near term. Read the full article on Seeking Alpha
Seeking Alpha • May 21

Arbor Realty Trust: A Winner Among mREITs

Summary Arbor Realty Trust is a unique and enduring company in the real estate investment space. The company has a long track record and an experienced executive team, providing high-yield income returns to investors. Arbor Realty is a smart, savvy, and pragmatic operator that regularly surpasses competitors. I believe Arbor fits well in a diverse portfolio. Read the full article on Seeking Alpha
Seeking Alpha • May 05

Arbor Realty Trust: Surviving Q1 Credit Stress

Summary Arbor Realty Trust has faced challenges amid higher interest rates, which complicate the necessary transition from bridge loans to long-term mortgages. While Q1 was profitable and produced earnings to cover the dividend, the quality of Arbor's loan portfolio has decreased, with more loans receiving lower ratings. Q1 2023 earnings call revealed that Arbor has successfully modified loans and repurchased common shares, but they also extended their timeframe for difficulty well beyond Q2. Read the full article on Seeking Alpha
Seeking Alpha • Apr 24

Arbor Realty: Growing Revenue From Higher Rates Should Mitigate CLO Risks

Summary Arbor Realty Trust is an mREIT that invests in different classes of real estate and has a diverse portfolio of assets. ABR offers a high dividend yield of 13.4% and has consistently increased its dividend payouts despite market conditions. The dividend has increased at a double digit CAGR over 10 years. There could be some issues with potential CLO delinquencies, but time will tell how this plays out. Higher interest revenue and loan originations may offset this. ABR look attractive from a valuation perspective, trading at a discounted P/E below the sector's median. Read the full article on Seeking Alpha
Seeking Alpha • Mar 21

Arbor Realty Trust Is The Only mREIT That I Own

Summary Arbor Realty Trust is a mortgage REIT with a solid dividend yield of almost 14% and has seen significant growth in the last 10 years. ABR has been able to consistently hike its dividends over the years while most other mREITs have had to cut theirs. ABR differentiates itself by focusing on more stable sectors of real estate and diversifying its financial products, allowing for better risk management. This is more of a hybrid between an mREIT and Business Development than a pure mREIT which may explain its outperformance. Read the full article on Seeking Alpha
Seeking Alpha • Feb 19

Arbor Realty: Oversold By Bears, 12.3% Dividend Yield, I'm Buying

Summary Arbor Realty recorded dual beats for its fiscal 2023 fourth-quarter earnings and maintained its quarterly dividend at $0.43 per share. The company is one of the most shorted stock tickers, but continued earnings beats and positive inflation movements may spark near-term outperformance. ABR's book value per share saw year-over-year growth of 2% and has grown by 30% over the last 3 years. The mREIT continues to fully cover its quarterly dividend payouts. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:ABR - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202723283N/AN/A4
12/31/202621538N/AN/A4
3/31/202653078214214N/A
12/31/2025545107372372N/A
9/30/2025563153436436N/A
6/30/2025611172342342N/A
3/31/2025623196352352N/A
12/31/2024628223462462N/A
9/30/2024650255492492N/A
6/30/2024667275464464N/A
3/31/2024692304553553N/A
12/31/2023719330236236N/A
9/30/2023732327447447N/A
6/30/2023704311437437N/A
3/31/2023678305206206N/A
12/31/20226542851,1001,100N/A
9/30/20226493031,0281,028N/A
6/30/2022658313254254N/A
3/31/2022698312563563N/A
12/31/2021661317217217N/A
9/30/2021641308-249-249N/A
6/30/2021627317249249N/A
3/31/2021567292779779N/A
12/31/20204391635555N/A
9/30/20203591022020N/A
6/30/202032654385385N/A
3/31/202029139-728-728N/A
12/31/2019372121N/A-227N/A
9/30/2019405123N/A215N/A
6/30/2019391117N/A-134N/A
3/31/2019376105N/A210N/A
12/31/2018348108N/A-38N/A
9/30/201835793N/A-123N/A
6/30/201833982N/A172N/A
3/31/201833076N/A408N/A
12/31/201727366N/A460N/A
9/30/201731264N/A41N/A
6/30/201729259N/A91N/A
3/31/201723357N/A-129N/A
12/31/201617143N/A-199N/A
9/30/201610727N/A150N/A
6/30/20167232N/A35N/A
3/31/20168632N/A38N/A
12/31/20158846N/A36N/A
9/30/20159146N/A42N/A
6/30/20159494N/A37N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di ABR ( 7.2% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di ABR ( 7.2% all'anno) cresceranno più lentamente rispetto al mercato US ( 17% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di ABR cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che i ricavi di ABR diminuiranno nei prossimi 3 anni ( -49.3% all'anno).

Ricavi ad alta crescita: Si prevede che i ricavi di ABR diminuiranno nei prossimi 3 anni ( -49.3% all'anno).

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Dati insufficienti per determinare se il Return on Equity di ABR è previsto essere elevato tra 3 anni

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/31 13:44
Prezzo dell'azione a fine giornata2026/05/29 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Arbor Realty Trust, Inc. è coperta da 9 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Benjamin ZuckerBTIG
Christopher MullerCitizens JMP Securities, LLC
Steven DelaneyCitizens JMP Securities, LLC