Arbor Realty Trust (NYSE:ABR) Upgraded at Wall Street Zen

Arbor Realty Trust (NYSE:ABR) was upgraded by research analysts at Wall Street Zen from a “sell” rating to a “hold” rating in a research report issued on Saturday.

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

Arbor Realty Trust Stock Performance

ABR opened at $7.96 on Friday. The firm has a fifty day moving average price of $7.76 and a 200 day moving average price of $9.69. Arbor Realty Trust has a 1 year low of $7.11 and a 1 year high of $12.73. The stock has a market cap of $1.56 billion, a P/E ratio of 9.95 and a beta of 1.39. The company has a debt-to-equity ratio of 2.51, a current ratio of 287.79 and a quick ratio of 287.79.

Hedge Funds Weigh In On Arbor Realty Trust

Institutional investors and hedge funds have recently bought and sold shares of the business. Royal Bank of Canada boosted its position in shares of Arbor Realty Trust by 3.5% during the 1st quarter. Royal Bank of Canada now owns 132,181 shares of the real estate investment trust’s stock valued at $1,553,000 after acquiring an additional 4,470 shares during the last quarter. Jones Financial Companies Lllp raised its stake in Arbor Realty Trust by 25,163.2% during the first quarter. Jones Financial Companies Lllp now owns 4,800 shares of the real estate investment trust’s stock worth $56,000 after purchasing an additional 4,781 shares during the period. United Services Automobile Association acquired a new position in Arbor Realty Trust in the 1st quarter valued at about $145,000. Focus Partners Wealth purchased a new stake in shares of Arbor Realty Trust in the 1st quarter valued at approximately $161,000. Finally, Teacher Retirement System of Texas increased its holdings in shares of Arbor Realty Trust by 4.4% during the 2nd quarter. Teacher Retirement System of Texas now owns 28,774 shares of the real estate investment trust’s stock worth $308,000 after buying an additional 1,201 shares during the last quarter. 57.25% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Arbor Realty Trust

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

• Positive Sentiment: Company declared a cash dividend of $0.30 per common share, a direct boost to income-focused investors. Arbor Realty Trust Reports Fourth Quarter and Full Year 2025 Results and Declares Dividend of $0.30 per Share
• Positive Sentiment: Strong origination quarter: $1.63B of agency loan originations and $1.10B of structured loan originations (structured originations the strongest in >3 years), supporting future fee and interest income. Arbor Realty Trust Reports Fourth Quarter and Full Year 2025 Results and Declares Dividend of $0.30 per Share
• Positive Sentiment: Large liquidity moves: unwound CLOs, closed securitizations, and prior issuance of $900M senior notes improved right‑side funding and generated meaningful liquidity, reducing near‑term refinancing pressure. Arbor Realty Trust Reports Fourth Quarter and Full Year 2025 Results and Declares Dividend of 0.30 per Share
• Positive Sentiment: Share buyback activity: repurchased $20M of stock at an average price of $7.40 (noted as ~64% of book value), which supports the equity and signals management’s view on valuation. Arbor Realty Trust Reports Fourth Quarter and Full Year 2025 Results and Declares Dividend of $0.30 per Share
• Positive Sentiment: Adjusted (non‑GAAP/distributable) earnings and non‑GAAP EPS beat street estimates (adjusted EPS reported ~ $0.22), which investors often prefer for mortgage REITs. Arbor Realty Trust Non-GAAP EPS of $0.22 beats by $0.06
• Neutral Sentiment: Top‑line was better than expected on a revenue basis, though sales are down year‑over‑year; this mixed read explains divergent analyst reactions. Arbor Realty Trust (NYSE:ABR) Posts Better-Than-Expected Sales In Q4 CY2025
• Neutral Sentiment: Earnings call transcript published for details on forward guidance and asset performance — worth reading for capital‑allocation clarity. Arbor Realty Trust, Inc. (ABR) Q4 2025 Earnings Call Transcript
• Negative Sentiment: GAAP net income/EPS was weak versus consensus (GAAP EPS $0.07 and adjusted results still missed some GAAP/consensus marks), a headline that can pressure sentiment. Arbor Realty Trust Reports Fourth Quarter and Full Year 2025 Results and Declares Dividend of $0.30 per Share
• Negative Sentiment: Legacy portfolio items drove about $5.1M of net realized losses; the company also foreclosed on loans ($139M) and sold REO ($77.6M), highlighting some asset stress in parts of the book. Arbor Realty Trust Reports Fourth Quarter and Full Year 2025 Results and Declares Dividend of $0.30 per Share
• Negative Sentiment: Issued $400M of 8.50% senior unsecured notes (due 2028) — while this raised liquidity, the high coupon underscores funding cost pressures that could weigh on interest expense. Arbor Realty Trust Reports Fourth Quarter and Full Year 2025 Results and Declares Dividend of $0.30 per Share

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.