Arbor Realty Trust

ABR Real Estate Reit Mortgage

Arbor Realty Trust’s revenue for fiscal 2025 (year ended December 2025) was $1.2 billion, down 15.0% from fiscal 2024. In the quarter to June 2026, revenue fell 2.77%, EPS fell 266.7%, free cash flow grew 172.8% and total debt rose 3.30%, each against the same quarter a year earlier. Insiders bought in the last twelve months.

2.70 0.10 −3.57%
Market cap
$522.4M
P/E
38.6×
Fwd P/E
22.1×
Dividend yield
34.8%
F-score
4/9
Altman Z
n/a
Beneish M
n/a
Dividend safety
n/a

Insider Decisions trades per month

Total buys 1.06
Total sells 0.05
Totals in millions of $.
Dec 25 Mar 26 Jun 26 Sep 26
Buy 4 — — — 1 — 4 2 — 2 — —
Sell — — — — — — 1 — — 1 — —
Insider Ownership 6.66%

Capital & Financial Ratios $m

Market Cap 522.37
Revenue 1,197.06
Net Income 59.00
Free Cash Flow 257.12
Net Debt 4,663.29
Current Ratio 478.85
Debt/Equity 1.82
P/E ratio 38.57 (above 35: high)
Fwd P/E 22.10
P/S ratio 0.43
P/B ratio 0.23
Past 5Y EPS Growth (16.86%) (below 0%: weak)
This Y EPS Growth (78.50%) (below 0%: weak)
Next Y EPS Growth 105.43% (at or above 15%: strong)
Next Y revenue growth (82.71%) (below 0%: weak)
Next 5Y EPS Growth (16.17%) (below 0%: weak)

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

P/E against its own 10 years 97.24%
10-year low 10-year high
P/S against its own 10 years 0.07%
10-year low 10-year high
P/B against its own 10 years 0.07%
10-year low 10-year high
EV/Sales against its own 10 years 0.07%
10-year low 10-year high
EV/FCF against its own 10 years 61.82%
10-year low 10-year high

Dividends

Payout Ratio 13.43
Annual Dividend Rate 0.94
Annual Dividend Yield 34.81%
total individual payouts
2027 Powerpack
2026 0.78
0.30
0.17
0.17
2025 1.33
0.43
0.30
0.30
0.30
2024 1.72
0.43
0.43
0.43
0.43
2023 1.68
0.40
0.42
0.43
0.43
2022 1.54
0.37
0.38
0.39
0.40
2021 1.38
0.33
0.34
0.35
0.36
2020 1.23
0.30
0.30
0.31
0.32
2019 1.14
0.27
0.28
0.29
0.30
2018 0.98
0.21
0.25
0.25
0.27
0.15
2017 0.72
0.17
0.18
0.18
0.19
2016 0.62
0.15
0.15
0.16
0.16
predictions special payouts not included in total or ratios

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 1,692 817 706 583
Receivables 64 13 7 —
Inventory — — — —
Other — — — —
15,078 12,669 13,397 13,198
2023 2024 2025 Q'26
Payables 136 52 34 28
ST’ Debt — — — —
Other — — — —
419 338 34 28

Compound Annual Growth %

10y 5y 3y
Sales 23.87% 14.96% 1.00%
Cash Flow 26.20% 46.51% (30.30%)
Earnings 8.88% (8.05%) (27.75%)
Book Value 18.43% 15.65% (0.05%)

Revenue $m

Mar Jun Sep Dec Year
’26 293 294 — — —
’25 299 302 297 314 1,212
’24 378 362 354 332 1,427
’23 401 401 406 416 1,624
’22 226 252 295 404 1,177
’21 170 186 195 248 799
’20 91 150 159 204 604
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 (8) 158 — — —
’25 151 60 179 (17) 372
’24 260 70 85 47 462
’23 (57) 158 57 77 236
’22 837 (72) 47 289 1,100
’21 491 236 (728) 217 217
’20 (233) 767 (230) (249) 55
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 (24) 147 — — —
’25 143 54 166 (31) 332
’24 260 84 83 46 472
’23 (57) 158 57 77 236
’22 837 (72) 47 289 1,100
’21 491 236 (728) 217 217
’20 (233) 767 (223) (247) 64
Fiscal quarters ending in the months shown.

EPS $

Mar Jun Sep Dec Year
’26 0.00 (0.20) — — —
’25 0.16 0.12 0.20 0.07 0.56
’24 0.31 0.25 0.31 0.32 1.18
’23 0.46 0.41 0.41 0.48 1.75
’22 0.40 0.41 0.36 0.49 1.67
’21 0.55 0.51 0.51 0.71 2.28
’20 (0.54) 0.40 0.72 0.80 1.41
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

3.8
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Trend 2026e 2027e 2028e
Price, $
Price, $ Low 6.01 7.11 7.89 9.94 3.54 13.54 11.16 10.10 11.92 7.69

Analyst estimates 2026–2028

Powerpack
High 7.99 8.99 12.79 15.77 15.32 20.74 18.88 17.74 15.94 14.33
People
People Employees 288 445 468 532 522 579 630 647 659 653
Revenue/emp, $m 0.74 0.78 1.04 1.01 1.16 1.38 1.87 2.51 2.17 1.86
Income, $m
Income, $m Revenue 213 347 485 536 604 799 1,177 1,624 1,427 1,212
Gross margin, % 45.70 44.42 43.35 40.51 47.25 51.89 38.68 34.19 30.35 25.43
EBT 62 98 148 155 196 378 354 401 284 158
EBT margin, % 29.30 28.13 30.53 28.97 32.49 47.27 30.07 24.66 19.90 13.02
Net income 62 98 148 155 196 378 354 401 284 158
Depreciation 31 59 65 61 60 63 55 69 77 109
Per share, $
Per share, $ Revenue 4.16 5.99 6.91 5.77 5.30 5.80 7.12 8.80 7.56 6.28
Earnings 0.83 1.14 1.54 1.30 1.44 2.30 1.72 1.79 1.18 0.56
Cash flow (3.87) 7.94 (0.54) (2.44) 0.48 1.57 6.65 1.28 2.45 1.93
Capex 0.94 (0.01) (0.01) (0.01) 0.08 0.00 0.00 0.00 0.06 (0.21)
Free cash flow (2.93) 7.93 (0.54) (2.44) 0.56 1.57 6.65 1.28 2.50 1.72
Book value 14.56 14.93 15.18 14.60 13.03 18.50 18.58 17.63 16.70 15.90
Shares, m 51 58 70 93 114 138 165 185 189 193
Valuation, ×
Valuation, × P/E 9.18 7.65 6.58 11.04 10.20 8.00 7.83 8.35 11.64 14.11
P/S 1.83 1.44 1.46 2.49 2.67 3.16 1.90 1.71 1.83 1.24
P/B 0.59 0.65 0.72 1.05 1.16 1.27 0.92 1.06 1.04 0.62
EV/Sales 5.88 5.77 4.67 6.43 7.21 11.08 8.72 5.90 5.55 5.53
EV/FCF (8.35) 4.36 (59.43) (15.15) 68.12 39.27 9.26 39.21 16.74 20.22
Cash, $m
Cash, $m Operating cash flow (199) 460 (38) (227) 55 217 1,100 236 462 372
Capex 48 (1) 0 0 9 — — — 11 (41)
Free cash flow (150) 459 (38) (227) 64 217 1,100 236 472 332
Balance, $m
Balance, $m Working capital 2,549 3,020 4,040 5,571 6,938 14,231 16,138 14,659 12,331 13,363
Total debt 1,031 1,771 1,924 2,659 3,322 7,316 9,378 8,457 6,078 5,866
Net debt 863 1,500 1,507 2,060 2,689 6,284 7,974 6,765 5,261 5,159
Shareholders’ equity 747 865 1,066 1,356 1,483 2,550 3,072 3,255 3,152 3,067
Returns, %
Returns, % ROA 1.78 2.00 2.63 2.23 2.35 2.79 1.77 2.01 1.53 0.77
ROIC 2.44 2.82 3.76 3.27 3.60 3.00 2.17 2.68 2.18 1.59
ROE 7.55 9.19 12.37 10.80 12.29 18.74 12.85 13.05 8.69 4.34
Negative figures in brackets.

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Charts ten years each

Arbor Realty Trust vs peers in Reit Mortgage (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
ADAM Adamas Trust, Inc. $700.2M 4.5× 9.5× +23.77% (above 0%: growing) n/m +171.68% (above 0%: growing) 26.87% 30.52% Compare
MFA MFA Financial, Inc. $677.3M 6.5× 10.1× +4.48% (above 0%: growing) +59.09% (above 0%: growing) +162.56% (above 0%: growing) 100.00% 78.90% Compare
PMT PennyMac Mortgage Investment Trust $615.7M 4.9× 8.4× +3.60% (above 0%: growing) n/m −45.97% (below 0%: shrinking) 63.63% 34.80% Compare
IVR INVESCO MORTGAGE CAPITAL INC $607.1M 3.7× 10.2× +20.93% (above 0%: growing) n/m +3.93% (above 0%: growing) 35.24% 28.86% Compare
ABR Arbor Realty Trust $522.4M 38.6× 22.1× −2.77% (below 0%: shrinking) n/m +172.80% (above 0%: growing) 19.79% (4.57%)
FBRT Franklin BSP Realty Trust, Inc. $520.7M 14.1× 9.4× +32.33% (above 0%: growing) −36.84% (below 0%: shrinking) +87.71% (above 0%: growing) 90.86% 18.69% Compare
BRSP BrightSpire Capital, Inc. $479.5M — (loss-making) 25.0× −9.80% (below 0%: shrinking) n/m +150.31% (above 0%: growing) 61.99% (40.13%) Compare
TRTX TPG RE Finance Trust, Inc. $454.5M 10.7× 10.5× −6.05% (below 0%: shrinking) −42.86% (below 0%: shrinking) −70.48% (below 0%: shrinking) 100.00% 49.39% Compare
RWT Redwood Trust, Inc. $390.7M — (loss-making) 8.4× +35.48% (above 0%: growing) n/m −77.33% (below 0%: shrinking) 8.33% (1.59%) Compare
Median of peers $563.9M 5.7× 9.8× +12.71% −36.84% +45.82% 62.81% 29.69%

All 37 Reit Mortgage stocks →

Arbor Realty Trust (ABR) key facts

  • Concern: Arbor Realty Trust’s revenue for fiscal 2025 (year ended December 2025) was $1.2 billion, down 15.0% from fiscal 2024.
  • Arbor Realty Trust (ABR) is a Reit Mortgage company in the Real Estate sector, listed on the New York Stock Exchange.
  • As of October 16, 2026, ABR traded at $2.70, a market capitalization of $522.4 million.
  • Arbor Realty Trust pays an annual dividend of $0.94 per share, a yield of 34.8%.
  • Return on equity was 4.34% and debt-to-equity 1.82.
  • Its Piotroski F-score is 4 out of 9 for fiscal 2025.

Source: company filings (standardised) and stockrow calculations.

Arbor Realty Trust (ABR) Latest News

stockrow.com/ABR · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com