Arbor Realty Trust (NYSE:ABR) Shares Gap Up – Here’s Why

Arbor Realty Trust (NYSE:ABR)’s share price gapped up before the market opened on Friday . The stock had previously closed at $7.26, but opened at $7.57. Arbor Realty Trust shares last traded at $7.9650, with a volume of 3,767,187 shares changing hands.

Trending Headlines about Arbor Realty Trust

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

• Positive Sentiment: Declared a $0.30 per-share common dividend, supporting yield-seeking investors and signaling confidence in cash flow. Arbor Realty Trust Reports Fourth Quarter and Full Year 2025 Results and Declares Dividend of $0.30 per Share
• Positive Sentiment: Strong origination activity: $1.63B in agency and $1.10B in structured loan originations (structured quarter strongest in >3 years), supporting future earnings and portfolio growth. Arbor Realty Trust Reports Fourth Quarter and Full Year 2025 Results and Declares Dividend of $0.30 per Share
• Positive Sentiment: Management generated meaningful liquidity: unwound CLOs, issued senior notes and established repurchase facilities; also repurchased $20M of stock at an average $7.40 (about 64% of book value). These moves reduce financing risk and support capital return. Arbor Realty Trust Reports Fourth Quarter and Full Year 2025 Results and Declares Dividend of $0.30 per Share
• Neutral Sentiment: Non‑GAAP results were stronger: non‑GAAP EPS of $0.22 beat expectations, highlighting underlying net interest income and other revenue strength even as GAAP was weaker. Arbor Realty Trust Non-GAAP EPS of $0.22 beats by $0.06
• Neutral Sentiment: Full-year distributable earnings and portfolio metrics showed growth (servicing and structured portfolios up ~7–8%), providing longer-term operational context separate from the quarter’s volatility. Arbor Realty Trust Reports Fourth Quarter and Full Year 2025 Results and Declares Dividend of $0.30 per Share
• Negative Sentiment: Reported Q4 GAAP (and core) EPS missed consensus — company reported $0.19–$0.20 vs. consensus ~$0.21 (and vs. $0.40 a year ago) — prompting near-term investor concern about profitability trends. Arbor Realty Trust (ABR) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
• Negative Sentiment: Net realized losses from legacy asset resolutions ($5.1M in Q4; $22.6M full year) plus foreclosures/REO activity indicate credit pressures on some legacy positions, which may concern credit‑sensitive investors. Arbor Realty Trust Reports Fourth Quarter and Full Year 2025 Results and Declares Dividend of $0.30 per Share
• Negative Sentiment: New high-coupon debt issuance (e.g., $400M 8.50% senior notes) raises interest expense and funding cost profile versus prior periods. Arbor Realty Trust Reports Fourth Quarter and Full Year 2025 Results and Declares Dividend of $0.30 per Share

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on the company. JPMorgan Chase & Co. dropped their price objective on Arbor Realty Trust from $10.00 to $9.00 and set an “underweight” rating on the stock in a research note on Thursday, December 4th. Weiss Ratings downgraded Arbor Realty Trust from a “hold (c-)” rating to a “sell (d+)” rating in a report on Tuesday. Piper Sandler lowered their price target on Arbor Realty Trust from $10.00 to $8.00 and set an “underweight” rating on the stock in a report on Monday, December 22nd. Zacks Research raised shares of Arbor Realty Trust from a “strong sell” rating to a “hold” rating in a research report on Friday, February 20th. Finally, Keefe, Bruyette & Woods lowered their price target 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 investment analyst has rated the stock with a Buy rating, one has given a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Reduce” and an average target price of $9.38.

Arbor Realty Trust Stock Performance

The stock has a market cap of $1.50 billion, a P/E ratio of 9.56 and a beta of 1.39. The stock has a fifty day simple moving average of $7.76 and a 200-day simple moving average of $9.72. The company has a quick ratio of 287.79, a current ratio of 287.79 and a debt-to-equity ratio of 2.51.

Institutional Trading of Arbor Realty Trust

Hedge funds have recently made changes to their positions in the business. Advisors Asset Management Inc. increased its holdings in Arbor Realty Trust by 72.1% in the 2nd quarter. Advisors Asset Management Inc. now owns 564,323 shares of the real estate investment trust’s stock worth $6,038,000 after purchasing an additional 236,514 shares in the last quarter. Geode Capital Management LLC boosted its position in Arbor Realty Trust by 3.0% during the 2nd quarter. Geode Capital Management LLC now owns 4,557,182 shares of the real estate investment trust’s stock worth $48,769,000 after buying an additional 131,747 shares during the period. Penserra Capital Management LLC grew its holdings in Arbor Realty Trust by 37.8% during the 2nd quarter. Penserra Capital Management LLC now owns 130,887 shares of the real estate investment trust’s stock worth $1,400,000 after acquiring an additional 35,918 shares during the last quarter. Marshall Wace LLP bought a new stake in shares of Arbor Realty Trust in the 2nd quarter valued at about $26,358,000. Finally, Norges Bank acquired a new stake in shares of Arbor Realty Trust during the second quarter worth $1,725,000. 57.25% of the stock is owned by institutional investors and hedge funds.

Arbor Realty Trust Company Profile

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.