Vanguard Group Inc. Sells 163,391 Shares of Arbor Realty Trust $ABR

Vanguard Group Inc. lessened its holdings in shares of Arbor Realty Trust (NYSE:ABR) by 0.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 19,335,940 shares of the real estate investment trust’s stock after selling 163,391 shares during the quarter. Vanguard Group Inc. owned 9.88% of Arbor Realty Trust worth $236,092,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. State Street Corp lifted its holdings in Arbor Realty Trust by 0.7% during the second quarter. State Street Corp now owns 7,337,449 shares of the real estate investment trust’s stock worth $78,511,000 after acquiring an additional 54,482 shares during the period. Geode Capital Management LLC increased its holdings 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 acquiring an additional 131,747 shares during the period. Wasatch Advisors LP raised its holdings in shares of Arbor Realty Trust by 6.2% in the 2nd quarter. Wasatch Advisors LP now owns 3,402,838 shares of the real estate investment trust’s stock valued at $36,410,000 after acquiring an additional 197,948 shares in the last quarter. Marshall Wace LLP bought a new stake in Arbor Realty Trust during the second quarter valued at approximately $26,358,000. Finally, Balyasny Asset Management L.P. bought a new stake in shares of Arbor Realty Trust during the 2nd quarter worth $21,534,000. 57.25% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about 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

Analysts Set New Price Targets

Several analysts have weighed in on ABR shares. Wall Street Zen upgraded Arbor Realty Trust from a “sell” rating to a “hold” rating in a research report on Saturday. Piper Sandler reduced their price objective on Arbor Realty Trust from $10.00 to $8.00 and set an “underweight” rating for the company in a report on Monday, December 22nd. Keefe, Bruyette & Woods decreased 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 research report on Thursday, January 8th. JPMorgan Chase & Co. reduced their price objective on shares of Arbor Realty Trust from $10.00 to $9.00 and set an “underweight” rating for the company in a research note on Thursday, December 4th. Finally, Weiss Ratings lowered shares of Arbor Realty Trust from a “hold (c-)” rating to a “sell (d+)” rating in a report on Tuesday, February 24th. One investment analyst has rated the stock with a Buy rating, one has assigned a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Reduce” and a consensus target price of $9.38.

Arbor Realty Trust Price Performance

Shares of ABR opened at $7.96 on Monday. The company’s fifty day moving average price is $7.76 and its 200-day moving average price is $9.66. The company has a debt-to-equity ratio of 2.51, a current ratio of 287.79 and a quick ratio of 287.79. The firm has a market capitalization of $1.56 billion, a PE ratio of 14.47 and a beta of 1.39. Arbor Realty Trust has a 1-year low of $7.11 and a 1-year high of $12.73.

Arbor Realty Trust Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 24th. Stockholders of record on Tuesday, March 10th will be given a $0.30 dividend. The ex-dividend date is Tuesday, March 10th. This represents a $1.20 dividend on an annualized basis and a dividend yield of 15.1%. Arbor Realty Trust’s dividend payout ratio is 218.18%.

Arbor Realty Trust 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.