Earnings Releases·Oct 30, 2026, 8:45 AM ET

Arbor Realty Trust — Third Quarter 2026 Earnings Summary

Reported a GAAP net loss of $(85.4) million ($0.51 per share) and a distributable loss of $(6.9) million ($0.04 per share), reversing prior year net income of $38.5 million and distributable earnings of $72.9 million, driven by a $53.0 million CECL provision and $21.7 million in realized losses from legacy asset resolution.
Management suspended the quarterly cash dividend to preserve capital and maintain financial flexibility amid upcoming debt maturities and legacy asset resolution challenges.
Executed significant capital management actions, including closing an $825.0 million securitization for $50 million in liquidity, completing a $375.0 million convertible senior notes offering, and repurchasing approximately 21 million shares for $125.9 million.
Structured business portfolio declined to $12.00 billion UPB with 32 non-performing loans ($647.6 million UPB), while Agency Business revenue fell to $57.5 million from $64.5 million in the prior quarter.