earnings
confidence high
sentiment neutral
materiality 0.70
Arbor Realty Q3 GAAP EPS $0.20 vs $0.31 YoY; distributable earnings $0.35; dividend $0.30
ARBOR REALTY TRUST INC
2025-Q3 EPS reported
$0.48
- Net income $38.5M ($0.20/diluted share), down from $58.2M ($0.31) YoY; distributable earnings $72.9M ($0.35), vs $88.2M ($0.43).
- Non-performing loans increased to $566.1M UPB (25 loans) from $471.8M (19 loans) at June 30; $183.1M additional loans <60 days past due on non-accrual.
- Agency originations of $1.98B (strongest since Q4 2020); servicing portfolio grew 4% to $35.17B.
- Closed $1.05B collateralized securitization and issued $500M 7.875% senior notes due 2030; used proceeds to repay $287.5M convertible notes.
- Declared quarterly dividend of $0.30 per share, payable Nov 26, 2025 to holders of record Nov 14, 2025.