earnings
confidence high
sentiment negative
materiality 0.75
Arbor Realty Q4 GAAP EPS $0.07 vs $0.32 YoY; declares $0.30 dividend
ARBOR REALTY TRUST INC
2025-FY EPS reported
$0.56
- GAAP net income $14.6M ($0.07/diluted) in Q4 vs $59.8M ($0.32) a year earlier; full year $107.4M ($0.56) vs $223.3M ($1.18).
- Distributable earnings $0.19 per share in Q4 (or $0.22 excluding $5.1M realized losses); full year $1.07 (or $1.17).
- Declared $0.30 quarterly dividend, payable March 24, 2026 to record March 10, 2026.
- Agency originations $1.63B in Q4; structured originations $1.10B, strongest quarter in over three years.
- Issued $400M of 8.50% senior unsecured notes due 2028; unwound CLO 16 generating ~$90M liquidity; repurchased $20M stock at avg $7.40/share.