Recent 8-K filings for ABR

• May 8, 2026, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01 ◈ Earnings Releases

  Arbor Realty Q1 net income falls to $0.6M ($0.00 EPS); distributable earnings $0.07

  GAAP net income $0.6M (diluted $0.00/share) vs $30.4M ($0.16) a year ago; distributable earnings $14.4M ($0.07).

• February 27, 2026, 6:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Arbor Realty Q4 GAAP EPS $0.07 vs $0.32 YoY; declares $0.30 dividend

  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).

• October 31, 2025, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  Arbor Realty Q3 GAAP EPS $0.20 vs $0.31 YoY; distributable earnings $0.35; dividend $0.30

  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).

• August 12, 2025, 7:59 PM ET debt materiality 0.60 neutral item 1.01item 2.03item 7.01item 9.01 ◈ Debt Financings

  Arbor Realty Trust closes $1.05B CLO securitization; $933M investment-grade notes issued

  Issued $933M of investment-grade notes and retained $117M subordinate interests in a $1.05B CRE loan securitization.

• August 1, 2025, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Arbor Realty Q2 GAAP EPS $0.12 vs $0.25 YoY; distributable earnings $0.25 per share

  Net income of $24M ($0.12 diluted EPS) vs $47.4M ($0.25) YoY; distributable earnings $52.1M ($0.25).

• July 9, 2025, 7:59 PM ET debt materiality 0.60 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings

  Arbor Realty Trust issues $500M of 7.875% Senior Notes due 2030

  $500M aggregate principal amount of 7.875% Senior Notes due 2030 issued by subsidiary Arbor Realty SR, Inc.

• July 2, 2025, 7:59 PM ET debt materiality 0.65 neutral item 8.01item 9.01

  Arbor Realty subsidiary prices $500M of 7.875% Senior Notes due 2030

  $500M aggregate principal, 7.875% interest, due 2030, priced in private offering.

• May 2, 2025, 7:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01

  Arbor Realty Trust Q1 GAAP EPS $0.16, distributable EPS $0.28; dividend $0.30

  GAAP net income $30.4M ($0.16/diluted share) vs $57.9M ($0.31) in Q1 2024.

• February 21, 2025, 6:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Arbor Realty Trust Q4 GAAP EPS $0.32 vs $0.48 YoY; declares $0.43 dividend

  Q4 GAAP net income $59.8M ($0.32/diluted) vs $91.7M ($0.48) YoY; full year $223.3M ($1.18) vs $330.1M ($1.75).

• November 1, 2024, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Arbor Realty Q3 GAAP EPS $0.31, distributable EPS $0.43, down from Q3 2023

  GAAP net income $58.2M ($0.31 diluted) vs $77.9M ($0.41) YoY; distributable earnings $88.2M ($0.43) vs $112.2M ($0.55).

• August 2, 2024, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  Arbor Realty Q2 net income falls to $0.25 EPS; NPLs surge to $676M

  GAAP net income $47.4M ($0.25 diluted EPS) vs $76.2M ($0.41) YoY; distributable earnings $0.45 vs $0.57.

• May 3, 2024, 7:59 PM ET other material materiality 0.65 neutral item 8.01item 9.01

  Arbor Realty enters ATM equity distribution agreement for up to 30M shares

  Agreement with Citizens JMP Securities to sell up to 30,000,000 common shares in at-the-market offerings.

• May 3, 2024, 7:59 PM ET earnings materiality 0.85 negative item 2.02item 9.01 ◈ Earnings Releases

  Arbor Realty Q1 net income $0.31/dil share, down from $0.46 YoY; dividend $0.43

  GAAP net income $57.9M ($0.31/dil share) vs $84.3M ($0.46) in Q1 2023; distributable earnings $96.7M ($0.47) vs $122.2M ($0.62).

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.57 · Most common event earnings

0 positive 8 negative 18 neutral

source · ABR on sec.gov