Arbor Realty Trust Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
4analysts covering
FY EPS (est.)
$0.27next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 30 Oct 2026 |
Monitoring Framework
Key Performance Indicators
Unpaid Principal Balance (UPB) of Non-Performing Loans Quarterly481.5MTarget: Significant reduction through $200M-$300M of delinquency resolutions in Q2-Q3 2026
Total Non-Performing Assets (Delinquencies + REO) Quarterly1BTarget: Substantial reduction, targeting REO book of $250M-$300M by end of 2026
Quarterly Common Dividend per Share Quarterly0.2Target: Maintain at $0.17 per share, supported by projected recovery in Q4 2026
Fee-Based Servicing Portfolio UPB Quarterly36.3BTarget: Continued growth to support diversified fee-based income streams
Watch Items
- Legacy Asset Realized LossesTrigger: Exceeding the guided range of $15M-$25M per quarter for the remainder of 2026Action: Re-evaluate capital allocation, dividend coverage, and the pace of legacy asset resolutions.
- Distributable Earnings per ShareTrigger: Falling below the guided low-water mark of approximately $0.15 per share in Q2 and Q3 2026Action: Assess the sustainability of the reset $0.17 quarterly dividend and review financing cost inefficiencies.
- Multifamily Loan ModificationsTrigger: Significant increase in modifications without additional borrower capital injectionsAction: Audit underwriting standards and evaluate the underlying health of the floating-rate loan book.
Research as of 20 Jun 2026