Arbor Realty Trust Q1 Net Income Hits $0.6M; Declares $0.17 Dividend

ABRABR

Arbor Realty Trust reported Q1 GAAP net income of $0.6 million versus $30.4 million a year ago and distributable earnings of $14.4 million. It declared a $0.17 per share dividend, repurchased $30.7 million of stock at $7.46 per share and closed a $762.6 million securitization for $35 million of liquidity.

1. Q1 Financial Results

Arbor Realty Trust posted GAAP net income of $0.6 million ($0.00 per share) for the quarter ended March 31, 2026, down from $30.4 million ($0.16 per share) in Q1 2025, while distributable earnings dropped to $14.4 million, or $0.07 per share, from $57.3 million, or $0.28 per share.

2. Dividend and Share Repurchases

The company declared a cash dividend of $0.17 per share and repurchased $30.7 million of common stock at an average price of $7.46 per share, representing approximately 66% of book value.

3. Portfolio Originations

At quarter-end, the fee-based servicing portfolio totaled $36.31 billion; agency loan originations reached $707.6 million, and structured loan originations were $767.6 million against a structured portfolio valued at about $12.00 billion with $861.0 million in runoff.

4. Liquidity Enhancement

Arbor closed a $762.6 million collateralized securitization vehicle, providing roughly $35 million of incremental liquidity to support ongoing originations and portfolio growth.

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