Reading the tape
NYSE: ABR
Arbor Realty Trust, Inc.
Real Estate · REIT - Mortgage
Market Cap
$1.52B
52w High
$12.58
52w Low
$7.11
P/E
10.36
Volume
2.97M
Outstanding Shares
193.12M
Price vs Fundamentals
Why The Stock Is Moving
Likely multiple compressionModerate confidence
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
1Y Price: -22.9%Revenue (TTM): 68.9%FCF (TTM): -19.33%P/FCF: 21st pct
What changed
The stock fell 22.9% over the last year. Revenue grew 68.9% over the trailing twelve months. Operating margin moved from 61.11% to 71.13%. Free cash flow declined 19.33% over the trailing twelve months.
What the market seems to be pricing
Visible fundamentals weakened far less than the stock price, and the shares now sit around the 21st percentile of their historical P/FCF range. That looks more like a rerating of the multiple than a collapse in the business.
What would invalidate this read
This read changes if operating margin (currently 71.13%) continues to decline, or if revenue growth turns negative. The bull case requires the business to hold its current trajectory.
Company profile
Arbor Realty Trust, Inc. invests in a diversified portfolio of structured finance assets in the multifamily, single-family rental, and commercial real estate markets in the United States.
CEOIvan Paul Kaufman
SectorReal Estate
IndustryREIT - Mortgage
Employees659
IPO dateApr 7, 2004
Valuation
Forward P/E—
EV/EBITDA13.38
Enterprise value$12.06B
Price / Book0.52
Stock splits
Aug 30, 2012↑ Forward
Every 1 shares became 10
Profitability & growth
Standard profitability metrics can be misleading for financial/insurance companies. GAAP requires unrealized investment gains/losses in net income (affecting ROE), and margins are blended across diverse business segments.
Revenue growth88.5%
Gross margin92.15%▲4.21%vs FY2024
Operating margin71.13%▲21.99%vs FY2024
ROE5.04%▼42.43%vs FY2024
Analyst consensus
RatingBuy
Target price$8.00▲1.52%
5
Buy
4
Hold
3
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
May 8, 2026
Q2 FY26 · EPS est $0.16 · Revenue est $109.86M
View
Dividends
$1.20/shareQuarterlyAdequateABR pays a dividend with a 15.23% dividend yield, growing at 1.58% annually, covered 1.2× by free cash flow.
Dividend Yield
15.23%
Annual Div / Share
$1.20
5yr CAGR
+1.58%
Doubles every ~44.3yr
FCF Coverage
1.2×
Adequate
Dividend Growth Rate
3yr CAGR
-4.77%
5yr CAGR
+1.58%
10yr CAGR
+8.65%
Dividend Safety
5/10Adequate
Dividend History
Annual dividends paid per share
YearAnnual DivYoY
2025$1.33-22.7%
2024$1.72+2.4%
2023$1.68+9.1%
2022$1.54+11.6%
2021$1.38+12.2%
2020$1.23+7.9%
2019$1.14+0.9%
Income Projection
Invest
$
Growth rate:
Reinvest dividends
Today
$152/yr
$13/mo
In 5 yrs
$165/yr+8%
$14/mo
In 10 yrs
$178/yr+17%
$15/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$152/yr $13/mo | $165/yr+8% $14/mo | $178/yr+17% $15/mo |
Yield-on-cost grows from 15.23% → 17.81% over 10yr