ABR's recent dividend cut and weak dividend coverage keep me neutral on the common shares, despite ongoing origination strength and improved non-performing loans. Distributable EPS covers only 83% of the dividend, raising the risk of further cuts. I prefer ABR's Series E preferreds, which offer a 9% yield and trade at a significant 30% discount to liquidation value.
Arbor Realty Trust (ABR) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Arbor Realty Trust, Inc. (NYSE:ABR ) Q2 2025 Earnings Conference Call August 1, 2025 10:00 AM ET Company Participants Ivan Paul Kaufman - Chairman, President & CEO Paul Anthony Elenio - Executive VP & CFO Conference Call Participants Crispin Elliot Love - Piper Sandler & Co., Research Division Jade Joseph Rahmani - Keefe, Bruyette, & Woods, Inc., Research Division Richard Barry Shane - JPMorgan Chase & Co, Research Division Steven Cole Delaney - Citizens JMP Securities, LLC, Research Division Operator Good morning, ladies and gentlemen, and welcome to the Second Quarter 2025 Arbor Realty Trust Earnings Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded.
Arbor Realty Trust (ABR) came out with quarterly earnings of $0.25 per share, missing the Zacks Consensus Estimate of $0.29 per share. This compares to earnings of $0.45 per share a year ago.
Insider buying activity stands out against broader market trends, with significant purchases by leadership even as consensus sentiment and EPS revisions remain negative. I believe these purchases signal potential confidence in future EPS recovery and dividend sustainability. Even after the recent payout cut, ABR offers a forward dividend yield above 10%.
I avoid highly leveraged, high-yield mREITs due to unsustainable dividends and elevated risk of cuts, especially in volatile markets. Most commercial mortgage REITs with yields above 10% are red flags; I recommend steering clear of 'sucker yields' like SACH and KREF. Starwood Property Trust and Ladder Capital stand out for strong balance sheets, prudent management, and compelling growth prospects.
Get a deeper insight into the potential performance of Arbor Realty Trust (ABR) for the quarter ended June 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Arbor Realty Trust (ABR) closed the most recent trading day at $11.31, moving +2.26% from the previous trading session.
In the latest trading session, Arbor Realty Trust (ABR) closed at $11.25, marking a +2.37% move from the previous day.
Arbor Realty Trust (ABR) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
U.S. equity markets closed the Independence Day week at record highs after Congress approved the GOP's sweeping tax cut and spending megabill, while employment data indicated "Goldilocks" labor market trends. The Big Beautiful Bill extends and enhances key elements of the 2017 tax cuts and boosts State and Local Tax ("SALT") deductions, while overhauling eligibility requirements for government benefits programs. The real estate and homebuilding industry scored some key "wins" in the legislation, which made permanent the 20% QBI deduction for REIT dividend income and relaxed some REIT tax rules.
The latest trading day saw Arbor Realty Trust (ABR) settling at $10.9, representing a -1.45% change from its previous close.