Arbor Realty Trust

Moody's affirms Arbor Realty Trust's Corporate Family Rating at Ba2 and the Ba3 rating for senior unsecured notes, but lowers the outlook from stable to negative due to weaker performance in the multifamily loan portfolio and longer runoff of troubled assets. Nonperforming loans reached $1.2bn (10%) as of 30 Sep 2025 and fell to $1.0bn (8%) as of 31 Mar 2026; distributable earnings dropped to $14.5m in Q1 2026 from $57.3m a year earlier. Moody's still sees liquidity risks from upcoming note maturities ($270m Sep 2026, $275m Mar 2027, $250m Oct 2027), but judges liquidity adequate (unencumbered assets to unsecured liabilities 1.6x) and calls capitalization solid at 19.1%. In response, Arbor cut its quarterly dividend from $0.30 to $0.17 per share. » More on de.investing.com

Arbor Realty Trust’s stock hit a 52-week low of $5.19 and is down about 50.4% year-to-date. InvestingPro rates the stock as significantly undervalued and highlights an attractive dividend yield of 12.8% and 15 consecutive years of dividend payments. In Q1 2026, EPS was $0.07, missing expectations, while revenue of $117.39 million beat forecasts. Arbor repaid $787 million of outstanding bonds, transferred about $1.21 billion of assets into repurchase facilities with JPMorgan, and Citizens cut its price target to $8.50 but kept the rating at "Market Outperform." » More on de.investing.com

Arbor Realty Trust shares hit a 52-week low of $5.48 and are down about 44% year-to-date. Analysts consider the stock undervalued, according to InvestingPro, and the RSI signals oversold; the dividend yield is 12.21%. In Q1 Arbor missed EPS at $0.07 (expectation $0.15) on higher revenues of $117.39 million, redeemed bonds totaling $787 million and transferred about $1.21 billion in assets into repurchase agreements; Citizens cut its price target to $8.50. » More on de.investing.com