Arbor Realty Trust $ABR Shares Sold by Transce3nd LLC

Transce3nd LLC lessened its stake in Arbor Realty Trust (NYSE:ABR) by 98.5% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,628 shares of the real estate investment trust’s stock after selling 176,386 shares during the period. Transce3nd LLC’s holdings in Arbor Realty Trust were worth $35,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Amalgamated Bank boosted its holdings in shares of Arbor Realty Trust by 1.8% in the second quarter. Amalgamated Bank now owns 54,581 shares of the real estate investment trust’s stock valued at $584,000 after acquiring an additional 962 shares in the last quarter. Jamison Private Wealth Management Inc. raised its holdings in Arbor Realty Trust by 7.7% during the third quarter. Jamison Private Wealth Management Inc. now owns 15,108 shares of the real estate investment trust’s stock worth $184,000 after purchasing an additional 1,086 shares in the last quarter. Allworth Financial LP lifted its position in Arbor Realty Trust by 77.8% in the second quarter. Allworth Financial LP now owns 2,583 shares of the real estate investment trust’s stock worth $28,000 after purchasing an additional 1,130 shares during the period. Vanguard Personalized Indexing Management LLC boosted its stake in Arbor Realty Trust by 6.9% during the 3rd quarter. Vanguard Personalized Indexing Management LLC now owns 17,527 shares of the real estate investment trust’s stock valued at $214,000 after purchasing an additional 1,130 shares in the last quarter. Finally, Byrne Financial Freedom LLC increased its position in shares of Arbor Realty Trust by 8.0% during the 2nd quarter. Byrne Financial Freedom LLC now owns 15,548 shares of the real estate investment trust’s stock valued at $166,000 after purchasing an additional 1,157 shares during the period. 57.25% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

ABR has been the subject of several research analyst reports. Piper Sandler cut their price objective on Arbor Realty Trust from $10.00 to $8.00 and set an “underweight” rating for the company in a report on Monday, December 22nd. Weiss Ratings downgraded shares of Arbor Realty Trust from a “hold (c-)” rating to a “sell (d+)” rating in a report on Tuesday. Wall Street Zen upgraded shares of Arbor Realty Trust from a “sell” rating to a “hold” rating in a research report on Saturday. Keefe, Bruyette & Woods dropped their target price on shares of Arbor Realty Trust from $8.50 to $7.50 and set an “underperform” rating on the stock in a report on Thursday, January 8th. Finally, JPMorgan Chase & Co. cut their target price on shares of Arbor Realty Trust from $10.00 to $9.00 and set an “underweight” rating for the company in a research note on Thursday, December 4th. One investment analyst has rated the stock with a Buy rating, one has given a Hold rating and four have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Reduce” and a consensus target price of $9.38.

Arbor Realty Trust News Roundup

Here are the key news stories impacting Arbor Realty Trust this week:

• Positive Sentiment: Company declared a cash dividend of $0.30 per common share, a direct boost to income-focused investors. Arbor Realty Trust Reports Fourth Quarter and Full Year 2025 Results and Declares Dividend of $0.30 per Share
• Positive Sentiment: Strong origination quarter: $1.63B of agency loan originations and $1.10B of structured loan originations (structured originations the strongest in >3 years), supporting future fee and interest income. Arbor Realty Trust Reports Fourth Quarter and Full Year 2025 Results and Declares Dividend of $0.30 per Share
• Positive Sentiment: Large liquidity moves: unwound CLOs, closed securitizations, and prior issuance of $900M senior notes improved right‑side funding and generated meaningful liquidity, reducing near‑term refinancing pressure. Arbor Realty Trust Reports Fourth Quarter and Full Year 2025 Results and Declares Dividend of 0.30 per Share
• Positive Sentiment: Share buyback activity: repurchased $20M of stock at an average price of $7.40 (noted as ~64% of book value), which supports the equity and signals management’s view on valuation. Arbor Realty Trust Reports Fourth Quarter and Full Year 2025 Results and Declares Dividend of $0.30 per Share
• Positive Sentiment: Adjusted (non‑GAAP/distributable) earnings and non‑GAAP EPS beat street estimates (adjusted EPS reported ~ $0.22), which investors often prefer for mortgage REITs. Arbor Realty Trust Non-GAAP EPS of $0.22 beats by $0.06
• Neutral Sentiment: Top‑line was better than expected on a revenue basis, though sales are down year‑over‑year; this mixed read explains divergent analyst reactions. Arbor Realty Trust (NYSE:ABR) Posts Better-Than-Expected Sales In Q4 CY2025
• Neutral Sentiment: Earnings call transcript published for details on forward guidance and asset performance — worth reading for capital‑allocation clarity. Arbor Realty Trust, Inc. (ABR) Q4 2025 Earnings Call Transcript
• Negative Sentiment: GAAP net income/EPS was weak versus consensus (GAAP EPS $0.07 and adjusted results still missed some GAAP/consensus marks), a headline that can pressure sentiment. Arbor Realty Trust Reports Fourth Quarter and Full Year 2025 Results and Declares Dividend of $0.30 per Share
• Negative Sentiment: Legacy portfolio items drove about $5.1M of net realized losses; the company also foreclosed on loans ($139M) and sold REO ($77.6M), highlighting some asset stress in parts of the book. Arbor Realty Trust Reports Fourth Quarter and Full Year 2025 Results and Declares Dividend of $0.30 per Share
• Negative Sentiment: Issued $400M of 8.50% senior unsecured notes (due 2028) — while this raised liquidity, the high coupon underscores funding cost pressures that could weigh on interest expense. Arbor Realty Trust Reports Fourth Quarter and Full Year 2025 Results and Declares Dividend of $0.30 per Share

Arbor Realty Trust Price Performance

NYSE ABR opened at $7.96 on Friday. The company has a current ratio of 287.79, a quick ratio of 287.79 and a debt-to-equity ratio of 2.51. Arbor Realty Trust has a 1 year low of $7.11 and a 1 year high of $12.73. The company has a market cap of $1.56 billion, a PE ratio of 14.47 and a beta of 1.39. The stock’s 50-day moving average price is $7.76 and its two-hundred day moving average price is $9.67.

Arbor Realty Trust Profile

Arbor Realty Trust, Inc (NYSE: ABR) is a real estate investment trust specializing in the origination, acquisition, financing, structuring and management of commercial real estate loans and securities. The company focuses primarily on multifamily and commercial mortgage lending, targeting properties such as apartment communities, senior housing and healthcare facilities. Through both agency and non-agency channels, Arbor Realty Trust seeks to deliver liquidity solutions to borrowers while generating stable, risk-adjusted returns for its shareholders.

Core business activities include originating first-mortgage loans secured by multifamily and mixed-use properties, as well as providing mezzanine financing and preferred equity investments.