Arbor Realty Trust, Inc. filings document the public-company disclosures of a Maryland real estate investment trust and commercial real estate lender. Its Form 8-K reports include earnings releases, Regulation FD investor presentations, dividend announcements, share repurchase activity, senior note financing and commercial real estate mortgage loan securitization agreements tied to its loan and investment portfolio.
The filing record also covers capital structure and governance matters, including common stock, Series D, Series E and Series F cumulative redeemable preferred stock, executive appointments, board changes and related employment or compensation arrangements. Proxy materials describe director elections, executive compensation, equity awards and shareholder voting matters for the company’s REIT governance framework.
Arbor Realty Trust’s Chief Credit Officer and Head of Non-Agency Product, David Erwin Friedman, reported both buying and selling company stock on May 11, 2026. He purchased 8,840 shares of common stock in an open-market transaction at $6.84 per share and sold 7,685 shares at $6.87 per share.
According to a footnote, these trades are for tax planning purposes, shifting shares he held directly into his Individual Retirement Account. The transactions resulted in a net increase of 1,155 shares, and he now directly owns 59,638 shares of Arbor Realty Trust common stock. The footnote states the remaining 1,155 shares may be sold in the next few days.
Arbor Realty Trust, Inc. furnished an investor presentation highlighting its multifamily-focused mortgage REIT platform and portfolio performance. The company operates two main businesses: a $12.0B structured loan portfolio and a $36.3B agency servicing portfolio as of March 31, 2026, generating diversified, largely recurring revenue.
The presentation emphasizes Arbor’s annuity-like cash flows, including roughly $129M in annual prepayment-protected servicing revenue and about $66M in annual earnings from approximately $2.0B of cash and escrow balances. Management reports a 16% book value increase over six years, a 9.2% average ROE for 2025 and 1Q26, and a long record in multifamily lending.
Arbor also details non-performing assets, which represented about 8.0% of the total portfolio at March 31, 2026, and are estimated to be reducing annual earnings by $75M–$95M. The company outlines an aggressive 2026 resolution plan for roughly $480M of delinquencies and $520M of REO assets, aiming to substantially reduce this drag by year end.
Arbor Realty Trust, Inc. reported sharply lower profitability for the three months ended March 31, 2026. Net income fell to $11.0 million from $43.4 million a year earlier, and net income attributable to common stockholders was $0.6 million, with basic and diluted EPS at $0.00 versus $0.16 in 2025.
Net interest income declined to $59.8 million from $75.4 million, while other expenses rose to $106.6 million, driven by higher property operating costs, depreciation and a $12.5 million impairment on real estate owned. Provision for credit losses decreased, but charge-offs and loss‑sharing provisions remained meaningful.
Total assets grew slightly to $14.69 billion, and cash, cash equivalents and restricted cash increased to $800.7 million. The company continued to actively manage its loan book through modifications, foreclosures and new bridge loans, and completed CLO 21 with $674.0 million of investment‑grade notes sold to third‑party investors. The quarterly common dividend was reduced to $0.30 per share from $0.43 a year earlier.
Arbor Realty Trust, Inc. reported sharply weaker first-quarter 2026 results while declaring a quarterly common dividend of $0.17 per share. GAAP net income attributable to common stockholders fell to $0.6 million, or $0.00 per diluted share, from $30.4 million, or $0.16 per share, a year earlier. Distributable earnings dropped to $14.4 million, or $0.07 per diluted share, compared with $57.3 million, or $0.28 per share, for the first quarter of 2025. The company cited higher expenses, including a $12.5 million impairment on real estate owned and higher loss provisions.
Arbor’s fee-based servicing portfolio remained sizable at $36.31 billion unpaid principal balance, with servicing revenue, net of amortization, of $25.7 million in the quarter. The structured loan and investment portfolio had $12.00 billion of unpaid principal balance at a 7.03% weighted average interest rate including fees, while debt financing this portfolio totaled $10.71 billion at a 6.40% weighted average cost including fees. The company also completed a $762.6 million collateralized securitization and continued to manage credit quality with 19 non-performing loans totaling $481.5 million unpaid principal balance and a $131.2 million allowance for loan losses.
Arbor Realty Trust Inc ownership reported by Vanguard Portfolio Management: 9,675,024 shares, representing 5% of the class as of 03/31/2026. The filing shows Vanguard Portfolio Management has sole dispositive power over 9,675,024 shares and sole voting power for 74,733 shares.
The Schedule 13G discloses that these holdings include securities managed for Vanguard funds and other managed accounts; no single outside person is reported to hold more than 5% of the class in this filing.
Arbor Realty Trust is asking stockholders to approve several items at its virtual annual meeting on May 20, 2026, including electing four Class II directors and expanding its 2024 Omnibus Stock Incentive Plan by an additional 8,000,000 common shares.
Investors will also vote on ratifying Ernst & Young as auditor for 2026 and a non-binding advisory “say‑on‑pay” resolution on executive compensation. The meeting will be held online at 11:00 a.m. ET, with 192,361,203 common shares and 16,170,218 special voting preferred shares entitled to vote.
ARBOR REALTY TRUST INC director Kenneth J. Bacon reported a grant of 3,947 Restricted Stock Units. The RSUs were fully vested and awarded on March 31, 2026 at a reference price of $7.60 per unit. He now directly holds 29,933 shares-equivalent of common stock through these units.
According to the director deferred compensation plan, Mr. Bacon had elected to defer his cash compensation until January 2028 or earlier upon a change in control or the end of his board service. These RSUs were issued in lieu of that cash compensation, making this a compensation-related, non-market acquisition rather than an open-market stock purchase.
Arbor Realty Trust Inc—The Vanguard Group filed Amendment No. 1 to a Schedule 13G/A reporting that, after an internal realignment, it holds 0 shares of Arbor Realty Trust common stock. The filing explains subsidiaries and business divisions now report beneficial ownership separately following the January 12, 2026 realignment. The statement is signed by Ashley Grim, Head of Global Fund Administration, dated 03/26/2026.
Green William C reported acquisition or exercise transactions in this Form 4 filing.
Arbor Realty Trust director William C. Green received 1,846 fully vested Restricted Stock Units on March 24, 2026 as a dividend-equivalent grant on his existing RSUs. He has elected to defer both the dividend equivalents and receipt of the common stock until his board service ends or an earlier change in control. Following this award, his directly held RSUs total 62,891 units.