When does Arbor Realty Trust (ABR) report earnings next?

Arbor Realty Trust's next results are projected for February 26, 2027, from the dates of its own results filings with the SEC. The company has not confirmed the date. It last reported on October 30, 2026.

What is ABR's short interest?

As of October 30, 2026, 36.7M ABR shares were sold short, 19.9% of its shares outstanding, down 6.4% from the count before. At the stock's average daily volume that is 3.1 days to cover. FINRA publishes the count twice a month.

Have members of Congress traded ABR?

Reports made public in the last 90 days disclose 1 trade in ABR by 1 filer: 1 purchase and 0 sales. They are filed under the STOCK Act by members of Congress, the President and senior officials.

Which well-known investors own ABR?

2 of the 37 well-known funds tracked here reported ABR shares in their latest 13F filings. By share of the fund's portfolio: Miller Value Partners (Bill Miller), 0.8%; Coatue Management (Philippe Laffont), 0.1%.

Arbor Realty Trust

ABRNYSEUSD

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$1.39

−$0.08 (−5.44%)Today 1M −48.78%

After hours$1.41+1.44%Nov 11, 7:57 PM ET

Updated Nov 11, 4:00 PM ET · Regular session · May be delayed




: $1.47
: $1.39–$1.48
: 5.2M
: Feb 26 projected
: $1.39–$9.34

Understand the Business

Why the Stock Moved

Period-matched expectations history is not yet available. Current metrics are not a substitute for a historical explanation.

The core investment thesis

Own ABR if its bridge-to-agency multifamily lending machine can survive the current credit cycle without permanent book-value damage.

What must remain true for the stock to work.Explore the thesis

4 hours

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Investment thesis

What must happen next

4 MATERIAL PROPOSITIONS

Arbor’s borrower life-cycle funnel should remain differentiated: structured multifamily and SFR bridge loans create future agency refinancing and servicing opportunities when borrowers can graduate into GSE/HUD permanent financing.HoldingMateriality: High
Item 1 says one core strategy is to generate agency lending opportunities by refinancing Arbor’s multifamily balance-sheet bridge loan portfolio when practical and appropriate. If the funnel holds, Arbor can earn both spread income and fee/servicing income from the same borrower relationship; if it breaks, the structured book becomes just a higher-risk credit portfolio.
Watch: Fannie Mae, Freddie Mac or HUD takeout liquidity becomes unavailable or uneconomic for Arbor’s bridge borrowers.
Supporting sources
Source notes are factual paraphrases; read the original disclosures below.
Item 1 says one core strategy is to generate agency lending opportunities by refinancing Arbor’s multifamily balance-sheet bridge loan portfolio.
Open source ↗
The Agency Business can cushion credit-cycle volatility because Arbor retains servicing rights and asset-management responsibilities on substantially all GSE/HUD loans it originates and sells.StrengtheningMateriality: High
Item 1 says Arbor is an approved Fannie Mae DUS lender, Freddie Mac Optigo lender/seller/servicer and HUD MAP/LEAN lender nationally. A durable servicing annuity makes the business less dependent on new balance-sheet lending; losing it would make earnings more cyclical and capital intensive.
Watch: Fannie Mae, Freddie Mac or HUD restricts, suspends or revokes Arbor’s approved lender or servicer status.
Supporting sources
Source notes are factual paraphrases; read the original disclosures below.
Item 1 says Arbor is an approved Fannie Mae DUS lender, Freddie Mac Optigo lender/seller/servicer and HUD MAP/LEAN lender nationally.
Open source ↗
The Structured Business only creates value if Arbor’s underwriting and asset management keep elevated-rate borrower stress from turning into credit losses that overwhelm loan spreads.WeakeningMateriality: Medium
Item 1 says Arbor targets borrowers whose options may be limited by conventional bank financing and who have demonstrated a history of enhancing property value. Credit discipline determines whether high-yield bridge, mezzanine, preferred equity, SFR and BTR lending compounds book value or destroys it.
Watch: Sustained elevated rates and declining commercial real estate values cause more loan modifications, defaults, foreclosures and REO assets.
Supporting sources
Source notes are factual paraphrases; read the original disclosures below.
Item 1 says Arbor targets borrowers whose options may be limited by conventional bank financing and who have demonstrated a.
Open source ↗
Arbor’s levered lending model depends on continued access to secured financing, CLOs, securitizations, credit facilities and required GSE liquidity support; liquidity determines whether it can hold loans through stress rather than sell or dilute at bad prices.HoldingMateriality: Medium
MD&A says Arbor finances loans and investments through CLOs, securitizations, credit facilities, equity capital, senior and convertible debt instruments and other structured financings. If funding remains available, Arbor can bridge a weak real estate cycle; if lenders pull back or demand collateral, equity value can be impaired quickly.
Watch: Warehouse or credit-facility lenders require additional collateral or asset repurchases after collateral values decline.
Supporting sources
Source notes are factual paraphrases; read the original disclosures below.
MD&A says Arbor finances loans and investments through CLOs, securitizations, credit facilities, equity capital, senior and convertible debt instruments and.
Open source ↗

Full investment case & evidence

Loading the original research archive…

Original research

Arbor’s borrower life-cycle funnel should remain differentiated: structured multifamily and SFR bridge loans create future agency refinancing and servicing opportunities when borrowers can graduate into GSE/HUD permanent financing. If the funnel holds, Arbor can earn both spread income and fee/servicing income from the same borrower relationship; if it breaks, the structured book becomes just a higher-risk credit portfolio.

The Agency Business can cushion credit-cycle volatility because Arbor retains servicing rights and asset-management responsibilities on substantially all GSE/HUD loans it originates and sells. A durable servicing annuity makes the business less dependent on new balance-sheet lending; losing it would make earnings more cyclical and capital intensive.

The Structured Business only creates value if Arbor’s underwriting and asset management keep elevated-rate borrower stress from turning into credit losses that overwhelm loan spreads. Credit discipline determines whether high-yield bridge, mezzanine, preferred equity, SFR and BTR lending compounds book value or destroys it.

Arbor’s levered lending model depends on continued access to secured financing, CLOs, securitizations, credit facilities and required GSE liquidity support; liquidity determines whether it can hold loans through stress rather than sell or dilute at bad prices. If funding remains available, Arbor can bridge a weak real estate cycle; if lenders pull back or demand collateral, equity value can be impaired quickly.

All standing thesis claims

Original report summary

its bridge-to-agency multifamily lending machine can survive the current credit cycle without permanent book-value damage.

Bull case and bear case

Bull case and bear case for Arbor Realty Trust

Where the evidence on Arbor Realty Trust disagrees: Mixed on the latest evidence (Oct 12, 2026). Of its 4 thesis points, 1 strengthening, 2 holding and 1 weakening.

Bull case: what the evidence supports

Arbor’s borrower life-cycle funnel should remain differentiated: structured multifamily and SFR bridge loans create future agency refinancing and servicing opportunities when borrowers can graduate into GSE/HUD permanent financing.
sec.gov ↗
The Agency Business can cushion credit-cycle volatility because Arbor retains servicing rights and asset-management responsibilities on substantially all GSE/HUD loans it originates and sells.
sec.gov ↗
Arbor’s levered lending model depends on continued access to secured financing, CLOs, securitizations, credit facilities and required GSE liquidity support; liquidity determines whether it can hold loans through stress rather than sell or dilute at bad prices.
sec.gov ↗

Bear case: what the evidence questions

The Structured Business only creates value if Arbor’s underwriting and asset management keep elevated-rate borrower stress from turning into credit losses that overwhelm loan spreads.
sec.gov ↗

Thesis-Break Engine

Thesis-break watch · Arbor Realty Trust

Trailing daily price. No thesis break has crossed here, so there is no break base rate to project.

No break has crossed Arbor Realty Trust’s thesis. Its break conditions are checked against every new filing as it lands.

How the Thesis-Break Engine works →Historical outcomes are measured against the market after past breaks of the same kind, across all companies. Not a prediction.

MARKET + FINANCIAL SNAPSHOT

The numbers behind the thesis

Sourced from filings and market data

What Changed

MixedAug 11, 2026
Entered a material definitive agreement.
Arbor Realty Trust filed an SEC 8-K on 2026-08-11: Entered a material definitive agreement. It is a dated development that tests the current thesis.
MixedAug 3, 2026
Regulation FD disclosure.
Arbor Realty Trust filed an SEC 8-K on 2026-08-03: Regulation FD disclosure. It is a dated development that tests the current thesis.
MixedJul 31, 2026
Reported results of operations (earnings release).
Arbor Realty Trust filed an SEC 8-K on 2026-07-31: Reported results of operations (earnings release). It is a dated development that tests the current thesis.

Evidence assessed 2026-10-12 · Page updated 2026-10-12

Risks / falsifiers

What could break the thesis

Fannie Mae, Freddie Mac or HUD takeout liquidity becomes unavailable or uneconomic for Arbor’s bridge borrowers.
Fannie Mae, Freddie Mac or HUD restricts, suspends or revokes Arbor’s approved lender or servicer status.
Sustained elevated rates and declining commercial real estate values cause more loan modifications, defaults, foreclosures and REO assets.
Warehouse or credit-facility lenders require additional collateral or asset repurchases after collateral values decline.

ABR news

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Financial statements

ABR income statement

Annual filed results · USD · Oldest to newest. Margins are calculated from the reported figures.

ABR: quick answers

When does Arbor Realty Trust (ABR) report earnings next?: Arbor Realty Trust's next results are projected for February 26, 2027, from the dates of its own results filings with the SEC. The company has not confirmed the date. It last reported on October 30, 2026. Earnings calendar
What is ABR's short interest?: As of October 30, 2026, 36.7M ABR shares were sold short, 19.9% of its shares outstanding, down 6.4% from the count before. At the stock's average daily volume that is 3.1 days to cover. FINRA publishes the count twice a month. ABR short interest history
Have members of Congress traded ABR?: Reports made public in the last 90 days disclose 1 trade in ABR by 1 filer: 1 purchase and 0 sales. They are filed under the STOCK Act by members of Congress, the President and senior officials. Every disclosed ABR trade
Which well-known investors own ABR?: 2 of the 37 well-known funds tracked here reported ABR shares in their latest 13F filings. By share of the fund's portfolio: Miller Value Partners (Bill Miller), 0.8%; Coatue Management (Philippe Laffont), 0.1%. Fund portfolios

ABR in well-known investors’ portfolios

2 of 37 funds reported ABR shares in their latest 13F filing. A 13F shows quarter-end positions and arrives up to 45 days later.

Fund	Of its portfolio	Value	Change	Quarter
Bill MillerMiller Value Partners	0.78%	$3.3M	+1.2%	Q2 2026
Philippe LaffontCoatue Management	0.05%	$22.7M	No change	Q2 2026

Every fund’s portfolio