ARBOR REALTY TRUST INC SEC Filings

Arbor Realty Trust, Inc. reported the results of its virtual annual stockholders meeting held on May 20, 2026. Stockholders elected four Class II directors—Ivan Kaufman, Melvin F. Lazar, Carrie Wilkens and John Natalone—to serve until the 2029 annual meeting and until their successors are elected and qualified.

Investors also approved an amendment and restatement of Arbor’s 2024 Amended Omnibus Stock Incentive Plan, as described in the 2026 proxy statement. They ratified Ernst & Young LLP as independent registered public accounting firm for 2026 and approved, on an advisory basis, the compensation of Arbor’s named executive officers.

ARBOR REALTY TRUST INC director George Tsunis reported open-market purchases of the company’s common stock. On May 14, 2026, he bought 3,510 shares at $5.83 per share, including 1,000 shares held as custodian for his daughter Eleni, 1,000 for his daughter Yanna, and 1,510 shares held directly, bringing his direct holdings to 26,500 shares.

Arbor Realty Trust Inc executive David Erwin Friedman reported mixed trades in common stock on May 11, 2026 for tax planning purposes. He sold 7,685 shares held directly at $6.8700 per share and purchased 8,840 shares at $6.8400 per share through his Individual Retirement Account. Following these trades, he held 68,478 common shares directly, a net increase of 1,155 shares.

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.