NYSE$ABR

Arbor Realty Trust Inc · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

Announced fourth quarter and full year 2021 results with a dividend increase.

Arbor Realty Trust reported a net income of $106.0 million, or $0.71 per diluted common share, and distributable earnings of $94.2 million, or $0.57 per diluted common share for the fourth quarter of 2021. The company also raised its quarterly cash dividend to $0.37 per share, marking the seventh consecutive quarterly increase.

  • GAAP net income was $0.71 and distributable earnings were $0.57 per diluted common share.
  • The cash dividend on common stock was raised to $0.37 per share, the seventh consecutive quarterly increase.
  • $533 million of accretive capital was raised to fund the growth of the structured portfolio.
  • Record loan originations were achieved at $4.32 billion, a 75% increase over last quarter.

Headline financials

Total Revenue

$76.4M

Previous: $46.1M+65.7%
EPS (adj)

$0.71

Previous: $0.80-11.3%
Agency Loan Originations

$1.89B

Previous: $2.75B-31.3%
Structured Loan Originations

$4.32B

No prior period
Servicing Portfolio UPB

$27B

Previous: $24.6B+9.5%
Net Income

$126M

Previous: $96.6M+30.8%
Operating Income

$136M

Previous: $19.6M+595.8%
Cash & Equivalents

$405M

Previous: $987M-59.0%
Total Assets

$15.1B

Previous: $7.66B+96.8%
Stock-Based Comp

$1.94M

Previous: $1.76M+10.4%

Revenue & EPS history

Arbor Realty · Revenue · Quarterly

$76.4M

Q4 2021+65.7%vs Q4 2020
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

Arbor Realty · $107M total across 1 segment · Q4 2021

  • Agency Business
    $107M-14.7%

Forward guidance

The company did not provide specific forward guidance in the earnings report.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2021

Historical avgQ4 2021

+1.9%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+1.6%

Avg return

30 days after

71%

46 / 65 earnings

Positive

+14.7%

Q3 2010

Best reaction

-15.2%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-11.8%-28.2%
Q4 2025+9.5%+21.9%+1.2%
Q3 2025-15.2%-17.1%-22.9%
Q1 2025-3.2%-5.8%-13.5%
Q4 2024-13.3%-11.4%-11.3%
Q3 2024-0.3%+2.0%-0.5%
Q2 2024+0.6%+0.5%+3.0%
Q1 2024+2.6%+3.2%+4.6%
Q4 2023+2.2%-0.3%-1.2%
Q3 2023-2.8%-3.2%-5.2%
Q2 2023+4.7%+0.7%-3.7%
Q1 2023+11.9%+12.1%+23.2%
Q4 2022+2.8%+2.7%-24.8%
Q3 2022+10.0%+7.4%+12.2%
Q2 2022+0.8%-5.9%-7.6%
Q1 2022-3.1%-3.9%-5.2%
Q4 2021+4.1%+3.6%+3.2%
Q3 2021+3.9%-1.8%-9.2%
Q2 2021+0.1%-0.4%+1.2%
Q1 2021+3.1%-5.0%+7.6%
Q4 2020+6.4%+10.4%+8.2%
Q3 2020+9.6%+8.8%+17.6%
Q2 2020+12.2%+11.8%+21.3%
Q1 2020+0.4%-9.4%+40.2%
Q4 2019-1.9%-2.8%-43.7%
Q3 2019+3.7%+8.9%+11.0%
Q2 2019+0.4%+2.4%+2.4%
Q1 2019+1.5%+4.3%-2.9%
Q4 2018+7.3%+7.3%+8.4%
Q3 2018+2.1%+2.0%-0.3%
Q2 2018+1.7%-0.5%+7.7%
Q1 2018+6.9%+7.9%+7.5%
Q4 2017+4.0%+3.0%+5.4%
Q3 2017+3.2%+1.1%+4.8%
Q2 2017+0.5%+1.1%+0.2%
Q1 2017+4.6%+3.9%-1.9%
Q4 2016+3.2%+2.3%+12.9%
Q3 2016-0.1%+3.5%+3.9%
Q2 2016+0.0%-0.1%+6.7%
Q1 2016+3.7%
Q4 2015+6.1%
Q3 2015+7.3%
Q2 2015+1.0%
Q1 2015+2.0%
Q4 2014-1.6%
Q3 2014+6.0%
Q2 2014-1.0%
Q1 2014+2.1%
Q4 2013+2.6%
Q3 2013-0.5%
Q2 2013-0.1%
Q1 2013+0.4%
Q4 2012+6.3%
Q3 2012-2.7%
Q2 2012+3.5%
Q4 2011+3.5%
Q1 2011+10.2%
Q1 2012-0.5%
Q4 2009+4.6%
Q3 2011+14.7%
Q3 2010+14.7%
Q2 2011-11.5%
Q4 2010-11.5%
Q2 2010-11.5%
Q1 2010+6.5%

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