NYSE$ABR

Arbor Realty Trust Inc · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Reported net income of $0.32 and distributable earnings of $0.40 per diluted common share.

Arbor Realty Trust reported a net income of $59.8 million, or $0.32 per diluted common share, and distributable earnings of $81.6 million, or $0.40 per diluted common share for the fourth quarter ended December 31, 2024. The company declared a quarterly cash dividend of $0.43 per share of common stock.

  • GAAP net income of $0.32 and distributable earnings of $0.40 per diluted common share.
  • Declared cash dividend on common stock of $0.43 per share.
  • Agency loan originations of $1.38 billion and a servicing portfolio of ~$33.47 billion.
  • Structured loan originations of $684.3 million, runoff of $900.6 million, and a portfolio of ~$11.30 billion.

Headline financials

Total Revenue

$82.9M

Previous: $406M-79.6%
EPS (adj)

$0.40

Previous: $0.48-16.7%
Agency Loan Originations

$1.38B

Previous: $1.44B-4.2%
Structured Loan Originations

$684M

Previous: $266M+157.1%
Servicing Portfolio UPB

$33.5B

Previous: $31B+8.0%
Structured Portfolio UPB

$11.3B

No prior period
Capital Expenditures

$0.00

No prior period
Net Income

$59.8M

Previous: $110M-45.6%
Operating Income

$77.7M

Previous: $114M-32.0%

Revenue & EPS history

Arbor Realty · Revenue · Quarterly

$82.9M

Q4 2024-79.6%vs Q4 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Arbor Realty · $80.8M total across 1 segment · Q3 2023

  • Agency Business
    $80.8M+87.5%

Forward guidance

The company announced a quarterly cash dividend of $0.43 per share of common stock for the quarter ended December 31, 2024, payable on March 21, 2025, to common stockholders of record on March 7, 2025.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+2.0%

Avg return

Earnings day

+1.0%

Avg return

5 days after

+0.6%

Avg return

30 days after

71%

46 / 65 earnings

Positive

+14.7%

Q3 2011

Best reaction

-15.2%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-11.5%-28.0%-35.7%
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 2010+14.7%
Q3 2011+14.7%
Q2 2011-11.5%
Q4 2010-11.5%
Q2 2010-11.5%
Q1 2010+6.5%

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