ARBOR REALTY TRUST INC

Arbor Realty Trust, Inc. held its virtual annual meeting of stockholders on May 20, 2026. Stockholders approved the election of four Class II directors: Ivan Kaufman, Melvin F. Lazar, Carrie Wilkens, and John Natalone, each to serve until the 2029 annual meeting. Additionally, stockholders approved the amendment and restatement of the company's 2024 Amended Omnibus Stock Incentive Plan, ratified Ernst & Young LLP as the independent auditor for 2026, and approved the compensation of named executive officers.

Arbor Realty Trust, Inc. announced the full redemption of $787.0 million of outstanding notes from its legacy CLO 17 on May 15, 2026. In connection with this, the company transferred approximately $1.21 billion of assets into two existing repurchase facilities with JPMorgan Chase Bank, N.A., which offer significantly improved terms and pricing. This strategic move resulted in the creation of approximately $132.3 million in additional liquidity and is expected to increase returns on these assets through enhanced leverage and reduced pricing.

Arbor Realty Trust, Inc. posted an investor presentation highlighting its Q1 2026 financial results, including distributable EPS of $0.18 and a dividend of $0.17 per common share. The presentation detailed the company's two business platforms, structured loan origination and agency loan servicing, with portfolios reaching $12.0B and $36.3B respectively. The company also provided updates on its non-performing assets, which decreased by 10% in Q1 2026, and outlined an aggressive resolution strategy to address these assets and improve net interest income.

Arbor Realty Trust Inc. reported a significant decrease in net income attributable to common stockholders for Q1 2026, falling to $629 thousand from $30.4 million in Q1 2025, resulting in basic EPS of $0.00. Net interest income also declined to $59.8 million from $75.4 million year-over-year. Despite these declines, the company saw a decrease in non-performing loans and a reduction in its allowance for credit losses, while also repurchasing $30.7 million of common stock.

Arbor Realty Trust reported significantly lower financial results for the first quarter ended March 31, 2026, with GAAP net income of $0.6 million ($0.00 per diluted common share) and distributable earnings of $14.4 million ($0.07 per diluted common share), both substantially down from the prior year. The company declared a quarterly cash dividend of $0.17 per share. Operational highlights included a servicing portfolio of ~$36.31 billion, agency loan originations of $707.6 million, and structured loan originations of $767.6 million. Arbor also completed a $762.6 million securitization and repurchased $30.7 million of its stock.

Arbor Realty Trust, Inc. (ABR) announced it will release its first quarter 2026 financial results before the market opens on Friday, May 8, 2026. The company will host a conference call to discuss these results at 10:00 a.m. Eastern Time on the same day. A live webcast and replay will be accessible via the investor relations section of Arbor's website.