Arbor Realty Trust Reports Mixed Q2 Results With Revenue Decline, Maintains Dividend

Arbor Realty Trust reported mixed second-quarter 2025 financial results, with earnings per share generally below consensus estimates but revenues slightly exceeding expectations. The company posted a distributable EPS of around $0.25 to $0.30, with some sources noting a miss against estimates, while revenues declined year-over-year but surpassed some forecasts at $240.3 million. Despite revenue and profitability declines, Arbor's servicing portfolio grew to approximately $33.76 billion, and agency loan originations reached $857.1 million, reflecting ongoing operational strength in structured finance and agency loan origination. The company declared a steady quarterly dividend of $0.30 per share, yielding about 10.75%, appealing to income-focused investors. Analysts maintain a hold rating on the stock, with an average one-year price target near $11.83, suggesting modest upside potential, though GuruFocus valuation models indicate a significant downside risk nearing 39%. Overall, while Arbor Realty Trust faces challenges in earnings and revenue declines, its strong servicing portfolio and dividend policy provide some stability amid mixed investor sentiment.