Arbor Realty Trust, Inc.
At today's price, Arbor Realty Trust, Inc. (ABR) is priced for 6.3% return on equity. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
- At $5.19 the stock trades around half of its $13.55 book value, and the price implies the trust earns only about a 6.3% return on equity going forward, versus the roughly 9.6% it has recently earned. The market is pricing in meaningful deterioration, which the asset and funds-from-operations methods say is too pessimistic if book value holds. - The if is doing heavy lifting. This is a multifamily-focused commercial mortgage trust with about $1 billion of nonperforming assets and a credit cycle
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299 institutional managers reported holding ABR in 13F filings for the quarter ended 2026-03-31. Together they hold about 53% of the company; the top 10 hold 36%. 48 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 43.3M shares were sold short as of the 2026-06-15 count, about 20% of shares outstanding (10.8 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ABR's share count grew 43.6% over the past five years even with $92.52M spent on repurchases. It pays a dividend, and has for 14 years running; the current rate is $0.58 a share annually. Cash returned over the past three years: $984.70M in dividends and $44.15M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at ABR over the trailing three years: 2023: 12 buys totaling $2.28M; 2024: 16 buys totaling $441k; 2025: 17 buys totaling $2.88M; 2026: 5 buys totaling $196k. 23 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ABR's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-29 | +9.1% | -13.8% |
| 2023-10-28 | -1.6% | +20.5% |
| 2024-02-21 | +6.6% | -0.5% |
| 2024-05-04 | -1.4% | +14.3% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ABR's latest 8-K filings: 2026-07-06 (items 1.01, 2.03, 3.02, 9.01); 2026-07-01 (items 8.01, 9.01); 2026-05-20 (items 5.07, 9.01); 2026-05-08 (items 7.01, 9.01); 2026-05-08 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.