Arbor Realty Trust, Inc. filed its quarterly report on Form 10-Q for the period ended September 30, 2026, with the Securities and Exchange Commission on October 30, 2026, disclosing consolidated financial results and balance sheet data for the third quarter.

Key Highlights

  • Total assets: $14,237,008 thousand as of September 30, 2026, compared with $14,494,903 thousand as of December 31, 2025.
  • Net interest income: $37,672 thousand for the three months ended September 30, 2026, versus $38,266 thousand for the same period in 2025.
  • Loans and investments, net: $11,764,328 thousand as of September 30, 2026, with an allowance for credit losses of $210,104 thousand, up from $145,971 thousand at December 31, 2025.
  • Accumulated deficit: $(384,340) thousand as of September 30, 2026, compared with $(136,597) thousand at December 31, 2025.
  • Common shares outstanding: 184,176,631 as of October 23, 2026, with 186,436,159 shares issued and outstanding on the balance sheet date of September 30, 2026.
  • Total equity: $2,641,593 thousand as of September 30, 2026, down from $3,067,153 thousand at December 31, 2025.
  • Nine-month net interest income: $150,614 thousand for the nine months ended September 30, 2026, compared with $182,433 thousand for the same period in 2025.

Arbor Realty Trust Third-Quarter 2026 Financial Condition and Results

According to the filing, Arbor Realty Trust (NYSE:ABR) reported total assets of $14,237,008 thousand as of September 30, 2026, a decrease from $14,494,903 thousand at December 31, 2025. The company's loan portfolio, reported as loans and investments, net, stood at $11,764,328 thousand, down from $11,934,248 thousand at year-end 2025. The allowance for credit losses on that portfolio increased to $210,104 thousand from $145,971 thousand over the same period, according to the balance sheet disclosures.

The filing reported net interest income of $37,672 thousand for the three months ended September 30, 2026, compared with $38,266 thousand for the three months ended September 30, 2025. For the nine-month period, net interest income was $150,614 thousand, versus $182,433 thousand in the prior-year period. Interest income for the nine months ended September 30, 2026 was $687,826 thousand, against interest expense of $537,212 thousand, the company disclosed. Other revenue items for the third quarter included gain on sales and fee-based services of $10,925 thousand, mortgage servicing rights income of $11,078 thousand, and servicing revenue, net, of $25,741 thousand.

On the liability side, the filing reported total liabilities of $11,595,415 thousand as of September 30, 2026, compared with $11,427,750 thousand at December 31, 2025. Convertible senior unsecured notes of $365,478 thousand appeared on the September 30, 2026 balance sheet, with no corresponding balance at December 31, 2025. Senior unsecured notes declined to $1,589,460 thousand from $2,029,078 thousand. The accumulated deficit widened to $(384,340) thousand from $(136,597) thousand at year-end 2025. The company also disclosed that consolidated variable interest entity assets totaled $4,571,732 thousand and liabilities totaled $3,637,855 thousand as of September 30, 2026. The filing noted that forward-looking statements it contains are subject to risks and uncertainties as described in its cautionary language.

What Was Disclosed

Arbor Realty Trust filed its Form 10-Q for the quarter ended September 30, 2026, disclosing consolidated balance sheet data, income statement figures for the three and nine months ended September 30, 2026, and details on credit losses, equity changes, and variable interest entity exposure.