Arbor Realty Trust Inc's stock price fell by 3.45%, hitting a 52-week low. This decline occurs as the broader market shows mixed signals, with the Nasdaq-100 up 0.13% and the S&P 500 down 0.29%.
The drop in Arbor Realty's stock price is attributed to sector rotation, as investor interest shifts towards other sectors despite the slight gain in the Nasdaq-100. Additionally, the options trading volume for Arbor Realty reached 22,891 contracts today, indicating significant investor attention, particularly for the $8.50 strike call option expiring on January 09, 2026, which saw 16,936 contracts traded.
This movement suggests that while Arbor Realty is facing downward pressure, the heightened options activity may indicate that some investors are positioning for a potential rebound, reflecting a complex market sentiment.
Wall Street analysts forecast ABR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ABR is 11.50 USD with a low forecast of 10.00 USD and a high forecast of 13.50 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
Wall Street analysts forecast ABR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ABR is 11.50 USD with a low forecast of 10.00 USD and a high forecast of 13.50 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Buy
1 Hold
1 Sell
Hold
Current: 7.740
Low
10.00
Averages
11.50
High
13.50
Current: 7.740
Low
10.00
Averages
11.50
High
13.50
JPMorgan
Underweight
downgrade
$9 -> $8
2026-01-23
Reason
JPMorgan
Price Target
$9 -> $8
AI Analysis
2026-01-23
downgrade
Underweight
Reason
JPMorgan lowered the firm's price target on Arbor Realty to $8 from $9 and keeps an Underweight rating on the shares. The firm adjusted targets in the mortgage real estate investment trust group a part of a Q4 preview. The macro environment for REITs remains "mixed but still favorable," with the U.S. economy showing resilience even as inflation tracks above policy targets, the analyst tells investors in a research note. JPMorgan keeps a "selective and risk- aware stance across the REIT sector."
Keefe Bruyette
Jade Rahmani
Underperform
maintain
2026-01-08
Reason
Keefe Bruyette
Jade Rahmani
Price Target
2026-01-08
maintain
Underperform
Reason
Keefe Bruyette analyst Jade Rahmani raised the firm's price target on Arbor Realty to $8.50 from $7.50 and keeps an Underperform rating on the shares.
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Keefe Bruyette
NULL -> Underperform
downgrade
2026-01-08
Reason
Keefe Bruyette
Price Target
2026-01-08
downgrade
NULL -> Underperform
Reason
Keefe Bruyette lowered the firm's price target on Arbor Realty to $7.50 from $8.50 and keeps an Underperform rating on the shares.
Piper Sandler
Piper Sandler
Underweight
downgrade
$10 -> $8
2025-12-22
Reason
Piper Sandler
Piper Sandler
Price Target
$10 -> $8
2025-12-22
downgrade
Underweight
Reason
Piper Sandler lowered the firm's price target on Arbor Realty to $8 from $10 and keeps an Underweight rating on the shares ahead of Q4 results for the firm's mortgage finance coverage. The sector backdrop has shifted positively, driven by 30-year rates falling to 6.2% from 7%-plus highs earlier in the year and material tightening in agency spreads. While the market has not yet fully "normalized," momentum is building, Piper argues. Mortgage application volumes are rising, led by an 18% sequential and 100%-plus year-over-year surge in refinance activity. Additionally, GSE reform is likely to return to the spotlight given the administration's push for a deal under President Trump and FHFA Director Bill Pulte, it adds.
About ABR
Arbor Realty Trust, Inc. is a real estate investment trust and direct lender, providing loan origination and servicing for multifamily, single-family rental (SFR) portfolios, and other diverse commercial real estate assets. The Company’s segments include Structured Business and Agency Business. Through its Structured Business, it invests in a diversified portfolio of structured finance assets in the multifamily, SFR and commercial real estate markets, primarily consisting of bridge loans to mezzanine loans, junior participating interests in first mortgages and preferred equity. It also invests in real estate-related joint ventures and may directly acquire real property and invest in real estate-related notes and certain mortgage-related securities. Through its Agency Business, the Company originates, sells, and services a range of multifamily finance products through Housing and Urban Development (HUD), Federal National Mortgage Association (Fannie Mae), among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
