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3 Real Estate Stocks to Sell as Interest Rates Fall in 2024
InvestorPlace· 2024-01-25 18:12
It appears that interest rates have peaked, at least for this part of the economic cycle. The U.S. Federal Reserve has softened its language around inflation and is now seemingly set to cut interest rates in an attempt to engineer a so-called soft landing in the economy. Not surprisingly, investors are looking at companies affected by changing interest rates. Many of these real estate stocks will win as interest rates fall.However, it’s not all good news for the sector. In particular, these three real estat ...
Arbor Realty Trust (ABR) Stock Falls Amid Market Uptick: What Investors Need to Know
Zacks Investment Research· 2024-01-24 07:56
股价表现 - Arbor Realty Trust (ABR) 最近的股价为 $13.91,较前一交易日收盘价下跌了 -1.35% [1] - 过去一个月,这家房地产投资信托公司的股价下跌了 10.53%,表现不佳,低于金融部门的下跌幅度为 2.71% 和标普500指数的上涨幅度为 2.08% [2] 财报预测 - 投资者将密切关注 Arbor Realty Trust 即将公布的财报。预计每股收益 (EPS) 为 $0.48,较去年同期下降了 20%。同时,最新的共识估计显示公司营收为 $323.16 亿美元,较去年同期增长了 0.8% [3] 分析师预测 - 投资者还应关注 Arbor Realty Trust 的分析师预测是否有最新变化。这些修订通常反映了最新的短期业务趋势,可能会频繁变动。因此,预测上调通常表达了分析师对公司业务运营和盈利能力的积极态度 [4] Zacks Rank 评级 - 根据研究,我们认为这些预测修订与近期股价走势直接相关。为了利用这一点,我们制定了 Zacks Rank,这是一个独特的模型,结合了这些预测变化,并提供了一个实用的评级系统 [5] - Zacks Rank 系统从 1 (强热门) 到 5 (强卖出),自 1988 年以来,经过独立审计,表现出色,排名为 1 的股票平均年回报率为 +25%。在过去的 30 天里,Zacks 共识 EPS 预估下降了 1.36%。目前,Arbor Realty Trust 的 Zacks Rank 为 4 (卖出) [6] 估值和行业排名 - 在估值方面,Arbor Realty Trust 目前的前瞻市盈率为 7.52。与行业平均前瞻市盈率 8.12 相比,这表明存在折扣 [7] - 房地产投资信托和股权信托行业属于金融部门。该行业目前的 Zacks 行业排名为 170,位于所有 250+ 个行业的后 33% [8] - Zacks 行业排名通过计算各个股票的平均 Zacks Rank 来评估我们单独行业群体的实力。我们的研究显示,排名前 50% 的行业的表现比后 50% 的行业好 2 倍 [9] 交易日表现 - 要关注 Arbor Realty Trust 在未来交易日的表现,请务必使用 Zacks.com [10]
These 3 Financial Stocks Delivering High-Dividend Yields Are Recommended By Wall Street's Most Accurate Analysts - Arbor Realty Trust (NYSE:ABR), AGNC Investment (NASDAQ:AGNC)
Benzinga· 2024-01-11 20:18
Loading...Loading...During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout. Benzinga readers can review the latest analyst takes on their favorite stocks by visiting our Analyst Stock Ratings page. Traders can sort through Benzinga's extensive database of analyst ratings, including by analyst accuracy. Here's a look at the most recent high-yield di ...
Arbor Realty Trust (ABR) Ascends But Remains Behind Market: Some Facts to Note
Zacks Investment Research· 2024-01-09 08:35
股价表现 - Arbor Realty Trust (ABR) 最新收盘价为 $14.68,较前一天上涨了 +0.82%。[1] - 过去一个月,Arbor Realty Trust 的股价上涨了 6.67%,超过了金融行业的 5.34% 和标普500指数的 2.9%。[2] 财报预测 - Arbor Realty Trust 即将发布的财报预计每股盈利 $0.48,同比下降 20%。市场共识预测其营收为 $323.16 亿美元,较去年同期增长了 0.8%。[3] 分析师预测 - 投资者应关注 Arbor Realty Trust 的分析师预测是否有最近的变化。[4]
Arbor Realty Trust: An Eventful 2023, But Still A Buy
Seeking Alpha· 2024-01-04 03:35
Kwarkot Introduction To say 2023 has been an eventful year for Arbor Realty Trust (NYSE:ABR) would be an understatement. The company saw significant fluctuations in its share price over the year, from a low of just over $10/share to a high of close to $18/share. This was in no small part due to the short reports on the company issued in March and November 2023. These reports have been discussed on Seeking Alpha ad nauseum, both by authors and readers alike, hence I will not delve into them. Suffice to s ...
Arbor Realty Trust Stock: One Man's Trash Is Another's Treasure
Seeking Alpha· 2024-01-04 03:08
SHOMI/E+ via Getty Images Arbor Realty Trust, Inc. (NYSE:ABR) has seen short interest north of 30%, with a capstone short piece by Viceroy Research released in November 2023. The stock has enjoyed a bit of a rally off of the lows along with many other REITs since October, despite follow-up pieces from Viceroy. Arbor is an internally managed REIT with a multi-family-focused origination platform. There are concerns over decreases in future rent increases, along with higher costs of maintenance and insuran ...
Arbor Realty Trust (ABR) Falls More Steeply Than Broader Market: What Investors Need to Know
Zacks Investment Research· 2024-01-03 03:33
Arbor Realty Trust 股价表现 - Arbor Realty Trust (ABR) 最新收盘价为 $15.03,较前一交易日下跌了 -0.99% [1] - 过去一个月,该房地产投资信托公司的股价上涨了 9.52%,表现优于金融部门的增长率 5.35% 和标普500指数的增长率 4% [2] Arbor Realty Trust 财务预期 - 投资者将密切关注 Arbor Realty Trust 即将公布的财报。预计公司下一季度每股收益为 $0.48,较去年同期下降了 20%。同时,最新的市场预期显示公司下一季度营收预计为 $323.16 亿美元,较去年同期增长了 0.8% [3] - 投资者还应注意分析师对 Arbor Realty Trust 的最新预期变化。这些修订有助于展示短期业务趋势的不断变化。因此,我们可以将积极的预期修订视为对公司业务前景的乐观信号 [4] Arbor Realty Trust 股票评级和估值 - Zacks Rank 系统从 1 (强烈买入) 到 5 (强烈卖出),经第三方审计验证,自 1988 年以来,排名为 1 的股票平均年回报率为 +25%。在过去的 30 天里,Zacks Consensus EPS 预期保持不变。目前,Arbor Realty Trust 的 Zacks Rank 为 4 (卖出) [6] - 投资者还应注意 Arbor Realty Trust 的当前估值指标,包括其前瞻市盈率为 7.99。这表明相对于行业平均前瞻市盈率 8.23,存在折价 [7] Arbor Realty Trust 行业排名 - 房地产投资信托和股权信托行业属于金融部门。该行业的当前 Zacks Industry Rank 为 93,在所有行业中排名前 37%,共有超过 250 个行业 [8] - Zacks Industry Rank 通过测量各行业组内个别股票的平均 Zacks Rank 来衡量我们行业组的实力。我们的研究显示,排名前 50% 的行业表现优于后 50% 的行业,比例为 2:1 [9] 其他信息 - 请务必在 Zacks.com 上关注所有这些影响股价的指标,以及更多其他信息 [10]
Arbor Realty Trust: High Yield, But Not That Appealing
Seeking Alpha· 2024-01-02 23:29
coldsnowstorm Dear readers, I've published a number of articles on mortgage REITs (mREITs) last year and haven't been very bullish on the sector. It is true that prior to the November-December rally, prices seemed appealing from a price-to-book value perspective, but there were two things preventing me from investing in most mREITs. Firstly, the sector has a very poor overall track record as most mREITs have proven to be value traps over time and have returned just 2% per year over the past 20 years. Second ...
Arbor Realty Trust Declares Preferred Stock Dividends
Newsfilter· 2023-12-30 05:10
UNIONDALE, N.Y., Dec. 29, 2023 (GLOBE NEWSWIRE) -- Arbor Realty Trust, Inc. (NYSE:ABR), today announced that its Board of Directors has declared cash dividends on the Company's Series D, Series E, and Series F cumulative redeemable preferred stock of $0.3984375, $0.390625, and $0.390625 per share, respectively. The Series D, E, and F preferred stock dividends reflect accrued dividends from October 30, 2023 through January 29, 2024. The dividends are payable on January 30, 2024 to preferred stockholders of r ...
Arbor(ABR) - 2023 Q3 - Earnings Call Transcript
2023-10-28 03:52
财务数据和关键指标变化 - 公司第三季度实现可分配收益1.12亿美元,每股0.55美元,远超当前股息,派息率约78% [25] - 公司在过去9个月内计提约7000万美元的CECL准备金,但仍实现每股账面价值增长近2%至12.73美元 [27] 各条业务线数据和关键指标变化 - 公司GSE/Agency业务第三季度完成11亿美元贷款发放,贷款销售利润率为1.48% [28] - 公司服务组合规模增长2%至300亿美元,加上存款收益,每年可产生约2.6亿美元的现金收益 [19][20] - 公司单户出租业务第三季度完成1.4亿美元融资,新增4.3亿美元承诺,收益率约17% [21] 各个市场数据和关键指标变化 - 公司预计未来2-3个季度将是最具挑战性的时期,但公司已做好充分准备 [11][12] - 公司目前拥有约10亿美元现金,为应对下行周期和抓住市场机遇提供了灵活性 [12][17] 公司战略和发展方向及行业竞争 - 公司最近推出了建筑贷款业务,预计可产生10%-12%的无杠杆收益,并有望实现中高teens的杠杆收益 [14] - 公司认为在其他竞争对手面临内部问题时,自身有望重新进入贷款市场,获得有吸引力的贷款机会 [13] 管理层对经营环境和未来前景的评论 - 管理层认为未来2-3个季度将是最具挑战性的时期,但公司已做好充分准备 [11][12] - 管理层对公司在当前环境下的表现感到非常满意,认为这充分体现了公司的优秀运营能力 [10][13] 问答环节重要的提问和回答 问题1 **Steven Delaney提问** 询问公司CLO中5亿美元现金的使用计划 [37][38][39] **管理层回答** 公司一直在积极管理CLO中的现金余额,尽量快速将其重新部署。部分现金余额是由于贷款在月末集中偿还所致,公司正在努力提高资金使用效率 [38][39][40] 问题2 **Stephen Laws提问** 询问公司未来2-3个季度的贷款组合表现预期,以及即将到期的浮动利率贷款情况 [45][46][47] **管理层回答** 公司大部分贷款为3年期,到期后需要续期或重新融资。公司一直密切关注并主动与借款人沟通,帮助他们调整经营计划,以应对利率上升带来的压力 [46][47] 问题3 **Jay McCanless提问** 询问利率持续高企对公司贷款组合的潜在影响 [58][59][60] **管理层回答** 高利率环境下,借款人再融资面临更大压力,公司将密切关注并主动与借款人合作,帮助他们通过增加资本金等方式应对 [58][59][60][61]