Company Overview - Walker & Dunlop is a leading provider of commercial real estate finance solutions, focusing on multifamily and specialty housing markets [6] - The company offers a diverse portfolio of financing products, including first mortgage, construction, mezzanine, and bridge loans, as well as property sales brokerage and asset management services [9] - As of February 12, 2026, the company's stock price was $61.37, with a revenue of $1.24 billion and a net income of $114.99 million [4] Recent Developments - On February 13, 2026, First Sabrepoint Capital Management disclosed the sale of 90,000 shares of Walker & Dunlop for an estimated $6.39 million, reducing its stake to 30,000 shares valued at $1.80 million [2][8] - This sale decreased the fund's stake in Walker & Dunlop from 3.18% to 0.70% of its 13F assets under management (AUM) [8][10] Financial Performance - Walker & Dunlop's third-quarter transaction volume increased by 34% year over year to $15.5 billion, with revenue rising 16% to $337.7 million and diluted EPS increasing 15% to $0.98 [11] - The servicing portfolio reached $139.3 billion, up 4% from the previous year, and year-to-date transaction volume is running 38% higher than in 2024 [11] Market Position - Despite operational strength, shares of Walker & Dunlop have declined approximately 30% over the past year, underperforming the S&P 500 by 42.98 percentage points [8][12] - The company serves real estate owners and developers across the United States, with a focus on multifamily, affordable, senior, and student housing markets [9]

Company Announcement - Arbor Realty Trust, Inc. is scheduled to release its fourth quarter 2025 financial results on February 27, 2026, before the market opens [1] - A conference call to review the results will take place at 10:00 a.m. Eastern Time on the same day [1] Conference Call Details - A live webcast and replay of the conference call will be available on Arbor's investor relations website [2] - For those without web access, a telephonic option is available, with domestic callers using the number (800) 267-6316 and international callers using (203) 518-9783, requiring the participant passcode ABRQ425 [2] Replay Information - A telephonic replay of the call will be accessible until March 6, 2026, with domestic callers using (800) 839-1192 and international callers using (402) 220-0402 [3] Company Overview - Arbor Realty Trust, Inc. is a nationwide real estate investment trust and direct lender, focusing on loan origination and servicing for multifamily, single-family rental portfolios, and other commercial real estate assets [4] - The company manages a multibillion-dollar servicing portfolio and specializes in government-sponsored enterprise products, being a leading Fannie Mae DUS® lender and Freddie Mac Optigo® Seller/Servicer [4] - Arbor's product offerings include bridge, CMBS, mezzanine, and preferred equity loans, with a commitment to service quality and customized solutions [4]

Company Overview - Arbor Realty Trust, Inc. (NYSE: ABR) is a nationwide real estate investment trust and direct lender, focusing on loan origination and servicing for multifamily, single-family rental portfolios, and other commercial real estate assets [4] - The company manages a multibillion-dollar servicing portfolio and specializes in government-sponsored enterprise products [4] - Arbor is recognized as a leading Fannie Mae DUS® lender, Freddie Mac Optigo® Seller/Servicer, and an approved FHA Multifamily Accelerated Processing (MAP) lender [4] Upcoming Financial Results - Arbor Realty Trust is scheduled to release its second quarter 2025 financial results before the market opens on August 1, 2025 [1] - A conference call to review the results will take place at 10:00 a.m. Eastern Time on the same day [1] Conference Call Details - A live webcast and replay of the conference call will be available on the company's investor relations website [2] - For those without web access, a telephonic option is available, with specific dial-in numbers provided for domestic and international callers [2] - A telephonic replay of the call will be accessible until August 8, 2025, with dedicated numbers for domestic and international callers [3]