Walker & Dunlop Q2 revenue misses on greater mix of brokered transactions
WD•Outlook and analyst coverage
- Company expects to fully exit remaining repurchased loan portfolio by early 2027
- Walker & Dunlop sees significant GSE lending capacity for remainder of 2026
- Company expects continued expansion of servicing portfolio to support long-term earnings growth
| Metric | Beat/Miss | Actual | Consensus Estimate |
| Q2 Revenue | Miss | $306.69 mln | $337.37 mln (3 Analysts) |
| Q2 Adjusted Core EPS | Beat | $1.19 | $0.82 (2 Analysts) |
| Q2 Assets Under Management | $18.68 bln |
- The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
- The average consensus recommendation for the banks peer group is "buy"
- Wall Street's median 12-month price target for Walker & Dunlop Inc is $69.00, about 34.3% above its August 5 closing price of $51.39
- The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 13 three months ago
Quarterly results and key drivers
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U.S. commercial real estate lender's Q2 revenue fell 4% and missed analyst expectations
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Adjusted core EPS for Q2 rose 3% yr/yr; net income dropped 91%
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