Walker & Dunlop releases transcript of Q2 2026 earnings call

Walker & Dunlop’s Q2 2026 earnings call drew Chairman and CEO Willy Walker, CFO Greg Florkowski, and SVP of investor relations Amy Hopkins.

Adjusted core EPS rose 3% to $1.19; diluted EPS fell to $0.09, reflecting $23 million of charges tied to legacy repurchase-related problem loans.

Freddie Mac’s loan-level review tied to a borrower fraud probe is complete; no additional repurchase requests are expected from that process.

Fannie Mae’s review is nearly finished; expected Q3 credit-related charges of $12 million-$16 million are tied to loss-sharing, not loan repurchases.

Q2 transaction volume rose 3% to $14.4 billion, and the servicing portfolio hit a record $146 billion, up 6% year over year.