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Walker & Dunlop Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | $0.0600 |
| EPS actual | $1.02 |
| EPS Surprise | 1,600.00% |
| Revenue estimate | 269.067M |
| Revenue actual | 301.331M |
| Revenue Surprise | 11.99% |
| Release date | Feb 26, 2026 |
| EPS estimate | $1.23 |
| EPS actual | $0.280 |
| EPS Surprise | -77.24% |
| Revenue estimate | 343.663M |
| Revenue actual | 340.024M |
| Revenue Surprise | -1.06% |
| Release date | Nov 06, 2025 |
| EPS estimate | $1.21 |
| EPS actual | $1.22 |
| EPS Surprise | 0.83% |
| Revenue estimate | 343.663M |
| Revenue actual | 337.675M |
| Revenue Surprise | -1.74% |
| Release date | Aug 07, 2025 |
| EPS estimate | $1.29 |
| EPS actual | $1.15 |
| EPS Surprise | -10.85% |
| Revenue estimate | 317.2M |
| Revenue actual | 296.329M |
| Revenue Surprise | -6.58% |
Last 4 Quarters for Walker & Dunlop
Below you can see how WD performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 07, 2025 |
| Price on release | $79.91 |
| EPS estimate | $1.29 |
| EPS actual | $1.15 |
| EPS surprise | -10.85% |
| Date | Price |
|---|---|
| Aug 01, 2025 | $74.46 |
| Aug 04, 2025 | $75.65 |
| Aug 05, 2025 | $76.14 |
| Aug 06, 2025 | $75.48 |
| Aug 07, 2025 | $79.91 |
| Aug 08, 2025 | $80.79 |
| Aug 11, 2025 | $78.26 |
| Aug 12, 2025 | $83.27 |
| Aug 13, 2025 | $84.61 |
| 4 days before | 7.32% |
| 4 days after | 5.88% |
| On release day | 1.10% |
| Change in period | 13.63% |
| Release date | Nov 06, 2025 |
| Price on release | $71.09 |
| EPS estimate | $1.21 |
| EPS actual | $1.22 |
| EPS surprise | 0.83% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $79.92 |
| Nov 03, 2025 | $80.30 |
| Nov 04, 2025 | $80.23 |
| Nov 05, 2025 | $79.98 |
| Nov 06, 2025 | $71.09 |
| Nov 07, 2025 | $69.37 |
| Nov 10, 2025 | $66.28 |
| Nov 11, 2025 | $67.86 |
| Nov 12, 2025 | $66.78 |
| 4 days before | -11.05% |
| 4 days after | -6.06% |
| On release day | -2.42% |
| Change in period | -16.44% |
| Release date | Feb 26, 2026 |
| Price on release | $47.46 |
| EPS estimate | $1.23 |
| EPS actual | $0.280 |
| EPS surprise | -77.24% |
| Date | Price |
|---|---|
| Feb 20, 2026 | $63.26 |
| Feb 23, 2026 | $61.26 |
| Feb 24, 2026 | $62.81 |
| Feb 25, 2026 | $58.91 |
| Feb 26, 2026 | $47.46 |
| Feb 27, 2026 | $46.01 |
| Mar 02, 2026 | $47.64 |
| Mar 03, 2026 | $48.70 |
| Mar 04, 2026 | $50.35 |
| 4 days before | -24.98% |
| 4 days after | 6.09% |
| On release day | -3.06% |
| Change in period | -20.41% |
| Release date | May 07, 2026 |
| Price on release | $54.72 |
| EPS estimate | $0.0600 |
| EPS actual | $1.02 |
| EPS surprise | 1,600.00% |
| Date | Price |
|---|---|
| May 01, 2026 | $51.28 |
| May 04, 2026 | $50.86 |
| May 05, 2026 | $51.16 |
| May 06, 2026 | $53.17 |
| May 07, 2026 | $54.72 |
| May 08, 2026 | $54.61 |
| May 11, 2026 | $53.81 |
| May 12, 2026 | $55.18 |
| May 13, 2026 | $53.84 |
| 4 days before | 6.71% |
| 4 days after | -1.61% |
| On release day | -0.201% |
| Change in period | 4.99% |
Walker & Dunlop Earnings Call Transcript Summary of Q1 2026
Walker & Dunlop reported a strong start to 2026 driven by a sharp rebound in commercial real estate transaction activity. Key Q1 results: $13.7B total transaction volume (up 94% YoY), $301M revenue (up 27% YoY), adjusted EBITDA $74M (up 14% YoY), and diluted EPS $0.46 (up 475% YoY). Debt originations more than doubled to $11.8B (agency lending +109% to $5.2B, brokered debt +155% to $6.5B). Servicing portfolio grew to $146B and produced stable recurring cash flows; SAM revenues were $138M (up 5%). Loan repurchase exposure with the GSEs declined from $222M to $192M during the quarter; management expects further reduction to $100M–$125M by year-end and is executing a disposition plan (two assets expected under contract in Q2). The company repurchased 283k shares for $13M (remaining buyback capacity $62M) and the Board approved a quarterly dividend of $0.68/share. Management reaffirmed 2026 guidance assuming gradual stabilization in rates, highlighted a strong Q2 pipeline, and unveiled a five-year “Journey to ’30” growth plan targeting $2B in revenue by 2030 via investments in people, technology, and geographic/asset-class expansion. Near-term activity is driven largely by refinancing (shorter-term 5-year deals have been favored), robust HUD and Freddie Mac volumes, and favorable multifamily supply/demand dynamics.
