Walker & Dunlop, Inc.

Walker & Dunlop, Inc.

WDยทNYSE

$48.32

-0.083%
Financial ServicesFinancial - Mortgages

Walker & Dunlop, Inc., through its subsidiaries, originates, sells, and services a range of multifamily and other commercial real estate financing products and services for owners and developers of real estate in the United States. The company offers first mortgage, second trust, supplemental, construction, mezzanine, preferred equity, small-balance, and bridge/interim loans. It also provides multifamily finance for manufactured housing communities, student housing, affordable housing, and senior housing properties under the Fannie Mae's DUS program; and construction and permanent loans to developers and owners of multifamily housing, affordable housing, senior housing, and healthcare facilities. In addition, the company acts as an intermediary in the placement of commercial real estate debt between institutional sources of capital, including life insurance companies, investment banks, commercial banks, pension funds, CMBS conduits, and other institutional investors, as well as owners of various types of commercial real estate. Further, it advises on capital structure; develops the financing package; facilitates negotiations between its client and institutional sources of capital; coordinates due diligence; and assists in closing the transaction. Additionally, the company offers property sales brokerage, underwriting and risk management, and servicing and asset management services. Walker & Dunlop, Inc. was founded in 1937 and is headquartered in Bethesda, Maryland.

At a Glance

Live Snapshot
Market Cap$1.66B
EPS1.6900
P/E Ratio28.59
Earnings Date07/30/2026
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Walker & Dunlop, Inc. Street Expectations Map

WD ยท NYSE

Wall Street analysts project that WD stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 72.00, with estimates ranging from a low of 69.00 to a high of 75.00.

Lowest Target
69.00
42.80%
Consensus Target
72.00
49.01%
Highest Target
75.00
55.22%

The consensus 1-year price target stands at 72.00, with estimates ranging from a low of 69.00 to a high of 75.00.

Analyst Consensus Analysis

Upside Potential

+49.0%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

8.3% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Walker & Dunlop, Inc. Forward Estimates of Revenue

WD ยท NYSE
Latest Revenue
1.23B
FY 2025
Avg Estimate
1.38B
FY 2026
Estimate Range
1.34B - 1.40B
Analyst Spread

Forward Growth Analysis

Projected Growth+11.5%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Walker & Dunlop, Inc. Forward Estimates of Net Income

WD ยท NYSE
Latest Net Income
57.08M
FY 2025
Avg Estimate
154.20M
FY 2026
Estimate Range
149.87M - 158.79M
Analyst Spread

Forward Growth Analysis

Projected Growth+170.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Walker & Dunlop, Inc. Forward Estimates of EPS

WD ยท NYSE
Latest EPS
1.69
FY 2025
Avg Estimate
$4.69
FY 2026
Estimate Range
$4.52 - $4.79
Analyst Spread

Forward Growth Analysis

Projected Growth+177.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Walker & Dunlop, Inc. Forward Estimates of EBIT

WD ยท NYSE
Latest EBIT
143.71M
FY 2025
Avg Estimate
281.05M
FY 2026
Estimate Range
273.35M - 285.76M
Analyst Spread

Forward Growth Analysis

Projected Growth+95.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Walker & Dunlop, Inc. Forward Estimates of EBITDA

WD ยท NYSE
Latest EBITDA
382.39M
FY 2025
Avg Estimate
538.28M
FY 2026
Estimate Range
523.54M - 547.30M
Analyst Spread

Forward Growth Analysis

Projected Growth+40.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Walker & Dunlop, Inc. Forward Estimates of SG&A Expense

WD ยท NYSE
Latest SG&A Expense
0.00
FY 2025
Avg Estimate
106.23M
FY 2026
Estimate Range
103.32M - 108.01M
Analyst Spread

Forward Growth Analysis

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Walker & Dunlop, Inc. Insider Positioning

WD ยท NYSE

During the last 12 months, insiders have purchased $790K and sold $460K worth of WD shares, resulting in $330K of net buying activity.

3 Months

Bought

6.0K

291.82K

Sold

0

0.00

Net Activity

+292K

+$292K

3-6 Months

Bought

10.5K

498.11K

Sold

0

0.00

Net Activity

+498K

+$498K

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

5.3K

459.96K

Net Activity

-460K

-$460K

Top Buyers

1
WWM

Walker William M

Director, Officer: Chairman & Ceo

10.0K sharesโ€ข1 transactions

$475K

2
FEM

Freedman Ernest Michael

Director

5.0K sharesโ€ข1 transactions

$246K

3
SDL

Schmaltz Dana L

Director

1.0K sharesโ€ข1 transactions

$46K

4
WD

Wells Donna

Director

500 sharesโ€ข1 transactions

$23K

Top Sellers

1
PPA

Pryor Paula A.

Officer: Evp And Chief Hr Officer

5.3K sharesโ€ข1 transactions

$460K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Moderately bullish with $330K net buying. Insiders show cautious optimism through measured share purchases.

Buy/Sell Ratio

1.72:1

Positive buy/sell ratio. Buying exceeds or matches selling, indicating net positive insider sentiment.

Recent Trend (3 Months)

$292K

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

High Buying

4 insider buyers vs. 1 sellers. Broad-based buying across management team suggests widespread confidence.

Insider Activity Insight

Broad-based insider buying: When multiple insiders independently decide to purchase shares, it often reflects genuine confidence rather than coordinated optics. This pattern deserves attention, especially if buying followed a price decline.