Earnings summaries and quarterly performance for Walker & Dunlop.
Executive leadership at Walker & Dunlop.
William Walker
Detailed
Chief Executive Officer
CEO
DG
Daniel Groman
Executive Vice President, General Counsel and Secretary
GF
Gregory Florkowski
Executive Vice President and Chief Financial Officer
PP
Paula Pryor
Executive Vice President and Chief Human Resources Officer
ST
Stephen Theobald
Executive Vice President and Chief Operating Officer
Board of directors at Walker & Dunlop.
Research analysts who have asked questions during Walker & Dunlop earnings calls.
JR
Jade Rahmani
Keefe, Bruyette & Woods
4 questions for WD
Also covers: ABR, ACRE, AMH +22 more
SD
Steven Delaney
Citizens JMP Capital
3 questions for WD
Also covers: ABR, ACRE, ARI +12 more
JM
Jay McCanless
Wedbush Securities
2 questions for WD
Also covers: BLDR, BZH, CCS +20 more
Derek Sommers
Jefferies
1 question for WD
Also covers: CODI, COOP, GHLD +4 more
Recent press releases and 8-K filings for WD.
Walker & Dunlop and Pretium Introduce Affordable Bridge Capital Joint Venture
WD
New Projects/Investments
- Walker & Dunlop and Pretium have announced a $250 million strategic joint venture named Walker & Dunlop Affordable Bridge Capital.
- The joint venture is designed to fill a crucial financing gap for affordable multifamily housing.
- It will originate flexible, short-term first-mortgage bridge loans for properties being acquired, refinanced, or prepared for long-term government-affordable programs.
- Loan sizes will range from $10-75 million with terms between 6-36 months.
Jan 7, 2026, 1:00 PM
Walker & Dunlop Arranges $625.3M Freddie Mac Refinance for IMT Multifamily Portfolio
WD
Debt Issuance
New Projects/Investments
- Walker & Dunlop arranged approximately $625.3 million in fixed-rate loans from Freddie Mac for IMT Capital.
- This refinancing covers a portfolio of eight garden-style multifamily properties, comprising 3,096 apartment units, across six high-growth U.S. markets.
- The transaction was coordinated to close in four staggered phases between July and October 2025, aligning with individual loan maturity schedules.
- In 2024, Walker & Dunlop originated over $30 billion in debt financing volume, with more than $25 billion allocated to multifamily properties.
Nov 10, 2025, 11:27 AM
Walker & Dunlop Reports Strong Q3 2025 Financial and Operational Results
WD
Earnings
Revenue Acceleration/Inflection
- WD reported Q3 2025 consolidated total revenues of $337,675 thousand, diluted EPS of $0.98, Adjusted EBITDA of $82,084 thousand, and Adjusted Core EPS of $1.22, all showing increases from Q3 2024.
- Total transaction volume for Q3 2025 in the Capital Markets segment grew 34% year-over-year to $15,515,495 thousand, contributing to a 26% increase in segment total revenues to $180,754 thousand.
- The Servicing & Asset Management (SAM) segment ended Q3 2025 with a total managed portfolio of $157.8 billion, generating $150,628 thousand in total revenues and $119,423 thousand in Adjusted EBITDA.
- Technology-enabled services saw growth in Q3 2025, with Apprise Revenues reaching $4,025 thousand and Small Balance Lending (SBL) Revenues increasing to $8,891 thousand.
- The company exceeded its 2025 goal for average transaction volume per banker/broker, achieving $220 million YTD 2025 compared to the $200 million goal.
Nov 6, 2025, 1:30 PM
Walker & Dunlop Reports Strong Q3 2025 Financial Results Amidst Market Recovery
WD
Earnings
Revenue Acceleration/Inflection
Guidance Update
- Walker & Dunlop reported strong Q3 2025 financial results, with revenues up 16% to $338 million and diluted EPS up 15% to $0.98 year over year, driven by a 34% increase in total transaction volume to $15.5 billion.
- The company experienced significant volume growth across its platform, including 137% growth in Freddie Mac lending and a 30% increase in investment sales volume to $4.7 billion.
- A notable shift in GSE lending towards shorter-duration 5-year loans (60% year to date 2025) is impacting non-cash mortgage servicing rights but creates a substantial opportunity for future refinancing activity over the next two to five years.
- Walker & Dunlop is negotiating with Freddie Mac regarding indemnification for two loan portfolios totaling $100 million due to borrower fraud, anticipating a $20 million capital allocation and credit losses in Q4 2025, while emphasizing the overall strong credit quality of its servicing portfolio with only 21 basis points in defaulted loans.
- The company maintains a positive outlook for Q4 and beyond, expecting to achieve its annual guidance for EPS, adjusted core EPS, and adjusted EBITDA (excluding loan buyback losses), and approved a quarterly dividend of $0.67 per share.
Nov 6, 2025, 1:30 PM
Walker & Dunlop Reports Strong Third Quarter 2025 Financial Results
WD
Earnings
Dividends
Share Buyback
- For the third quarter of 2025, Walker & Dunlop reported a 34% increase in total transaction volume to $15.5 billion, a 16% rise in total revenues to $337.7 million, and a 15% increase in diluted earnings per share (EPS) to $0.98 compared to Q3 2024.
- Year-to-date through Q3 2025, total transaction volume grew 38% to $36.5 billion, total revenues increased 13% to $894.3 million, and diluted EPS was $2.05, up 10% from the same period in 2024.
- The company's servicing portfolio grew 4% year-over-year, reaching $139.3 billion as of September 30, 2025.
- Walker & Dunlop's Board of Directors declared a $0.67 per share dividend for the fourth quarter of 2025. Additionally, the company has an authorized $75.0 million share repurchase program for 2025, with no shares repurchased as of September 30, 2025.
Nov 6, 2025, 11:01 AM
Walker & Dunlop Reports Third Quarter 2025 Financial Results
WD
Earnings
Dividends
Revenue Acceleration/Inflection
- Walker & Dunlop reported Q3 2025 total transaction volume of $15.5 billion, a 34% increase from Q3 2024, with total revenues of $337.7 million, up 16%.
- Net income for Q3 2025 increased 16% to $33.5 million, and diluted earnings per share rose 15% to $0.98.
- The company's servicing portfolio grew to $139.3 billion as of September 30, 2025, a 4% increase from September 30, 2024.
- Year-to-date 2025, total transaction volume reached $36.5 billion, up 38%, and total revenues were $894.3 million, up 13%.
- The Board of Directors declared a dividend of $0.67 per share for the fourth quarter of 2025.
Nov 6, 2025, 11:00 AM
Walker & Dunlop Arranges Financing for Boston Area Portfolio Acquisition
WD
New Projects/Investments
Debt Issuance
M&A
- Walker & Dunlop arranged $356,411,000 in financing for an affiliate of Harbor Group International.
- The financing supports the acquisition of four multifamily properties comprising 1,817 units and approximately 1.8 million rentable square feet in prominent New England MSAs.
- Freddie Mac provided the acquisition financing for the portfolio, which includes properties in Marlborough, Worcester, and Bridgewater, Massachusetts, as well as Warwick, Rhode Island.
- In 2024, Walker & Dunlop originated over $30 billion in debt financing volume, with over $25 billion specifically for multifamily properties.
Oct 8, 2025, 10:00 AM
Walker & Dunlop Publishes 2025 Seniors Housing Outlook Highlighting Market Resurgence
WD
New Projects/Investments
Revenue Acceleration/Inflection
Guidance Update
- Walker & Dunlop's 2025 Seniors Housing Outlook indicates a resurgence in the transaction market, driven by stabilizing debt markets and strengthening investor confidence, particularly for Class A assets.
- Operational performance is on an upswing, with national occupancy recovering to a second-quarter high of 88.1 percent, and revenue gains outpacing expenses.
- The sector is projected for durable growth over the next 12–24 months, fueled by tight supply, increased institutional capital, and strong demographic tailwinds from the rapidly growing 80+ population.
- Financing conditions are improving, notably with the HUD Lean Express Lane reducing processing times to an average of 4 business days.
- Walker & Dunlop has closed $390 million in seniors housing through the second quarter of this year, with an additional $581 million under agreement.
Oct 7, 2025, 10:00 AM
Walker & Dunlop Extends Repurchase Agreement and Increases Facility Amount
WD
Debt Issuance
- Walker & Dunlop, Inc. and its operating subsidiary, Walker & Dunlop, LLC, entered into Amendment No. 8 to their Master Repurchase Agreement with JPMorgan Chase Bank, N.A. on September 11, 2025.
- This amendment extends the Termination Date of the Repurchase Agreement to September 10, 2026.
- A Second Amended and Restated Side Letter, dated September 11, 2025, revises the Facility Amount.
- The Facility Amount is temporarily increased to $1,500,000,000 from September 11, 2025, until November 20, 2025.
- After November 20, 2025, the Facility Amount will revert to $1,000,000,000, an increase from the previous $950,000,000, and the Side Letter also revises the Non-Usage Fee and removes the Upfront Fee.
Sep 17, 2025, 8:30 PM
Creative Solutions in Healthcare Accelerates Growth with HUD Financing and Real Estate Acquisitions
WD
New Projects/Investments
M&A
Debt Issuance
- Creative Solutions in Healthcare, Texas's largest skilled nursing operator, is accelerating its growth strategy through real estate acquisitions, leveraging HUD-insured financing.
- Over the past 18 months, the company has closed or contracted the purchase of 18 nursing facilities, representing over 2,200 licensed beds across Texas.
- These acquisitions have an appraised portfolio value of $218 million, with an expected $155 million in HUD-insured permanent financing to support the portfolio by the end of next year.
- The company's strategy involves a deliberate buy-and-operate model and a HUD-centric approach, aiming for permanence and longevity in the skilled nursing sector.
Aug 26, 2025, 9:45 PM
Quarterly earnings call transcripts for Walker & Dunlop.
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