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Research & education only — not financial advice. EDGAR is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates — see Disclosures. Do your own research.

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Home›Stocks›WD

WD

Walker & Dunlop, Inc.

Next earnings Aug 5, 2026 · consensus $0.85 EPS, $348M rev

Last earnings +3.1% on 2026-05-07

Hold
$54.72
▲ +3.25%
$54.72▼ -14.13%
over 1Y
L $42.46EODHDH $84.20
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today+3.2%
1W+6.1%
1M+8.1%
3M+28.9%
YTD-4.1%
1Y-14.1%
OverviewFinancialsValuationQualityTimelineFilings
Rating
Hold
Quality
C+
Valuation
Overvalued
Filings
Clean
Hold
Conviction
Horizon
Medium (3–12mo)
Street · 12 analysts
Buy

Revenue grew 20.6% YoY.

The read

Middling fundamentals and a rich price (~77% above fair value) leave little margin of safety — a wait-and-see.

Walker & Dunlop, Inc. shows $320M in FY2025 revenue (+20.6% YoY), a 17.6% net margin, and 3.2% ROE.

Financials · annual, by fiscal year

Line itemFY21FY22FY23FY24FY25
Revenue$364M$430M$258M$265M$320M
Gross profit—————
Operating income—————
Net income$266M$214M$107M$108M$56.2M
Diluted EPS$8.15$6.36$3.18$3.19$1.64
Net margin73.1%49.7%41.6%40.8%17.6%

Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.

Key statistics

Valuation

Enterprise value—
EV / EBITDA—
EV / Sales—
EV / FCF—
P / FCF—
PEG (trailing)—
Earnings yield3.0%
FCF yield-36.5%

Quality & risk

ROIC (est.)1.4%
Free cash flow-$680M
Total debt$1.39B
Net cash-$1.09B
Piotroski F-Score2/7

Capital returns

Buyback yield0.6%
Dividend yield (est.)4.9%
Shareholder yield5.5%
Shares Δ YoY+0.8%

Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.

Disclosure timeline

SEC · 8-Ks + reports
Routine disclosure cadence — no material red flags in recent filings.
  1. 8-K Shareholder vote2026-05-21
  2. 8-K Earnings results2026-05-07
  3. 10-Q Quarterly report2026-05-07
  4. DEF 14A Proxy statement2026-04-01
  5. 8-K Material agreement2026-03-10
  6. 8-K Material agreement2026-03-04
  7. 8-K Earnings results2026-02-26
  8. 10-K Annual report2026-02-26
  9. 8-K Material agreement2026-02-02

Recent filings

all on EDGAR ↗
4Period ending 2026-06-042026-06-08open ↗4Period ending 2026-06-042026-06-08open ↗4Period ending 2026-06-042026-06-08open ↗4Period ending 2026-06-042026-06-08open ↗4Period ending 2026-06-042026-06-08open ↗4Period ending 2026-05-192026-05-21open ↗4Period ending 2026-05-192026-05-21open ↗4Period ending 2026-05-192026-05-21open ↗4Period ending 2026-05-192026-05-21open ↗4Period ending 2026-05-192026-05-21open ↗4Period ending 2026-05-192026-05-21open ↗4Period ending 2026-05-192026-05-21open ↗

Quality score

C+
ValueGrowthProfitHealthMom.
ValueC-
GrowthC-
ProfitabilityB-
Financial healthA-
Momentum—
  • ✓Revenue growing year-over-year
  • ✓Profitable (positive net income)
  • ✓Net margin above 10%
  • ✗Return on equity above 15%
  • ✗P/E below 25

Fair value est.

$12.55

Overvalued -77% vs price

cheapfair valueexpensive

Modified Graham: EPS $1.64 × (8.5 + 1.5 × 0.0% growth) × 0.90 quality = 7.7× multiple. An estimate, not a price target.

Revenue
$320M
+20.6% YoY
Net margin
17.6%
ROE
3.2%
P/E
33.4

SEC fundamentals · FY 2025

'21'22'23'24'25

■ revenue · ■ net income, by fiscal year

Revenue$320M+20.6%
Net income$56.2M-48.0%
Operating income$56.7M+41.2%
Diluted EPS$1.64-48.6%
Cash & equivalents$299M+7.2%
Total assets$5.06B+15.5%
Total liabilities$3.31B+26.4%
Stockholders' equity$1.74B-0.7%
Op.: 17.7%L/E: 1.91x

Frequently asked

Is Walker & Dunlop, Inc. (WD) a buy?
WD currently carries a Hold rating with 3/5 conviction, derived from its latest SEC filings. Revenue grew 20.6% YoY.
What is WD's fair value?
A Modified-Graham model based on WD's SEC fundamentals estimates a fair value of about $12.55. It is an estimate from reported earnings, not a price target.
Is WD overvalued or undervalued?
Against a Modified-Graham fair-value estimate, WD currently appears overvalued relative to its SEC-grounded earnings power.
What is Walker & Dunlop, Inc.'s quality score?
WD scores 63/100 (grade C+) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.

Sources: SEC EDGAR (CIK 0001497770, latest 10-Q filed 2026-05-07) · EODHD · as of 6/26/2026, 7:38:27 PM.

Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

Insider activity

Form 4 · SEC
2026-05-19
SCHMALTZ DANA L
Director
Award3.10K
2026-05-19
Rice E. John Jr
Director
Award3.10K

Dividends

Quarterly
Yield (TTM)
4.9%
Annual / share
$2.70
Last ex-date
2026-05-21
Last amount
$0.68
ex 2026-05-21paid 2026-06-04$0.68
ex 2026-03-13paid 2026-03-27$0.68
ex 2025-11-21paid 2025-12-05$0.67
ex 2025-08-21paid 2025-09-05$0.67
ex 2025-05-15paid 2025-05-29$0.67
ex 2025-02-28paid 2025-03-14$0.67

Source: EODHD. Yield = trailing-12-month dividends ÷ price.

Earnings history

beat/miss · move
2026-05-07Beat +62.4% est▲ +3.12%8-K ↗
2026-02-26Miss -132.3% est▼ -19.44%8-K ↗
2025-11-06Miss -18.4% est▼ -11.12%8-K ↗
2025-08-07Beat +34.4% est▲ +5.87%8-K ↗
2025-05-01—▼ -3.25%8-K ↗
2025-02-13—▼ -5.30%8-K ↗

Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.

Recent news

market news →
Update: Tech Stocks Drag Down Equity Index Futures Pre-Bell Amid AI, Gulf Worries
finance.yahoo.com· 2026-06-26
Tech Stocks Drag Down Equity Index Futures Pre-Bell Amid AI, Gulf Worries
finance.yahoo.com· 2026-06-26
Walker & Dunlop Arranges $128 Million Refinancing for a Four Property Multifamily Portfolio in OregonBullish
finance.yahoo.com· 2026-06-24
Walker & Dunlop Arranges $375 Million Construction Loan for Nasser Freres' Landmark Jersey City DevelopmentBullish
finance.yahoo.com· 2026-06-22
Greystone Adds CRE Finance Veteran Joshua Rosen to Seniors Housing and Healthcare Finance PlatformBullish
finance.yahoo.com· 2026-06-22
Q1 Earnings Highlights: Walker & Dunlop (NYSE:WD) Vs The Rest Of The Thrifts & Mortgage Finance StocksBullish
finance.yahoo.com· 2026-06-11

Vs tracked universe

compare →

1044 tracked peers · median

EDGAR Score63 vs 67
Revenue growth20.6% vs 7.1%
Net margin17.6% vs 10.5%
Return on equity3.2% vs 12.3%
P/E33.4 vs 25.5

News sentiment

EODHD · 23d
Bullish
+0.17
vs typical · 27 articles

Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.