Inferra AI / Company / WD
Walker & Dunlop, Inc.
WD · Financials
Last earnings Aug 6, 2026
Key results
Total revenuequarter
$301.3 million
Total revenues of $301.3 million, up 27% from Q1 25
SEC original ↗Walker & Dunlop, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
Growthquarter
up 27%
Total revenues of $301.3 million, up 27% from Q1 25
SEC original ↗Walker & Dunlop, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
Net incomequarter
$15.9 million
Net income of $15.9 million and diluted
SEC original ↗Walker & Dunlop, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
EPSquarter
$0.46
earnings per share of $0.46, up 476% and 475%, respectively from Q1 25 Adjusted EBITDA (1) of $73.8 million, up 14% from Q1 25 Adjusted core EPS (2) of $1.02, up 20% from Q1 25 Servicing portfolio of $146.4 billion as of March 31, 2026, up 8% from March 31
SEC original ↗Walker & Dunlop, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
Total revenues grew 27% to $301.3 million, driving a 476% increase in net income to $15.9 million, or $0.46 per diluted share.
SEC original ↗Walker & Dunlop, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
Total revenues increased 27% this quarter, largely driven by higher transaction activity, which contributed to growth in origination fees and MSR income, as well as expansion of the managed portfolio, resulting in higher recurring servicing fees and related revenues.
SEC original ↗Walker & Dunlop, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
Revenuequarter
84%
Personnel expense declined to 68% of segment revenue from 84% last year, demonstrating the operating leverage and scalability of the platform as volumes increased.
SEC original ↗Walker & Dunlop, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
AI analysis
Q1 2026 · reported May 7, 2026
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q1 2026 | Prior qtr | Year ago |
|---|---|---|---|
| Total revenue | $301.3 million | — | — |
| Growth | up 27% | — | — |
| Net income | $15.9 million | — | — |
| EPS | $0.46 | — | — |
| Revenue | 84% | — | — |
Guidance · company-stated
No guidance located in the held release
Capital allocation
Net income of $15.9 million and diluted earnings per share of $0.46, up 476% and 475%, respectively from Q1 25 Adjusted EBITDA (1) of $73.8 million, up 14% from Q1 25 Adjusted core EPS (2) of $1.02, up 20% from Q1 25 Servicing portfolio of $146.4 billion as of March 31, 2026, up 8% from March 31, 2025 Repurchased $13.3 million shares of common stock during the quarter at a weighted average price of $47.13 BETHESDA, MD MAY 7, 2026 Walker & Dunlop, Inc.
Company-stated claims
Forward-looking · increase our loss sharing up to 100% · other
“In limited circumstances we have agreed, and may in the future agree, with Fannie Mae to increase our loss sharing up to 100% of a loan s unpaid principal balance ( UPB ) in lieu of the risk-sharing agreement described above.”
10-K · Feb 26, 2026Event summary
Results this quarter also include $10 million of indemnified and repurchased loan expenses, which the Company continues to actively manage
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
Net income of $15.9 million and diluted earnings per share of $0.46, up 476% and 475%, respectively from Q1 25 Adjusted EBITDA (1) of $73.8 million, up 14% from Q1 25 Adjusted core EPS (2) of $1.02, up 20% from Q1 25 Servicing portfolio of $146.4 billion as of March 31, 2026, up 8% from March 31, 2025 Repurchased $13.3 million shares of common stock during the quarter at a weighted average price of $47.13 BETHESDA, MD MAY 7, 2026 Walker & Dunlop, Inc.
SEC original ↗Walker & Dunlop, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
Results this quarter also include $10 million of indemnified and repurchased loan expenses, which the Company continues to actively manage.
SEC original ↗Walker & Dunlop, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
(2) Includes debt financing volumes from our interim lending platform and Walker & Dunlop Investment Partners, Inc.
SEC original ↗Walker & Dunlop, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
Fannie Mae and Freddie Mac (collectively, the GSEs ) debt financing volumes increased 102% year over year, led by a 287% increase in Freddie Mac volumes, which included a $1.7 billion portfolio in the first quarter of 2026.
SEC original ↗Walker & Dunlop, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
HUD debt financing volume increased 225% in the first quarter of 2026 due to strong market demand for HUD construction financing.
SEC original ↗Walker & Dunlop, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
The 155% increase in brokered debt financing volume during the first quarter of 2026 reflected a strong supply of capital to the commercial real estate transaction markets from life insurance companies, banks, commercial mortgage-backed securities, and other private capital providers.
SEC original ↗Walker & Dunlop, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
Strategy & priorities
We use adjusted EBITDA, adjusted core net income, and adjusted core EPS to evaluate the operating performance of our business, for comparison with forecasts and strategic plans and for benchmarking performance externally against competitors.
SEC original ↗Walker & Dunlop, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
Forward-looking statements relate to expectations, projections, plans and strategies, anticipated events or trends and similar expressions concerning matters that are not historical facts.
SEC original ↗Walker & Dunlop, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
You can also identify forward-looking statements by discussions of strategy, plans, or intentions.
SEC original ↗Walker & Dunlop, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
The Company originates, sells, and services a range of commercial real estate debt and equity financing products, provides multifamily property sales brokerage and valuation services, engages in commercial real estate investment management activities with a particular focus on the affordable housing sector through low-income housing tax credit ( LIHTC ) syndication, provides housing market research, and delivers real estate-related investment banking and advisory services.
SEC original ↗Walker & Dunlop, Inc. — 10-Q Quarterly report10-QAug 6, 2026
Finally, the Company executed its disposition strategy for a $ 34.8 million loan, included in Other assets (as described below), which resulted in liquidation proceeds approximating the $ 22.5 million carrying value as of June 30, 2026.
SEC original ↗Walker & Dunlop, Inc. — 10-Q Quarterly report10-QAug 6, 2026
Risks & headwinds
The forward-looking statements contained in this press release reflect our current views about future events and are subject to numerous known and unknown risks, uncertainties, assumptions and changes in circumstances that may cause actual results to differ significantly from those expressed or contemplated in any forward-looking statement.
SEC original ↗Walker & Dunlop, Inc. — Earnings release (8-K exhibit)EX-99May 7, 2026
Legal Proceedings 64 Item 1A.
SEC original ↗Walker & Dunlop, Inc. — 10-Q Quarterly report10-QAug 6, 2026
In addition, in the ordinary course of business, the Company may be party to various claims and litigation, none of which the Company believes is material.
SEC original ↗Walker & Dunlop, Inc. — 10-Q Quarterly report10-QAug 6, 2026
The Company cannot predict the outcome of any pending litigation and may be subject to consequences that could include fines, penalties, and other costs, and the Company s reputation and business may be impacted.
SEC original ↗Walker & Dunlop, Inc. — 10-Q Quarterly report10-QAug 6, 2026
The Company believes that any liability that could be imposed on the Company in connection with the disposition of any such pending lawsuits in the ordinary course of business would not have a material adverse effect on its business, results of operations, liquidity, or financial condition.
SEC original ↗Walker & Dunlop, Inc. — 10-Q Quarterly report10-QAug 6, 2026
Earnings deck slides
0 decks with slide viewWalker & Dunlop, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Walker & Dunlop, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Walker & Dunlop, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Walker & Dunlop, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Walker & Dunlop, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
33 documents- Q3 2026
- 8-KWD
Oct 6, 2026
- Q2 2026
- 8-KWD
Sep 15, 2026
- 8-KWD
Aug 6, 2026
- 10-QWD
- Q1 2026
- 8-KWD
May 21, 2026
- 8-KWD
May 7, 2026
- 10-QWD
- Q4 2025
- 8-KWD
Mar 10, 2026
- 8-KWD
Mar 4, 2026
- 8-KWD
Feb 26, 2026
- 10-KWD
Feb 26, 2026
- 8-KWD
Feb 2, 2026
- Q3 2025
- 8-KWD
Nov 6, 2025
- 10-QWD
- Q2 2025
- 8-KWD
Sep 17, 2025
- 8-KWD
Sep 11, 2025
- 8-KWD
Aug 29, 2025
- 8-KWD
Aug 28, 2025
- 8-KWD
Aug 7, 2025
- 10-QWD
- Q1 2025
- 10-QWD
- 8-KWD
May 5, 2025
- 8-KWD
May 1, 2025
- 8-KWD
Apr 14, 2025
- Q4 2024
- 8-KWD
Mar 14, 2025
- 8-KWD
Mar 7, 2025
- EX-99WD
Mar 7, 2025
- 8-KWD
Mar 4, 2025
- EX-99WD
Mar 4, 2025
- 8-KWD
Mar 3, 2025
- EX-99WD
Mar 3, 2025
- 10-KWD
Feb 25, 2025
- 8-KWD
Feb 13, 2025
Earnings releases
3 documentsPresentations
5 documents
Transcripts
0 documentsNo transcripts for Walker & Dunlop, Inc. are held in this edition of the library.
See also the earnings calendar for every tracked company’s next earnings date.