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Walker & Dunlop, Inc. Stock Price

NYSE:WD Community·US$1.8b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 6 Fair Values set on narratives written by author

WD Share Price Performance

US$49.27
-25.25 (-33.88%)
US$67.33
Fair Value
US$49.27
-25.25 (-33.88%)
26.8% undervalued intrinsic discount
US$67.33
Fair Value
Price US$49.27
AnalystConsensusTarget US$67.33

WD Community Narratives

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Fair Value US$67.33 26.8% undervalued intrinsic discount

Expanding Multifamily And Affordable Housing Markets Will Unlock Value

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US$67.33
26.8% undervalued intrinsic discount
Revenue
11.8% p.a.
Profit Margin
12.31%
Future PE
13.75x
Price in 2029
US$82.71

Trending Discussion

Updated Narratives

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WD: Recent Fraud Action And New Urban Loans Will Support Upside

Fair Value: US$67.33 26.8% undervalued intrinsic discount
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Snowflake Analysis

Slight risk with moderate growth potential.

4 Risks
2 Rewards

Walker & Dunlop, Inc. Key Details

US$1.2b

Revenue

US$0

Cost of Revenue

US$1.2b

Gross Profit

US$1.2b

Other Expenses

US$68.3m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
1.99
100.00%
5.56%
201.5%
View Full Analysis

About WD

Founded
1937
Employees
1466
CEO
William Walker
WebsiteView website
www.walkerdunlop.com

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 operates through three segments: Capital Markets, Servicing & Asset Management, and Corporate. The company offers first mortgage, second trust, supplemental, construction, mezzanine, preferred equity, and small-balance loans. It also provides finance for multifamily, manufactured housing communities, student housing, affordable housing, small balance loans, and senior housing properties under the Fannie Mae’s Delegated Underwriting and Servicing program and Freddie Mac; 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 a debt broker to work with life insurance companies, banks, and other institutional investors to find debt and/or equity solution for the borrowers’ needs; and offers property sales brokerage services to owners and developers of multifamily properties, and commercial real estate and multifamily property appraisals for various investors. Further, it provides multifamily appraisal and valuation services; and real estate-related investment banking and advisory services, including housing market research. Additionally, the company offers servicing and asset-managing the portfolio of loans; originates loans through its principal lending and investing activities; and manages third-party capital invested in tax credit equity funds focused on the LIHTC sector and other commercial real estate sectors. Walker & Dunlop, Inc. was founded in 1937 and is headquartered in Bethesda, Maryland.

Recent WD News & Updates

Seeking Alpha Jul 01

Walker & Dunlop Offers A Classic Value Dislocation Play

Summary Walker & Dunlop is rated a 'buy' due to discounted valuation and recovering market opportunity despite sticky interest rates. WD trades at a 23.2% discount to fair value, with comps and SOTP analyses indicating 28–39% upside, while the DDM is more conservative. Recent underperformance was driven by idiosyncratic write-downs and loan losses, but Q1'26 results show strong transaction volume and agency lending growth. Risks include interest rate uncertainty, GSE dependence, and macro cyclicality, but multifamily CRE strength and analyst targets support a positive outlook. Read the full article on Seeking Alpha
Narrative Update Jun 24

WD: Recent Fraud Action And New Urban Loans Will Support Upside

Analysts have slightly reduced their price target on Walker & Dunlop to about $67 from roughly $69, reflecting modest adjustments to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions in their models. What’s in the News for Walker & Dunlop Walker & Dunlop filed foreclosure lawsuits alleging that Chicago multifamily investor Chaim Bialostozky used same day, back to back property sales to secure inflated Freddie Mac loans, with the company seeking at least $7.1 million in unpaid debt and attorney fees and requesting a court appointed receiver to oversee repairs on the affected buildings (source: Walker & Dunlop Alleges Multifamily Fraud Against Chicago Investor).

Recent updates

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