Walker & Dunlop, Inc.

NYSE:WD Stock Report

Market Cap: US$1.7b

Walker & Dunlop Future Growth

Future criteria checks 3/6

Walker & Dunlop is forecast to grow earnings and revenue by 29.3% and 10.5% per annum respectively. EPS is expected to grow by 29.3% per annum. Return on equity is forecast to be 10.7% in 3 years.

Key information

29.3%

Earnings growth rate

29.28%

EPS growth rate

Diversified Financial earnings growth8.3%
Revenue growth rate10.5%
Future return on equity10.70%
Analyst coverage

Low

Last updated07 May 2026

Recent future growth updates

Recent updates

Narrative Update • May 20

WD: Buybacks And Redevelopment Pipeline Will Drive Future Upside Potential

Analysts have nudged their price target for Walker & Dunlop slightly higher to about $68.67 from $68, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and P/E expectations. What's in the News Walker & Dunlop announced a share repurchase program authorizing up to US$75 million of common stock over 12 months starting February 26, 2026, setting a framework for potential capital returns to shareholders (Key Developments).
Narrative Update • May 03

WD: Redevelopment Projects And Buybacks Will Support Future Upside Potential

The analyst price target for Walker & Dunlop has increased by $0.50 to $68.00, with analysts citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E as the basis for the adjustment. What's in the News Walker & Dunlop arranged a $104.5 million construction loan for the Ritz-Carlton Savannah, a 15 story luxury hotel project in Savannah’s Historic District, working with TMGOC Ventures and The LCP Group, L.P. (Client Announcements) The Ritz-Carlton Savannah project will redevelop two historic office buildings into a 168 key hotel across 190,000 square feet, with multiple food and beverage outlets and access to federal and state historic rehabilitation tax credit programs.
Narrative Update • Apr 17

WD: Redevelopment And Capital Returns Will Support Future Upside Potential

Analysts have reiterated a $67.50 price target for Walker & Dunlop, citing largely unchanged fair value, revenue growth, profit margin, and future P/E assumptions, along with a slightly higher discount rate that reflects modestly adjusted risk expectations. What's in the News Arranged a $104.5 million construction loan for the Ritz-Carlton Savannah, a 15 story luxury hotel project in Savannah’s Historic District, working with TMGOC Ventures and The LCP Group, L.P. (Key Developments) Advised on a joint venture between AIP, Pointsfive, and Bridge Investment Group for a $132 million redevelopment of the former Greyhound Bus Station in Richmond, Virginia, and secured an $85.6 million construction financing package with Madison Realty Capital.
Narrative Update • Apr 01

WD: Redevelopment Pipeline And Capital Returns Will Drive Future Upside

Analysts have kept their price target for Walker & Dunlop steady at $67.50. This reflects only minor model tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions, with no material change in their view of the stock's valuation.
Narrative Update • Mar 18

WD: Affordable Housing Bridge Lending And Dividend Policy Will Drive Future Upside

Analysts have raised their price target on Walker & Dunlop to $67.50 from $65.00, citing updated assumptions regarding the discount rate, profit margin and future P/E expectations. What's in the News Walker & Dunlop, Inc.
Narrative Update • Mar 04

WD: Affordable Housing Bridge Lending Will Support Future Upside

Analysts have lowered their price target for Walker & Dunlop from about $83.33 to $65.00. This change reflects updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions.
Narrative Update • Feb 17

WD: Affordable Housing Lending Expansion Will Support Future Upside

The analyst price target for Walker & Dunlop has been reaffirmed at $83.33. Analysts cite relatively stable assumptions for the discount rate, revenue growth, profit margin, and future P/E as the key supports for this view.
Narrative Update • Feb 03

WD: Affordable Housing Initiatives And Stable Assumptions Will Support Future Upside

Narrative Update on Walker & Dunlop Analysts have kept their price target for Walker & Dunlop broadly in line with prior estimates, now centered around a fair value of about $83.33, citing only small refinements to assumptions on discount rate, revenue growth, profit margin, and future P/E as the basis for the updated view. What's in the News Apprise by Walker & Dunlop launched a national HUD/FHA multifamily valuation and market study practice group, led by managing director and national HUD practice lead Nelson Pratt, MAI, focusing on HUD/FHA appraisal, market study production, and quality control across the United States (Key Developments).
Narrative Update • Jan 19

WD: New Multifamily Initiatives And Higher P/E Assumptions Will Support Upside

Analysts have nudged their price target on Walker & Dunlop slightly lower to about US$83.33 from US$84, citing updated assumptions around revenue growth, profit margins and the future P/E multiple. What's in the News Apprise by Walker & Dunlop launched a national HUD/FHA multifamily valuation and market study practice group, focused on HUD-insured multifamily assets across the United States (Key Developments).
Narrative Update • Jan 05

WD: Higher Future P/E Assumptions Will Support Upside Potential

Analysts now place Walker & Dunlop's fair value at US$84.00, down from US$88.50. They cite updated views on revenue growth, profit margins, discount rate and future P/E assumptions.
Narrative Update • Dec 19

WD: Stronger Margins And Earnings Multiples Are Expected To Drive Upside

Analysts have modestly reduced their price target on Walker & Dunlop from 92.50 dollars to 88.50 dollars, reflecting updated assumptions for lower future valuation multiples, partially offset by slightly stronger growth and margin expectations. What's in the News Walker & Dunlop reported that between July 1, 2025 and September 30, 2025, it repurchased zero shares under its existing share buyback authorization, with no capital deployed during the period (company filing).
Analysis Article • Nov 21

Walker & Dunlop, Inc. (NYSE:WD) Stock's 26% Dive Might Signal An Opportunity But It Requires Some Scrutiny

Walker & Dunlop, Inc. ( NYSE:WD ) shareholders that were waiting for something to happen have been dealt a blow with a...
Seeking Alpha • Aug 24

Walker And Dunlop Tries To Stay Healthy In A Struggling Market

Summary Walker & Dunlop posted strong Q2 2025 earnings, but the stock trades above its historical PE amid persistent commercial real estate headwinds. Despite a solid dividend yield and proven management, macro risks and valuation concerns prevent me from issuing a Buy rating at this time. Exposure to commercial real estate, reliance on Fannie/Freddie, and potential regulatory changes present significant risks to WD’s future earnings. While WD is adapting to market shifts, ongoing sector challenges and valuation metrics keep my outlook cautious and neutral for now. Read the full article on Seeking Alpha
Analysis Article • Apr 08

Investors Still Waiting For A Pull Back In Walker & Dunlop, Inc. (NYSE:WD)

Walker & Dunlop, Inc.'s ( NYSE:WD ) price-to-earnings (or "P/E") ratio of 24x might make it look like a strong sell...
Analysis Article • Nov 17

Shareholders Should Be Pleased With Walker & Dunlop, Inc.'s (NYSE:WD) Price

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
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New Narrative • Sep 03

Decisive Technology And Affordable Housing Initiatives Fuel Growth

Expansion in technology-enabled services and affordable housing investments indicate a diversification strategy aimed at boosting revenue streams and financial health.
Analysis Article • Jul 31

Walker & Dunlop, Inc.'s (NYSE:WD) Popularity With Investors Is Clear

Walker & Dunlop, Inc.'s ( NYSE:WD ) price-to-earnings (or "P/E") ratio of 39.7x might make it look like a strong sell...

Earnings and Revenue Growth Forecasts

NYSE:WD - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20281,717205N/AN/A2
12/31/20271,560154N/AN/A3
12/31/20261,379118N/AN/A3
3/31/20261,22868-1,541-1,527N/A
12/31/20251,16056-680-664N/A
9/30/20251,156112-949-937N/A
6/30/20251,107108-203-191N/A
3/31/20251,05697-204-190N/A
12/31/20241,052106116129N/A
9/30/202498693-81-70N/A
6/30/202496685667681N/A
3/31/202497290568585N/A
12/31/2023996105-17-1N/A
9/30/20231,0111141,7001,717N/A
6/30/20231,065139-172-152N/A
3/31/20231,1481655164N/A
12/31/20221,2362081,5611,583N/A
9/30/20221,370245578601N/A
6/30/20221,408268948965N/A
3/31/20221,353270507527N/A
12/31/20211,264257861870N/A
9/30/20211,204260682689N/A
6/30/20211,102243165171N/A
3/31/20211,064249193197N/A
12/31/20201,038239-1,414-1,411N/A
9/30/2020905200-1,779-1,776N/A
6/30/2020872191-239-236N/A
3/31/2020822171266270N/A
12/31/2019796168N/A428N/A
9/30/2019798170N/A1,069N/A
6/30/2019770164N/A159N/A
3/31/2019750163N/A-248N/A
12/31/2018714156N/A64N/A
9/30/2018707202N/A1,299N/A
6/30/2018703200N/A393N/A
3/31/2018692195N/A601N/A
12/31/2017702203N/A1,068N/A
9/30/2017674149N/A-1,869N/A
6/30/2017649144N/A833N/A
3/31/2017630142N/A-562N/A
12/31/2016566109N/A759N/A
9/30/201650798N/A-48N/A
6/30/201647388N/A-1,206N/A
3/31/201643976N/A847N/A
12/31/201545782N/A-1,339N/A
9/30/201544878N/A-248N/A
6/30/201542473N/A-161N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: WD's forecast earnings growth (29.3% per year) is above the savings rate (3.5%).

Earnings vs Market: WD's earnings (29.3% per year) are forecast to grow faster than the US market (17% per year).

High Growth Earnings: WD's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: WD's revenue (10.5% per year) is forecast to grow slower than the US market (11.9% per year).

High Growth Revenue: WD's revenue (10.5% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: WD's Return on Equity is forecast to be low in 3 years time (10.7%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/01 04:42
End of Day Share Price 2026/06/01 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Walker & Dunlop, Inc. is covered by 11 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Benjamin ZuckerBTIG
Christopher MullerCitizens JMP Securities, LLC
Matthew HurwitJefferies LLC