Wedbush Has Bearish Estimate for Walker & Dunlop Q1 Earnings

Walker & Dunlop, Inc. (NYSE:WD) – Equities researchers at Wedbush dropped their Q1 2025 earnings estimates for Walker & Dunlop in a note issued to investors on Tuesday, February 18th. Wedbush analyst J. Mccanless now anticipates that the financial services provider will post earnings of $0.25 per share for the quarter, down from their previous forecast of $0.38. The consensus estimate for Walker & Dunlop’s current full-year earnings is $4.76 per share. Wedbush also issued estimates for Walker & Dunlop’s Q3 2025 earnings at $1.25 EPS, Q4 2025 earnings at $1.78 EPS, FY2025 earnings at $3.69 EPS and FY2026 earnings at $4.15 EPS.

Walker & Dunlop (NYSE:WD) last posted its earnings results on Thursday, February 13th. The financial services provider reported $1.34 earnings per share for the quarter, missing analysts’ consensus estimates of $1.52 by ($0.18). The company had revenue of $341.45 million for the quarter, compared to analysts’ expectations of $316.82 million. Walker & Dunlop had a net margin of 9.55% and a return on equity of 9.64%.

Separately, Keefe, Bruyette & Woods dropped their target price on Walker & Dunlop from $120.00 to $105.00 and set a “market perform” rating for the company in a report on Friday, February 14th.

Walker & Dunlop Price Performance

NYSE:WD opened at $85.94 on Thursday. The company has a market capitalization of $2.90 billion, a price-to-earnings ratio of 26.94 and a beta of 1.55. Walker & Dunlop has a 1-year low of $83.17 and a 1-year high of $118.19. The business has a 50 day moving average of $94.97 and a 200 day moving average of $103.73.

Walker & Dunlop Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 14th. Investors of record on Friday, February 28th will be given a dividend of $0.67 per share. This is a boost from Walker & Dunlop’s previous quarterly dividend of $0.65. This represents a $2.68 dividend on an annualized basis and a yield of 3.12%. The ex-dividend date is Friday, February 28th. Walker & Dunlop’s dividend payout ratio (DPR) is 81.50%.

Institutional Trading of Walker & Dunlop

A number of hedge funds have recently made changes to their positions in the stock. Norges Bank bought a new stake in Walker & Dunlop during the 4th quarter valued at about $40,226,000. FMR LLC raised its stake in shares of Walker & Dunlop by 48.7% in the third quarter. FMR LLC now owns 1,227,874 shares of the financial services provider’s stock worth $139,474,000 after purchasing an additional 402,313 shares during the last quarter. Victory Capital Management Inc. lifted its holdings in shares of Walker & Dunlop by 33.1% during the third quarter. Victory Capital Management Inc. now owns 1,415,479 shares of the financial services provider’s stock valued at $160,784,000 after purchasing an additional 351,957 shares in the last quarter. Loomis Sayles & Co. L P purchased a new stake in shares of Walker & Dunlop during the fourth quarter valued at $17,384,000. Finally, Erste Asset Management GmbH bought a new stake in Walker & Dunlop in the 3rd quarter worth about $19,843,000. 80.97% of the stock is owned by institutional investors.

About Walker & Dunlop

Walker & Dunlop, Inc is a holding company, which engages in the provision of commercial real estate and finance services. It operates through the following segments: Capital Markets, Servicing and Asset Management, and Corporate. The Capital Markets segment offers a comprehensive range of commercial real estate finance products to customers.