earnings
confidence high
sentiment negative
materiality 0.75
Walker & Dunlop Q2 net income down 91% to $3M; adjusted core EPS up 3% to $1.19
Walker & Dunlop, Inc.
- Total revenues $306.7M (-4% YoY); net income $3.0M, diluted EPS $0.09 (both -91%).
- Adjusted core EPS $1.19 (+3% YoY); total transaction volume $14.4B (+3%).
- Servicing portfolio $145.8B (+6% YoY); GSE market share 14.7% vs 11.2% in 2025.
- Legacy repurchase charges $23.2M; repurchased loan portfolio reduced by $39.4M to $153.8M, with $41.7M reserves.
- CEO says nearing conclusion of legacy reviews; Journey to '30 strategic plan launched.