Commercial real estate finance company Walker & Dunlop (NYSE: WD) will be announcing earnings results this Thursday before market hours. Here’s what investors should know.
Walker & Dunlop beat analysts’ revenue expectations by 17.1% last quarter, reporting revenues of $319.2 million, up 17.9% year on year. It was an exceptional quarter for the company, with a solid beat of analysts’ net interest income estimates and an impressive beat of analysts’ revenue estimates.
Is Walker & Dunlop a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Walker & Dunlop’s revenue to grow 11.6% year on year to $326.1 million, improving from the 8.8% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.20 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Walker & Dunlop has missed Wall Street’s revenue estimates six times over the last two years.
Looking at Walker & Dunlop’s peers in the thrifts & mortgage finance segment, some have already reported their Q3 results, giving us a hint as to what we can expect. PennyMac Financial Services delivered year-on-year revenue growth of 10.6%, beating analysts’ expectations by 9.9%, and PennyMac Mortgage Investment Trust reported revenues up 22.7%, topping estimates by 2.1%. PennyMac Financial Services traded up 7.2% following the results while PennyMac Mortgage Investment Trust was also up 8.4%.
Read our full analysis of PennyMac Financial Services’s results here and PennyMac Mortgage Investment Trust’s results here.
Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. While some of the thrifts & mortgage finance stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 5.3% on average over the last month. Walker & Dunlop’s stock price was unchanged during the same time and is heading into earnings with an average analyst price target of $94 (compared to the current share price of $80.23).
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