WD
Walker & Dunlop, Inc.
$51.79
+1.05%
$1.8B
No data for this timeframe.
Vol
Market Cap$1.8B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (83%)
Inst. Holders8 funds
Inst. Value$348.7M
Inst. Activity2 buys / 1 sells
Insider Activity4B / 0S
Insider Net $$789.9K
Reddit Sentiment50° Neutral
SEC Reports6
Recent Activity
Jun 4, 2026
Insider
Walker William M sold 40.042 shares
Chairman & CEO @ $0.00 ($0.00)
Jun 4, 2026
Insider
Groman Daniel J sold 97.799 shares
EVP, GC, Secretary & CCO @ $0.00 ($0.00)
Jun 4, 2026
Insider
Florkowski Gregory sold 67.857 shares
EVP & Chief Financial Officer @ $0.00 ($0.00)
May 7, 2026
SEC
Walker & Dunlop reported strong Q1 2026 results with total revenues of $301.3M (+27% YoY) and diluted EPS of $0.46 (vs $
8-K — Impact 7/10
May 7, 2026
earnings_calendar
WD Q1 2026 Earnings Scheduled — 2026-05-07
Apr 1, 2026
SEC
Walker & Dunlop, Inc. (WD) has filed its definitive proxy statement for the 2026 Annual Meeting of Stockholders, to be h
DEFA14A — Impact 3/10
Mar 6, 2026
SEC
Three insiders at Walker & Dunlop, Inc. (WD) purchased shares in the open market over the past week, including CEO Willi
CLUSTER — Impact 6/10
Inst.
MORGAN STANLEY — ADD
476,017 shares ($28.6M)
Price Targets
$68.67
+29.8% upside
Strong Buy
Current $52.89
Low $67.00
Median $69.00
High $70.00
3 analysts
$67.00
$70.00
Analyst Ratings
4Strong Buy
6Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 8, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform → Outperform |
| Apr 24, 2026 | Stephens & Co. | INITIATE | Overweight |
| Feb 27, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform → Outperform |
| Jan 8, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform → Outperform |
| Dec 19, 2025 | Jefferies | INITIATE | Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.17 ▼ -13.3% | $1.13 — $1.19 | 1% YoY | 3 |
| Next Q | $1.38 ▼ -10.2% | $1.25 — $1.62 | 13% YoY | 3 |
| Current FY | $4.58 ▲ +1.9% | $3.95 — $4.88 | 31% YoY | 4 |
| Next FY | $5.82 ▲ +0.8% | $5.32 — $6.39 | 27% YoY | 4 |
Latest Reports
BULLISH
8-K
7/10
Walker & Dunlop reported strong Q1 2026 results with total revenues of $301.3M (+27% YoY) and diluted EPS of $0.46 (vs $
May 7, 2026
NEUTRAL
DEFA14A
3/10
Walker & Dunlop, Inc. (WD) has filed its definitive proxy statement for the 2026 Annual Meeting of Stockholders, to be h
Apr 1, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $223.5M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $29.5M | NEW |
| MORGAN STANLEY | $28.6M | ADD |
| FMR LLC | $22.9M | TRIM |
| TWO SIGMA INVESTMENTS, LP | $18.9M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 4, 2026 | Walker William | A | $0.00 |
| Jun 4, 2026 | Groman Daniel | A | $0.00 |
| Jun 4, 2026 | Florkowski Gregory | A | $0.00 |
| Jun 4, 2026 | THEOBALD STEPHEN | A | $0.00 |
| Jun 4, 2026 | Pryor Paula | A | $0.00 |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
8 institutional holders with $348.7M total value (5,797,929 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, MORGAN. Net buying activity: 2 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 3,715,924 | $223.5M | 64.1% | — |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 490,421 | $29.5M | 8.5% | NEW |
| 3 | MORGAN STANLEY | 476,017 | $28.6M | 8.2% | ADD +26.1% |
| 4 | FMR LLC | 380,152 | $22.9M | 6.6% | TRIM -41.2% |
| 5 | TWO SIGMA INVESTMENTS, LP | 313,671 | $18.9M | 5.4% | DOUBLED +238.2% |
| 6 | BANK OF AMERICA CORP /DE/ | 272,758 | $16.4M | 4.7% | TRIM -28.2% |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 95,800 | $5.8M | 1.7% | DOUBLED +160.3% |
| 8 | WELLS FARGO & COMPANY/MN | 53,186 | $3.2M | 0.9% | ADD +30.2% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 377,439 | 476,017 | +26.1% | $28.6M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 380,113 | 272,758 | -28.2% | $16.4M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 36,800 | 95,800 | +160.3% | $5.8M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 83,993 | 284,067 | +238.2% | $23.8M | 2025-Q3 |
| UBS Group AG | TRIM | 75,210 | 54,293 | -27.8% | $4.5M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 136,300 | 36,800 | -73.0% | $3.1M | 2025-Q3 |
| NORGES BANK | EXIT | 431,641 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 431,641 | — | $30.4M | 2025-Q2 |
| FMR LLC | TRIM | 699,055 | 410,949 | -41.2% | $29.0M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 74,600 | 136,300 | +82.7% | $9.6M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 6,772 | 83,993 | +1140.3% | $5.9M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | ADD | 30,807 | 40,114 | +30.2% | $2.8M | 2025-Q2 |
| FMR LLC | TRIM | 1,318,599 | 699,055 | -47.0% | $59.7M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 74,600 | — | $6.4M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | ADD | 16,980 | 30,807 | +81.4% | $2.6M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 6,772 | — | $578.1K | 2025-Q1 |
| NORGES BANK | EXIT | 413,802 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 38,430 | 109,715 | +185.5% | $10.7M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 124,202 | 71,831 | -42.2% | $7.0M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 12,128 | 16,980 | +40.0% | $1.7M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 451,207 | — | $51.3M | 2024-Q3 |
11 unique insiders with 4 transactions. Net insider value: $789.9K ($789.9K bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 4, 2026 | Walker William M | Chairman & CEO | A | 40.042 | $0.00 | $0.00 |
| Jun 4, 2026 | Groman Daniel J | EVP, GC, Secretary & CCO | A | 97.799 | $0.00 | $0.00 |
| Jun 4, 2026 | Florkowski Gregory | EVP & Chief Financial Officer | A | 67.857 | $0.00 | $0.00 |
| Jun 4, 2026 | THEOBALD STEPHEN P | EVP & Chief Operating Officer | A | 120.612 | $0.00 | $0.00 |
| Jun 4, 2026 | Pryor Paula A. | EVP and Chief HR Officer | A | 41.234 | $0.00 | $0.00 |
| May 19, 2026 | FREEDMAN ERNEST MICHAEL | Director | A | 3,096 | $0.00 | $0.00 |
| May 19, 2026 | Hayward Jeffery R | Director | A | 3,096 | $0.00 | $0.00 |
| May 19, 2026 | Levy Ellen | Director | A | 3,096 | $0.00 | $0.00 |
| May 19, 2026 | Rice E. John Jr | Director | A | 3,096 | $0.00 | $0.00 |
| May 19, 2026 | SCHMALTZ DANA L | Director | A | 3,096 | $0.00 | $0.00 |
| May 19, 2026 | SCHMALTZ DANA L | Director | A | 2,477 | $0.00 | $0.00 |
| May 19, 2026 | Wells Donna | Director | A | 3,096 | $0.00 | $0.00 |
| Mar 27, 2026 | Groman Daniel J | EVP, GC, Secretary & CCO | A | 115.601 | $0.00 | $0.00 |
| Mar 27, 2026 | THEOBALD STEPHEN P | EVP & Chief Operating Officer | A | 142.566 | $0.00 | $0.00 |
| Mar 27, 2026 | Florkowski Gregory | EVP & Chief Financial Officer | A | 80.21 | $0.00 | $0.00 |
| Mar 27, 2026 | Pryor Paula A. | EVP and Chief HR Officer | A | 48.74 | $0.00 | $0.00 |
| Mar 27, 2026 | Walker William M | Chairman & CEO | A | 47.331 | $0.00 | $0.00 |
| Mar 18, 2026 | SCHMALTZ DANA L | Director | BUY | 1,000 | $45.78 | $45.8K |
| Mar 13, 2026 | Wells Donna | Director | M | 1,381 | $0.00 | $0.00 |
| Mar 13, 2026 | Wells Donna | Director | M | 1,381 | $0.00 | $0.00 |
| Mar 13, 2026 | SCHMALTZ DANA L | Director | M | 1,105 | $0.00 | $0.00 |
| Mar 13, 2026 | SCHMALTZ DANA L | Director | M | 1,105 | $0.00 | $0.00 |
| Mar 5, 2026 | FREEDMAN ERNEST MICHAEL | Director | BUY | 5,000 | $49.21 | $246.0K |
| Mar 3, 2026 | Wells Donna | Director | BUY | 500 | $46.96 | $23.5K |
| Mar 2, 2026 | Walker William M | Chairman & CEO | BUY | 10,000 | $47.46 | $474.6K |
| Jan 30, 2026 | Walker William M | Chairman & CEO | M | 7,829.986 | $0.00 | $0.00 |
| Jan 30, 2026 | Walker William M | Chairman & CEO | F | 3,251 | $62.89 | $204.5K |
| Jan 30, 2026 | Walker William M | Chairman & CEO | M | 4,982 | $0.00 | $0.00 |
| Jan 30, 2026 | Walker William M | Chairman & CEO | M | 2,491 | $0.00 | $0.00 |
| Jan 30, 2026 | Walker William M | Chairman & CEO | M | 356.986 | $0.00 | $0.00 |
6 SEC filing reports analyzed. Sentiment: 3 bullish, 1 bearish, 0 mixed, 2 neutral. Avg impact: 5.5/10.
BULLISH
8-K
7/10
Walker & Dunlop reported strong Q1 2026 results with total revenues of $301.3M (+27% YoY) and dilute
May 7, 2026
NEUTRAL
DEFA14A
3/10
Walker & Dunlop, Inc. (WD) has filed its definitive proxy statement for the 2026 Annual Meeting of S
Apr 1, 2026
BULLISH
CLUSTER
6/10
Three insiders at Walker & Dunlop, Inc. (WD) purchased shares in the open market over the past week,
Mar 6, 2026
NEUTRAL
8-K
4/10
Walker & Dunlop, Inc. amended its warehousing credit facility with PNC Bank, extending the maturity
Mar 4, 2026
BULLISH
CLUSTER
6/10
Chairman & CEO William M. Walker purchased 10,000 shares in an open-market transaction, signaling st
Mar 4, 2026
BEARISH
8-K
7/10
Walker & Dunlop reported a significant decline in Q4 2025 earnings, with a net loss of $13.9 million
Feb 26, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (83% buy). Based on 12 analysts: 4 strong buy, 6 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$68.67 mean target
+29.8% upside
Strong Buy (3.00)
$67.00 Low
$70.00 High
| Metric | Value |
|---|---|
| Current Price | $52.89 |
| Target Low | $67.00 |
| Target Mean | $68.67 |
| Target Median | $69.00 |
| Target High | $70.00 |
| # Analysts | 3 |
| Recommendation | Strong Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.17 | $1.13 | $1.19 | 1.5% | -13.3% | 1↑ 1↓ | $0.3B | 8.0% | 3 |
| Next Q 2026-09-30 |
$1.38 | $1.25 | $1.62 | 13.4% | -10.2% | 0↑ 1↓ | $0.4B | 8.4% | 3 |
| Current FY 2026-12-31 |
$4.58 | $3.95 | $4.88 | 30.9% | +1.9% | — | $1.4B | 14.0% | 4 |
| Next FY 2027-12-31 |
$5.82 | $5.32 | $6.39 | 27.0% | +0.8% | 2↑ 1↓ | $1.5B | 9.8% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.167 | |
| 7d ago | $1.267 | -0.100 |
| 30d ago | $1.345 | -0.178 |
| 60d ago | $1.320 | -0.153 |
| 90d ago | $1.383 | -0.217 |
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 8, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| Apr 24, 2026 | Stephens & Co. | INITIATE | — | Overweight |
| Feb 27, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| Jan 8, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| Dec 19, 2025 | Jefferies | INITIATE | — | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 6 | 2 | 0 | 0 | 83% | |
| May 1, 2026 | 3 | 6 | 2 | 0 | 0 | 82% | |
| Apr 1, 2026 | 3 | 6 | 2 | 0 | 0 | 82% | |
| Mar 1, 2026 | 4 | 6 | 2 | 0 | 0 | 83% | |
| Feb 1, 2026 | 4 | 6 | 2 | 0 | 0 | 83% | |
| Jan 1, 2026 | 4 | 6 | 3 | 0 | 0 | 77% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
1 mentions
0 bullish
0 bearish
1 time period
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Feb 24, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
May 7, 2026
earnings_calendar
WD Q1 2026 Earnings Scheduled — 2026-05-07
Apr 30, 2026
earnings_calendar
WD Q1 2026 Earnings Scheduled — 2026-04-30
Feb 26, 2026
earnings_calendar
WD Q4 2025 Earnings Before Market Open — 2026-02-26