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Walker & Dunlop Inc (WD)
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Upturn Advisory Summary
01/09/2026: WD (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
5 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $83.33
1 Year Target Price $83.33
| 1 | Strong Buy |
| 0 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 51.67% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 01/09/2026 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.21B USD | Price to earnings Ratio 19.29 | 1Y Target Price 83.33 |
Price to earnings Ratio 19.29 | 1Y Target Price 83.33 | ||
Volume (30-day avg) 5 | Beta 1.55 | 52 Weeks Range 58.60 - 94.25 | Updated Date 01/10/2026 |
52 Weeks Range 58.60 - 94.25 | Updated Date 01/10/2026 | ||
Dividends yield (FY) 4.27% | Basic EPS (TTM) 3.37 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 9.91% | Operating Margin (TTM) 14.34% |
Management Effectiveness
Return on Assets (TTM) 2.14% | Return on Equity (TTM) 6.32% |
Valuation
Trailing PE 19.29 | Forward PE 10.99 | Enterprise Value 4854483507 | Price to Sales(TTM) 1.91 |
Enterprise Value 4854483507 | Price to Sales(TTM) 1.91 | ||
Enterprise Value to Revenue 3.93 | Enterprise Value to EBITDA 12.83 | Shares Outstanding 34064232 | Shares Floating 32783417 |
Shares Outstanding 34064232 | Shares Floating 32783417 | ||
Percent Insiders 3.73 | Percent Institutions 86.7 |
Upturn AI SWOT
Walker & Dunlop Inc
Company Overview
History and Background
Walker & Dunlop, Inc. (NYSE: WD) was founded in 1937 by Lawrence B. Walker and William E. Dunlop in Baltimore, Maryland. Initially focused on mortgage brokerage, the company has evolved significantly over the decades. A key milestone was its IPO in 2013, which provided capital for expansion. In recent years, Walker & Dunlop has strategically acquired companies to broaden its service offerings and geographic reach, transforming into a leading commercial real estate finance company.
Core Business Areas
- Mortgage Brokerage: Walker & Dunlop acts as a correspondent lender, originating and servicing commercial and multifamily mortgages for a wide range of clients, including institutional owners, private investors, and government-sponsored enterprises (GSEs).
- Servicing: The company provides loan servicing for its own originated loans and for loans originated by others, generating fee income through loan administration, collections, and asset management.
- Investment Sales: Through acquisitions, Walker & Dunlop has built out its investment sales capabilities, facilitating the buying and selling of commercial and multifamily properties.
- Property Management: The company offers property management services for multifamily assets, providing operational expertise and value enhancement for property owners.
- Capital Markets: Walker & Dunlop's capital markets division assists clients in accessing various forms of debt and equity financing for their real estate transactions.
Leadership and Structure
Walker & Dunlop is led by a seasoned management team with significant experience in real estate finance. The organizational structure is typically divided into business lines reflecting its core services, such as Origination, Servicing, Investment Sales, and Capital Markets, supported by various corporate functions.
Top Products and Market Share
Key Offerings
- Multifamily Mortgage Origination: Walker & Dunlop is a leading originator of loans for multifamily properties, a core product. It partners with GSEs like Fannie Mae and Freddie Mac, as well as CMBS lenders and life insurance companies. Competitors include CBRE, JLL, Holliday Fenoglio Fowler (HFF), and other large mortgage banking firms.
- Loan Servicing: The company provides comprehensive loan servicing, which is a recurring revenue stream. The market is fragmented, with many servicers of varying sizes. Key competitors in this space include Lument, Newmark, and various other mortgage banking firms.
- Investment Sales Advisory: Walker & Dunlop's investment sales team advises clients on the sale of commercial and multifamily properties. This service competes directly with large real estate brokerage firms. Major competitors include CBRE, JLL, Cushman & Wakefield, and Newmark.
Market Dynamics
Industry Overview
The commercial real estate finance industry is cyclical, influenced by interest rates, economic conditions, and capital availability. The multifamily sector, in particular, has shown resilience due to consistent demand. The industry is characterized by intense competition, a need for strong relationships, and a reliance on technology for efficiency and data analytics.
Positioning
Walker & Dunlop is positioned as a top-tier provider of capital solutions for the commercial real estate industry, with a particular strength in the multifamily sector. Its competitive advantages include its strong relationships with GSEs, a diversified service offering that extends beyond just origination, a growing investment sales platform, and a commitment to technology and innovation.
Total Addressable Market (TAM)
The total addressable market for commercial real estate finance is substantial, encompassing trillions of dollars in property value and financing needs. Walker & Dunlop's TAM is focused on the originations and servicing of commercial and multifamily mortgages, as well as investment sales and property management for these asset classes. The company actively competes for a significant portion of this market, especially within its core multifamily focus area.
Upturn SWOT Analysis
Strengths
- Strong relationships with Fannie Mae and Freddie Mac.
- Diversified revenue streams from origination, servicing, and other services.
- Leading market position in multifamily financing.
- Experienced management team.
- Commitment to technology and innovation.
Weaknesses
- Sensitivity to interest rate fluctuations affecting loan volumes.
- Reliance on GSEs, which can be subject to regulatory changes.
- Integration of acquired companies can present challenges.
- Competition from larger, more diversified financial institutions.
Opportunities
- Continued growth in the multifamily sector.
- Expansion into new asset classes and geographic markets.
- Leveraging technology to enhance client experience and operational efficiency.
- Strategic acquisitions to broaden service offerings.
- Increasing demand for specialized real estate capital solutions.
Threats
- Economic downturns impacting commercial real estate values and transaction volumes.
- Increased competition and potential margin compression.
- Changes in regulatory environments affecting lending and GSE programs.
- Rising interest rates increasing the cost of capital.
- Cybersecurity risks and data breaches.
Competitors and Market Share
Key Competitors
- CBRE Group, Inc. (CBRE)
- Jones Lang LaSalle Incorporated (JLL)
- Cushman & Wakefield plc (CWK)
Competitive Landscape
Walker & Dunlop differentiates itself through its strong focus on multifamily financing and its deep relationships with GSEs. While larger competitors like CBRE and JLL have broader real estate services, Walker & Dunlop's specialization and agility in its core markets are significant advantages. The company's investment in technology and its integrated service model also contribute to its competitive standing.
Major Acquisitions
MetLife's Real Estate Mortgage Loan Servicing Business
- Year: 2017
- Acquisition Price (USD millions):
- Strategic Rationale: This acquisition significantly expanded Walker & Dunlop's loan servicing portfolio and capabilities, adding a substantial volume of fee-generating assets and enhancing its scale in the servicing business.
Sagebrush Consulting
- Year: 2020
- Acquisition Price (USD millions):
- Strategic Rationale: This acquisition bolstered Walker & Dunlop's investment sales capabilities, particularly in the multifamily sector, and broadened its geographic reach.
NorthMarq's multifamily debt and equity brokerage business
- Year: 2020
- Acquisition Price (USD millions):
- Strategic Rationale: This transaction further strengthened Walker & Dunlop's multifamily originations platform and expanded its national footprint.
Growth Trajectory and Initiatives
Historical Growth: Walker & Dunlop has demonstrated a consistent growth trajectory, particularly in recent years, driven by strategic acquisitions, expansion of its service lines, and strong performance in the multifamily sector. Organic growth has also been a key component, fueled by its established market position and client relationships.
Future Projections: Future growth projections for Walker & Dunlop are typically based on analyst estimates, which consider market trends, economic forecasts, interest rate outlooks, and the company's strategic initiatives. Analysts often project continued revenue and earnings growth, with a focus on expanding its servicing portfolio and further developing its investment sales capabilities.
Recent Initiatives: Recent initiatives by Walker & Dunlop have likely included strategic acquisitions to enhance its service offerings and market reach, investments in technology to improve operational efficiency and client experience, and efforts to expand its presence in underserved markets or asset classes. Focus on ESG (Environmental, Social, and Governance) initiatives is also a growing trend.
Summary
Walker & Dunlop Inc. is a strong player in the commercial real estate finance market, particularly within the resilient multifamily sector. Its deep relationships with GSEs, diversified revenue streams, and strategic acquisitions have fueled consistent growth. The company needs to remain vigilant about interest rate fluctuations, regulatory changes, and intensifying competition from larger, more diversified entities, while continuing to leverage its technological investments for sustained success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Investor Relations Filings (e.g., 10-K, 10-Q)
- Financial Data Providers (e.g., Bloomberg, Refinitiv, FactSet)
- Industry Analyst Reports
- Company Press Releases
Disclaimers:
This JSON output is based on publicly available information and general industry knowledge. It is not intended as financial advice. Investors should conduct their own due diligence and consult with a qualified financial advisor before making any investment decisions. Market share data is illustrative and may vary depending on the specific segment and methodology used for calculation. Acquisition prices are not always disclosed publicly.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Walker & Dunlop Inc
Exchange NYSE | Headquaters Bethesda, MD, United States | ||
IPO Launch date 2010-12-15 | Chairman, President & CEO Mr. William Mallory Walker | ||
Sector Financial Services | Industry Mortgage Finance | Full time employees 1399 | Website https://www.walkerdunlop.com |
Full time employees 1399 | Website https://www.walkerdunlop.com | ||
Walker & Dunlop, Inc., through its subsidiaries, originates, sells, and services a range of multifamily and other commercial real estate financing products and services for owners and developers of real estate in the United States. It operates through three segments: Capital Markets, Servicing & Asset Management, and Corporate. The company offers first mortgage, second trust, supplemental, construction, mezzanine, preferred equity, and small-balance loans. It also provides finance for multifamily, manufactured housing communities, student housing, affordable housing, and senior housing properties under the Fannie Mae's DUS program; and construction and permanent loans to developers and owners of multifamily housing, affordable housing, senior housing, and healthcare facilities. In addition, the company acts as a debt broker to work with life insurance companies, banks, and other institutional lenders to find debt and/or equity solution for the borrowers' needs; and offers property sales brokerage services to owners and developers of multifamily properties, and commercial real estate and multifamily property appraisals for various investors. Further, it provides multifamily appraisal and valuation services; and real estate-related investment banking and advisory services, including housing market research. Additionally, the company offers servicing and asset-managing the portfolio of loans; originates loans through its principal lending and investing activities; and manages third-party capital invested in tax credit equity funds focused on the LIHTC sector and other commercial real estate sectors. Walker & Dunlop, Inc. was founded in 1937 and is headquartered in Bethesda, Maryland.
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