Commercial real estate finance company Walker & Dunlop (NYSE: WD) will be reporting earnings this Thursday before market open. Here’s what you need to know.
Walker & Dunlop missed analysts’ revenue expectations by 1.8% last quarter, reporting revenues of $237.4 million, up 4.1% year on year. It was a mixed quarter for the company, with an impressive beat of analysts’ EPS estimates but a miss of analysts’ tangible book value per share estimates.
Is Walker & Dunlop a buy or sell going into earnings? Read our full analysis here, it’s free.
This quarter, analysts are expecting Walker & Dunlop’s revenue to grow 1.3% year on year to $274.2 million, improving from its flat revenue in the same quarter last year. Adjusted earnings are expected to come in at $0.97 per share.
The majority of analysts covering the company have 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 Q2 results, giving us a hint as to what we can expect. Rocket Companies delivered year-on-year revenue growth of 10.8%, beating analysts’ expectations by 5.8%, and PennyMac Financial Services reported a revenue decline of 7.1%, falling short of estimates by 19.8%. Rocket Companies traded up 11.9% following the results while PennyMac Financial Services was down 7.5%.
Read our full analysis of Rocket Companies’s results here and PennyMac Financial Services’s results here.
Debates over possible tariffs and corporate tax adjustments have raised questions about economic stability 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 3.4% on average over the last month. Walker & Dunlop is up 5.6% during the same time and is heading into earnings with an average analyst price target of $92.50 (compared to the current share price of $76.14).
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