Vanguard Group Inc. Buys 16,392 Shares of Walker & Dunlop, Inc. $WD

Vanguard Group Inc. grew its stake in Walker & Dunlop, Inc. (NYSE:WD) by 0.4% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,743,034 shares of the financial services provider’s stock after buying an additional 16,392 shares during the period. Vanguard Group Inc. owned approximately 10.99% of Walker & Dunlop worth $312,993,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently made changes to their positions in the stock. Allworth Financial LP increased its stake in Walker & Dunlop by 115.8% in the second quarter. Allworth Financial LP now owns 479 shares of the financial services provider’s stock valued at $34,000 after acquiring an additional 257 shares during the last quarter. GAMMA Investing LLC lifted its position in Walker & Dunlop by 65.7% in the 3rd quarter. GAMMA Investing LLC now owns 479 shares of the financial services provider’s stock worth $40,000 after buying an additional 190 shares during the last quarter. Strs Ohio bought a new position in Walker & Dunlop during the first quarter valued at approximately $51,000. CWM LLC grew its position in Walker & Dunlop by 261.6% during the third quarter. CWM LLC now owns 1,338 shares of the financial services provider’s stock valued at $112,000 after acquiring an additional 968 shares during the last quarter. Finally, Bessemer Group Inc. lifted its holdings in shares of Walker & Dunlop by 758.5% in the 3rd quarter. Bessemer Group Inc. now owns 1,468 shares of the financial services provider’s stock worth $123,000 after acquiring an additional 1,297 shares during the last quarter. Hedge funds and other institutional investors own 80.97% of the company’s stock.

Walker & Dunlop Trading Down 3.3%

WD opened at $45.88 on Friday. The stock has a fifty day simple moving average of $61.94 and a two-hundred day simple moving average of $71.78. The company has a market cap of $1.56 billion, a price-to-earnings ratio of 27.97 and a beta of 1.55. Walker & Dunlop, Inc. has a 12-month low of $42.12 and a 12-month high of $90.00.

Walker & Dunlop (NYSE:WD) last posted its quarterly earnings data on Thursday, February 26th. The financial services provider reported $0.28 EPS for the quarter, missing the consensus estimate of $1.46 by ($1.18). The business had revenue of $340.02 million for the quarter, compared to the consensus estimate of $343.66 million. Walker & Dunlop had a return on equity of 6.80% and a net margin of 4.56%.The company’s revenue was down .4% on a year-over-year basis. During the same period in the previous year, the firm earned $1.32 EPS. On average, analysts predict that Walker & Dunlop, Inc. will post 4.97 EPS for the current year.

Walker & Dunlop Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 27th. Stockholders of record on Friday, March 13th will be given a $0.68 dividend. The ex-dividend date of this dividend is Friday, March 13th. This represents a $2.72 annualized dividend and a dividend yield of 5.9%. This is a boost from Walker & Dunlop’s previous quarterly dividend of $0.67. Walker & Dunlop’s payout ratio is presently 79.53%.

Wall Street Analyst Weigh In

Several equities analysts recently commented on the stock. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Walker & Dunlop in a report on Monday, December 29th. Jefferies Financial Group initiated coverage on Walker & Dunlop in a research note on Friday, December 19th. They issued a “buy” rating and a $75.00 target price for the company. Wall Street Zen cut Walker & Dunlop from a “hold” rating to a “sell” rating in a report on Saturday, November 8th. Citigroup reiterated a “market outperform” rating on shares of Walker & Dunlop in a research report on Friday, December 5th. Finally, Keefe, Bruyette & Woods cut their target price on shares of Walker & Dunlop from $80.00 to $65.00 and set an “outperform” rating on the stock in a report on Friday. Four investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $81.25.

Trending Headlines about Walker & Dunlop

Here are the key news stories impacting Walker & Dunlop this week:

• Positive Sentiment: Board raised the quarterly dividend to $0.68 (1.5% increase), implying a ~5.7% yield — supports income investors and can underpin the share base.
• Positive Sentiment: Management provided 2026 EPS guidance of $3.50–$4.00 and said it will accelerate asset sales to shore up earnings and pursue market‑share growth; this signals a path to restore profitability (may be seen as constructive if execution follows). Walker & Dunlop outlines $3.50–$4.00 EPS guidance
• Neutral Sentiment: Keefe, Bruyette & Woods cut its price target from $80 to $65 but kept an “outperform” rating — still signals upside vs. current levels, though the lower target reduces near‑term analyst support. Benzinga
• Neutral Sentiment: Conference call and transcript / slide deck are available for investors to assess management’s explanation of the quarter and details on asset sales and capital allocation. Earnings Call Transcript
• Negative Sentiment: Q4 EPS missed heavily: reported $0.28 vs. consensus ~$1.46 (a ~$1.18 shortfall); revenue of $340.0M slightly missed estimates — the large EPS miss is the primary catalyst for the decline and raises near‑term execution concerns. MarketBeat earnings summary
• Negative Sentiment: Market commentary notes shares are falling on the results; the stock is trading well below its 50‑day and 200‑day moving averages and nearer its one‑year low, which can amplify downside while investors reassess valuation and the timing of asset sales. Why Walker & Dunlop Shares Are Falling Today

Walker & Dunlop Profile

Walker & Dunlop is one of the largest providers of commercial real estate finance in the United States, specializing in the origination, servicing and sale of loans secured by multifamily, seniors housing, healthcare, student housing and manufactured housing properties. The firm offers a full suite of debt and equity solutions, including agency financing through Fannie Mae and Freddie Mac, HUD and FHA-insured loans, bridge and construction financing, mezzanine debt, preferred equity, and investment sales advisory.

With roots dating back to 1937 and its headquarters in Bethesda, Maryland, Walker & Dunlop has expanded its platform through both organic growth and strategic acquisitions.