Walker & Dunlop, Inc. (WD) Form 8-K — Aug 6, 2026
Walker & Dunlop reported Q2 2026 financial results with total revenues of $306.7 million, down 4% from the prior year, and net income of $3.0 million, a 91% decline driven by $23.2 million in legacy repurchase and credit-related expenses. Despite GAAP weakness, adjusted core EPS grew 3% to $1.19, and the company expanded its GSE market share to 14.7% year-to-date. The servicing portfolio increased 6% to $145.8 billion, and the company declared a quarterly dividend of $0.68 per share. The company is actively reducing its repurchase exposure, having exited $39.4 million of loans since quarter end to a remaining $153.8 million, supported by $41.7 million in reserves.
Key figures
- Eps
- 0.09
- Eps Beat
- 0
- Guidance
- GSEs have tremendous lending capacity for remainder of 2026; focus on Journey to '30 strategic growth plan.
- Total Debt
- 0
- Revenue Yoy
- -4
- Ltv
- 61
- Dscr
- 2
- Dividend
- 0.68
- Debt Funds
- 1.8
- Dscr Below1
- <5
- Lihtc Funds
- 16
- Ltv Above75
- <5
- Share Price
- 54.7
- Equity Funds
- 0.9
- Msr Fair Value
- 1400
- Agency MSRRate
- 0.99
- Defaulted Loans
- 0.28
- Gse Market Share
- 14.7
- Return On Equity
- 1
- Adjusted Core EPS
- 1.19
- Operating Margin
- 1
- Repurchased Loans
- 153.8
- Gse Market Share Yoy
- 3.5
- Transaction Volume
- 14.4
- Adjusted Core EPSYoy
- 3
- Origination Fee Rate
- 0.74
- Repurchase Reserves
- 41.7
- Servicing Portfolio
- 145.8
- Repurchased Loans Ytd
- 39.4
- Allowance Risk Sharing
- 0.07
- Repurchase Expenses Q2
- 23.2
- Transaction Volume Yoy
- 3
- Brokered Lending Growth
- 17
- Hud Originations Growth
- 43
- Repurchase Expenses Ytd
- 36
- Repurchase Program Used
- 13.3
- Servicing Portfolio Yoy
- 6
- Debt Financing Volume Yoy
- 8
- Repurchase Program Shares
- 283
- Repurchase Program Avg Price
- 47.13
- At Risk Portfolio Default Rate
- 0.28
- Repurchase Program Remaining
- 61.7
- Repurchase Program Authorized
- 75
- Allowance Risk Sharing Max Exposure
- 0.34
Price after filing
Close on the filing date to close N calendar days later (from $51.82). Historical, not a forecast.
AI analysis
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