WD
Walker & Dunlop, Inc.
$51.85
+1.11%
$1.8B
No data for this timeframe.
Vol
Market Cap$1.8B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (83%)
Inst. Holders50 funds
Inst. Value$943.1M
Inst. Activity23 buys / 8 sells
Insider Activity4B / 0S
Insider Net $$789.9K
Reddit Sentiment50° Neutral
SEC Reports6
Recent Activity
Jun 4, 2026
Insider
Walker William M was granted 40.042 shares
Chairman & CEO
Jun 4, 2026
Insider
Groman Daniel J was granted 97.799 shares
EVP, GC, Secretary & CCO
Jun 4, 2026
Insider
Florkowski Gregory was granted 67.857 shares
EVP & Chief Financial Officer
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.
Alyeska Investment Group, L.P. — ADD
535,451 shares ($23.8M)
Price Targets
$67.33
+29.9% upside
Strong Buy
Current $51.85
Low $63.00
Median $69.00
High $70.00
3 analysts
$63.00
$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 | $1.04 ▼ -9.0% | $0.81 — $1.18 | -10% YoY | 3 |
| Next Q | $1.39 | $1.28 — $1.62 | 14% YoY | 3 |
| Current FY | $4.58 | $3.95 — $4.88 | 31% YoY | 4 |
| Next FY | $5.83 | $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 |
|---|---|---|
| BlackRock, Inc. | $227.8M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $90.5M | — |
| ALLIANCEBERNSTEIN L.P. | $81.6M | NEW |
| STATE STREET CORP | $68.7M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $65.6M | — |
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
50 institutional holders with $943.1M total value (20,772,986 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, ALLIANCEBERNSTEIN. Net buying activity: 23 institutions added/increased vs 8 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5,133,293 | $227.8M | 24.2% | — |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2,039,897 | $90.5M | 9.6% | — |
| 3 | ALLIANCEBERNSTEIN L.P. | 1,357,011 | $81.6M | 8.7% | NEW |
| 4 | STATE STREET CORP | 1,546,944 | $68.7M | 7.3% | — |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1,477,315 | $65.6M | 7.0% | — |
| 6 | DIMENSIONAL FUND ADVISORS LP | 1,369,114 | $60.8M | 6.4% | — |
| 7 | JANUS HENDERSON GROUP PLC | 1,131,767 | $50.2M | 5.3% | — |
| 8 | ROYCE & ASSOCIATES LP | 620,918 | $27.6M | 2.9% | — |
| 9 | Alyeska Investment Group, L.P. | 535,451 | $23.8M | 2.5% | ADD +84.8% |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 479,411 | $21.3M | 2.3% | — |
| 11 | BANK OF AMERICA CORP /DE/ | 477,737 | $21.2M | 2.2% | ADD +75.2% |
| 12 | MORGAN STANLEY | 431,640 | $19.2M | 2.0% | ADD +26.1% |
| 13 | AMERIPRISE FINANCIAL INC | 428,741 | $19.0M | 2.0% | DOUBLED +638.0% |
| 14 | FMR LLC | 341,195 | $15.1M | 1.6% | — |
| 15 | TWO SIGMA INVESTMENTS, LP | 313,482 | $13.9M | 1.5% | — |
| 16 | Erste Asset Management GmbH | 250,162 | $10.9M | 1.2% | ADD +25.1% |
| 17 | Rockefeller Capital Management L.P. | 241,320 | $10.7M | 1.1% | TRIM -39.5% |
| 18 | VANGUARD FIDUCIARY TRUST CO | 218,555 | $9.7M | 1.0% | — |
| 19 | Russell Investments Group, Ltd. | 205,345 | $9.1M | 1.0% | ADD +82.4% |
| 20 | CITADEL ADVISORS LLC | 147,416 | $6.5M | 0.7% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Alyeska Investment Group, L.P. | ADD | 289,695 | 535,451 | +84.8% | $23.8M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 272,758 | 477,737 | +75.2% | $21.2M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | DOUBLED | 58,097 | 428,741 | +638.0% | $19.0M | 2026-Q1 |
| Erste Asset Management GmbH | ADD | 200,000 | 250,162 | +25.1% | $10.9M | 2026-Q1 |
| Trexquant Investment LP | DOUBLED | 38,675 | 102,721 | +165.6% | $4.6M | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | DOUBLED | 11,456 | 86,293 | +653.3% | $3.8M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | DOUBLED | 31,344 | 72,429 | +131.1% | $3.2M | 2026-Q1 |
| MARSHALL WACE, LLP | DOUBLED | 34,809 | 71,685 | +105.9% | $3.2M | 2026-Q1 |
| 1832 Asset Management L.P. | DOUBLED | 4,243 | 64,613 | +1422.8% | $2.9M | 2026-Q1 |
| Allianz Asset Management GmbH | DOUBLED | 4,322 | 57,922 | +1240.2% | $2.6M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | TRIM | 94,395 | 56,591 | -40.0% | $2.5M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 95,800 | 41,500 | -56.7% | $1.8M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 31,865 | 41,105 | +29.0% | $1.8M | 2026-Q1 |
| Freestone Grove Partners LP | DOUBLED | 4,912 | 35,860 | +630.0% | $1.6M | 2026-Q1 |
| Point72 Asset Management, L.P. | NEAR_EXIT | 126,124 | 30,623 | -75.7% | $1.4M | 2026-Q1 |
| Mariner, LLC | DOUBLED | 9,089 | 21,616 | +137.8% | $959.3K | 2026-Q1 |
| Brevan Howard Capital Management LP | ADD | 12,812 | 18,233 | +42.3% | $809.2K | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | ADD | 10,200 | 15,700 | +53.9% | $696.8K | 2026-Q1 |
| Holocene Advisors, LP | TRIM | 24,230 | 14,307 | -41.0% | $634.9K | 2026-Q1 |
| Centiva Capital, LP | DOUBLED | 5,873 | 12,249 | +108.6% | $543.6K | 2026-Q1 |
| CWM, LLC | DOUBLED | 3,498 | 10,348 | +195.8% | $459.2K | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | NEAR_EXIT | 51,592 | 9,339 | -81.9% | $414.5K | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. | TRIM | 14,801 | 8,713 | -41.1% | $386.7K | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 189 | 7,777 | +4014.8% | $345.2K | 2026-Q1 |
| Amundi | NEAR_EXIT | 33,390 | 5,464 | -83.6% | $242.5K | 2026-Q1 |
11 unique insiders with 28 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 | AWARD | 40.042 | — | — |
| Jun 4, 2026 | Groman Daniel J | EVP, GC, Secretary & CCO | AWARD | 97.799 | — | — |
| Jun 4, 2026 | Florkowski Gregory | EVP & Chief Financial Officer | AWARD | 67.857 | — | — |
| Jun 4, 2026 | THEOBALD STEPHEN P | EVP & Chief Operating Officer | AWARD | 120.612 | — | — |
| Jun 4, 2026 | Pryor Paula A. | EVP and Chief HR Officer | AWARD | 41.234 | — | — |
| May 19, 2026 | FREEDMAN ERNEST MICHAEL | Director | AWARD | 3,096 | — | — |
| May 19, 2026 | Hayward Jeffery R | Director | AWARD | 3,096 | — | — |
| May 19, 2026 | Levy Ellen | Director | AWARD | 3,096 | — | — |
| May 19, 2026 | Rice E. John Jr | Director | AWARD | 3,096 | — | — |
| May 19, 2026 | SCHMALTZ DANA L | Director | AWARD | 3,096 | — | — |
| May 19, 2026 | SCHMALTZ DANA L | Director | AWARD | 2,477 | — | — |
| May 19, 2026 | Wells Donna | Director | AWARD | 3,096 | — | — |
| Mar 27, 2026 | Groman Daniel J | EVP, GC, Secretary & CCO | AWARD | 115.601 | — | — |
| Mar 27, 2026 | THEOBALD STEPHEN P | EVP & Chief Operating Officer | AWARD | 142.566 | — | — |
| Mar 27, 2026 | Florkowski Gregory | EVP & Chief Financial Officer | AWARD | 80.21 | — | — |
| Mar 27, 2026 | Pryor Paula A. | EVP and Chief HR Officer | AWARD | 48.74 | — | — |
| Mar 27, 2026 | Walker William M | Chairman & CEO | AWARD | 47.331 | — | — |
| Mar 18, 2026 | SCHMALTZ DANA L | Director | BUY | 1,000 | $45.78 | $45.8K |
| Mar 13, 2026 | Wells Donna | Director | EXERCISE | 1,381 | — | — |
| Mar 13, 2026 | SCHMALTZ DANA L | Director | EXERCISE | 1,105 | — | — |
| 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 | EXERCISE | 7,829.986 | — | — |
| Jan 30, 2026 | Walker William M | Chairman & CEO | TAX W/H | 3,251 | $62.89 | $204.5K |
| Jan 30, 2026 | Walker William M | Chairman & CEO | EXERCISE | 4,982 | — | — |
| Jan 30, 2026 | Walker William M | Chairman & CEO | EXERCISE | 2,491 | — | — |
| Jan 30, 2026 | Walker William M | Chairman & CEO | EXERCISE | 356.986 | — | — |
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
$67.33 mean target
+29.9% upside
Strong Buy (2.00)
$63.00 Low
$70.00 High
| Metric | Value |
|---|---|
| Current Price | $51.85 |
| Target Low | $63.00 |
| Target Mean | $67.33 |
| Target Median | $69.00 |
| Target High | $70.00 |
| # Analysts | 3 |
| Recommendation | Strong Buy (2.00) |
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 |
$1.04 | $0.81 | $1.18 | -9.6% | -9.0% | 1↑ 1↓ | $0.3B | 7.3% | 3 |
| Next Q 2026-09-30 |
$1.39 | $1.28 | $1.62 | 14.2% | -0.5% | 0↑ 1↓ | $0.4B | 8.1% | 3 |
| Current FY 2026-12-31 |
$4.58 | $3.95 | $4.88 | 30.9% | -0.1% | — | $1.4B | 11.5% | 4 |
| Next FY 2027-12-31 |
$5.83 | $5.32 | $6.39 | 27.3% | +0.2% | 2↑ 1↓ | $1.6B | 12.8% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.040 | |
| 7d ago | $1.143 | -0.103 |
| 30d ago | $1.143 | -0.103 |
| 60d ago | $1.155 | -0.115 |
| 90d ago | $1.345 | -0.305 |
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