Overview

* Walker & Dunlop Q3 2025 rev grows 16% yr/yr, driven by 34% increase in transaction volume

* Adjusted EPS for Q3 2025 beats company guidance

* Company's servicing portfolio grows 4% yr/yr, reaching $139.3 bln

Result Drivers

* TRANSACTION VOLUME - Total transaction volume increased 34% to $15.5 bln, driven by growth across all transaction types in an active commercial real estate financing market

* AGENCY FINANCING - Fannie Mae and Freddie Mac debt financing volumes increased 64% yr/yr, with Freddie Mac lending up 137%

* PROPERTY SALES - Property sales volume rose 30%, supported by strong multifamily market fundamentals

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $1.22 $1.17 (3

Adjusted Analysts

EPS )

Q3 EPS $0.98

Q3 Net $33.45

Income mln

Q3 $82.08

Adjusted mln

EBITDA

Q3 $18.52

Assets bln

Under

Manageme

nt

Q3 EBIT 14.00%

Margin

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the banks peer group is "buy"

* Wall Street's median 12-month price target for Walker & Dunlop Inc ( WD ) is $95.00, about 15.8% above its November 5 closing price of $79.98

* The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)