INVESTOR OVERVIEW MARCH 2026 Forward-Looking Statements Some of the statements contained in this presentation may constitute forward-looking statements within the meaning of the federal securities laws. Forward-looking statements relate to expectations, projections, plans and strategies, anticipated events or trends and similar expressions concerning matters that are not historical facts. In some cases, you can identify forward-looking statements by the use of forward-looking terminology such as ''may,'' '' ...

Walker & Dunlop, Inc. (NYSE:WD) is included among the 14 Under-the-Radar High Dividend Stocks to Buy Now. Keefe Bruyette Lowers Walker & Dunlop (WD) Target, Investor Day Sets 2030 Growth Goals Photo by Vitaly Taranov on Unsplash On February 27, Keefe Bruyette cut its price recommendation on Walker & Dunlop, Inc. (NYSE:WD) to $65 from $80. It reiterated an Outperform rating on the shares. A couple of weeks later, on March 10, the company held its Investor Day and introduced “Journey to ’30.” It laid out ...

BETHESDA, Md.--(BUSINESS WIRE)--Walker & Dunlop arranged a $350 million aggregation debt facility for a self-storage REIT platform. ...

Group 1: Company Insights - KKR has experienced a three-year slowdown in profits and incoming investments, with its stock price dropping from an all-time high of $165.82 to about $91 as of March 6, 2026. Co-CEOs Joseph Bae and Scott Nuttall purchased over $16 million in shares recently, indicating confidence in the company's future [1][1][1] - ServiceNow's CEO William McDermott bought $3 million worth of shares at $104.60, close to the stock's low of below $100. The stock rebounded to $124 within five trading days, reflecting a 19% gain [1][1][1] - Walker & Dunlop's CEO William Walker purchased about $2 million in shares, marking his first purchase since 2013. The stock has fallen from an all-time high of about $155 in 2021 to around $48, and is currently trading below book value [1][1][1] Group 2: Market Performance - KKR shares have provided a return of 584% over the past ten years, despite recent declines [1][1][1] - ServiceNow's stock started the year at approximately $153 before dropping below $100, indicating volatility in the software sector amid AI discussions [1][1][1] - Walker & Dunlop has shown profits for 18 consecutive years, although recent profits have been modest due to challenges in the commercial real estate market [1][1][1] Group 3: Insider Trading Analysis - The article discusses the significance of insider purchases as a sign of confidence, with recent purchases by executives in KKR, ServiceNow, and Walker & Dunlop [1][1][1] - Historical analysis indicates that stocks with insider buying have generally outperformed the S&P 500 by an average of 14 percentage points per year, although the author's recommendations based on insider buying have lagged the index by 2.3 percentage points annually [1][1][1]

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Summary of Walker & Dunlop Investor Day 2026 Company Overview - **Company**: Walker & Dunlop - **Event**: 2026 Investor Day - **Focus**: Commercial real estate capital markets Key Points Strategic Vision - **Journey to Thirty**: Aiming to be the best commercial real estate capital markets company globally, building on past growth and market positioning [3][4] - **Historical Context**: Since going public in 2010, the company has evolved from a small-cap agency lender to a significant player in the market, achieving substantial growth in transaction volumes and servicing portfolios [4][6] Financial Performance - **Growth Metrics**: - Transaction volumes increased at a CAGR of 18% from 2010 to 2015 - Total revenues also grew at a similar CAGR during the same period [12] - Servicing portfolio expanded from $50 billion to $107 billion [12] - **Recent Performance**: - Transaction volumes fell over 50% during the pandemic but still saw total revenues grow by 3% from $107 billion to $144 billion in the servicing portfolio [15] - Adjusted EBITDA remained strong despite lower transaction volumes, indicating resilience in the business model [17][18] Market Dynamics - **GSE Origination Volumes**: Decreased from over $20 billion in 2020 to approximately $12.5 billion in 2023, with expectations of recovery [19] - **Mortgage Servicing Rights**: Revenues dropped from $350 million in 2020 to about $180 million in 2025 due to servicing fee compression and term contraction [19] - **Interest Rate Impact**: The shift towards shorter-term loans (5-year) reflects borrower strategies to manage refinancing costs amid rising interest rates [20][21] Competitive Landscape - **Market Position**: Walker & Dunlop is currently the largest Fannie Mae DUS lender and ranks second in overall GSE origination, closely competing with Berkadia [30] - **Industry Challenges**: The agency lending space is characterized by high barriers to entry, with only 25 licenses available, making it difficult for new competitors to gain market share [30][32] Future Outlook - **Five-Year Goals**: - Origination volume target of $80 billion per year - Property sales volume target of $35 billion per year - Revenue growth from $1.2 billion to over $2 billion [37] - **Client-Centric Approach**: Emphasis on understanding client needs and leveraging technology to enhance service delivery [38] Housing Market Insights - **Affordability Issues**: Monthly payments as a percentage of gross income remain high, impacting housing turnover and overall market activity [52][53] - **Home Prices**: Expected to remain flat in 2026 with modest improvements in 2027, influenced by wage growth and mortgage rate adjustments [60] - **Single Family Rental Market**: Gaining traction due to affordability concerns, with rental rates being more favorable compared to homeownership [65][66] Technology and Innovation - **Investment in Technology**: Continued investment in machine learning and AI to enhance operational efficiency and client insights [28] - **Research Capabilities**: The acquisition of research firms has strengthened the company's market intelligence and client service [29] Management and Leadership - **Team Stability**: The management team has remained consistent, with a focus on retaining talent and fostering a collaborative culture [44][47] - **Long-Term Vision**: Leadership expresses confidence in the company's direction and its ability to navigate future market cycles [46][45] Conclusion Walker & Dunlop is positioned for growth in the commercial real estate capital markets, with a clear strategic vision, strong financial performance, and a commitment to client service and technological innovation. The company aims to leverage its market position and expertise to achieve ambitious growth targets over the next five years.

Forward-Looking Statements Some of the statements contained in this presentation may constitute forward-looking statements within the meaning of the federal securities laws. Forward-looking statements relate to expectations, projections, plans and strategies, anticipated events or trends and similar expressions concerning matters that are not historical facts. In some cases, you can identify forward-looking statements by the use of forward-looking terminology such as ''may,'' ''will,'' ''should,'' ''expects ...

BETHESDA, Md.--(BUSINESS WIRE)--Walker & Dunlop, Inc. announced today that Mark Washington has joined the firm as managing director of Capital Markets, Multifamily Investment Sales, based in Seattle. Washington will lead multifamily investment sales across the Pacific Northwest, marking Walker & Dunlop's sales entry into one of the most actively traded multifamily markets in the country. Seattle was among the most active institutional multifamily markets in the U.S. last year, ranking N. ...

NEW YORK, March 03, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Walker & Dunlop, Inc. (“Walker & Dunlop” or the “Company”) (NYSE: WD).  Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether Walker & Dunlop and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.  [Click here for information about joining the class actio ...

Core Viewpoint - Johnson Fistel, PLLP is investigating potential claims on behalf of investors of Walker & Dunlop Inc. regarding possible recovery of investor losses under federal securities laws [1] Financial Performance - On February 26, 2026, Walker & Dunlop announced its financial results for Q4 2025, reporting aggregate charges of approximately $66.2 million, which included losses from repurchased and indemnified loans and impairments on underperforming real estate assets [3] - The reported adjusted core earnings per share were $0.28, significantly below analyst expectations of approximately $1.23 to $1.46 [3] Stock Market Reaction - Following the financial disclosures, Walker & Dunlop's common stock experienced a decline of approximately 25% over the next two trading days [4] Legal Investigation - Johnson Fistel is investigating whether Walker & Dunlop complied with federal securities laws in light of the financial disclosures and the subsequent stock price drop [4]