Walker & Dunlop (WD) Surpasses Q3 Earnings and Revenue Estimates

Core Insights - Walker & Dunlop reported quarterly earnings of $1.22 per share, exceeding the Zacks Consensus Estimate of $1.21 per share, and up from $1.19 per share a year ago [1] - The company achieved revenues of $337.68 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.82% and increasing from $292.3 million year-over-year [3] Earnings Performance - The earnings surprise for the quarter was +0.83%, while the previous quarter saw a surprise of -10.85% with actual earnings of $1.15 per share against an expectation of $1.29 [2] - Over the last four quarters, the company has exceeded consensus EPS estimates only once [2] Revenue Insights - Walker & Dunlop has outperformed consensus revenue estimates three times in the last four quarters [3] - The current consensus EPS estimate for the upcoming quarter is $1.31 on revenues of $326 million, and for the current fiscal year, it is $3.60 on revenues of $1.21 billion [8] Market Performance - The stock has underperformed the market, losing about 17.7% since the beginning of the year, compared to a 15.6% gain in the S&P 500 [4] - The Zacks Industry Rank for Financial - Mortgage & Related Services is in the top 41% of over 250 Zacks industries, indicating a favorable industry outlook [9] Future Outlook - The earnings outlook will be influenced by management's commentary during the earnings call and the trends in earnings estimate revisions [4][5] - The current Zacks Rank for Walker & Dunlop is 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [7]