
Commercial real estate finance company Walker & Dunlop (NYSE: WD) will be announcing earnings results this Thursday before market open. Here’s what to expect.
Walker & Dunlop beat analysts’ revenue expectations last quarter, reporting revenues of $337.7 million, up 15.5% year on year. It was a slower quarter for the company, with a significant miss of analysts’ net interest income estimates and a narrow beat of analysts’ EPS estimates.
Is Walker & Dunlop a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting Walker & Dunlop’s revenue to be flat year on year, slowing from the 24.5% increase it recorded in the same quarter last year.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Walker & Dunlop has missed Wall Street’s revenue estimates multiple times over the last two years.
Looking at Walker & Dunlop’s peers in the thrifts & mortgage finance segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Flagstar Financial’s revenues decreased 3% year on year, beating analysts’ expectations by 3.2%, and Columbia Financial reported revenues up 236%, topping estimates by 12.7%. Flagstar Financial’s stock price was unchanged after the resultswhile Columbia Financial was up 7.5%.
Read our full analysis of Flagstar Financial’s results here and Columbia Financial’s results here.
Investors in the thrifts & mortgage finance segment have had steady hands going into earnings, with share prices flat over the last month. Walker & Dunlop is down 2.6% during the same time and is heading into earnings with an average analyst price target of $83.33 (compared to the current share price of $62.81).
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