Walker & Dunlop Q3 revenue up 16% driven by transaction volumes

Walker & Dunlop

06/11/2025 11:16

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/Miss
Actual
Consensus Estimate
Q3 Adjusted EPS
Beat
$1.22
$1.17 (3 Analysts)
Q3 EPS
$0.98
Q3 Net Income
$33.45 mln
Q3 Adjusted EBITDA
$82.08 mln
Q3 Assets Under Management
$18.52 bln
Q3 EBIT Margin
14.00%


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 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: ID:nBwbtnyN6a

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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.)