StockWatch
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Finance: Consumer Services
Quarterly ResultAug 6, 2026, 06:12 AM

Walker & Dunlop Q2 Net Income $3.0M, EPS $0.09; Adjusted Core EPS $1.19

AI Summary

Walker & Dunlop reported mixed financial results for Q2 2026. While total transaction volume increased 3% to $14.4 billion and adjusted core EPS rose 3% to $1.19, net income and diluted EPS both fell 91% to $3.0 million and $0.09, respectively, primarily due to $23.2 million in expenses related to legacy repurchased loans. The company expanded its GSE market share to 14.7% and grew its servicing portfolio by 6% to $145.8 billion. Walker & Dunlop also declared a $0.68 per share dividend and has $61.7 million remaining in its share repurchase program.

Key Highlights

  • Total transaction volume reached $14.4 billion, up 3% from Q2 2025.
  • Total revenues were $306.7 million, down 4% from Q2 2025.
  • Net income was $3.0 million, and diluted EPS was $0.09, both down 91% from Q2 2025.
  • Adjusted core EPS was $1.19, up 3% from Q2 2025.
  • Servicing portfolio grew 6% to $145.8 billion as of June 30, 2026.
  • GSE market share increased to 14.7% year-to-date, up from 11.2% in 2025.
  • Incurred $23.2 million in operating and credit-related expenses from legacy repurchased loans.
  • Declared a quarterly dividend of $0.68 per share for Q3 2026.
  • Remaining share repurchase capacity of $61.7 million under the 2026 program.