Walker & Dunlop (NYSE:WD) Given New $65.00 Price Target at Keefe, Bruyette & Woods

Walker & Dunlop (NYSE:WD) had its target price decreased by investment analysts at Keefe, Bruyette & Woods from $80.00 to $65.00 in a research note issued to investors on Friday,Benzinga reports. The firm presently has an “outperform” rating on the financial services provider’s stock. Keefe, Bruyette & Woods’ price objective suggests a potential upside of 49.60% from the stock’s previous close.

A number of other brokerages also recently commented on WD. Wall Street Zen downgraded shares of Walker & Dunlop from a “hold” rating to a “sell” rating in a report on Saturday, November 8th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Walker & Dunlop in a research note on Monday, December 29th. Citigroup reiterated a “market outperform” rating on shares of Walker & Dunlop in a report on Friday, December 5th. Finally, Jefferies Financial Group started coverage on Walker & Dunlop in a research note on Friday, December 19th. They set a “buy” rating and a $75.00 price target on the stock. Four research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $81.25.

Walker & Dunlop Stock Performance

Walker & Dunlop stock traded down $4.01 during midday trading on Friday, reaching $43.45. 298,027 shares of the company were exchanged, compared to its average volume of 261,514. The firm’s 50-day simple moving average is $62.23 and its 200-day simple moving average is $72.00. Walker & Dunlop has a 1 year low of $42.12 and a 1 year high of $90.00. The company has a market capitalization of $1.48 billion, a price-to-earnings ratio of 12.75 and a beta of 1.55.

Institutional Trading of Walker & Dunlop

A number of institutional investors and hedge funds have recently made changes to their positions in the company. Flagship Harbor Advisors LLC acquired a new position in Walker & Dunlop in the fourth quarter valued at $25,000. Allworth Financial LP increased its stake in Walker & Dunlop by 115.8% during the second quarter. Allworth Financial LP now owns 479 shares of the financial services provider’s stock worth $34,000 after acquiring an additional 257 shares during the last quarter. GAMMA Investing LLC lifted its stake in shares of Walker & Dunlop by 65.7% in the 3rd quarter. GAMMA Investing LLC now owns 479 shares of the financial services provider’s stock valued at $40,000 after purchasing an additional 190 shares in the last quarter. Huntington National Bank lifted its stake in shares of Walker & Dunlop by 49.6% in the 3rd quarter. Huntington National Bank now owns 585 shares of the financial services provider’s stock valued at $49,000 after purchasing an additional 194 shares in the last quarter. Finally, Strs Ohio acquired a new position in shares of Walker & Dunlop in the 1st quarter valued at about $51,000. 80.97% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Walker & Dunlop

Here are the key news stories impacting Walker & Dunlop this week:

• Positive Sentiment: Dividend increase and yield support — WD announced a quarterly dividend of $0.68 (up 1.5%), carrying a roughly 5.7% yield, which supports income investors and signals capital return commitment.
• Positive Sentiment: 2026 EPS guidance and strategic actions — Management outlined 2026 EPS guidance of $3.50–$4.00 and said it will accelerate asset sales and push for market‑share gains to reach those targets, a plan that could restore profitability if executed. Guidance/article
• Neutral Sentiment: Management commentary — Earnings call and transcript describe “robust growth amidst challenges,” with commentary on origination pipelines and portfolio actions; useful for assessing the credibility and timing of the turnaround plan. Earnings highlights Call transcript
• Negative Sentiment: Large EPS miss — WD reported Q4 EPS of $0.28 versus analyst expectations of $1.46, a substantial shortfall that is the primary driver of the share decline; the company’s FY‑end profitability was hit hard this quarter. Earnings summary
• Negative Sentiment: Revenue slightly missed and year‑over‑year weakness — Q4 revenue was $340.0M vs. $343.7M expected and was down modestly year‑over‑year, reinforcing concerns about near‑term growth momentum. Revenue miss article
• Negative Sentiment: Execution and timing risk from asset sales — The plan to accelerate asset dispositions to hit 2026 EPS targets may be viewed skeptically by investors because sales can be one‑time boosts and may pressure future recurring earnings; that uncertainty likely amplified the selloff. Guidance/article

About Walker & Dunlop

Walker & Dunlop is one of the largest providers of commercial real estate finance in the United States, specializing in the origination, servicing and sale of loans secured by multifamily, seniors housing, healthcare, student housing and manufactured housing properties. The firm offers a full suite of debt and equity solutions, including agency financing through Fannie Mae and Freddie Mac, HUD and FHA-insured loans, bridge and construction financing, mezzanine debt, preferred equity, and investment sales advisory.

With roots dating back to 1937 and its headquarters in Bethesda, Maryland, Walker & Dunlop has expanded its platform through both organic growth and strategic acquisitions.