Walker & Dunlop (NYSE:WD) Price Target Cut to $57.00 by Analysts at Keefe, Bruyette & Woods

Walker & Dunlop (NYSE:WD) had its price target decreased by Keefe, Bruyette & Woods from $63.00 to $57.00 in a research note released on Friday morning,Benzinga reports. Keefe, Bruyette & Woods currently has an outperform rating on the financial services provider’s stock.

Several other equities analysts also recently issued reports on the stock. Stephens started coverage on shares of Walker & Dunlop in a report on Thursday, April 23rd. They set an “overweight” rating and a $69.00 price target for the company. Weiss Ratings upgraded shares of Walker & Dunlop from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Tuesday. Finally, Wall Street Zen upgraded shares of Walker & Dunlop from a “sell” rating to a “hold” rating in a research note on Saturday, May 9th. Five investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, Walker & Dunlop currently has a consensus rating of “Moderate Buy” and an average target price of $77.20.

Walker & Dunlop Stock Up 0.4%

Shares of NYSE WD opened at $44.43 on Friday. The stock has a market capitalization of $1.53 billion, a P/E ratio of 39.67 and a beta of 1.49. The firm’s 50-day moving average price is $50.77 and its two-hundred day moving average price is $52.14. Walker & Dunlop has a 52-week low of $41.38 and a 52-week high of $90.00.

Walker & Dunlop (NYSE:WD) last announced its quarterly earnings results on Thursday, August 6th. The financial services provider reported $1.19 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.90 by $0.29. The business had revenue of $306.69 million for the quarter, compared to the consensus estimate of $337.37 million. Walker & Dunlop had a return on equity of 7.25% and a net margin of 2.94%.The business’s revenue was down 3.9% on a year-over-year basis. During the same quarter last year, the business posted $1.15 EPS.

Walker & Dunlop Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 3rd. Stockholders of record on Thursday, August 20th will be given a dividend of $0.68 per share. The ex-dividend date is Thursday, August 20th. This represents a $2.72 annualized dividend and a dividend yield of 6.1%. Walker & Dunlop’s dividend payout ratio (DPR) is 134.65%.

Institutional Trading of Walker & Dunlop

Hedge funds and other institutional investors have recently made changes to their positions in the business. BlackRock Inc. bought a new stake in Walker & Dunlop during the second quarter worth approximately $289,614,000. State Street Corp increased its holdings in shares of Walker & Dunlop by 2.6% in the fourth quarter. State Street Corp now owns 1,496,711 shares of the financial services provider’s stock valued at $90,027,000 after buying an additional 37,828 shares in the last quarter. Dimensional Fund Advisors LP lifted its position in shares of Walker & Dunlop by 8.2% during the 1st quarter. Dimensional Fund Advisors LP now owns 1,369,114 shares of the financial services provider’s stock valued at $60,760,000 after acquiring an additional 104,008 shares during the last quarter. Alliancebernstein L.P. boosted its stake in shares of Walker & Dunlop by 10.4% during the 3rd quarter. Alliancebernstein L.P. now owns 1,198,071 shares of the financial services provider’s stock worth $100,183,000 after acquiring an additional 113,282 shares in the last quarter. Finally, Deprince Race & Zollo Inc. boosted its stake in shares of Walker & Dunlop by 59.9% during the 4th quarter. Deprince Race & Zollo Inc. now owns 859,072 shares of the financial services provider’s stock worth $51,673,000 after acquiring an additional 321,734 shares in the last quarter. 80.97% of the stock is currently owned by institutional investors.

Key Stories Impacting Walker & Dunlop

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

• Positive Sentiment: Walker & Dunlop reported second-quarter earnings of $1.19 per share, well above the $0.90 analyst consensus and ahead of the $1.15 reported in the prior-year period. The earnings beat likely supports the stock by demonstrating better-than-expected profitability. Walker & Dunlop Q2 earnings report
• Positive Sentiment: The company declared a quarterly dividend of $0.68 per share, payable September 3 to shareholders of record August 20. Based on the referenced share price, the annualized dividend yield is approximately 6.1%, which may appeal to income-focused investors.
• Positive Sentiment: Keefe, Bruyette & Woods maintained an “outperform” rating and still sees substantial potential upside, with its revised $57 target remaining well above the current share price. Keefe, Bruyette & Woods price target update
• Neutral Sentiment: Management’s second-quarter earnings call and presentation provided additional detail on results, market conditions, policy trends and leadership commentary, but the available reports do not identify a major new catalyst. Q2 2026 earnings call transcript
• Negative Sentiment: Second-quarter revenue of $306.69 million missed the $337.37 million consensus estimate and declined 3.9% year over year. The revenue shortfall suggests continued pressure on business activity despite the strong earnings performance. Walker & Dunlop misses Q2 sales expectations
• Negative Sentiment: Keefe, Bruyette & Woods lowered its price target from $63 to $57, signaling more limited expectations even though the firm remains bullish overall.

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.