Walker & Dunlop is expected to report Q3 2026 revenue of $307.97 million and earnings per share of $0.98, with its stock price of $35.67 currently trading at a significant discount to the average analyst target of $59.25.
Investors are primarily focused on the potential impact of credit-related charges stemming from the finalization of the company’s Fannie Mae legacy portfolio review.
Management previously guided for non-recurring charges between $12 million and $16 million this quarter to resolve these legacy issues.
While high interest rates continue to pressure overall transaction volumes, analysts are looking for signs that the company’s increasing market share with Government-Sponsored Enterprises (GSEs) can offset broader sector headwinds.