$WD

Walker & Dunlop, Inc. (WD) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 wd-20260806xex99d1.htm EX-99.1 Exhibit 99.1 Walker & Dunlop Reports Second Quarter 2026 Financial Results ​ BETHESDA, MD – AUGUST 6, 2026 – Walker & Dunlop, Inc. (NYSE: WD) (the “Company”, “Walker & Dunlop” or “W&D”) reported second quarter 2026 financial results. ​ KEY

Walker & Dunlop (NYSE: WD) is set to report Q2 earnings Thursday. The company previously beat revenue expectations with $301.3 million in revenue, up 26.9% year on year, and also beat EPS estimates. For the upcoming quarter, analysts expect revenue growth of 4.6% year on year. WD has an average analyst price target of $67.33 versus a $51.84 share price.

Walker & Dunlop (NYSE: WD) published its 2026 Student Housing Outlook, saying strong preleasing and resilient enrollment growth, alongside slower new construction, could start a new investment cycle. It cites national preleasing of 71.6%, fall 2025 enrollment up 1.8% to 4.9 million students, and student housing transaction volume of $8.8 billion (+28% vs 2023).

Walker & Dunlop (NYSE: WD) said former FHA Commissioner Frank Cassidy rejoined the firm to advise clients on FHA and GSE financing. Cassidy previously led HUD’s FHA programs, overseeing a ~$2T mortgage insurance portfolio. The article cites Walker & Dunlop’s FHA/HUD platform closing $45B since inception and a 99% approval rate since 2021.

Walker & Dunlop (NYSE:WD) shares rose 5.6% after the company said it arranged more than $223 million in bridge financing for five multifamily communities on behalf of Madison Capital Group. The financing covers 1,345 units across North Carolina, South Carolina, and Florida. The article notes WD has had limited >5% moves over the past year.

Walker & Dunlop has arranged $128.5 million in acquisition financing for The Arno, a 168-unit luxury residential community located in Houston's exclusive River Oaks neighborhood. The financing was secured on behalf of Sade Real Estate by Hudson Bay Capital. The project highlights the strong demand for high-end residential properties in supply-constrained areas like River Oaks due to its amenities, location, and long-term economic fundamentals.

Walker & Dunlop has facilitated a record-setting $130 million HUD 221(d)(4) loan for the redevelopment of a historic former VA hospital campus in Denver, Colorado. This project, a partnership with GM Development, will transform the 8.22-acre site into a 493-unit Class A mixed-use community, including market-rate and income-restricted housing, along with retail and medical office space. The initiative utilizes historic tax credits to preserve the landmark while addressing the need for quality housing in Denver.

Walker & Dunlop has released its 2026 HUD Outlook, highlighting that HUD financing is shifting from a backup option to a primary solution for multifamily and seniors housing investors. This change is driven by recent policy updates, improved operational efficiency, and increased demand in a selective capital market. The report emphasizes HUD's growing role in supporting complex transactions, middle-income housing, and long-term stability for borrowers.

Walker & Dunlop has strengthened its affordable housing platform by hiring Jack Hodgkins and Stacie Nekus. Hodgkins will head LIHTC credit strategy and underwriting, bringing over 25 years of experience in affordable housing. Nekus will lead business development for LIHTC Investor Relations, with more than 30 years of real estate experience.

Walker & Dunlop has facilitated a joint venture and secured construction financing for a $132 million multifamily development in Richmond, Virginia's Scott's Addition District. The project, a redevelopment of the former Greyhound Bus Station, will deliver 386 Class A residences and over 14,000 square feet of retail. This initiative aims to enhance the rapidly growing neighborhood with a world-class residential experience, urban retail, and extensive amenities.