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Walker & Dunlop, Inc. (WD)

- NYSE
  • Wed, Aug. 5, 8:22 AM
    • Q2 net income of $20.2M or $0.67 per share vs. $12.9M and $0.40 one year ago. Adjusted EBITDA of $28.9M vs. $20.9M.
    • Loan origination volume of $3.5B up 45% Y/Y, and includes a 44% increase in lending with the GSEs.
    • Mortgage banking gain of $70M up 34%. Servicing fees of $28.1M up 17% (portfolio of $47.7B up 20%). Net warehouse interest income of $6.6M up 70%. Other revenues of $8.1M up 100% (fees from investment sales and prepayment fees).
    • Total expenses of $81.3M up 26% Y/Y, with personnel expense of $46M up 35%; as a percent of revenue unchanged at 40%.
    • Conference call at 8:30 ET
    • Previously: Walker & Dunlop beats by $0.15, beats on revenue (Aug. 5)
    • WD +5.4% premarket in very thin trade.
    | Wed, Aug. 5, 8:22 AM | Comment!
  • Wed, Aug. 5, 6:04 AM
    • Walker & Dunlop (NYSE:WD): Q2 EPS of $0.67 beats by $0.15.
    • Revenue of $113.93M (+33.6% Y/Y) beats by $9.64M.
    • Press Release
    | Wed, Aug. 5, 6:04 AM | Comment!
  • Wed, May 6, 7:49 AM
    • Q1 net income of $21.3M or $0.66 per share vs. $7.1M and $0.21 one year ago. Adjusted EBITDA of $35.4M up from $19.8M.
    • Loan origination volume of $4.3B up 175%.
    • "The wave has hit," says CEO Willy Walker, noting the company has been ramping up acquisitions of businesses and talent in anticipation of a commercial refinancing wave over the next few years.
    • Servicing portfolio of $46.1B up 18% Y/Y. Servicing fees of $26.8M up 15%.
    • Conference call at 8:30
    • Previously: Walker & Dunlop beats by $0.32, beats on revenue (May 6)
    • WD +7.2% premarket
    | Wed, May 6, 7:49 AM | Comment!
  • Wed, May 6, 6:06 AM
    • Walker & Dunlop (NYSE:WD): Q1 EPS of $0.66 beats by $0.32.
    • Revenue of $112.12M (+72.9% Y/Y) beats by $31.75M.
    • Press Release
    | Wed, May 6, 6:06 AM | Comment!
  • Thu, Feb. 12, 6:06 AM
    • Walker & Dunlop (NYSE:WD): Q4 EPS of $0.50 beats by $0.01.
    • Revenue of $112.6M (+31.7% Y/Y) beats by $10.26M.
    • Press Release
    | Thu, Feb. 12, 6:06 AM | Comment!
  • Nov. 6, 2014, 6:05 AM
    • Walker & Dunlop (NYSE:WD): Q3 EPS of $0.47 beats by $0.13.
    • Revenue of $98.1M (+33.2% Y/Y) beats by $16.89M.
    • Press Release
    | Nov. 6, 2014, 6:05 AM | Comment!
  • Oct. 21, 2014, 4:59 PM
    • The loan was for a manufactured housing community in Lakeland, FL, with WD working on behalf of the borrower to rate-lock the loan 15 days after receiving the signed loan application.
    • Press release
    | Oct. 21, 2014, 4:59 PM | Comment!
  • Aug. 6, 2014, 10:39 AM
    • Adjusted net income of $12.9M or $0.40 per share vs. $15.3M and $0.44 one year ago. Adjusted EBITDA of $20.9M vs. $14M.
    • Loan originations of $2.4B in Q2 off 7% Y/Y, but CEL Willy Walker notes the commercial loan refinancing market is down 23% and the GSEs' origination volume YTD is down 48%. Loan originations with Frannie up 12% and comprise 65% of all action in Q2.
    • Total revenue of $85.3M of 6% Y/Y, with a 17% decline in mortgage banking gains, partially offset by a big boost in net interest income from loans on the balance sheet. Servicing fees of $24M made up 28% of total revenue.
    • Gains from mortgage banking of $52.2 down from $63.1M a year ago. Loan origination fees of $29.5M down 15%. Gains from MSRs or $22.8M down 20%.
    • WD -2.1% 
    • Previously: Walker & Dunlop misses by $0.03, misses on revenue
    | Aug. 6, 2014, 10:39 AM | Comment!
  • Aug. 6, 2014, 6:11 AM
    • Walker & Dunlop (NYSE:WD): Q2 EPS of $0.40 misses by $0.03.
    • Revenue of $85.3M (-6.0% Y/Y) misses by $3.44M.
    • Press Release
    | Aug. 6, 2014, 6:11 AM | Comment!
  • May 8, 2014, 6:54 AM
    • Walker & Dunlop (WD): Q1 EPS of $0.22 misses by $0.04.
    • Revenue of $64.8M (-6.3% Y/Y) misses by $9.3M.
    • Press Release
    | May 8, 2014, 6:54 AM | Comment!
  • Feb. 13, 2014, 6:40 AM
    • Walker & Dunlop, Inc. (WD): Q4 EPS of $0.33 misses by $0.01.
    • Revenue of $85.47M (-19.0% Y/Y) misses by $1.65M.
    • Press Release
    | Feb. 13, 2014, 6:40 AM | Comment!
  • Nov. 7, 2013, 12:45 PM
    • Walker & Dunlop, Inc. (WD): Q3 EPS of $0.25.
    • Revenue of $73.7M (+5% Y/Y) misses by $0.52M. (PR)
    | Nov. 7, 2013, 12:45 PM | Comment!
  • Aug. 8, 2013, 6:23 AM
    • Walker & Dunlop (WD): Q2 EPS of $0.44 misses by $0.11.
    • Revenue of $90.7M misses by $4.48M. (PR)
    | Aug. 8, 2013, 6:23 AM | Comment!
  • May 8, 2013, 6:36 AM
    Walker & Dunlop (WD): Q1 EPS of $0.25 misses by $0.14. Revenue of $69.2M misses by $9.59M. (PR)
    | May 8, 2013, 6:36 AM | Comment!
  • Mar. 6, 2013, 6:48 AM
    Walker & Dunlop (WD): Q4 EPS of $0.54 misses by $0.08. Revenue of $152.4M (+20.3% Y/Y) beats by $48M. (PR)
    | Mar. 6, 2013, 6:48 AM | Comment!
  • Feb. 27, 2013, 12:36 PM
    Starwood Property Trust (STWD +4.2%) following its big earnings beat. The company put another $1B to work in Q4, bringing 2012's total to $2.6B. Assets held for investment sum to $3.4B with annualized levered return of 11.7%-12.2% expected over their life. "CMBS originators appear to be in a sweet spot," says Dynex (DX) CEO Tom Akin, looking forward to Walker & Dunlop's (WD) report next week.
    | Feb. 27, 2013, 12:36 PM | Comment!
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Company Description
Walker & Dunlop Inc is a provider of commercial real estate finance, with a primary focus on multifamily lending. The Company originates, sells, and services a range of multifamily and other commercial real estate finance products.
Sector: Financial
Country: United States