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Tuesday, May 28, 1:07 PM Hit by a flurry of insider sales (as lockups expired) over the past couple of months, Walker & Dunlop (WD +2%) gets a boost from a big buy, with Fortress Investment Group (FIG +2.9%) disclosing the upping of its stake from about 33% to nearly 40%. "I guess Wes Edens likes their business model," tweets Dynex Capital (DX) CEO and hedge funder Tom Akin. 1 Comment [Financials, On the Move, Quick Ideas]
Wednesday, May 8, 6:36 AM Walker & Dunlop (WD): Q1 EPS of $0.25 misses by $0.14. Revenue of $69.2M misses by $9.59M. (PR) Comment! [Earnings, Breaking News, Financials]
Monday, April 8, 8:11 AM Walker & Dunlop (WD) announces Q1 loan originations of $1.73B, up 157% Y/Y, but well below guidance of $1.9B-$2.4B thanks to the sequester limiting HUD from funding loans. The company reiterates 2013 guidance of $10B-$12B. Previously hot shares in the commercial mortgage originator have slumped of late perhaps in anticipation of today's news, perhaps as lockup expiration allowed a good deal of insider selling. (PR) Comment! [Financials]
Wednesday, March 6, 11:50 AM Investors use an earnings miss as an excuse to take profits in commercial lender Walker & Dunlop (WD -6.2%). Q4 revenue more than doubled Y/Y and the company presentation makes clear the continuing opportunity with $840B in commercial loans maturing in the next 5 years. There's also the servicing portfolio: Now at $35.2B, not subject to prepayment risk, and with fees of $680M expected over its life - about equal to the company's current market cap. 1 Comment [Financials, Quick Ideas]
Wednesday, March 6, 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) Comment! [Earnings, Breaking News]
Wednesday, February 27, 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. Comment! [Financials, Earnings, On the Move, Quick Ideas]
Tuesday, February 12, 2:23 PM CMBS appears to be the asset du jour for the hedge fund crowd, getting a mention as a favored spot from Boaz Weinstein, Tom Kempner, and Jamie Dinan at a recent conference. Formally just a residential player, Annaly (NLY) is buyer with its proposed acquisition of CreXus (CXS). Among stocks benefitting from better commercial real estate performance: WD, ARI, SFI, GKK. Others? 1 Comment [Financials]
Wednesday, January 30, 8:14 AM The wheels churn in commercial lending, with Walker & Dunlop (WD) providing $120M in Fannie Mae financing for a multi-family high-rise in Long Island City. Business has been good for the financier, with shares +77% Y/Y. Comment! [Financials]
Friday, June 8, 2012, 12:58 PM Walker & Dunlop (WD +6.7%) flies higher after buying CWCapital for about $220M. Both companies are commercial lenders, particularly in the apartment sector. The acquisition will make W&D the 2nd largest multi-family lender in a country in which rentals are the big new thing. (PR) Comment! [Financials, U.S. Economy, M&A, On the Move]

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Walker & Dunlop, Inc.