Walker & Dunlop Sees Rates Peaking as Data Center Boom Raises Red Flags
Walker & Dunlop NYSE: WD Chairman and CEO Willy Walker and economist Peter Linneman discussed higher interest rates, inflation tied to oil prices, commercial real estate financing and sector-level opportunities during the company's quarterly Linneman discussion.
Walker & Dunlop, Inc. (WD) Discusses Real Estate Capital Markets Volatility and Interest Rate Outlook Transcript
Walker & Dunlop, Inc. (WD) Discusses Real Estate Capital Markets Volatility and Interest Rate Outlook Transcript
Walker & Dunlop, Inc. (WD) Discusses Shifting Dynamics in the Global Commercial Real Estate Market Transcript
Walker & Dunlop, Inc. (WD) Discusses Shifting Dynamics in the Global Commercial Real Estate Market Transcript
Walker & Dunlop, Inc. (WD) Discusses Impact of Fed Rate Hike on Housing Market and Investment Strategies Transcript
Walker & Dunlop, Inc. (WD) Discusses Impact of Fed Rate Hike on Housing Market and Investment Strategies Transcript
Walker & Dunlop Q2 Earnings Call Highlights
Walker & Dunlop NYSE: WD reported second-quarter transaction volume growth and continued expansion of its servicing portfolio, while earnings were weighed down by charges tied to previously disclosed problem loans associated with a borrower fraud investigation.
Walker & Dunlop, Inc. (WD) Q2 2026 Earnings Call Transcript
Walker & Dunlop, Inc. (WD) Q2 2026 Earnings Call Transcript
Walker & Dunlop, Inc. (WD) Discusses Global Markets, Policy Trends, and Leadership Experiences Transcript
Walker & Dunlop, Inc. (WD) Discusses Global Markets, Policy Trends, and Leadership Experiences Transcript
Walker & Dunlop Offers A Classic Value Dislocation Play
Walker & Dunlop is rated a 'buy' due to discounted valuation and recovering market opportunity despite sticky interest rates. WD trades at a 23.2% discount to fair value, with comps and SOTP analyses indicating 28–39% upside, while the DDM is more conservative. Recent underperformance was driven by idiosyncratic write-downs and loan losses, but Q1'26 results show strong transaction volume and agency lending growth.
Walker & Dunlop, Inc. (WD) Discusses Growth Strategies and Economic Impact at Denver Airport Transcript
Walker & Dunlop, Inc. (WD) Discusses Growth Strategies and Economic Impact at Denver Airport Transcript
Walker & Dunlop, Inc. (WD) Q1 2026 Earnings Call Transcript
Walker & Dunlop, Inc. (WD) Q1 2026 Earnings Call Transcript
Walker & Dunlop, Inc. (WD) Q4 2025 Earnings Call Transcript
Walker & Dunlop, Inc. (WD) Q4 2025 Earnings Call Transcript
Walker & Dunlop, Inc. (WD) Q3 2025 Earnings Call Transcript
Walker & Dunlop, Inc. ( WD ) Q3 2025 Earnings Call November 6, 2025 8:30 AM EST Company Participants Kelsey Montz - Senior Vice President of Investor Relations Willy Walker - Chairman, President & CEO Greg Florkowski - Executive VP & CFO Conference Call Participants Jade Rahmani - Keefe, Bruyette, & Woods, Inc., Research Division Steven Delaney - Citizens JMP Securities, LLC, Research Division Presentation Operator Good day, and welcome to the Q3 2025 Walker & Dunlop, Inc. Earnings Call. Today's conference is being recorded.
