Walker & Dunlop, Inc. SEC filings document a NYSE-listed commercial real estate finance company whose common stock trades under WD. Its 8-K filings include quarterly and annual operating results, transaction volume, revenues, mortgage banking activity, servicing portfolio disclosures, and furnished press-release exhibits for financial results.
The company's regulatory documents also cover proxy governance, annual meeting matters, executive compensation disclosures, and capital-structure records. Material-event filings describe financing arrangements used by Walker & Dunlop and its operating subsidiary, Walker & Dunlop, LLC, including amendments to warehousing credit and security agreements and master repurchase agreements that support its commercial real estate lending and mortgage banking operations.
Walker & Dunlop, Inc. (WD) said Stephen P. Theobald, its Executive Vice President and Chief Operating Officer, will retire effective March 31, 2027, and then cease to be an officer and employee. He will continue in both roles until his retirement. His duties and responsibilities will be divided among other employees. The company stated that Mr. Theobald confirmed his decision was not the result of any disagreement with the company on its operations, policies or practices.
Walker & Dunlop, Inc. (WD) entered into Amendment No. 9 to its Master Repurchase Agreement with JPMorgan Chase Bank, N.A. on September 9, 2026. The amendment extends the agreement’s Termination Date to September 9, 2027, and the company continues to guarantee the obligations of its operating subsidiary, Walker & Dunlop, LLC.
A Third Amended and Restated Side Letter dated September 9, 2026 supplements the repurchase agreement, setting forth related fees, commitments and pricing information and replacing the prior Second Amended and Restated Side Letter dated September 11, 2025. JPMorgan Chase Bank, N.A. and its affiliates also provide other financial services, including another credit facility and investment banking, to Walker & Dunlop and its affiliates.
Walker & Dunlop, Inc. (symbol: WD) is the issuer of record for a Form 4 filing submitted to the SEC. THEOBALD STEPHEN P reported acquisition or exercise transactions in this Form 4 filing.
Walker & Dunlop, Inc. executive Stephen P. Theobald, EVP & Chief Operating Officer, received an award of 151.473 Dividend Equivalent Rights on September 3, 2026. Each right is economically equivalent to one share of common stock and relates to restricted stock units, bringing his directly held dividend equivalent rights to 1,707.336.
Walker William M reported acquisition or exercise transactions in this Form 4 filing.
Walker & Dunlop, Inc. (WD) reported that Chairman & CEO William M. Walker received a grant of 50.288 dividend equivalent rights on September 3, 2026, tied to his existing restricted stock units. Following this award, he holds a total of 242.1064 dividend equivalent rights, each economically equivalent to one share of common stock and vesting proportionately with the related restricted stock units.
Walker & Dunlop, Inc. (symbol: WD) is the issuer of record for a Form 4 filing submitted to the SEC. Pryor Paula A. reported acquisition or exercise transactions in this Form 4 filing.
Walker & Dunlop, Inc. (WD) reported that Paula A. Pryor, EVP and Chief HR Officer, received a grant of 51.784 Dividend Equivalent Rights on September 3, 2026. Each right is economically equivalent to one share of common stock and accrued on restricted stock units, vesting proportionately with those units. Following this award, Pryor holds 207.415 Dividend Equivalent Rights directly. No Rule 10b5-1 trading plan is reported for this transaction.
Walker & Dunlop, Inc. (symbol: WD) is the issuer of record for a Form 4 filing submitted to the SEC. Groman Daniel J reported acquisition or exercise transactions in this Form 4 filing.
Walker & Dunlop, Inc. reported that executive officer Daniel J. Groman, EVP, General Counsel, Secretary and Chief Compliance Officer, received an award of 122.824 Dividend Equivalent Rights on September 3, 2026. Each right is the economic equivalent of one share of Walker & Dunlop common stock and relates to restricted stock units held by him. These rights accrue as dividends are paid and vest proportionately with the underlying restricted stock units. Following this award, Mr. Groman directly holds a total of 505.769 Dividend Equivalent Rights. No transactions are reported under a Rule 10b5-1 trading plan.
Walker & Dunlop, Inc. (symbol: WD) is the issuer of record for a Form 4 filing submitted to the SEC. Florkowski Gregory reported acquisition or exercise transactions in this Form 4 filing.
Walker & Dunlop, Inc. reported that its EVP & Chief Financial Officer, Gregory Florkowski, received a grant of 85.221 dividend equivalent rights on September 3, 2026. Each right is the economic equivalent of one share of common stock and relates to previously granted restricted stock units.
Following this award, Florkowski holds a total of 333.226 dividend equivalent rights directly. These rights accrue on his restricted stock units and vest proportionately with the underlying units. No Rule 10b5-1 trading plan is reported for this transaction.
Walker & Dunlop, Inc. reported consolidated revenues of $306,690 thousand for the three months ended June 30, 2026, slightly below $319,240 thousand a year earlier, while six‑month revenues rose to $608,021 thousand from $556,607 thousand. Net income fell to $3,006 thousand in the quarter from $33,952 thousand, with diluted EPS of $0.09 versus $0.99; for the first half, net income was $18,877 thousand compared with $36,706 thousand. The decline in profitability reflects much higher provision for credit losses, which increased to $20,966 thousand in Q2 2026 from $1,820 thousand, and substantially greater indemnified and repurchased loan expenses of $16,945 thousand for the six months versus $1,540 thousand in 2025.
Total assets were $4,893,604 thousand at June 30, 2026, including loans held for sale of $1,382,958 thousand and mortgage servicing rights with a net carrying value of $793,351 thousand and fair value of $1.4 billion. The company serviced $145.8 billion of loans by unpaid principal balance. The allowance for risk‑sharing obligations increased to $49,081 thousand, and allowance for loan losses on indemnified and repurchased loans reached $39,635 thousand, supporting an aggregate $193.3 million of such loans before subsequent paydowns and dispositions. Warehouse notes payable totaled $1,384,282 thousand and corporate notes payable $820,948 thousand. A multi‑claim California lawsuit against Walker & Dunlop and affiliates was dismissed with prejudice on June 29, 2026. The company paid quarterly dividends of $0.68 per share, authorized a $75.0 million stock repurchase program, repurchased 283 thousand shares for $13.3 million, and had $61.7 million of repurchase capacity remaining.
Walker & Dunlop reported second quarter 2026 revenue of $306,690 (in thousands) and net income of $3,006 (in thousands), or $0.09 diluted EPS, compared with $33,952 (in thousands) and $0.99 a year earlier. Results include $23.2 million of operating and credit-related expenses tied to legacy indemnified and repurchased loans, along with a higher provision for credit losses. Adjusted EBITDA was $62,129 (in thousands), and adjusted core EPS was $1.19.
The Capital Markets team generated $14.4 billion of total transaction volume, up 3% year over year, with debt financing volume of $12.5 billion. Year-to-date, debt financing volume increased 44% to $24.3 billion. The servicing portfolio grew to $145.8 billion with a 7.1-year weighted-average remaining term, and total managed portfolio reached $164.5 billion. Defaulted loans were $198.6 million, 0.28% of the at-risk portfolio.
The company is executing a disposition strategy on its repurchased loan portfolio, reducing that exposure by $39.4 million after quarter end to $153.8 million, backed by $41.7 million of credit-related reserves. The Board declared a quarterly dividend of $0.68 per share for the third quarter of 2026 and maintains a $75.0 million stock repurchase program, with $61.7 million of capacity remaining as of June 30, 2026.
THEOBALD STEPHEN P reported acquisition or exercise transactions in this Form 4 filing.
Walker & Dunlop EVP & Chief Operating Officer Stephen P. Theobald received a grant of dividend equivalent rights tied to his existing equity awards. On June 4, 2026, he was awarded 120.612 dividend equivalent rights, each economically equivalent to one share of common stock.
These rights accrued on restricted stock units he already holds and will vest proportionately with those units over time, rather than immediately. Following this grant, he holds a total of 1,555.863 dividend equivalent rights directly, reflecting routine, compensation-related equity accrual rather than an open-market stock purchase or sale.