Every 10-Q that Walker & Dunlop, Inc. (WD) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow WD and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full WD filings page.
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 (WD) filed its Q3 2025 10‑Q, reporting total revenues of $337.7 million, up from $292.3 million a year ago. Net income was $33.5 million versus $28.8 million, with diluted EPS of $0.98 compared to $0.85. For the nine months, revenues reached $894.3 million and net income was $70.2 million.
Growth was broad-based: loan origination and debt brokerage fees were $97.8 million, servicing fees were $85.2 million, property sales broker fees were $26.5 million, and fair value of expected net cash flows from servicing added $48.7 million. MSRs carried a net value of $806.0 million after $52.3 million of quarterly amortization. The at-risk Fannie Mae servicing portfolio CECL allowance was $24.8 million with a forecast-period loss rate of 2.1 basis points in Q3.
Total assets were $5.80 billion (up from $4.38 billion at year-end), driven by loans held for sale of $2.20 billion. Warehouse notes payable increased to $2.18 billion. Servicing UPB was $139.3 billion. The company maintained $6.05 billion of Agency warehouse capacity with $2.18 billion outstanding, and had a $450 million term loan (balance $447.8 million) plus $400 million of Senior Notes hedged via a fair value swap tied to SOFR. Allowance for risk‑sharing obligations was $34.1 million.