Walker & Dunlop (WD) Q2 FY26 earnings call

Walker & Dunlop demonstrated resilience in Q2 FY26, achieving market share gains and record servicing portfolio growth despite a challenging macroeconomic environment and significant charges related to legacy loan repurchase issues. The company is nearing the resolution of these investigations, allowing it to refocus on its 'Journey to 30' strategic growth plan, which emphasizes talent acquisition, geographic expansion, and leveraging improving multifamily fundamentals.