Jun 2026 (Q2 FY26) — Aug 6, 2026
Walker & Dunlop Q2 FY26 — Market Share Gains Amidst Legacy Issue Resolution
Read the full callWalker & Dunlop earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 307 | −3.9% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | Operating profit / revenue | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. | ||
| Net profit | 3.0 | −91.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $81.26 on 17 Oct 2025 → $31.67. High $86.5 (23 Oct 2025), low $31.67 (19 Oct 2026).
Overview
Call summaries
Walker & Dunlop Q2 FY26 — Market Share Gains Amidst Legacy Issue Resolution
Read the full callEvery analysed call
Financials
Net profit, year on year: −91% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 292 | 341 | 237 | 319 | 338 | 340 | 301 | 307 |
| Profit before tax | 38 | 52 | 5 | 46 | 46 | -19 | 26 | 2 |
| Tax rate | 23.5% | 21.0% | 48.0% | 26.8% | 27.3% | 29.4% | 30.9% | −36.8% |
| Net profit | 29 | 45 | 3 | 34 | 33 | -14 | 16 | 3 |
| EPS ($ per share) | 0.85 | — | 0.08 | 1 | 0.98 | — | 0.46 | 0.09 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | 667 | 797 | 953 | 1,154 | 1,278 | 1,298 | 1,318 | 1,282 |
| Total liabilities | 1,875 | 1,633 | 3,455 | 3,628 | 2,329 | 2,306 | 2,622 | 3,314 |
| Fixed assets | — | — | — | 73 | 34 | 43 | 48 | 54 |
| Total assets | 2,782 | 2,675 | 4,651 | 5,206 | 4,045 | 4,052 | 4,382 | 5,059 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 64 | 428 | -1,411 | 870 | 1,583 | -1 | 129 | -664 |
| Cash from investing | -552 | -80 | 115 | -378 | -134 | 127 | -38 | -77 |
| Cash from financing | 322 | -332 | 1,518 | -458 | -1,584 | 7 | -155 | 758 |
| Capital expenditure | -5 | -5 | -3 | -9 | -22 | -16 | -13 | -16 |
| Free cash flow | 59 | 423 | -1,414 | 861 | 1,561 | -17 | 116 | -680 |
22 filings between Jan 30, 2026 and May 19, 2026.
Purchases
$789.9K
4 purchases by 4 insiders
Sales
None
No insider sold shares.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Walker William M | $474.6K | — | Mar 2, 2026 |
| FREEDMAN ERNEST MICHAEL | $246.0K | — | Mar 5, 2026 |
| SCHMALTZ DANA L | $45.8K | — | Mar 18, 2026 |
| Wells Donna | $23.5K | — | Mar 3, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| May 19, 2026 | FREEDMAN ERNEST MICHAEL Director | Award | 3,096 | $0 |
| May 19, 2026 | Hayward Jeffery R Director | Award | 3,096 | $0 |
| May 19, 2026 | Rice E. John Jr Director | Award | 3,096 | $0 |
| May 19, 2026 | SCHMALTZ DANA L Director | Award | 3,096 | $0 |
| Mar 18, 2026 | SCHMALTZ DANA L Director | Purchase | 1,000 | $45.8K |
| Mar 13, 2026 | Wells Donna Director | Option exercise | 1,381 | $0 |
| Mar 13, 2026 | SCHMALTZ DANA L Director | Option exercise | 1,105 | $0 |
| Mar 5, 2026 | FREEDMAN ERNEST MICHAEL Director | Purchase | 5,000 | $246.0K |
| Mar 3, 2026 | Wells Donna Director | Purchase | 500 | $23.5K |
| Mar 2, 2026 | Walker William M Chairman & CEO | Purchase | 10,000 | $474.6K |
| Feb 13, 2026 | Groman Daniel J EVP, GC, Secretary & CCO | Award | 8,082 | $0 |
| Feb 13, 2026 | Groman Daniel J EVP, GC, Secretary & CCO | Tax withheld | 1,471 | $91.0K |
| Feb 13, 2026 | Pryor Paula A. EVP and Chief HR Officer | Award | 8,082 | $0 |
| Feb 13, 2026 | Pryor Paula A. EVP and Chief HR Officer | Tax withheld | 2,169 | $134.2K |
| Feb 13, 2026 | THEOBALD STEPHEN P EVP & Chief Operating Officer | Award | 16,973 | $0 |
| Feb 13, 2026 | THEOBALD STEPHEN P EVP & Chief Operating Officer | Tax withheld | 3,273 | $202.5K |
| Feb 13, 2026 | Walker William M Chairman & CEO | Award | 48,496 | $0 |
| Feb 13, 2026 | Walker William M Chairman & CEO | Tax withheld | 9,940 | $614.9K |
| Feb 13, 2026 | Florkowski Gregory EVP & Chief Financial Officer | Award | 12,124 | $0 |
| Feb 13, 2026 | Florkowski Gregory EVP & Chief Financial Officer | Tax withheld | 2,883 | $178.3K |
| Jan 30, 2026 | Walker William M Chairman & CEO | Option exercise | 7,830 | $0 |
| Jan 30, 2026 | Walker William M Chairman & CEO | Tax withheld | 3,251 | $204.5K |
| Sep 11, 2025 | FREEDMAN ERNEST MICHAEL Director | Award | 1,097 | $0 |
| Aug 29, 2025 | Pryor Paula A. EVP and Chief HR Officer | Sale | 5,336 | $460.0K |
| May 1, 2025 | SCHMALTZ DANA L Director | Award | 2,025 | $0 |
| May 1, 2025 | Rice E. John Jr Director | Award | 2,025 | $0 |
| May 1, 2025 | Hayward Jeffery R Director | Award | 2,025 | $0 |
| May 1, 2025 | Wells Donna Director | Award | 2,025 | $0 |
| Apr 2, 2025 | Walker William M Chairman and CEO | Gift | 21,349 | $0 |
| Mar 15, 2025 | Walker William M Chairman and CEO | Option exercise | 5,531 | $0 |
| Mar 15, 2025 | Wells Donna Director | Option exercise | 992 | $0 |
| Mar 15, 2025 | Walker William M Chairman and CEO | Tax withheld | 2,337 | $203.8K |
| Mar 15, 2025 | Florkowski Gregory EVP & Chief Financial Officer | Option exercise | 4,674 | $0 |
| Mar 15, 2025 | Florkowski Gregory EVP & Chief Financial Officer | Tax withheld | 2,074 | $180.8K |
| Mar 15, 2025 | SCHMALTZ DANA L Director | Option exercise | 1,141 | $0 |
| Mar 15, 2025 | Pryor Paula A. EVP and Chief HR Officer | Option exercise | 4,426 | $0 |
| Mar 15, 2025 | Pryor Paula A. EVP and Chief HR Officer | Tax withheld | 2,049 | $178.7K |
| Mar 15, 2025 | Groman Daniel J EVP, GC, Secretary & CCO | Option exercise | 3,595 | $0 |
| Mar 15, 2025 | Groman Daniel J EVP, GC, Secretary & CCO | Tax withheld | 1,665 | $145.2K |
| Mar 6, 2025 | Walker William M Chairman & CEO | Purchase | 15,611 | $1.34M |
| Mar 6, 2025 | Walker William M Chairman & CEO | Purchase | 1,889 | $164.0K |
| Feb 14, 2025 | Pryor Paula A. EVP and Chief HR Officer | Award | 4,916 | $0 |
| Feb 14, 2025 | Pryor Paula A. EVP and Chief HR Officer | Tax withheld | 1,843 | $159.3K |
| Feb 14, 2025 | THEOBALD STEPHEN P EVP & Chief Operating Officer | Award | 11,279 | $0 |
| Feb 14, 2025 | THEOBALD STEPHEN P EVP & Chief Operating Officer | Tax withheld | 2,301 | $198.9K |
| Feb 14, 2025 | Groman Daniel J EVP, GC, Secretary and CCO | Award | 4,627 | $0 |
| Feb 14, 2025 | Groman Daniel J EVP, GC, Secretary and CCO | Tax withheld | 990 | $85.6K |
| Feb 14, 2025 | Walker William M Chairman & CEO | Award | 34,706 | $0 |
| Feb 14, 2025 | Walker William M Chairman & CEO | Tax withheld | 6,357 | $549.5K |
| Feb 14, 2025 | Florkowski Gregory EVP & Chief Financial Officer | Award | 7,230 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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