KBW Analyst Sticks to Buy Rating for Walker & Dunlop with $95 Price Target

KBW analyst Jade Rahmani maintains a Buy rating on Walker & Dunlop with a price target of $95. Rahmani has a 5-star rating on TipRanks with an average return of 14.4% and a 71.49% success rate. The Street consensus rating for Walker & Dunlop is Moderate Buy with an average price target of $105.

Walker & Dunlop Inc. (WD) reported robust financial performance for the second quarter of 2025, surpassing analyst expectations with an earnings per share (EPS) of $1.15 compared to the forecasted $0.74. This 55.41% earnings surprise underscores the company’s strong market positioning and operational efficiency. Revenue also exceeded expectations, reaching $319.2 million against a forecast of $276.28 million, representing an 18% year-over-year growth [1].

The company’s stock price rose by 1.59% to $75.48 following the earnings announcement, reflecting positive investor sentiment. Key takeaways from the quarter include a 65% increase in total transaction volume to $14 billion, driven by strong market momentum and strategic initiatives such as the launch of a data center financing business and expansion into international markets. The multifamily sector, with 96% apartment occupancy, also contributed to the company’s success [1].

Walker & Dunlop’s financial highlights for Q2 2025 include:
- Revenue: $319.2 million, up 18% year-over-year
- EPS: $1.15, compared to $0.74 forecast
- Return on Equity: 4.2%
- Operating Margin: 9%

The company expects continued momentum into Q3 and Q4, with plans to raise $600 million in tax credit equity and deploy over $1 billion through its investment platform. CEO Willie Walker and CFO Greg Florkowski expressed optimism about the company’s position in the market and its ability to capitalize on growth opportunities [1].

Analysts maintained a positive outlook on Walker & Dunlop. KBW analyst Jade Rahmani maintains a Buy rating with a price target of $95, while the Street consensus rating is a Moderate Buy with an average price target of $105 [2].

References:
[1] https://www.investing.com/news/transcripts/earnings-call-transcript-walker--dunlops-q2-2025-earnings-beat-forecasts-93CH-4177696
[2] https://www.tipranks.com/analysts/walker-dunlop-inc/