Jefferies has initiated coverage on Walker & Dunlop Inc (WD) with a Buy rating as of December 18, 2025. This marks the firm's first assessment of the company, reflecting its analysis of Walker & Dunlop's business, industry dynamics, and growth prospects.
Currently, Walker & Dunlop operates in the financial services sector, focusing on multifamily lending, property sales, and commercial real estate finance. The company, headquartered in Bethesda, Maryland, has a market capitalization of $2.1 billion and reported a trailing twelve-month (TTM) price-to-earnings (P/E) ratio of 18.54, with earnings per share (EPS) at 3.45. The company also offers a dividend yield of 335.3%.
Upcoming earnings for Walker & Dunlop are scheduled for August 5, 2026, with an estimated EPS of $1.36 and expected revenue of $361.9 million. Analyst consensus currently stands at 3 Strong Buy, 6 Buy, and 3 Hold ratings, indicating a general positive outlook among analysts.
This update provides insight into the firm's confidence in Walker & Dunlop's potential within the commercial real estate sector, which includes capital markets and asset management services.