Walker & Dunlop(WD)
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Walker & Dunlop(WD) - 2023 Q4 - Earnings Call Presentation
2024-02-16 02:46
业绩总结 - 2023年第四季度,公司总交易量为11210万美元,较2022年第四季度的9299万美元下降了17%[8] - 2023年第四季度,公司总收入为282850千美元,较2022年第四季度的274336千美元下降了3%[8] - 2023年第四季度,公司每股稀释收益为1.24美元,较2022年第四季度的0.93美元下降了25%[8] - 2023年第四季度,公司调整后的EBITDA为92625千美元,较2022年第四季度的97582千美元下降了5%[9] - 2023年第四季度,公司调整后的核心每股收益为1.42美元,较2022年第四季度的1.41美元增长1%[9] - 2023年,公司总交易量为633.39亿美元,较2022年的1258.75亿美元下降了48%[14] - 2023年,公司总收入为32.99亿美元,较2022年的300.12亿美元下降了16%[14] - 2023年,公司调整后的EBITDA为105.44亿美元,较2022年的468亿美元下降了8%[14] 用户数据 - 预测2023年至2025年的多户家庭贷款到期额为550亿美元,多户家庭建设完成单位数预测为500个,多户家庭贷款发放额预测为404亿美元[16] 未来展望 - 2024年全年的调整后核心每股收益预计为0.93美元,较2023年实际情况下降50%;调整后核心每股收益预计为1.42美元,较2023年实际情况下降16%[17] 新产品和新技术研发 - 2023年至2025年的调整后EBITDA分别为87,582千美元,67,975千美元和92,625千美元[18] 市场扩张和并购 - Walker & Dunlop 2023年第四季度调整后的EBITDA为负$1,608, 2022年同期为正$6,411[20] - Walker & Dunlop 2023年第四季度净收入为$17,519, 2022年同期为$30,475[20] - SAM 2023年第四季度调整后的EBITDA为$110,543, 2022年同期为$114,541[21] - SAM 2023年第四季度净收入为$34,071, 2022年同期为$51,059[21]
Why Walker & Dunlop Stock Is Higher Today
The Motley Fool· 2024-02-16 01:11
公司业绩 - 公司第四季度盈利超出预期,股价上涨,现金分红增加,股价上涨11.4%[2] - 公司第四季度盈利为每股$1.42,营收为2.743亿美元,超出分析师预期[4] - 交易量下降,但服务业务增长,全年营收下降16%,调整后的EBITDA仅下降8%[5] - 公司宣布将股息提高3%,显示对未来季度的信心[6] 公司定位 - 公司是商业地产行业资金提供商之一,主要关注多户住宅项目,服务业务增长有助于稳定收入[3] 投资建议 - Walker & Dunlop在最近的季度表现提醒投资者公司有能力应对市场挑战[1] - 尽管商业地产市场仍面临挑战,公司业务表现强劲,值得长期投资者关注[8]
Walker & Dunlop (WD) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
Zacks Investment Research· 2024-02-15 23:31
Walker & Dunlop (WD) reported $274.34 million in revenue for the quarter ended December 2023, representing a year-over-year decline of 3%. EPS of $1.42 for the same period compares to $1.41 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $265.47 million, representing a surprise of +3.34%. The company delivered an EPS surprise of +35.24%, with the consensus EPS estimate being $1.05. While investors scrutinize revenue and earnings changes year-over-year and how they compare with W ...
Walker & Dunlop Expands Midwest Investment Sales Team
Businesswire· 2024-02-15 20:30
BETHESDA, Md.--(BUSINESS WIRE)--Walker & Dunlop, Inc. recently welcomed three CBRE veterans – Managing Directors, Steve LaMotte Jr. and Dane Wilson, as well as Associate Director Ross Wettersten to its Midwest Investment Sales team led by Todd Stofflet. The team will represent both institutional and private clients across the Midwestern markets, specializing in the valuation and disposition of multifamily properties. " In today's dynamic market landscape, clients seek honest strategic advice, meticulous inv ...
Walker & Dunlop Reports Results for Q4 2023
Businesswire· 2024-02-15 19:00
BETHESDA, Md.--(BUSINESS WIRE)--Walker & Dunlop, Inc. (NYSE: WD) (the “Company,” “Walker & Dunlop,” or “W&D”) reported its strongest quarterly results of 2023 in the fourth quarter. Total revenues were $274.3 million in the fourth quarter, a decrease of 3% year over year. Fourth quarter total transaction volume was $9.3 billion, down 17% year over year. Net income for the fourth quarter of 2023 was $31.6 million, or $0.93 per diluted share, down 24% and 25%, respectively, year over year. Adjusted EBITDA was ...
Walker & Dunlop Funds $380M for Student Housing Credit Facility
Businesswire· 2024-02-07 20:48
交易详情 - Walker & Dunlop为Scion Student Communities提供了新的3.8亿美元信贷额度,用于11个学生住房物业的再融资[1] - 该交易由Walker & Dunlop团队领导,35天内完成了交易处理,成功锁定利率并关闭交易[2] 历史合作 - Walker & Dunlop在过去九年为Scion的投资组合提供了超过23亿美元的债务融资,展示了其专业和深厚的专业知识[4]
Walker & Dunlop Investment Partners Closes Multifamily Debt Fund
Businesswire· 2024-01-30 19:00
背景介绍 - Walker & Dunlop Investors Partners宣布关闭了最新基金,专注于多家庭桥梁融资[1] - WDIP团队由Geoff Smith、Marcus Duley和Mitch Resnick领导,将发起价值增值的多家庭桥梁贷款,目标是实现机构退出[2] - WDIP是一家房地产私募股权公司,代表捐赠基金、基金会、养老金计划、私人基金、保险公司、家族办公室和高净值个人管理资本[4]
Walker & Dunlop Once Again Ranked As #1 Fannie Mae Multifamily Lender and #3 with Freddie Mac
Businesswire· 2024-01-29 19:00
BETHESDA, Md.--(BUSINESS WIRE)--Walker & Dunlop, Inc. (NYSE: WD) was recognized as the largest Fannie Mae DUS® lender by volume in 2023, making it Fannie Mae’s #1 partner, five years in a row. In addition to being Fannie Mae’s largest multifamily lending partner by volume at $6.6 billion, Walker & Dunlop was also recognized by Fannie Mae as: ¢ o ¢ o o #1 Producer for Green Financing #1 Producer for Student Housing #3 Producer for Multifamily Affordable Housing #3 Producer for Small Loans #4 Producer for Str ...
Walker & Dunlop Announces Fourth Quarter and Full-Year 2023 Earnings Conference Call Details
Businesswire· 2024-01-27 06:00
BETHESDA, Md.--(BUSINESS WIRE)--Walker & Dunlop, Inc. announced today that it will release its fourth quarter and full-year 2023 results before the market opens on February 15, 2024. The Company will host a conference call to discuss the quarterly results on February 15, 2024, at 8:00 a.m. Eastern time. Listeners can access the call by dialing (888) 256-1007 from within the United States or (773) 305-6853 from outside the United States and are asked to reference the Confirmation Code: 8217003. A simultaneou ...
Walker & Dunlop (WD): Strong Industry, Solid Earnings Estimate Revisions
Zacks Investment Research· 2024-01-11 23:33
One stock that might be an intriguing choice for investors right now is Walker & Dunlop, Inc. (WD) . This is because this security in the Financial - Mortgage & Related Services space is seeing solid earnings estimate revision activity, and is in great company from a Zacks Industry Rank perspective. This is important because, often times, a rising tide will lift all boats in an industry, as there can be broad trends taking place in a segment that are boosting securities across the board. This is arguably ta ...