Walker & Dunlop Stock Down 30% but Revenue Up 16%: Why This $6 Million Sale Stands Out
The Motley Fool
by newsfeedback@fool.com (Jonathan Ponciano)February 13, 2026
AI-Generated Deep Dive Summary
Walker & Dunlop (NYSE:WD) saw its stock price drop by 30% despite a significant 16% year-over-year revenue increase. The sale of 90,000 shares by First Sabrepoint Capital Management for $6.39 million highlights the complexities of navigating the real estate financing market. This strategic move by the investment firm underscores the importance of evaluating both financial performance and market sentiment when making investment decisions.
Walker & Dunlop is a prominent player in commercial real estate finance, known for its integrated business model that combines loan origination, servicing, and advisory services. This approach allows the company to generate multiple revenue streams across the real estate lifecycle. Despite the stock decline, the company’s strong performance in 2025, particularly in multifamily and specialty housing markets, has positioned it as a key intermediary for institutional capital.
The sale of 90,000 shares by First Sabrepoint Capital Management represents a notable shift in investor strategy. The firm sold these shares at an estimated value of $6.39 million, calculated using the quarterly average pricing from the fourth quarter of 2025. Following this transaction, First Sabrepoint’s remaining stake in Walker & Dunlop is now valued at $1.80 million, reflecting a reduced but still significant position in the company.
This situation matters to investors because it highlights the delicate balance between
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Originally published on The Motley Fool on 2/13/2026