WD Walker & Dunlop, Inc Common Stock
NYSE · Financial Services · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 6, 2026
$33.97
· of 52w range
· above low
· to high
$33.5952w low
$90.0052w high
Market Cap (MRQ)
$1.13B
P/E (TTM)
30.3
EPS (TTM)
$1.12
Revenue (TTM)
$1.29B
your badges
52W Range
$34–$90
Analyst Rating
BUY
Price Target
$57
P/E
30.3
ROE
2.2%
Net Profit Margin
3.0%
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WD Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$33.97
Market Cap (MRQ)
$1.13B
P/E (TTM)
30.3
EPS (TTM)
$1.12
Revenue (TTM)
$1.29B
Div Yield
8.1%
ROE (TTM)
2.2%
52W Range
$34–$90
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About Walker & Dunlop, Inc Common Stock Company overview from Wikipedia
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
## History
In 1937, Oliver Walker and Laird Dunlop founded the company.
In 2000, the grandson of Oliver Walker, William M. Walker joined the board of directors. In 2003, he became an executive vice president, by 2005 he was the president and by 2007 he became chairman and chief executive officer of the company.
In 2009, the company acquired commercial lender Column Guaranteed, a subsidiary of Credit Suisse.
In 2010, the company became a public company via an initial public offering.
In 2011, the company launched a bridge lending program.
in September 2012, the company acquired CWCapital for $234 million.
In November 2014, the company acquired Johnson Capital's loan origination and servicing platform.
In April 2015, the company acquired Engler Financial Group, investment advisory and brokerage firm focused on providing investment sales services to owners of multifamily properties.
In March 2018, the company acquired JCR Capital Investment Corporation, a Registered Investment Adviser.
In November 2018, the company acquired iCap Realty Advisors.
In 2019, the company acquired Enodo, an artificial intelligence and technology firm.
In January 2020, the company launched an appraisal joint venture with GeoPhy, Apprise by Walker & Dunlop.
In February 2020, the company acquired AKS Partners, one of New York City’s premier, independent capital markets advisory firms.
In March 2020, the company launched the Walker Webcast, a weekly webcast where CEO, Willy Walker, hosts a diverse network of leaders as they share wisdom that cuts across industry lines.
In May 2020, Walker & Dunlop closed its largest transaction in the company's history with a $2.4 billion Fannie Mae Credit Facility to refinance 67 multifamily properties in the Washington D.C. area.
In February 2021, the company acquired FourPoint Investment Sales Partners, a boutique brokerage firm specializing in student housing and conventional multifamily properties.
In May 2021, Walker & Dunlop announced the acquisition of industry-leading housing research and investment banking firm Zelman & Associates.
In December 2021, Walker & Dunlop announced the acquisition of Alliant Capital.
In 2022, Walker & Dunlop integrated a high-performing land brokerage group with experience in urban, suburban, and mixed-use development land. The acquisition enhanced W&D's land sales capacity.
Walker & Dunlop acquired the hospitality property sales and advisory company in 2024, hence adding hotel and resort property services among their business operations. The move aimed at ensuring that the company could venture into tourism, leisure, and business travel industries.
In February 2025, Walker & Dunlop expanded its international footprint with the launch of its London-based office. The London location marks the firm's first international office in its 87-year history.
In April 2025, Walker & Dunlop added a specialized data infrastructure advisory team focused on assets such as data centers, and digital infrastructure.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorFinancial Services
industryFinancial Services
employees1,466
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$1.23B2023-12-31 → 2025-12-31
EPS$1.642023-12-31 → 2025-12-31
Free Cash Flow$-680M2023-12-31 → 2025-12-31
Net margin3.0%2023-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | WD | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 30.3 | · | 10.9 | Overvalued | |
| P/S (TTM) | 0.9 | · | 2.5 | Undervalued | |
| P/B (MRQ) | 0.7 | · | 1.1 | Overvalued | |
| Price / FCF (TTM) | -8.6 | · | · | · | |
| Price / Cash Flow (TTM) | -9.5 | · | · | · | |
| Price / Tangible Book (MRQ) | 0.7 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | WD | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| EBITDA Margin | 19.3% | · | 2.1% | Top tier | |
| Pretax Margin (TTM) | 4.3% | · | 26.4% | Weak | |
| Net Profit Margin (TTM) | 3.0% | · | 21.0% | Weak | |
| ROA (TTM) | 0.80% | · | 1.2% | Top tier | |
| ROE (TTM) | 2.2% | · | 7.6% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | WD | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 9.0% | · | · | · | |
| Revenue CAGR 3Y | -0.65% | · | · | · | |
| Revenue CAGR 5Y | 2.6% | · | · | · | |
| EPS YoY | -48.6% | · | · | · | |
| Net Income YoY | -48.0% | · | · | · | |
| EPS CAGR 3Y | -36.4% | · | · | · | |
| EPS CAGR 5Y | -26.6% | · | · | · | |
| Net Income CAGR 3Y | -35.9% | · | · | · | |
| Net Income CAGR 5Y | -25.6% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | WD | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.3 | · | 0.1 | Top tier | |
| Revenue / Employee | ≈$842.0K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield8.1%
Payout Ratio163.2%
Annualized Payout≈$2.72
5Y Div CAGR≈13.2%
Growth Streak≈6
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Aug 20, 2026 | $0.68 | USD | ≈6.7% |
| May 21, 2026 | $0.68 | USD | ≈5.3% |
| Mar 13, 2026 | $0.68 | USD | ≈6.0% |
| Nov 21, 2025 | $0.67 | USD | ≈4.3% |
| Aug 21, 2025 | $0.67 | USD | ≈3.2% |
| May 15, 2025 | $0.67 | USD | ≈3.6% |
| Feb 28, 2025 | $0.67 | USD | ≈3.1% |
| Nov 22, 2024 | $0.65 | USD | ≈2.4% |
| Aug 22, 2024 | $0.65 | USD | ≈2.5% |
| May 15, 2024 | $0.65 | USD | ≈2.5% |
| Feb 29, 2024 | $0.65 | USD | ≈2.7% |
| Nov 22, 2023 | $0.63 | USD | ≈3.1% |
| Aug 16, 2023 | $0.63 | USD | ≈3.0% |
| May 17, 2023 | $0.63 | USD | ≈3.4% |
| Mar 7, 2023 | $0.63 | USD | ≈2.8% |
| Nov 23, 2022 | $0.60 | USD | ≈2.9% |
| Aug 17, 2022 | $0.60 | USD | ≈2.1% |
| May 18, 2022 | $0.60 | USD | ≈2.1% |
| Feb 18, 2022 | $0.60 | USD | ≈1.5% |
| Nov 18, 2021 | $0.50 | USD | ≈1.3% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
-38.7%
Next Report
Nov 04, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Aug 5, 2026 | $0.09 | $0.84 | -89.3% |
| March 31, 2026 | $0.46 | $0.28 | 62.4% | |
| Dec. 31, 2025 | $-0.41 | $1.27 | -132.3% | |
| Sept. 30, 2025 | $0.98 | $1.20 | -18.4% | |
| June 30, 2025 | $0.99 | $0.74 | 34.4% | |
| March 31, 2025 | $0.08 | $0.71 | -88.8% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.23B | $1.13B | $1.05B | $1.26B | $1.26B | $1.08B | $817M | $725M | $712M | $575M | $468M | $361M | |
| Operating Expenses | $1.16B | $1.00B | $916M | $994M | $907M | $753M | $587M | $512M | $478M | $389M | $333M | $277M | |
| Interest Expense | · | · | $50M | $49M | $33M | · | · | · | · | · | · | $18M | |
| Interest Income | $12M | $40M | $45M | $65M | $55M | · | · | · | · | · | · | · | |
| Pretax Income | $79M | $132M | $138M | $265M | $352M | $330M | $230M | $213M | $234M | $186M | $135M | $84M | |
| Income Tax | $22M | $31M | $35M | $56M | $86M | $84M | $57M | $52M | $22M | $71M | $53M | $32M | |
| Net Income | $56M | $108M | $107M | $214M | $266M | $246M | $173M | $161M | $211M | $114M | $82M | $51M | |
| EPS (Basic) | $1.65 | $3.19 | $3.20 | $6.43 | $8.27 | $7.85 | $5.61 | $5.15 | $6.72 | $3.66 | $2.76 | $1.60 | |
| EPS (Diluted) | $1.64 | $3.19 | $3.18 | $6.36 | $8.15 | $7.69 | $5.45 | $4.96 | $6.47 | $3.57 | $2.65 | $1.58 | |
| Shares (Basic) | 33,347,000 | 33,116,000 | 32,697,000 | 32,326,000 | 31,081,000 | 30,444,000 | 29,913,000 | 30,202,000 | 30,176,000 | 29,768,000 | 29,754,000 | 32,210,000 | |
| Shares (Diluted) | 33,369,000 | 33,158,000 | 32,875,000 | 32,687,000 | 31,533,000 | 31,083,000 | 30,815,000 | 31,384,000 | 31,386,000 | 30,537,000 | 30,949,000 | 32,624,000 | |
| EBITDA | $239M | $238M | $227M | $235M | $210M | $169M | $152M | $142M | $131M | $111M | $98M | $80M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $299M | $279M | $329M | $226M | $306M | $321M | $121M | $90M | $191M | $119M | $137M | $113M | |
| PP&E (Net) | $54M | $48M | $43M | $34M | $73M | · | · | · | · | · | · | · | |
| Goodwill | $869M | $869M | $902M | $960M | $699M | $249M | $180M | $174M | $124M | $96M | $90M | $75M | |
| Intangibles | $142M | $157M | $182M | $199M | $184M | $2M | $719M | $670M | · | · | · | $376M | |
| Total Assets | $5.06B | $4.38B | $4.05B | $4.05B | $5.21B | $4.65B | $2.68B | $2.78B | $2.21B | $3.05B | $3.51B | $2.01B | |
| Deferred Tax | $237M | $241M | $245M | $243M | $225M | $186M | $147M | $126M | $108M | $139M | $101M | $85M | |
| Total Liabilities | $3.31B | $2.62B | $2.31B | $2.33B | $3.63B | $3.45B | $1.63B | $1.87B | $1.39B | $2.44B | $3.02B | $1.58B | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | · | · | $1.39B | |
| Common Stock | $334.0K | $332.0K | $329.0K | $323.0K | $320.0K | $307.0K | $300.0K | $295.0K | $300.0K | $296.0K | $295.0K | $318.0K | |
| Retained Earnings | $1.28B | $1.32B | $1.30B | $1.28B | $1.15B | $953M | $797M | $667M | $580M | $381M | $272M | $209M | |
| AOCI | $2M | $586.0K | $-479.0K | $-2M | $3M | $2M | $737.0K | $-75.0K | $93.0K | · | · | · | |
| Stockholders' Equity | $1.74B | $1.75B | $1.72B | $1.69B | $1.55B | $1.20B | $1.04B | $902M | $809M | $610M | $488M | $433M | |
| Liabilities + Equity | $5.06B | $4.38B | $4.05B | $4.05B | $5.21B | $4.65B | $2.68B | $2.78B | $2.21B | $3.05B | $3.51B | $2.01B | |
| Shares Outstanding | 33,389,000 | 33,194,000 | 32,874,000 | 32,396,000 | 32,049,000 | 30,678,000 | 30,035,000 | 29,497,000 | 30,016,000 | 29,551,000 | 29,466,000 | 31,822,000 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $239M | $238M | $227M | $235M | $210M | $169M | $152M | $142M | $131M | $111M | $98M | $80M | |
| Stock-based Comp | $27M | $27M | $28M | $34M | $37M | $28M | $24M | $24M | $21M | $18M | $14M | $10M | |
| Deferred Tax | $-6M | $-2M | $1M | $18M | $34M | $47M | $22M | $17M | $-31M | $38M | $17M | $10M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | $2M | $771.0K | |
| Other Non-cash | $-980M | $-241M | $-364M | $1.08B | $324M | $-1.90B | $56M | $-281M | $735M | $478M | $-1.55B | $-881M | |
| Operating Cash Flow | $-664M | $129M | $-518.0K | $1.58B | $870M | $-1.41B | $428M | $64M | $1.07B | $759M | $-1.34B | $-703M | |
| CapEx | $16M | $13M | $16M | $22M | $9M | $3M | $5M | $5M | $5M | $2M | $1M | $3M | |
| Investing Cash Flow | $-77M | $-38M | $127M | $-134M | $-378M | $115M | $-80M | $-552M | $97M | $-67M | $-27M | · | |
| Stock Issued | · | · | $3M | $486.0K | $5M | $14M | $6M | $9M | $3M | $4M | $8M | $8M | |
| Stock Repurchased | $10M | $12M | $21M | $42M | $19M | $46M | $31M | $69M | $35M | $13M | $50M | $38M | |
| Net Stock Activity | $-10M | $-12M | $-17M | $-42M | $-14M | $-32M | $-25M | $-60M | $-32M | $-9M | $-43M | $-30M | |
| Dividends Paid | $92M | $89M | $85M | $80M | $64M | $45M | $37M | $31M | · | · | · | · | |
| Financing Cash Flow | $758M | $-155M | $7M | $-1.58B | $-458M | $1.52B | $-332M | $322M | $-1.09B | $-694M | $1.39B | · | |
| Taxes Paid | $23M | $32M | $31M | $59M | $43M | $30M | $40M | · | · | · | · | · | |
| Free Cash Flow | $-680M | $116M | $-17M | $1.56B | $861M | $-1.41B | $423M | $59M | $1.06B | $757M | $-1.34B | $-732M | |
| Levered FCF | · | · | $-54M | · | · | · | · | · | · | · | · | $-743M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 4.6% | 9.6% | 10.2% | 17.0% | 21.1% | 22.7% | 21.2% | 22.3% | 29.7% | 19.9% | 17.6% | 14.2% | |
| Pretax Margin | 6.4% | 11.6% | 13.1% | 21.1% | 28.0% | 30.5% | 28.2% | 29.3% | 32.8% | 32.3% | 28.9% | 23.3% | |
| EBITDA Margin | 19.3% | 21.0% | 21.5% | 18.7% | 16.7% | 15.6% | 18.7% | 19.6% | 18.4% | 19.4% | 21.0% | 22.2% | |
| ROA | 1.2% | 2.4% | 2.6% | 4.3% | 5.1% | 6.7% | 6.3% | 6.5% | 8.0% | 3.5% | 3.0% | 3.3% | |
| ROE | 3.2% | 6.2% | 6.3% | 13.2% | 18.7% | 21.3% | 17.9% | 18.9% | 29.7% | 20.8% | 17.9% | 12.3% |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | 0.3 | 0.3 | 0.2 | 0.3 | 0.3 | 0.3 | 0.3 | 0.2 | 0.2 | 0.2 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $51.96 | $52.66 | $52.44 | $52.15 | $48.37 | $38.99 | $34.48 | $30.58 | $26.97 | $20.65 | $16.56 | $13.62 | |
| Revenue / Share | $36.99 | $34.15 | $32.07 | $38.51 | $39.93 | $34.86 | $26.52 | $23.11 | $22.10 | $18.45 | $15.13 | $11.06 | |
| Cash Flow / Share | $-19.91 | $3.90 | $-0.02 | $48.42 | $27.60 | $-45.41 | $13.88 | $2.04 | $33.15 | $24.36 | $-43.29 | $-22.36 | |
| Cash / Share | $8.96 | $8.41 | $10.00 | $6.97 | $9.54 | $10.47 | $4.02 | $3.05 | $6.37 | $4.02 | $4.65 | $3.56 | |
| Dividend / Share | · | · | · | · | · | · | · | $1.00 | · | · | · | · | |
| Dividend Paid / Share | $2.68 | $2.60 | $2.52 | $2.40 | $2.00 | $1.44 | $1.20 | $1.00 | · | · | · | · | |
| EPS (TTM) | $1.64 | $3.19 | $3.18 | $6.36 | $8.15 | $7.69 | $5.45 | $4.96 | $6.47 | $3.57 | $2.65 | $1.58 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 9.0% | 7.4% | -16.2% | -0.03% | 16.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -0.65% | -3.5% | -0.91% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 2.6% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -48.6% | 0.31% | -50.0% | -22.0% | 6.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -36.4% | -26.9% | -25.5% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -26.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -48.0% | 0.75% | -49.8% | -19.5% | 8.0% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -35.9% | -25.9% | -24.2% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -25.6% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 15.2% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.23B | $1.13B | $1.05B | $1.26B | $1.26B | $1.08B | $817M | $725M | $712M | $575M | $468M | $361M | |
| Net Income TTM | $56M | $108M | $107M | $214M | $266M | $246M | $173M | $161M | $211M | $114M | $82M | $51M | |
| Market Cap | $2.01B | $3.23B | $3.65B | $2.54B | $4.84B | $2.82B | $1.94B | $1.28B | $1.43B | $922M | $849M | $558M | |
| P/E | 36.7 | 30.5 | 34.9 | 12.3 | 18.5 | 12.0 | 11.9 | 8.7 | 7.3 | 8.7 | 10.9 | 11.1 | |
| P/S | 1.6 | 2.8 | 3.5 | 2.0 | 3.8 | 2.6 | 2.4 | 1.8 | 2.0 | 1.6 | 1.8 | 1.5 | |
| P/B | 1.2 | 1.8 | 2.1 | 1.5 | 3.1 | 2.4 | 1.9 | 1.4 | 1.8 | 1.5 | 1.7 | 1.3 | |
| P / Tangible Book | 2.8 | 4.5 | 5.7 | 4.8 | 7.2 | 3.0 | · | · | · | · | · | · | |
| P / Cash Flow | -3.0 | 24.9 | -7045.1 | 1.6 | 5.6 | -2.0 | 4.5 | 19.9 | 1.3 | 1.2 | -0.6 | -0.8 | |
| P / FCF | -3.0 | 27.7 | -218.3 | 1.6 | 5.6 | -2.0 | 4.6 | 21.5 | 1.3 | 1.2 | -0.6 | -0.8 | |
| Dividend Yield | 4.6% | 2.8% | 2.3% | 3.1% | 1.3% | 1.6% | 1.9% | 2.5% | · | · | · | · | |
| Earnings Yield | 2.7% | 3.3% | 2.9% | 8.1% | 5.4% | 8.4% | 8.4% | 11.5% | 13.6% | 11.4% | 9.2% | 9.0% | |
| Payout Ratio | 163.2% | 81.9% | 79.0% | 37.5% | 24.2% | 18.4% | 21.5% | 19.5% | · | · | · | · | |
| Annual Payout | $92M | $89M | $85M | $80M | $64M | $45M | $37M | $31M | · | · | · | · |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $307M | $301M | $340M | $338M | $319M | $237M | $341M | $292M | $271M | $228M | $274M | $269M | $273M | $239M | $283M | $316M | |
| Operating Expenses | $305M | $275M | $359M | $292M | $273M | $232M | $289M | $255M | $242M | $214M | $235M | $241M | $237M | $204M | $236M | $261M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $9M | · | $14M | · | $11M | · | $14M | |
| Interest Income | $17M | $17M | $-21M | $15M | $11M | $7M | · | $11M | $7M | $7M | · | $12M | $12M | $11M | $20M | $18M | |
| Pretax Income | $2M | $26M | $-19M | $46M | $46M | $5M | $52M | $38M | $28M | $14M | $39M | $28M | $36M | $35M | $47M | $54M | |
| Income Tax | $-764.0K | $8M | $-5M | $13M | $12M | $3M | $11M | $9M | $8M | $3M | $10M | $7M | $10M | $7M | $10M | $8M | |
| Net Income | $3M | $16M | $-14M | $33M | $34M | $3M | $45M | $29M | $23M | $12M | $32M | $21M | $28M | $27M | $41M | $47M | |
| EPS (Basic) | $0.09 | $0.46 | $-0.41 | $0.98 | $1.00 | $0.08 | $1.32 | $0.85 | $0.67 | $0.35 | $0.94 | $0.64 | $0.82 | $0.80 | $1.25 | $1.41 | |
| EPS (Diluted) | $0.09 | $0.46 | $-0.41 | $0.98 | $0.99 | $0.08 | $1.32 | $0.85 | $0.67 | $0.35 | $0.93 | $0.64 | $0.82 | $0.79 | $1.23 | $1.40 | |
| Shares (Basic) | 33,263,000 | 33,394,000 | · | 33,376,000 | 33,358,000 | 33,264,000 | · | 33,169,000 | 33,121,000 | 32,978,000 | · | 32,737,000 | 32,695,000 | 32,529,000 | · | 32,290,000 | |
| Shares (Diluted) | 33,275,000 | 33,411,000 | · | 33,397,000 | 33,371,000 | 33,296,000 | · | 33,203,000 | 33,154,000 | 33,048,000 | · | 32,895,000 | 32,851,000 | 32,816,000 | · | 32,620,000 | |
| EBITDA | $61M | $63M | · | $60M | $59M | $58M | · | $58M | $56M | $56M | · | $57M | $56M | $57M | · | $60M |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $161M | $193M | $299M | $275M | $234M | $181M | $279M | $180M | $208M | $217M | $329M | $236M | $228M | $188M | $226M | $152M | |
| PP&E (Net) | · | · | $54M | · | · | · | $48M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $869M | $869M | $869M | $869M | $869M | $869M | $869M | $902M | $902M | $902M | · | $950M | $964M | $960M | · | $948M | |
| Intangibles | $134M | $138M | $142M | $146M | $149M | $153M | $157M | $171M | $174M | $178M | · | $186M | $190M | $194M | · | $203M | |
| Total Assets | $4.89B | $6.17B | $5.06B | $5.80B | $4.68B | $4.51B | $4.38B | $4.58B | $4.18B | $3.83B | $4.05B | $4.28B | $4.81B | $4.49B | $4.05B | $6.00B | |
| Deferred Tax | · | · | $237M | · | · | · | $241M | · | · | · | · | · | · | · | · | · | |
| Total Liabilities | $3.17B | $4.43B | $3.31B | $4.02B | $2.91B | $2.77B | $2.62B | $2.83B | $2.44B | $2.09B | · | $2.55B | $3.08B | $2.78B | · | $4.31B | |
| Common Stock | $333.0K | $332.0K | $334.0K | $333.0K | $333.0K | $333.0K | $332.0K | $332.0K | $331.0K | $331.0K | · | $328.0K | $327.0K | $327.0K | · | $323.0K | |
| Retained Earnings | $1.24B | $1.26B | $1.28B | $1.32B | $1.31B | $1.30B | $1.32B | $1.30B | $1.29B | $1.29B | · | $1.29B | $1.29B | $1.28B | · | $1.26B | |
| AOCI | $612.0K | $1M | $2M | $2M | $3M | $1M | $586.0K | $1M | $415.0K | $-492.0K | · | $-2M | $-1M | $-2M | · | $-1M | |
| Stockholders' Equity | $1.71B | $1.72B | $1.74B | $1.77B | $1.75B | $1.73B | $1.75B | $1.71B | $1.70B | $1.72B | · | $1.71B | $1.70B | $1.69B | · | $1.66B | |
| Liabilities + Equity | $4.89B | $6.17B | $5.06B | $5.80B | $4.68B | $4.51B | $4.38B | $4.58B | $4.18B | $3.83B | · | $4.28B | $4.81B | $4.49B | · | $6.00B | |
| Shares Outstanding | 33,269,000 | 33,249,000 | 33,389,000 | 33,385,000 | 33,366,000 | 33,344,000 | 33,194,000 | 33,189,000 | 33,137,000 | 33,095,000 | · | 32,779,000 | 32,703,000 | 32,679,000 | · | 32,344,000 |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $61M | $63M | $62M | $60M | $59M | $58M | $68M | $58M | $56M | $56M | $56M | $57M | $56M | $57M | $58M | $60M | |
| Other Non-cash | · | $-1.22B | · | · | · | $-341M | · | · | · | $-29M | · | · | · | $-630M | · | · | |
| Operating Cash Flow | $1.17B | $-1.14B | $803M | $-948M | $-238M | $-281M | $531M | $-202M | $-238M | $38M | $332M | $549M | $-334M | $-547M | $2.05B | $-1.32B | |
| CapEx | $600.0K | $2M | $7M | $2M | $3M | $4M | $4M | $2M | $4M | $3M | $2M | $4M | $7M | $3M | $3M | $7M | |
| Investing Cash Flow | $-5M | $-40M | $-13M | $-3M | $-23M | $-39M | $-992.0K | $-8M | $-5M | $-25M | $-20M | $36M | $101M | $9M | $37M | $-57M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | $1M | · | $2M | $0 | $449.0K | · | $0 | |
| Stock Repurchased | $298.0K | $19M | $183.0K | $1M | $645.0K | $9M | $369.0K | $1M | $809.0K | $10M | $2M | $871.0K | $662.0K | $17M | $2M | $1M | |
| Net Stock Activity | · | $-19M | · | · | · | $-9M | · | · | · | $-9M | · | · | · | $-17M | · | · | |
| Dividends Paid | $24M | $24M | $23M | $23M | $23M | $23M | $22M | $22M | $22M | $22M | $21M | $21M | $21M | $21M | $20M | $20M | |
| Financing Cash Flow | $-1.20B | $1.07B | $-784M | $996M | $324M | $222M | $-469M | $195M | $243M | $-124M | $-221M | $-568M | $282M | $514M | $-2.03B | $1.39B | |
| Taxes Paid | $21M | $68.0K | $1M | $6M | $16M | $-75.0K | $3M | $12M | $18M | $-604.0K | $4M | $6M | $20M | $1M | $2M | $11M | |
| Free Cash Flow | · | $-1.15B | · | · | · | $-285M | · | · | · | $35M | · | · | · | $-549M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $28M | · | · | · | · | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 0.98% | 5.3% | · | 9.9% | 10.6% | 1.2% | · | 9.8% | 8.4% | 5.2% | · | 8.0% | 10.1% | 11.2% | · | 14.8% | |
| Pretax Margin | 0.68% | 8.6% | · | 13.6% | 14.5% | 2.2% | · | 12.8% | 10.4% | 6.0% | · | 10.5% | 13.2% | 14.5% | · | 17.2% | |
| EBITDA Margin | 19.8% | 20.9% | · | 17.8% | 18.5% | 24.3% | · | 19.7% | 20.7% | 24.5% | · | 21.4% | 20.6% | 23.9% | · | 19.0% | |
| ROA | 0.06% | 0.30% | · | 0.64% | 0.77% | 0.07% | · | 0.65% | 0.50% | 0.29% | · | 0.42% | 0.59% | 0.60% | · | 0.84% | |
| ROE | 0.17% | 0.92% | · | 1.9% | 2.0% | 0.16% | · | 1.7% | 1.3% | 0.70% | · | 1.3% | 1.7% | 1.6% | · | 3.1% |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $51.31 | $51.74 | · | $52.88 | $52.45 | $51.95 | · | $51.52 | $51.21 | $51.83 | · | $52.05 | $51.93 | $51.57 | · | $51.41 | |
| Revenue / Share | $9.22 | $9.02 | · | $10.11 | $9.57 | $7.13 | · | $8.80 | $8.16 | $6.90 | · | $8.17 | $8.30 | $7.28 | · | $9.68 | |
| Cash Flow / Share | · | $-34.24 | · | · | · | $-8.44 | · | · | · | $1.16 | · | · | · | $-16.66 | · | · | |
| Cash / Share | $4.84 | $5.79 | · | $8.23 | $7.00 | $5.43 | · | $5.42 | $6.28 | $6.54 | · | $7.21 | $6.97 | $5.76 | · | $4.71 | |
| Dividend Paid / Share | $0.68 | $0.68 | $0.67 | $0.67 | $0.67 | $0.67 | $0.65 | $0.65 | $0.65 | $0.65 | $0.63 | $0.63 | $0.63 | $0.63 | $0.60 | $0.60 | |
| EPS (TTM) | $1.12 | $2.02 | · | $3.37 | $3.24 | $2.92 | · | $2.80 | $2.59 | $2.74 | · | $3.48 | $4.24 | $5.03 | · | $7.55 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.29B | $1.30B | · | $1.24B | $1.19B | $1.14B | · | $1.07B | $1.04B | $1.04B | · | $1.06B | $1.11B | $1.18B | · | $1.38B | |
| Net Income TTM | $38M | $69M | · | $115M | $110M | $99M | · | $95M | $88M | $93M | · | $117M | $143M | $169M | · | $252M | |
| Market Cap | $1.82B | $1.48B | · | $2.79B | $2.35B | $2.85B | · | $3.77B | $3.25B | $3.34B | · | $2.43B | $2.59B | $2.49B | · | $2.71B | |
| P/E | 48.8 | 22.0 | · | 24.8 | 21.8 | 29.2 | · | 40.6 | 37.9 | 36.9 | · | 21.3 | 18.7 | 15.1 | · | 11.1 | |
| P/S | 1.4 | 1.1 | · | 2.3 | 2.0 | 2.5 | · | 3.5 | 3.1 | 3.2 | · | 2.3 | 2.3 | 2.1 | · | 2.0 | |
| P/B | 1.1 | 0.9 | · | 1.6 | 1.3 | 1.6 | · | 2.2 | 1.9 | 1.9 | · | 1.4 | 1.5 | 1.5 | · | 1.6 | |
| P / Tangible Book | 2.6 | 2.1 | · | 3.7 | 3.2 | 4.0 | · | 5.9 | 5.2 | 5.3 | · | 4.3 | 4.7 | 4.7 | · | 5.3 | |
| P / Cash Flow | · | -1.3 | · | · | · | -10.1 | · | · | · | 87.1 | · | · | · | -4.6 | · | · | |
| Dividend Yield | 5.1% | 6.3% | · | 3.3% | 3.8% | 3.1% | · | 2.3% | 2.7% | 2.6% | · | 3.4% | 3.2% | 3.3% | · | 2.8% | |
| Earnings Yield | 2.1% | 4.5% | · | 4.0% | 4.6% | 3.4% | · | 2.5% | 2.6% | 2.7% | · | 4.7% | 5.4% | 6.6% | · | 9.0% | |
| Payout Ratio | · | 148.7% | · | · | · | 832.8% | · | · | · | 185.1% | · | · | · | 79.6% | · | · | |
| Annual Payout | $93M | $92M | · | $91M | $90M | $90M | · | $88M | $87M | $86M | · | $84M | $82M | $81M | · | $76M |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Revenue | $1.23B | · | · | $1.13B | · |
| Net Income | $56M | · | · | $108M | · |
| Diluted EPS | $1.64 | · | · | $3.19 | · |
No data for this statement
Not enough fundamentals data to build this statement yet.
| Metric | 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Free Cash Flow | $-680M | · | · | $116M | · |
Institutional owners (13F) 283 filers · $1.7B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
283
Value held
$1.7B
New positions
49
Exited positions
36
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 49 (0 vs prior Q) | 36 (-18 vs prior Q) | 105 (+9 vs prior Q) | 64 (-15 vs prior Q) | +234K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $289,614,040 | 5,294,589 | 16.59% | Shares |
| VANGUARD GROUP INC | $223,512,830 | 3,715,924 | 12.80% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $113,883,814 | 2,081,971 | 6.52% | Shares |
| STATE STREET CORP | $88,725,479 | 1,622,038 | 5.08% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $81,689,691 | 1,493,413 | 4.68% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $79,781,435 | 1,458,560 | 4.57% | Shares |
| ALLIANCEBERNSTEIN L.P. | $58,197,846 | 1,311,353 | 3.33% | Shares |
| JANUS HENDERSON GROUP PLC | $50,227,746 | 1,131,767 | 2.88% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $47,724,033 | 872,309 | 2.73% | Shares |
| DEPRINCE RACE & ZOLLO INC | $38,600,422 | 705,675 | 2.21% | Shares |
| ROYCE & ASSOCIATES LP | $37,004,933 | 676,507 | 2.12% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $36,720,743 | 671,312 | 2.10% | Shares |
| JPMORGAN CHASE & CO | $32,813,099 | 608,086 | 1.88% | Shares |
| Alyeska Investment Group, L.P. | $30,382,513 | 555,439 | 1.74% | Shares |
| MORGAN STANLEY | $29,615,429 | 541,414 | 1.70% | Shares |
| AMERIPRISE FINANCIAL INC | $29,081,474 | 531,654 | 1.67% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $26,325,797 | 481,276 | 1.51% | Shares |
| Erste Asset Management GmbH | $24,223,500 | 450,000 | 1.39% | Shares |
| GOLDMAN SACHS GROUP INC | $21,625,339 | 395,344 | 1.24% | Shares |
| NORTHERN TRUST CORP | $21,571,437 | 394,359 | 1.24% | Shares |
| BANK OF AMERICA CORP /DE/ | $20,436,874 | 373,617 | 1.17% | Shares |
| MetLife Investment Management, LLC | $20,034,477 | 366,261 | 1.15% | Shares |
| Balyasny Asset Management L.P. | $18,038,474 | 329,771 | 1.03% | Shares |
| Russell Investments Group, Ltd. | $14,274,188 | 260,953 | 0.82% | Shares |
| Rockefeller Capital Management L.P. | $13,081,209 | 239,143 | 0.75% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $12,346,337 | 225,710 | 0.71% | Shares |
| Bank of New York Mellon Corp | $10,454,447 | 191,123 | 0.60% | Shares |
| BROWN ADVISORY INC | $9,202,400 | 168,234 | 0.53% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $9,075,222 | 165,909 | 0.52% | Shares |
| DEUTSCHE BANK AG\ | $8,531,778 | 155,974 | 0.49% | Shares |
| RPg Family Wealth Advisory, LLC | $8,140,088 | 148,814 | 0.47% | Shares |
| CRAWFORD INVESTMENT COUNSEL INC | $7,826,874 | 143,087 | 0.45% | Shares |
| Verdence Capital Advisors LLC | $7,578,937 | 138,555 | 0.43% | Shares |
| Kathmere Capital Management, LLC | $7,570,535 | 138,401 | 0.43% | Shares |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $7,277,288 | 133,040 | 0.42% | Shares |
| Nuveen, LLC | $6,612,246 | 120,882 | 0.38% | Shares |
| Public Sector Pension Investment Board | $6,584,567 | 120,376 | 0.38% | Shares |
| GRATIA CAPITAL, LLC | $6,361,610 | 116,300 | 0.36% | Call option |
| NEW YORK STATE COMMON RETIREMENT FUND | $6,329,556 | 115,714 | 0.36% | Shares |
| FIRST TRUST ADVISORS LP | $6,148,827 | 112,410 | 0.35% | Shares |
| Qube Research & Technologies Ltd | $5,954,150 | 108,851 | 0.34% | Shares |
| Invenomic Capital Management LP | $5,846,391 | 106,881 | 0.33% | Shares |
| Invesco Ltd. | $5,793,331 | 105,911 | 0.33% | Shares |
| Man Group plc | $5,095,305 | 93,150 | 0.29% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5,021,460 | 91,800 | 0.29% | Call option |
| TWO SIGMA ADVISERS, LP | $4,962,375 | 82,500 | 0.28% | Shares |
| RHUMBLINE ADVISERS | $4,858,489 | 88,821 | 0.28% | Shares |
| Trexquant Investment LP | $4,652,344 | 85,052 | 0.27% | Shares |
| FRANKLIN RESOURCES INC | $4,451,486 | 81,380 | 0.25% | Shares |
| Legal & General Group Plc | $4,317,526 | 78,931 | 0.25% | Shares |
Activists & 5%+ owners 8 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| William M. Walker, Walker Family Holdings, LLC ×8 filings | Sept. 16, 2022 | · | Initial filing | · | SEC |
| Howard W. Smith, III ×4 filings | Dec. 30, 2015 | · | Initial filing | · | SEC |
| Fortress Credit Opportunities Fund (A) LP, Fortress Credit Opportunities Fund II (A) LP, Fortress Credit Opportunities Fund II (E) LP, FCO MA II UB Securities LLC, FCO MA II LP, FCO MA LSS LP, Fortress Credit Opportunities Fund (B) LP, Fortress Credit Opportunities Fund (C) L.P., Fortress Credit Opportunities Fund II (B) LP, Fortress Credit Opportunities Fund II (C) L.P., Fortress Credit Opportunities Fund II (D) L.P., FTS SIP L.P., FCO Fund GP LLC, FCO Fund II GP LLC, FCO MA GP LLC, FCO MA II GP LLC, FCO MA LSS GP LLC, Fortress Credit Opportunities Advisors LLC, Fortress Credit Opportunities MA Advisors LLC, Fortress Credit Opportunities MA II Advisors LLC, FCO MA LSS Advisors LLC, FCOF UB Investments LLC, FCOF II UB Investments LLC, FIF V WD LLC, Fortress Investment Fund V (Fund A) L.P., Fortress Investment Fund V (Fund D) L.P., Fortress Investment Fund V (Fund E) L.P., Fortress Investment Fund V (Fund B) L.P., Fortress Investment Fund V (Fund C) L.P., Fortress Investment Fund V (Fund F) L.P., Fortress Investment Fund V (Fund G) L.P., Fortress Fund V GP L.P., Fortress Fund V GP (BCF) L.P., FIG LLC, Hybrid GP Holdings LLC, Fortress Fund V GP Holdings Ltd., Fortress Fund V GP (BCF) Holdings Ltd., Principal Holdings I LP, FIG Asset Co. LLC, Fortress Operating Entity I LP, FIG Corp., Fortress Investment Group LLC ×4 filings | March 24, 2015 | · | Initial filing | Capital structure | SEC |
| Credit Suisse AG (See Item 2) ×3 filings | March 19, 2014 | · | Initial filing | · | SEC |
| Credit Suisse AG ×4 filings | April 10, 2013 | · | Initial filing | · | SEC |
| Mallory Walker ×4 filings | Dec. 12, 2012 | · | Initial filing | · | SEC |
| CW Financial Services LLC, Galaxy Acquisition LLC, Galaxy CF Holdings LLC, Galaxy PEF Holdings LLC, Fortress Credit Opportunities Fund (A) LP, Fortress Credit Opportunities Fund II (A) LP, Fortress Credit Opportunities Fund II (E) LP, FCO MA II LP, FCO MA LSS LP, Galaxy CF UST Investment Holdings LLC, Fortress Credit Opportunities Fund (B) LP, Fortress Credit Opportunities Fund (C) L.P., Fortress Credit Opportunities Fund II (B) LP, Fortress Credit Opportunities Fund II (C) L.P., Fortress Credit Opportunities Fund II (D) L.P., FTS SIP L.P., FCO Fund GP LLC, FCO Fund II GP LLC, FCO MA GP LLC, FCO MA II GP LLC, FCO MA LSS GP LLC, Fortress Credit Opportunities Advisors LLC, Fortress Credit Opportunities MA Advisors LLC, Fortress Credit Opportunities MA II Advisors LLC, FCO MA LSS Advisors LLC, Fortress Investment Fund V (Fund A) L.P., Fortress Investment Fund V (Fund D) L.P., Fortress Investment Fund V (Fund E) L.P., Galaxy Acquisition Blocker B LLC, Galacy Acquisition Blocker CFG LLC, Fortress Investment Fund V (Fund B) L.P., Fortress Investment Fund V (Fund C) L.P., Fortress Investment Fund V (Fund F) L.P., Fortress Investment Fund V (Fund G) L.P., Fortress Fund V GP L.P., Fortress Fund V GP (BCF) L.P., FIG LLC, Hybrid GP Holdings LLC, Fortress Fund V GP Holdings Ltd., Fortress Fund V GP (BCF) Holdings Ltd., Principal Holdings I LP, FIG Asset Co. LLC, Fortress Operating Entity I LP, FIG Corp., Fortress Investment Group LLC ×3 filings | Sept. 14, 2012 | · | Initial filing | Board campaign | SEC |
| June 19, 2012 | · | Initial filing | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 26 insiders · 8 officers · 16 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| William M Walker | Chairman & CEO | Sept. 3, 2026 A | 488,948 | 1 | 0 | $474,600 |
| Gregory Florkowski | EVP & Chief Financial Officer | Sept. 3, 2026 A | 37,862 | 0 | 0 | $0 |
| Deborah A Wilson | EVP, CFO & Treasurer | March 25, 2013 F | 93,487 | 0 | 0 | $0 |
| Stephen P Theobald | EVP & Chief Operating Officer | Sept. 3, 2026 A | 81,551 | 0 | 0 | $0 |
| Daniel J Groman | EVP, GC, Secretary & CCO | Sept. 3, 2026 A | 22,305 | 0 | 0 | $0 |
| Paula A. Pryor | EVP and Chief HR Officer | Sept. 3, 2026 A | 15,254 | 0 | 0 | $0 |
| Richard M Lucas | EVP & Gen Counsel & Secretary | March 20, 2024 A | 143,120 | 0 | 0 | $0 |
| Richard C Warner | EVP & Chief Credit Officer | March 2, 2020 M | 57,176 | 0 | 0 | $0 |
| Gary S Pinkus | Director | May 19, 2026 A | · | 0 | 0 | $0 |
| Ellen Levy | Director | May 19, 2026 A | · | 0 | 0 | $0 |
| Donna Wells | Director | May 19, 2026 A | 6,658 | 1 | 0 | $23,480 |
| Jeffery R Hayward | Director | May 19, 2026 A | 6,712 | 0 | 0 | $0 |
| John E. Rice Jr | Director | May 19, 2026 A | 36,397 | 0 | 0 | $0 |
| Ernest Michael Freedman | Director | May 19, 2026 A | 9,193 | 1 | 0 | $246,050 |
| Dana L Schmaltz | Director | May 19, 2026 A | 87,421 | 1 | 0 | $45,780 |
| Michael D Malone | Director | May 2, 2024 A | 31,519 | 0 | 0 | $0 |
| Howard W Smith III | Director | March 15, 2024 A | 191,508 | 0 | 0 | $0 |
| Michael J. Warren | Director | May 4, 2023 A | 528 | 0 | 0 | $0 |
| Alan J Bowers | Director | March 11, 2022 L | 43,026 | 0 | 0 | $0 |
| Cynthia A Hallenbeck | Director | May 10, 2018 A | 20,639 | 0 | 0 | $0 |
| Andrew C Florance | Director | June 4, 2015 A | 24,019 | 0 | 0 | $0 |
| Mitchell M Gaynor | Director | Aug. 12, 2013 P | 18,543 | 0 | 0 | $0 |
| Edmund Frederick Taylor | Director | Aug. 16, 2011 A | 5,517 | 0 | 0 | $0 |
| Fortress Investment Group LLC | 10% owner | March 20, 2015 S | 0 | 0 | 0 | $0 |
| CREDIT SUISSE/ | 10% owner | March 27, 2013 S | 3,429,875 | 0 | 0 | $0 |
| Mallory Walker | 10% owner | Dec. 20, 2010 S | 2,189,307 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 49 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| FYT · First Trust Exchange-Traded AlphaDE… | 0.45% | 17,478 NS | July 31, 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0.36% | 874 NS | July 31, 2026 | N-PORT |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0.28% | 2,207 SH | Oct. 1, 2026 | Daily |
| HAPS · Harbor ETF Trust | 0.28% | 9,486 NS | July 31, 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0.23% | 63,791 NS | July 31, 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.20% | 72,848 SH | Aug. 19, 2026 | Daily |
| ESSC · Strategy Shares | 0.18% | 1,338 NS | July 31, 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.12% | 29,171 SH | Aug. 19, 2026 | Daily |
| DFSV · Dimensional ETF Trust | 0.11% | 189,552 NS | July 31, 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.10% | 120,106 SH | Aug. 19, 2026 | Daily |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.09% | 6,995 SH | Oct. 1, 2026 | Daily |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.09% | 3,021 NS | July 31, 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.08% | 5,076 SH | Oct. 1, 2026 | Daily |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.07% | 38,921 SH | Oct. 1, 2026 | Daily |
| VFVA · VANGUARD WELLINGTON FUND | 0.07% | 10,175 SH | Aug. 19, 2026 | Daily |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.06% | 8,675 NS | July 31, 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.06% | 194,782 SH | Aug. 19, 2026 | Daily |
| RSSL · Global X Funds | 0.05% | 16,203 NS | July 31, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.05% | 136,513 NS | July 31, 2026 | N-PORT |
| IWM · iShares Trust | 0.05% | 873,865 SH | Sept. 11, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.05% | 34,747 SH | Oct. 1, 2026 | Daily |
| VBR · VANGUARD INDEX FUNDS | 0.04% | 473,901 SH | Aug. 19, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.03% | 80,604 NS | July 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.02% | 392,790 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.02% | 749,142 SH | Aug. 19, 2026 | Daily |
| VFH · VANGUARD WORLD FUND | 0.02% | 54,678 SH | Aug. 19, 2026 | Daily |
| TILT · FlexShares Trust | 0.02% | 8,532 NS | July 31, 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0.02% | 8,915 NS | July 31, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.01% | 1,487 NS | July 31, 2026 | N-PORT |
| WSML · iShares Trust | 0.01% | 2,099 SH | Sept. 11, 2026 | Daily |
| VYM · VANGUARD WHITEHALL FUNDS | 0.01% | 130,168 SH | Aug. 19, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.01% | 4,073 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.00% | 46,492 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.00% | 3,003 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 12,877 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.00% | 46,458 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.00% | 9,720 SH | Sept. 4, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.00% | 2,885 NS | July 31, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.00% | 380 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 1,040,170 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 26,891 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 2,648 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.00% | 7,528 SH | Aug. 19, 2026 | Daily |
| IJR · iShares Trust | · | 2,099,864 SH | Sept. 10, 2026 | Daily |
| IJS · iShares Trust | · | 305,909 SH | Sept. 8, 2026 | Daily |
| IWN · iShares Trust | · | 319,064 SH | Sept. 11, 2026 | Daily |
| XJR · iShares Trust | · | 4,761 SH | Aug. 31, 2026 | Daily |
| ISCB · iShares Trust | · | 1,595 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 7,485 SH | Sept. 11, 2026 | Daily |
WD Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 12 analysts
BUY
Median target
$57.00
+67.8%
4 33.3%
Strong Buy
6 50.0%
Buy
2 16.7%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
3 analysts · 2026-09-29Mean target $57.00 +67.8%
← Below all targets
Current price $33.97
Low$55.00
Mean$57.00
High$59.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| WD | $2.01B | 36.7 | 9.0% | 4.6% | 3.2% | · |
| NMIH | $3.11B | 8.3 | 8.5% | 55.0% | 15.5% | · |
| MBIN | · | · | · | · | · | · |
| AGM | · | 10.6 | 8.9% | 50.8% | 12.7% | · |
| UWMC | · | 36.5 | 18.2% | 0.87% | 1.6% | · |
| VEL | $822M | 7.5 | 36.8% | 56.5% | 17.7% | · |
| WSBF | $304M | 11.2 | 4.8% | 18.6% | 7.6% | · |
| SNFCA | · | 7.2 | 3.0% | 9.3% | 8.4% | · |
| ONIT | $390M | 2.1 | 9.3% | 17.8% | 34.2% | · |
| BETR | · | · | · | · | · | · |
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Source: SEC 10-Q filed Aug 6, 2026