CBRE Group (NYSE:CBRE) Releases Quarterly Earnings Results, Beats Estimates By $0.05 EPS

CBRE Group (NYSE:CBRE) posted its quarterly earnings data on Thursday. The financial services provider reported $2.73 EPS for the quarter, topping analysts’ consensus estimates of $2.68 by $0.05, FiscalAI reports. The company had revenue of $11.63 billion for the quarter, compared to the consensus estimate of $11.67 billion. CBRE Group had a return on equity of 21.75% and a net margin of 2.85%.The company’s quarterly revenue was up 11.8% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.32 EPS. CBRE Group updated its FY 2026 guidance to 7.300-7.600 EPS.

Here are the key takeaways from CBRE Group’s conference call:

• CBRE finished Q4 with double-digit revenue and core EPS growth (both record highs) and guided 2026 core EPS to $7.30–$7.60, implying about 17% growth at the midpoint.
• The company is scaling its data center and digital infrastructure offering (including the Pearce Services acquisition), expecting roughly a $2 billion revenue business in 2026 growing ~20% annually and representing ~14% of 2025 core EBITDA.
• Management is aggressively deploying AI to improve efficiency and extract a “knowledge advantage” from CBRE’s proprietary data—expecting concrete gains by end-2026 and potential research cost savings (management cited ~25%), but they acknowledge mixed disintermediation risks across businesses.
• Strong cash generation—$1.7 billion free cash flow in 2025 (86% conversion), net leverage of 1.2x, >$1 billion of buybacks in 2025 and continued share repurchases alongside selective M&A (Pearce ~ $1.2 billion).
• Key near-term risks include timing uncertainty on data-center land monetizations (power hookups drive upside/downside to the guide), $279 million of non‑cash Q4 charges (U.K. pension buyout and fire-safety reserve) that reduced GAAP earnings, and working-capital/cash-compensation headwinds into 2026.

CBRE Group Trading Up 4.3%

CBRE Group stock opened at $142.16 on Friday. CBRE Group has a 52 week low of $108.45 and a 52 week high of $174.27. The company has a debt-to-equity ratio of 0.55, a quick ratio of 1.13 and a current ratio of 1.09. The firm has a market capitalization of $42.31 billion, a price-to-earnings ratio of 36.83 and a beta of 1.34. The company has a 50 day moving average price of $163.78 and a 200 day moving average price of $160.05.

Wall Street Analyst Weigh In

Several equities research analysts have commented on CBRE shares. Wall Street Zen cut shares of CBRE Group from a “buy” rating to a “hold” rating in a research report on Saturday. Barclays increased their target price on shares of CBRE Group from $190.00 to $192.00 and gave the company an “overweight” rating in a research note on Tuesday, January 13th. Raymond James Financial set a $180.00 target price on shares of CBRE Group and gave the stock an “outperform” rating in a report on Thursday. Keefe, Bruyette & Woods dropped their price target on CBRE Group from $192.00 to $170.00 and set an “outperform” rating on the stock in a report on Friday. Finally, UBS Group raised their price objective on CBRE Group from $165.00 to $175.00 and gave the stock a “neutral” rating in a research note on Friday, October 24th. Seven research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $181.00.

Hedge Funds Weigh In On CBRE Group

Several institutional investors and hedge funds have recently bought and sold shares of CBRE. NewEdge Advisors LLC lifted its position in shares of CBRE Group by 1.7% in the third quarter. NewEdge Advisors LLC now owns 4,367 shares of the financial services provider’s stock worth $688,000 after purchasing an additional 71 shares in the last quarter. Townsquare Capital LLC increased its stake in CBRE Group by 2.2% in the 4th quarter. Townsquare Capital LLC now owns 3,366 shares of the financial services provider’s stock valued at $541,000 after buying an additional 72 shares during the period. Evergreen Capital Management LLC lifted its position in CBRE Group by 3.6% in the 2nd quarter. Evergreen Capital Management LLC now owns 2,187 shares of the financial services provider’s stock worth $306,000 after buying an additional 75 shares in the last quarter. Larson Financial Group LLC boosted its stake in shares of CBRE Group by 11.0% during the 3rd quarter. Larson Financial Group LLC now owns 778 shares of the financial services provider’s stock valued at $123,000 after buying an additional 77 shares during the period. Finally, Fiduciary Trust Co boosted its stake in shares of CBRE Group by 0.6% during the 3rd quarter. Fiduciary Trust Co now owns 14,408 shares of the financial services provider’s stock valued at $2,270,000 after buying an additional 82 shares during the period. Hedge funds and other institutional investors own 98.41% of the company’s stock.

Trending Headlines about CBRE Group

Here are the key news stories impacting CBRE Group this week:

• Positive Sentiment: Q4 core EPS beat and revenue grew year-over-year: CBRE reported core EPS of $2.73 (beat) and revenue up ~12% y/y, showing underlying momentum across transactional and resilient businesses. This supports confidence in the firm’s operating performance. BusinessWire: CBRE Reports Financial Results
• Positive Sentiment: Growth initiatives: Management is targeting $2B in data-center revenue and expects ~17% EPS growth in 2026, while expanding AI-driven efficiencies — a strategic pivot that could expand higher-margin services and offset pressure in traditional lines. Seeking Alpha: CBRE Targets Data Center Revenue
• Neutral Sentiment: FY-2026 guidance roughly in line but slightly wide: CBRE set EPS guidance of $7.30–$7.60 (street ~7.40), implying management sees continued growth but left room for variability — mixed signal for near-term estimates. MarketBeat: Earnings & Guidance
• Neutral Sentiment: Analyst price-target adjustment: Keefe, Bruyette & Woods trimmed its price target from $192 to $170 but kept an Outperform rating, signaling reduced upside expectations though still constructive. Benzinga: Price Target Cut
• Negative Sentiment: Revenue missed some analyst estimates: Reported Q4 revenue (~$11.63B) was slightly below some Street estimates, which pressured sentiment despite EPS strength. QuiverQuant: Q4 Release
• Negative Sentiment: GAAP EPS headlines and sector AI fears: Media coverage emphasized a year-over-year drop in GAAP EPS and broader investor anxiety that AI could disrupt labor-heavy brokerage models, triggering selling in real estate stocks. That negative narrative weighed on peers and created volatility. Seeking Alpha: GAAP Earnings Drop Benzinga: AI Disruption Fears
• Negative Sentiment: Macro and market headwinds: Weak existing-home sales and broad AI-driven rotation intensified intraday selling pressure across the sector, increasing volatility for CBRE despite company-specific positives. Zacks: Market & AI Uncertainty

About CBRE Group

CBRE Group, Inc is a global commercial real estate services and investment firm that provides a broad range of advisory, transactional and property-related services to occupiers, investors and owners. Its core activities include leasing and sales brokerage, facilities and property management, valuation and advisory, project and development services, and capital markets execution. The firm serves corporate occupiers, institutional investors, private owners and public entities across office, industrial, retail, multifamily and specialized property types.

In addition to traditional brokerage and management services, CBRE offers investment management capabilities and outsourced real estate solutions, combining market research, technology and data analytics to support portfolio strategy, transaction execution and asset operations.