Montag A & Associates Inc. Has $9.32 Million Stock Position in CBRE Group, Inc. $CBRE

Montag A & Associates Inc. lifted its position in shares of CBRE Group, Inc. (NYSE:CBRE) by 16.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 59,167 shares of the financial services provider’s stock after purchasing an additional 8,260 shares during the quarter. Montag A & Associates Inc.’s holdings in CBRE Group were worth $9,322,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of CBRE. Brighton Jones LLC boosted its stake in CBRE Group by 322.9% during the fourth quarter. Brighton Jones LLC now owns 14,492 shares of the financial services provider’s stock worth $1,903,000 after buying an additional 11,065 shares in the last quarter. Woodline Partners LP raised its stake in shares of CBRE Group by 38.2% in the 1st quarter. Woodline Partners LP now owns 24,972 shares of the financial services provider’s stock valued at $3,266,000 after buying an additional 6,908 shares in the last quarter. Geneos Wealth Management Inc. lifted its holdings in shares of CBRE Group by 67.0% during the 1st quarter. Geneos Wealth Management Inc. now owns 446 shares of the financial services provider’s stock worth $58,000 after acquiring an additional 179 shares during the period. World Investment Advisors acquired a new stake in shares of CBRE Group during the 2nd quarter valued at about $312,000. Finally, Assetmark Inc. boosted its position in shares of CBRE Group by 69.9% during the 2nd quarter. Assetmark Inc. now owns 2,497 shares of the financial services provider’s stock valued at $350,000 after acquiring an additional 1,027 shares in the last quarter. 98.41% of the stock is currently owned by institutional investors.

CBRE Group Trading Down 1.6%

CBRE stock opened at $142.65 on Wednesday. The business has a fifty day moving average price of $160.50 and a 200 day moving average price of $159.23. The company has a debt-to-equity ratio of 0.55, a current ratio of 1.09 and a quick ratio of 1.09. CBRE Group, Inc. has a fifty-two week low of $108.45 and a fifty-two week high of $174.27. The stock has a market capitalization of $42.10 billion, a price-to-earnings ratio of 36.96 and a beta of 1.33.

CBRE Group (NYSE:CBRE) last announced its earnings results on Thursday, February 12th. The financial services provider reported $2.73 EPS for the quarter, topping the consensus estimate of $2.68 by $0.05. CBRE Group had a return on equity of 21.75% and a net margin of 2.85%.The company had revenue of $11.63 billion for the quarter, compared to analysts’ expectations of $11.67 billion. During the same quarter in the prior year, the business earned $2.32 earnings per share. The business’s revenue for the quarter was up 11.8% on a year-over-year basis. CBRE Group has set its FY 2026 guidance at 7.300-7.600 EPS. Analysts expect that CBRE Group, Inc. will post 5.99 EPS for the current fiscal year.

Insider Buying and Selling

In other CBRE Group news, CFO Emma E. Giamartino sold 9,223 shares of the firm’s stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $148.61, for a total value of $1,370,630.03. Following the completion of the sale, the chief financial officer owned 126,501 shares in the company, valued at approximately $18,799,313.61. This trade represents a 6.80% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 0.42% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of research analysts have commented on the stock. UBS Group upgraded shares of CBRE Group from a “neutral” rating to a “buy” rating and raised their price target for the stock from $175.00 to $185.00 in a research note on Sunday, February 22nd. Raymond James Financial set a $180.00 target price on CBRE Group and gave the stock an “outperform” rating in a report on Thursday, February 12th. Wall Street Zen raised CBRE Group from a “hold” rating to a “buy” rating in a research note on Saturday. Barclays increased their price objective on CBRE Group from $190.00 to $192.00 and gave the stock an “overweight” rating in a research note on Tuesday, January 13th. Finally, Weiss Ratings cut CBRE Group from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, February 13th. Seven analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $182.43.

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.