Todd Asset Management LLC Invests $26.40 Million in CBRE Group, Inc. $CBRE

Todd Asset Management LLC bought a new position in shares of CBRE Group, Inc. (NYSE:CBRE) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 167,573 shares of the financial services provider’s stock, valued at approximately $26,403,000.

Other institutional investors and hedge funds also recently bought and sold shares of the company. ORG Partners LLC lifted its stake in CBRE Group by 264.4% in the 3rd quarter. ORG Partners LLC now owns 164 shares of the financial services provider’s stock worth $26,000 after purchasing an additional 119 shares in the last quarter. Twin Peaks Wealth Advisors LLC purchased a new stake in shares of CBRE Group in the second quarter worth about $30,000. Evelyn Partners Asset Management Ltd bought a new position in CBRE Group during the second quarter valued at approximately $32,000. NewSquare Capital LLC grew its holdings in CBRE Group by 40.7% during the 2nd quarter. NewSquare Capital LLC now owns 235 shares of the financial services provider’s stock valued at $33,000 after buying an additional 68 shares in the last quarter. Finally, Bank of Jackson Hole Trust purchased a new position in CBRE Group during the 3rd quarter valued at approximately $38,000. 98.41% of the stock is currently owned by institutional investors.

CBRE Group News Roundup

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

Analysts Set New Price Targets

CBRE has been the subject of a number of research reports. UBS Group increased their target price on CBRE Group from $165.00 to $175.00 and gave the company a “neutral” rating in a research report on Friday, October 24th. Weiss Ratings lowered shares of CBRE Group from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday. Keefe, Bruyette & Woods reduced their target price on shares of CBRE Group from $192.00 to $170.00 and set an “outperform” rating on the stock in a report on Friday. Wall Street Zen cut shares of CBRE Group from a “buy” rating to a “hold” rating in a research report on Saturday. Finally, Barclays lifted their price target on CBRE Group from $190.00 to $192.00 and gave the stock an “overweight” rating in a research report on Tuesday, January 13th. Six equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $181.00.

CBRE Group Stock Performance

CBRE stock opened at $142.16 on Monday. CBRE Group, Inc. has a twelve month low of $108.45 and a twelve month high of $174.27. The firm has a market cap of $41.96 billion, a price-to-earnings ratio of 36.83 and a beta of 1.34. The business’s fifty day simple moving average is $163.78 and its two-hundred day simple moving average is $160.08. The company has a quick ratio of 1.09, a current ratio of 1.09 and a debt-to-equity ratio of 0.55.

CBRE Group (NYSE:CBRE) last posted its quarterly earnings results on Thursday, February 12th. The financial services provider reported $2.73 EPS for the quarter, topping analysts’ consensus estimates of $2.68 by $0.05. CBRE Group had a net margin of 2.85% and a return on equity of 21.75%. The firm had revenue of $11.63 billion for the quarter, compared to analysts’ expectations of $11.67 billion. During the same period in the prior year, the business posted $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 predict that CBRE Group, Inc. will post 5.99 earnings per share for the current year.

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.