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

CBRE Group (NYSE:CBRE) released its earnings results on Thursday. The financial services provider reported $2.73 earnings per share for the quarter, topping analysts’ consensus estimates of $2.68 by $0.05, FiscalAI reports. CBRE Group had a net margin of 3.12% and a return on equity of 20.55%. The firm had revenue of $11.63 billion for the quarter, compared to the consensus estimate of $11.67 billion. During the same period in the prior year, the firm earned $2.32 EPS. The company’s revenue was up 11.8% compared to the same quarter last year. 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 Stock Performance

CBRE Group stock traded up $4.38 during midday trading on Friday, reaching $140.66. 1,130,104 shares of the company traded hands, compared to its average volume of 1,867,255. CBRE Group has a 12 month low of $108.45 and a 12 month high of $174.27. The company has a debt-to-equity ratio of 0.49, a current ratio of 1.13 and a quick ratio of 1.13. The business has a 50 day moving average of $164.16 and a two-hundred day moving average of $160.08. The firm has a market capitalization of $41.86 billion, a price-to-earnings ratio of 34.35 and a beta of 1.34.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on CBRE shares. UBS Group raised their target price on shares of CBRE Group from $165.00 to $175.00 and gave the company a “neutral” rating in a research note on Friday, October 24th. Barclays raised their price objective on CBRE Group from $190.00 to $192.00 and gave the company an “overweight” rating in a research report on Tuesday, January 13th. Weiss Ratings reiterated a “buy (b-)” rating on shares of CBRE Group in a research note on Wednesday, January 21st. Keefe, Bruyette & Woods increased their target price on CBRE Group from $185.00 to $192.00 and gave the stock an “outperform” rating in a research note on Thursday, January 8th. Finally, Raymond James Financial set a $180.00 price target on CBRE Group and gave the stock an “outperform” rating in a research report on Thursday. Seven research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat.com, CBRE Group has an average rating of “Moderate Buy” and an average price target of $184.14.

Hedge Funds Weigh In On CBRE Group

Hedge funds and other institutional investors have recently modified their holdings of the company. Brighton Jones LLC increased its position 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 valued at $1,903,000 after acquiring an additional 11,065 shares during the last quarter. Woodline Partners LP grew its stake in shares of CBRE Group by 38.2% during the 1st quarter. Woodline Partners LP now owns 24,972 shares of the financial services provider’s stock valued at $3,266,000 after purchasing an additional 6,908 shares during the period. Geneos Wealth Management Inc. increased its position 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 valued at $58,000 after purchasing an additional 179 shares during the last quarter. First Trust Advisors LP increased its position in shares of CBRE Group by 41.3% during the 2nd quarter. First Trust Advisors LP now owns 24,792 shares of the financial services provider’s stock valued at $3,474,000 after purchasing an additional 7,242 shares during the last quarter. Finally, Walleye Capital LLC lifted its stake in shares of CBRE Group by 54.6% in the 2nd quarter. Walleye Capital LLC now owns 4,895 shares of the financial services provider’s stock worth $686,000 after purchasing an additional 1,728 shares during the period. 98.41% of the stock is owned by institutional investors.

CBRE Group News Summary

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

• Positive Sentiment: Management raised its FY‑2026 core EPS outlook (7.30–7.60) and is projecting continued EPS growth while saying AI will boost efficiencies — a signal the company expects margin gains even as it reinvents services. CBRE targets $2B data center revenue and 17% EPS growth in 2026 while expanding AI-driven efficiencies
• Positive Sentiment: CBRE signaled secular growth opportunities — targeting roughly $2B of data-center revenue — which diversifies revenue away from cyclical office leasing and could support higher-margin services over time. CBRE forecasts annual profit above estimates on AI-fueled real estate strength
• Positive Sentiment: Core (adjusted) Q4 EPS beat estimates at $2.73 and full‑year revenue/earnings showed y/y growth, indicating underlying business momentum across transactional and resilient segments. CBRE Group, Inc. Reports Financial Results for Q4 and Full Year 2025
• Neutral Sentiment: Revenue rose ~12% y/y to roughly $11.6B but missed certain analyst estimates by a small margin — a miss that matters more in the context of high expectations for growth. AI Uncertainty Melts Away Market Gains
• Negative Sentiment: Investors punished the stock after headlines emphasized a year-over-year drop in GAAP EPS and the revenue shortfall, triggering a large intraday selloff as traders re‑priced near-term execution risk. CBRE shares down as Q4 GAAP earnings drop year-over-year
• Negative Sentiment: Broader sector concerns — investors fear AI and automation could reduce demand for office services and brokerage labor — have driven selling across real‑estate services names, amplifying CBRE’s stock move. CBRE, real estate stocks suffer on AI risk to office demand
• Negative Sentiment: Macro jitters (weak housing data and AI uncertainty) pressured market liquidity and sentiment, worsening the reaction to CBRE’s mixed print and contributing to outsized volatility. AI Uncertainty Melts Away Market Gains

CBRE Group Company Profile

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.