Keefe, Bruyette & Woods Has Lowered Expectations for CBRE Group (NYSE:CBRE) Stock Price

CBRE Group (NYSE:CBRE) had its target price dropped by analysts at Keefe, Bruyette & Woods from $192.00 to $170.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm presently has an “outperform” rating on the financial services provider’s stock. Keefe, Bruyette & Woods’ price objective would suggest a potential upside of 19.73% from the company’s current price.

CBRE has been the subject of a number of other reports. Weiss Ratings reiterated a “buy (b-)” rating on shares of CBRE Group in a research note on Wednesday, January 21st. Barclays increased their target price on shares of CBRE Group from $190.00 to $192.00 and gave the stock an “overweight” rating in a report on Tuesday, January 13th. Raymond James Financial set a $180.00 price objective on shares of CBRE Group and gave the company an “outperform” rating in a research report on Thursday. Finally, UBS Group raised their target price on shares of CBRE Group from $165.00 to $175.00 and gave the stock a “neutral” rating in a report on Friday, October 24th. Seven equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, CBRE Group currently has an average rating of “Moderate Buy” and a consensus price target of $181.00.

CBRE Group Stock Up 4.2%

Shares of NYSE:CBRE traded up $5.71 during trading on Friday, hitting $141.99. The company’s stock had a trading volume of 4,077,609 shares, compared to its average volume of 1,976,146. The stock’s 50-day moving average price is $164.16 and its two-hundred day moving average price is $160.08. CBRE Group has a fifty-two week low of $108.45 and a fifty-two week high of $174.27. The company has a market capitalization of $42.25 billion, a PE ratio of 35.17 and a beta of 1.34. The company has a debt-to-equity ratio of 0.49, a quick ratio of 1.13 and a current ratio of 1.13.

CBRE Group (NYSE:CBRE) last released its quarterly earnings results on Thursday, February 12th. The financial services provider reported $2.73 earnings per share for the quarter, topping analysts’ consensus estimates of $2.68 by $0.05. CBRE Group had a net margin of 3.12% and a return on equity of 20.55%. The business had revenue of $11.63 billion during the quarter, compared to the consensus estimate of $11.67 billion. During the same quarter last year, the company earned $2.32 earnings per share. The business’s quarterly revenue was up 11.8% compared to the same quarter last year. CBRE Group has set its FY 2026 guidance at 7.300-7.600 EPS. As a group, sell-side analysts expect that CBRE Group will post 5.99 EPS for the current year.

Institutional Trading of CBRE Group

A number of institutional investors have recently made changes to their positions in the stock. Swiss RE Ltd. acquired a new position in shares of CBRE Group in the 4th quarter worth approximately $25,000. ORG Partners LLC increased its holdings in shares of CBRE Group by 264.4% in the third quarter. ORG Partners LLC now owns 164 shares of the financial services provider’s stock valued at $26,000 after buying an additional 119 shares in the last quarter. Navalign LLC acquired a new stake in shares of CBRE Group during the 4th quarter valued at $29,000. Twin Peaks Wealth Advisors LLC bought a new stake in shares of CBRE Group during the 2nd quarter worth $30,000. Finally, Evelyn Partners Asset Management Ltd purchased a new stake in shares of CBRE Group during the second quarter valued at $32,000. 98.41% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting CBRE Group

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

• Positive Sentiment: Management set an ambitious growth plan for 2026 — targeting ~$2B of data‑center revenue and ~17% EPS growth while expanding AI‑driven efficiencies, signaling new growth levers (positive for longer‑term revenue diversification). CBRE targets $2B data center revenue and 17% EPS growth in 2026 while expanding AI-driven efficiencies
• Positive Sentiment: CBRE reported Q4 core EPS of $2.73, beating consensus and showing double‑digit EPS growth versus last year; management raised FY‑2026 core EPS guidance to $7.30–$7.60, underscoring confidence in profit growth. CBRE Group, Inc. Reports Financial Results for Q4 and Full Year 2025
• Neutral Sentiment: Revenue grew ~12% y/y to ~$11.6B for Q4 and ~13% for 2025, showing broad demand across transactional and resilient businesses, though the top‑line strength is offset by mixed beats vs some sell‑side estimates. AI Uncertainty Melts Away Market Gains
• Neutral Sentiment: Analysts remain generally constructive (multiple buy/overweight ratings and mid‑$170s–$190 targets), so any pullbacks may attract long‑term buying depending on macro outlook. $CBRE Releases Q4 2025 Earnings (Quiver Quantitative)
• Negative Sentiment: Some outlets flagged a revenue shortfall vs. certain Street estimates and a decline in GAAP EPS (Q4 GAAP EPS of $1.39 y/y lower), which sparked the earlier selloff as investors focused on near‑term execution and margin sensitivity. CBRE shares down as Q4 GAAP earnings drop year-over-year
• Negative Sentiment: Broader market concerns about AI reducing office space demand and automating fee‑based brokerage work have pressured CBRE and other real‑estate services stocks, prompting volatility and short‑term selling. CBRE, real estate stocks suffer on AI risk to office demand
• Negative Sentiment: Real‑time trading data showed a large intraday volume spike and deep sell‑off earlier, reflecting heightened retail/institutional reaction to the mixed prints and AI headlines; this can increase short‑term volatility. $CBRE stock is down 14% today (Quiver Quantitative)

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.