CBRE Group, Inc. $CBRE Stock Holdings Lessened by Farallon Capital Management LLC

Key Points

• Farallon Capital cut its CBRE stake by 23.5% in Q3 to 1,616,038 shares (about $254.6M), and institutional investors collectively own roughly 98.41% of the company.
• CBRE beat quarterly EPS ($2.73 vs. $2.68) with revenue up 11.8% year‑over‑year and issued FY2026 EPS guidance of $7.30–$7.60.
• Insiders sold about 9,810 shares last quarter (including CFO Emma Giamartino’s 9,223‑share sale), while the analyst consensus is a Moderate Buy with a $179.86 price target versus the stock near $133.80.

Farallon Capital Management LLC cut its holdings in CBRE Group, Inc. (NYSE:CBRE - Free Report) by 23.5% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 1,616,038 shares of the financial services provider's stock after selling 497,100 shares during the period. CBRE Group comprises approximately 1.0% of Farallon Capital Management LLC's holdings, making the stock its 27th biggest position. Farallon Capital Management LLC owned 0.54% of CBRE Group worth $254,623,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of CBRE. Thrivent Financial for Lutherans boosted its position in CBRE Group by 12.6% during the 3rd quarter. Thrivent Financial for Lutherans now owns 631,985 shares of the financial services provider's stock valued at $99,575,000 after purchasing an additional 70,670 shares during the period. Principal Financial Group Inc. increased its position in CBRE Group by 9.4% in the third quarter. Principal Financial Group Inc. now owns 9,468,455 shares of the financial services provider's stock worth $1,491,855,000 after buying an additional 809,796 shares during the period. Smartleaf Asset Management LLC increased its position in CBRE Group by 43.0% in the third quarter. Smartleaf Asset Management LLC now owns 11,435 shares of the financial services provider's stock worth $1,818,000 after buying an additional 3,438 shares during the period. Donoghue Forlines LLC bought a new stake in CBRE Group in the third quarter valued at $2,104,000. Finally, Cornerstone Investment Partners LLC boosted its holdings in shares of CBRE Group by 13.7% during the third quarter. Cornerstone Investment Partners LLC now owns 392,759 shares of the financial services provider's stock valued at $61,883,000 after acquiring an additional 47,460 shares during the period. Institutional investors and hedge funds own 98.41% of the company's stock.

Key CBRE Group News

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

• Positive Sentiment: Quarterly results and company guidance support upside — CBRE beat consensus EPS in its most recent quarter, reported year‑over‑year revenue growth, and set FY2026 EPS guidance of $7.30–$7.60, providing a concrete multi‑year profitability target that investors can model into valuations. MarketBeat: CBRE Earnings & Guidance
• Positive Sentiment: Analyst and media calls for buying/mean‑reversion — Zacks published pieces highlighting CBRE’s growth characteristics and another note pointing to oversold technical conditions and potential for a trend reversal, which can attract momentum and growth investors. Zacks: Growth Investors Should Buy CBRE Zacks: Trend Reversal May Be Near
• Neutral Sentiment: Barclays trimmed its price target from $192 to $174 but kept an "overweight" rating — the lower target reduces some upside expectations, yet the maintained overweight indicates continued conviction among some sell‑side analysts. Benzinga: Barclays Lowers PT
• Neutral Sentiment: Wall‑Street consensus remains constructive — multiple firms still carry buy/outperform ratings and the consensus price target sits well above the current price, signaling analyst optimism despite recent volatility. MarketBeat: Analyst Coverage
• Neutral Sentiment: CBRE has underperformed the Nasdaq over the past year — defensible longer‑term fundamentals are cited by analysts, but relative underperformance has weighed on sentiment and could limit near‑term momentum. Barchart: Underperformance vs Nasdaq
• Negative Sentiment: Insider selling by a senior executive — Chad Doellinger reported small sales (116 shares on Mar 12 and 471 shares on Mar 11). The trades are minor relative to his holdings and to total shares outstanding, so they signal limited concern but are still watched by investors. InsiderTrades: Insider Sells CBRE Stock

Analyst Ratings Changes

Several research firms have recently commented on CBRE. Weiss Ratings lowered shares of CBRE Group from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Friday, February 13th. Wall Street Zen lowered shares of CBRE Group from a "buy" rating to a "hold" rating in a research note on Saturday. Raymond James Financial set a $180.00 target price on shares of CBRE Group and gave the stock an "outperform" rating in a research report on Thursday, February 12th. UBS Group upgraded shares of CBRE Group from a "neutral" rating to a "buy" rating and raised their price target for the company from $175.00 to $185.00 in a research note on Sunday, February 22nd. Finally, Keefe, Bruyette & Woods cut 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, February 13th. Seven analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat, CBRE Group has a consensus rating of "Moderate Buy" and a consensus price target of $179.86.

CBRE Group Trading Up 1.5%

Shares of NYSE:CBRE opened at $133.80 on Monday. The company has a 50 day moving average of $156.22 and a 200-day moving average of $157.79. The firm has a market cap of $39.49 billion, a P/E ratio of 34.66 and a beta of 1.33. CBRE Group, Inc. has a twelve month low of $108.45 and a twelve month high of $174.27. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 0.55.

CBRE Group (NYSE:CBRE - Get Free Report) last posted its quarterly earnings data on Thursday, February 12th. The financial services provider reported $2.73 EPS for the quarter, beating 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 business had revenue of $11.63 billion for the quarter, compared to analyst estimates of $11.67 billion. During the same quarter last 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. As a group, analysts anticipate that CBRE Group, Inc. will post 5.99 earnings per share for the current fiscal year.

Insider Buying and Selling at CBRE Group

In other news, insider Chad J. Doellinger sold 471 shares of the company's stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $133.51, for a total value of $62,883.21. Following the completion of the sale, the insider owned 42,519 shares in the company, valued at $5,676,711.69. This represents a 1.10% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CFO Emma E. Giamartino sold 9,223 shares of CBRE Group stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $148.61, for a total value of $1,370,630.03. Following the transaction, the chief financial officer directly owned 126,501 shares in the company, valued at approximately $18,799,313.61. The trade was a 6.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 9,810 shares of company stock worth $1,448,600. 0.42% of the stock is owned by insiders.

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.

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