Equitable Trust Co. Sells 31,672 Shares of CBRE Group, Inc. $CBRE

Key Points

• Equitable Trust Co. trimmed its CBRE stake by 88.2%, selling 31,672 shares in Q4 and retaining 4,253 shares worth about $684,000.
• Institutional investors dominate ownership at 98.41%, with large funds such as Invesco, Principal, AGF, Viking and MFS materially increasing their positions recently.
• Analysts are broadly positive (consensus Buy) with an average price target of $180.29, and CBRE recently beat quarterly EPS and revenue estimates while setting FY2026 guidance of 7.60–7.80 EPS.

Equitable Trust Co. trimmed its position in CBRE Group, Inc. (NYSE:CBRE - Free Report) by 88.2% during the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 4,253 shares of the financial services provider's stock after selling 31,672 shares during the period. Equitable Trust Co.'s holdings in CBRE Group were worth $684,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently bought and sold shares of CBRE. Viking Global Investors LP bought a new position in CBRE Group in the 3rd quarter valued at $190,648,000. Invesco Ltd. boosted its position in CBRE Group by 16.1% in the 3rd quarter. Invesco Ltd. now owns 6,231,244 shares of the financial services provider's stock valued at $981,795,000 after buying an additional 862,656 shares during the last quarter. Principal Financial Group Inc. lifted its stake in shares of CBRE Group by 9.4% in the 3rd quarter. Principal Financial Group Inc. now owns 9,468,455 shares of the financial services provider's stock valued at $1,491,855,000 after purchasing an additional 809,796 shares during the period. AGF Management Ltd. lifted its stake in shares of CBRE Group by 6,364.1% in the 3rd quarter. AGF Management Ltd. now owns 737,947 shares of the financial services provider's stock valued at $116,271,000 after purchasing an additional 726,531 shares during the period. Finally, Massachusetts Financial Services Co. MA lifted its stake in shares of CBRE Group by 13.5% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 4,472,013 shares of the financial services provider's stock valued at $704,610,000 after purchasing an additional 532,151 shares during the period. 98.41% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

CBRE has been the topic of a number of analyst reports. Raymond James Financial set a $180.00 price target on CBRE Group and gave the company an "outperform" rating in a research note on Thursday, February 12th. Evercore reissued an "outperform" rating and issued a $179.00 price target on shares of CBRE Group in a research note on Friday, April 24th. UBS Group raised CBRE Group from a "neutral" rating to a "buy" rating and increased their price target for the company from $175.00 to $185.00 in a research note on Sunday, February 22nd. Barclays increased their price target on CBRE Group from $175.00 to $178.00 and gave the company an "overweight" rating in a research note on Tuesday. Finally, Keefe, Bruyette & Woods increased their price target on CBRE Group from $170.00 to $175.00 and gave the company an "outperform" rating in a research note on Friday, April 24th. Eight investment analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the stock has an average rating of "Buy" and a consensus price target of $180.29.

Insider Buying and Selling at CBRE Group

In related news, CFO Emma E. Giamartino sold 9,223 shares of the firm's stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $148.61, for a total transaction of $1,370,630.03. Following the sale, the chief financial officer owned 126,501 shares of the company's stock, valued at approximately $18,799,313.61. This trade represents a 6.80% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Chad J. Doellinger sold 471 shares of the firm'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 sale, the insider directly owned 42,519 shares in the company, valued at $5,676,711.69. The trade was a 1.10% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 9,917 shares of company stock worth $1,463,618 in the last ninety days. 0.46% of the stock is currently owned by company insiders.

CBRE Group Stock Performance

Shares of CBRE Group stock opened at $145.39 on Thursday. The company has a market capitalization of $42.57 billion, a PE ratio of 33.12 and a beta of 1.28. CBRE Group, Inc. has a 12 month low of $118.81 and a 12 month high of $174.27. The company has a current ratio of 1.08, a quick ratio of 1.08 and a debt-to-equity ratio of 0.57. The stock's fifty day simple moving average is $140.87 and its 200 day simple moving average is $153.17.

CBRE Group (NYSE:CBRE - Get Free Report) last issued its quarterly earnings data on Thursday, April 23rd. The financial services provider reported $1.61 EPS for the quarter, topping the consensus estimate of $1.13 by $0.48. The business had revenue of $10.53 billion for the quarter, compared to the consensus estimate of $10.22 billion. CBRE Group had a return on equity of 24.08% and a net margin of 3.11%.The firm's revenue was up 18.1% compared to the same quarter last year. During the same quarter last year, the business posted $0.86 EPS. CBRE Group has set its FY 2026 guidance at 7.600-7.800 EPS. On average, research analysts predict that CBRE Group, Inc. will post 7.72 EPS 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.

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