Janus Henderson Group PLC Has $157.44 Million Position in CBRE Group, Inc. $CBRE

Key Points

• Janus Henderson increased its CBRE Group position by 157.8% in the first quarter, acquiring 711,399 additional shares and bringing its stake to $157.44 million. Institutional investors collectively own 98.41% of the company.
• CBRE reported a strong second quarter: adjusted EPS of $1.56 beat estimates of $1.47, while revenue rose 15.1% year over year to $11.23 billion. Management maintained its 2026 EPS guidance of $7.80–$7.90.
• Analysts remain broadly positive, with a consensus “Moderate Buy” rating and an average price target of $180.57, although CBRE trades at a relatively high P/E of about 33.7 and insiders have recently sold shares under pre-arranged trading plans.

Janus Henderson Group PLC raised its holdings in CBRE Group, Inc. (NYSE:CBRE - Free Report) by 157.8% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,162,260 shares of the financial services provider's stock after buying an additional 711,399 shares during the quarter. Janus Henderson Group PLC owned 0.40% of CBRE Group worth $157,435,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in the business. Norges Bank bought a new position in CBRE Group during the 4th quarter valued at about $643,405,000. Swedbank AB grew its stake in CBRE Group by 119.6% during the first quarter. Swedbank AB now owns 2,571,280 shares of the financial services provider's stock worth $348,306,000 after buying an additional 1,400,452 shares during the last quarter. Viking Global Investors LP bought a new stake in CBRE Group during the third quarter worth about $190,648,000. Northwestern Mutual Wealth Management Co. increased its holdings in shares of CBRE Group by 5,115.3% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,017,355 shares of the financial services provider's stock worth $163,581,000 after buying an additional 997,848 shares in the last quarter. Finally, XN LP acquired a new stake in shares of CBRE Group during the fourth quarter worth approximately $147,134,000. Institutional investors and hedge funds own 98.41% of the company's stock.

Insider Activity at CBRE Group

In related news, CFO Emma E. Giamartino sold 2,250 shares of the company's stock in a transaction on Friday, May 15th. The shares were sold at an average price of $130.74, for a total value of $294,165.00. Following the completion of the sale, the chief financial officer owned 110,729 shares in the company, valued at $14,476,709.46. This represents a 1.99% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Vikramaditya Kohli sold 2,666 shares of the firm's stock in a transaction on Wednesday, July 29th. The stock was sold at an average price of $150.00, for a total value of $399,900.00. Following the sale, the chief executive officer directly owned 134,869 shares in the company, valued at $20,230,350. The trade was a 1.94% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 5,023 shares of company stock valued at $709,082 in the last ninety days. Insiders own 0.46% of the company's stock.

Key Stories Impacting CBRE Group

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

• Positive Sentiment: Strong Q2 performance: CBRE reported adjusted earnings of $1.56 per share, exceeding the $1.47 consensus estimate, while revenue rose 15.1% year over year to $11.23 billion. Management maintained fiscal 2026 EPS guidance of $7.80-$7.90, supporting the investment case. CBRE Group Q2 2026 Earnings Call Summary
• Positive Sentiment: Analysts remain bullish: UBS raised its price target to $190 from $185 and kept a Buy rating, while Keefe, Bruyette & Woods increased its target to $174 from $158 and assigned an Outperform rating. KBW also reiterated a Buy recommendation. CBRE Group Gets a Buy from KBW
• Positive Sentiment: Business activity remains active: CBRE advised on a senior-living transaction, while commentary also highlighted larger industrial leases, potentially indicating continued demand across key real-estate services markets. CBRE Advises on Senior Living Deal
• Neutral Sentiment: Barclays maintained its Buy rating, reinforcing broad analyst support but providing no new change in expectations. Barclays Keeps Buy Rating on CBRE Group
• Negative Sentiment: The shares’ weaker trading suggests investors may be taking profits or weighing CBRE’s valuation—its P/E ratio is approximately 33.7—against the already optimistic analyst outlook. The company also continues to underperform the broader market on some recent sessions. CBRE Group Stock Performance

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the company. Evercore reissued an "outperform" rating and issued a $175.00 target price on shares of CBRE Group in a report on Thursday. Wall Street Zen raised CBRE Group from a "hold" rating to a "buy" rating in a report on Saturday, July 25th. Weiss Ratings downgraded CBRE Group from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Tuesday, May 26th. Barclays boosted their price objective on CBRE Group from $178.00 to $180.00 and gave the stock an "overweight" rating in a research note on Tuesday. Finally, Keefe, Bruyette & Woods upped their target price on shares of CBRE Group from $158.00 to $174.00 and gave the stock an "outperform" rating in a research report on Thursday. Eight 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, the company presently has a consensus rating of "Moderate Buy" and an average price target of $180.57.

CBRE Group Stock Performance

CBRE Group stock opened at $146.74 on Friday. The company has a market cap of $42.49 billion, a PE ratio of 33.66 and a beta of 1.20. The company has a current ratio of 1.14, a quick ratio of 1.08 and a debt-to-equity ratio of 0.66. CBRE Group, Inc. has a 1 year low of $121.69 and a 1 year high of $174.27. The company's 50-day moving average is $136.05 and its two-hundred day moving average is $143.35.

CBRE Group (NYSE:CBRE - Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The financial services provider reported $1.56 earnings per share for the quarter, beating analysts' consensus estimates of $1.47 by $0.09. The company had revenue of $11.23 billion for the quarter, compared to the consensus estimate of $11.18 billion. CBRE Group had a return on equity of 25.12% and a net margin of 2.98%.The firm's quarterly revenue was up 15.1% on a year-over-year basis. During the same quarter in the prior year, the business posted $1.19 EPS. CBRE Group has set its FY 2026 guidance at 7.800-7.900 EPS. Equities analysts anticipate that CBRE Group, Inc. will post 7.77 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.

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