Diversify Wealth Management LLC Invests $595,000 in CBRE Group, Inc. $CBRE

Diversify Wealth Management LLC acquired a new stake in CBRE Group, Inc. (NYSE:CBRE) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 4,176 shares of the financial services provider’s stock, valued at approximately $595,000.

Other institutional investors have also recently made changes to their positions in the company. Swiss RE Ltd. purchased a new position in shares of CBRE Group in the 4th quarter valued at about $25,000. Navalign LLC purchased a new stake in shares of CBRE Group in the 4th quarter valued at about $29,000. Ascentis Independent Advisors purchased a new stake in shares of CBRE Group in the 1st quarter valued at about $30,000. Sound Income Strategies LLC increased its holdings in shares of CBRE Group by 5,180.0% in the 1st quarter. Sound Income Strategies LLC now owns 264 shares of the financial services provider’s stock valued at $36,000 after acquiring an additional 259 shares during the period. Finally, Thurston Springer Miller Herd & Titak Inc. purchased a new stake in CBRE Group in the 4th quarter valued at $42,000. Institutional investors and hedge funds own 98.41% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on CBRE. Weiss Ratings downgraded shares of CBRE Group from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, May 26th. Keefe, Bruyette & Woods raised their price target on CBRE Group from $170.00 to $175.00 and gave the company an “outperform” rating in a report on Friday, April 24th. UBS Group restated a “buy” rating on shares of CBRE Group in a research note on Wednesday, June 17th. Barclays upped their price objective on CBRE Group from $175.00 to $178.00 and gave the stock an “overweight” rating in a report on Tuesday, May 5th. Finally, Wall Street Zen downgraded CBRE Group from a “buy” rating to a “hold” rating in a report on Saturday, July 4th. Eight investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $178.86.

CBRE Group Stock Performance

Shares of NYSE:CBRE opened at $140.89 on Friday. The business has a 50-day moving average of $134.43 and a two-hundred day moving average of $144.83. The firm has a market capitalization of $41.26 billion, a PE ratio of 32.09 and a beta of 1.20. The company has a debt-to-equity ratio of 0.57, a current ratio of 1.08 and a quick ratio of 1.08. CBRE Group, Inc. has a 12 month low of $121.69 and a 12 month high of $174.27.

CBRE Group (NYSE:CBRE) last announced its earnings results on Thursday, April 23rd. The financial services provider reported $1.61 EPS for the quarter, beating the consensus estimate of $1.13 by $0.48. CBRE Group had a return on equity of 24.08% and a net margin of 3.11%.The business had revenue of $10.53 billion for the quarter, compared to the consensus estimate of $10.22 billion. During the same period last year, the business posted $0.86 EPS. The company’s revenue was up 18.1% on a year-over-year basis. CBRE Group has set its FY 2026 guidance at 7.600-7.800 EPS. As a group, research analysts forecast that CBRE Group, Inc. will post 7.75 earnings per share for the current year.

Insider Activity at CBRE Group

In other CBRE Group news, CFO Emma E. Giamartino sold 2,250 shares of the stock in a transaction on Friday, May 15th. The stock was sold at an average price of $130.74, for a total value of $294,165.00. Following the sale, the chief financial officer directly owned 110,729 shares of the company’s stock, valued at $14,476,709.46. This trade represents a 1.99% decrease in their ownership of the stock. The sale 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. Company insiders own 0.46% of the company’s stock.

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.