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CBRE Falls After Revenue Miss and Cautious Segment Commentary Overshadow Profit Beat

Investivoq PriceTracker

CBRE Group (CBRE) is down 5.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The selloff appears tied to a revenue miss in CBRE’s third-quarter results, even though earnings per share beat expectations. Investors also seem to be focusing on pressure in capital-markets-related businesses and management’s comments that two facilities-management accounts are being restructured, which could weigh on near-term results. ([marketbeat.com](https://www.marketbeat.com/earnings/reports/2026-10-22-cbre-group-inc-stock/))

Details:

  • CBRE reported third-quarter revenue of about $11.5 billion and core EPS of $2.05; the profit figure topped expectations, but revenue came in below consensus estimates. ([ir.cbre.com](https://ir.cbre.com/press-releases/detail/271/cbre-group-inc-reports-financial-results-for-q3-2026?utm_source=openai))
  • Management kept full-year 2026 core EPS guidance at $7.80 to $7.90, but also said lower growth in real-estate capital-markets-driven businesses is offsetting stronger infrastructure growth. ([marketbeat.com](https://www.marketbeat.com/earnings/reports/2026-10-22-cbre-group-inc-stock/))
  • Within Advisory, leasing growth was modest, with U.S. office leasing down, suggesting some underlying softness in parts of the commercial real estate market. ([ir.cbre.com](https://ir.cbre.com/press-releases/detail/271/cbre-group-inc-reports-financial-results-for-q3-2026))
  • Project Management growth was tempered by a slowdown in corporate capital spending on real estate, adding to the view that some end markets remain uneven. ([ir.cbre.com](https://ir.cbre.com/press-releases/detail/271/cbre-group-inc-reports-financial-results-for-q3-2026))

    • Sources:

    CBRE Investor Relations, SEC, MarketBeat

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $CBRE Insider Trading Activity

    CBRE Insider Trades

    $CBRE insiders have traded $CBRE stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.

    Here’s a breakdown of recent trading of $CBRE stock by insiders over the last 6 months:

    • EMMA E. GIAMARTINO (CFO & Chief Investment Officer) has made 0 purchases and 2 sales selling 4,500 shares for an estimated $627,817.
    • VIKRAMADITYA KOHLI (COO & CEO, Advisory Services) sold 2,666 shares for an estimated $399,900
    • CHAD J DOELLINGER (Chief Legal & Admin. Officer) has made 0 purchases and 2 sales selling 335 shares for an estimated $48,827.

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $CBRE Hedge Fund Activity

    We have seen 509 institutional investors add shares of $CBRE stock to their portfolio, and 502 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • JPMORGAN CHASE & CO added 5,056,217 shares (+inf%) to their portfolio in Q2 2026, for an estimated $681,021,867
    • CANTILLON CAPITAL MANAGEMENT LLC removed 3,750,893 shares (-95.4%) from their portfolio in Q2 2026, for an estimated $505,207,778
    • MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 3,236,926 shares (-88.6%) from their portfolio in Q2 2026, for an estimated $435,981,562
    • D. E. SHAW & CO., INC. added 2,015,818 shares (+4160.7%) to their portfolio in Q2 2026, for an estimated $271,510,526
    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,998,672 shares (+inf%) to their portfolio in Q2 2026, for an estimated $269,201,131
    • AQR CAPITAL MANAGEMENT LLC added 1,804,044 shares (+426.4%) to their portfolio in Q2 2026, for an estimated $242,986,686
    • JANE STREET GROUP, LLC added 1,610,925 shares (+299.5%) to their portfolio in Q2 2026, for an estimated $216,975,488

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $CBRE Government Contracts

    We have seen $300,618 of award payments to $CBRE over the last year.

    Here are some of the awards which we have have seen pay out the most over the last year:

    • TRACS0001866 - APPROVAL DATE 5/2/25. EXPERT WITNESS SERVICES REQUIRED FOR VALUATION OF REAL ESTATE FOR INTE...: $66,000

    To track government contracts to publicy traded companies, check out Investivoq's government contracts dashboard. You can access data on government contracts through the Investivoq API government contracts endpoint.

    $CBRE Price Targets

    Multiple analysts have issued price targets for $CBRE recently. We have seen 2 analysts offer price targets for $CBRE in the last 6 months, with a median target of $173.5.

    Here are some recent targets:

    • Steve Sakwa from Evercore ISI Group set a target price of $169.0 on 06/30/2026
    • Brendan Lynch from Barclays set a target price of $178.0 on 05/05/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.