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

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 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 Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$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 Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative 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 Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative 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 Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.