Update shared on 24 Oct 2025
Fair value Increased 0.79%CBRE Group's analyst price target has risen modestly to $174.00 from $172.64. This reflects analysts' updated expectations following recent upward adjustments in sector outlooks, sales performance, and margin forecasts.
Analyst Commentary
Recent analyst updates offer a mixed perspective on CBRE Group's prospects, reflecting both optimism for future growth and caution around ongoing market challenges. The following summarizes the prevailing bullish and bearish takeaways from the latest research notes.
Bullish Takeaways
- Several bullish analysts have raised price targets in response to consistent sales outperformance and stronger than expected margins during the most recent quarter.
- The introduction of long-term EPS forecasts indicates renewed confidence in CBRE Group’s ability to deliver on multi-year growth plans, with estimates now reflecting anticipated progress through 2027.
- Improved margin outlooks and the expectation of interest rate cuts in the coming years have contributed to the positive sentiment around CBRE Group’s long-term earnings trajectory.
- Some firms have extended their valuation timelines, rolling forward targets to reflect a more optimistic view of the company’s execution through the end of 2026 and beyond.
Bearish Takeaways
- Bearish analysts note that while the recovery in U.S. real estate brokerage is ongoing, it is progressing at a moderating pace, which could potentially dampen near-term upside for CBRE Group.
- Concerns remain around the sustainability of sales momentum as market conditions normalize, particularly given macroeconomic headwinds and sector-specific uncertainties.
- Some price target increases have been accompanied by neutral ratings, reflecting a view that much of the long-term growth optimism may already be reflected in the current valuation.
- There is a degree of caution regarding the company’s ability to maintain elevated margins if economic conditions become less favorable in the upcoming quarters.
What's in the News
- CBRE Group has completed the repurchase of 41,886,056 shares, representing 13.49% of shares outstanding, for a total of $3.90 billion under its buyback program announced in November 2021 (Key Developments).
- During the period from April 1, 2025 to June 30, 2025, the company repurchased 2,123,191 shares for $255.7 million as part of the ongoing buyback program (Key Developments).
- CBRE Group raised earnings guidance for 2025 and now expects EPS to be in the range of $6.10 to $6.20 (Key Developments).
- In the most recent quarter, from July 1, 2025 to September 30, 2025, no additional shares were repurchased because the previously announced buyback program concluded (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has risen slightly to $174.00, up from $172.64.
- Discount Rate has fallen marginally to 8.99%, compared to 9.01% previously.
- Revenue Growth assumptions have edged down modestly, now at 9.58% from 9.70%.
- Net Profit Margin projections have increased slightly to 4.62%, up from 4.60%.
- Future P/E (Price-to-Earnings) ratio estimate has risen to 27.13x, up from 26.20x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.