Evercore ISI cuts CBRE stock price target to $137, maintains Outperform

Published 09/04/2025, 11:08
Evercore ISI cuts CBRE stock price target to $137, maintains Outperform

On Wednesday, Evercore ISI adjusted its price target for CBRE Group (NYSE:CBRE) shares, reducing it from $137.00 down from the previous $154.00, while continuing to endorse the stock with an Outperform rating. The revision reflects a recalibrated financial model and updated estimates, including changes to the beta used in their analysis. With a market capitalization of $33.68 billion and a solid InvestingPro Financial Health score of "GOOD," CBRE maintains its position as a prominent player in the Real Estate Management & Development industry.

The firm highlighted CBRE Group's strong global presence and solid balance sheet with low leverage as key reasons for maintaining the positive rating. Despite the company's performance, which has slightly lagged behind the S&P 500 and the Real Estate Investment Trust (REIT) index since the new tariffs were introduced on April 2, 2025, Evercore ISI remains optimistic about CBRE's prospects. CBRE's stock has underperformed compared to the S&P 500 by 140 basis points and the REIT index by 110 basis points during this period.

Evercore ISI's analyst commented on the potential for a shift in sentiment towards the U.S. economy or easing of tariff pressures to benefit CBRE. In the interim, the firm anticipates that CBRE will allocate its surplus cash flow to repurchase shares, taking advantage of the current lower valuation levels.

The analyst's statement emphasized both the challenges and the inherent strengths of CBRE Group, suggesting that the company is well-positioned to navigate the current economic landscape. The adjusted price target of $137.00 reflects a cautious yet still confident outlook on the company's ability to perform in the market going forward.

In other recent news, CBRE Group has announced a restructuring into four distinct business segments effective January 1, 2025. This reorganization aligns with the company's strategic expansions, including the integration of its project management business with Turner & Townsend and the acquisition of Industrious. The segments now include Advisory Services, Building Operations & Experience, Project Management, and Real Estate Investments. Additionally, CBRE Group has secured an increase in its borrowing capacity, amending its credit agreement to allow for an additional $750 million in commitments. This financial maneuver is intended to support the company's strategic initiatives and enhance financial flexibility.

Keefe, Bruyette & Woods recently maintained a Market Perform rating for CBRE Group, with a revised stock price target of $145.00, reflecting the company's updated financial model post-segmentation. The analyst firm provided new earnings per share estimates for the upcoming years, indicating a projected annual growth rate of 16%. In another development, CBRE Group has revised its executive compensation and amended its bylaws, removing the director term limit to allow for extended leadership stability. These changes reflect CBRE's ongoing efforts to adapt its operations and governance to current market conditions.

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