CBRE Group shares get a higher price target from CFRA

Published 29/07/2024, 16:16
CBRE Group shares get a higher price target from CFRA

CFRA has increased the price target for CBRE Group (NYSE: NYSE:CBRE) to $115 from the previous $86 while maintaining a Hold rating on the stock.

The adjustment, which came on Monday, values CBRE shares at 20.2 times the firm's projected adjusted earnings per share (EPS) for 2025, which has been revised upward by $0.19 to $5.70. This valuation compares to the stock's one-year average forward multiple of 19.5 times and the peer group average of 16.3 times.

CFRA has also raised the 2024 EPS estimate for CBRE by $0.41 to $4.70, following the company's guidance for higher future earnings. The guidance came after CBRE reported second-quarter earnings of $0.81 per share, which, while not meeting Seifert's expectation of $0.85, exceeded the consensus forecast of $0.71. The reported earnings were accompanied by an 8.7% increase in revenues, despite a 3.8% decline in core profits.

The performance within CBRE's Advisory Services segment was mixed, with property leasing revenues growing by 8.6% and maintaining a margin of 15.5%. Although capital markets revenue decreased by 3%, this was less than anticipated and showed signs of market stabilization.

Additionally, loan servicing revenue experienced a 7% increase. The company's Global Workplace Solutions saw a 9.5% rise in revenue, while the Real Estate Investments revenue faced challenges, dropping by 9.2%.

Seifert's commentary on the financial results noted the positive aspects and suggested that these outcomes should support CBRE's premium valuation when compared to its peers and historical averages.

Meanwhile, Evercore ISI to upgrade CBRE shares from In Line to Outperform and raise the price target from $100.00 to $123.00. The firm's full-year 2024 core earnings per share (EPS) guidance increased by 8%, now expected to reach $4.80.

Also, JPMorgan also raised its target for CBRE Group to $120 while maintaining a Neutral rating, following a strong earnings report. The firm's EBITDA and core EPS estimates for the years 2024 to 2026 have been revised upwards, reflecting a positive outlook for the company's financial performance.

InvestingPro Insights

Recent metrics from InvestingPro provide additional context to CBRE Group's financial landscape. With a market capitalization of $33.49 billion and a P/E ratio of 37.04, CBRE is trading at a premium compared to its historical earnings multiple. The company has also shown a robust revenue growth of 7.42% over the last twelve months as of Q2 2024, signaling strength in its business operations. Moreover, CBRE's stock has experienced significant returns, with a 34.16% one-year price total return, closely approaching its 52-week high at 99.07% of the peak price.

InvestingPro Tips highlight that management's aggressive share buyback strategy and CBRE's status as a prominent player in the Real Estate Management & Development industry could be factors contributing to its premium valuation. However, analysts have noted concerns with downward earnings revisions and signs of overbought territory based on the RSI. For investors seeking a deeper dive into CBRE's financial health, InvestingPro offers additional tips, including insights on profitability, debt levels, and cash flow stability.

For those interested in exploring these insights further, InvestingPro has a total of 20 additional tips available at https://www.investing.com/pro/CBRE. To enhance your investment analysis, use the coupon code PRONEWS24 to get up to 10% off a yearly Pro and a yearly or biyearly Pro+ subscription.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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