Newmark Group (NASDAQ:NMRK) Posts Quarterly Earnings Results, Beats Expectations By $0.06 EPS

Newmark Group (NASDAQ:NMRK) released its quarterly earnings results on Thursday. The company reported $0.33 earnings per share for the quarter, topping the consensus estimate of $0.27 by $0.06, Zacks reports. The company had revenue of $846.52 million for the quarter, compared to analysts’ expectations of $748.69 million. Newmark Group had a return on equity of 24.97% and a net margin of 3.83%.The business’s quarterly revenue was up 27.2% compared to the same quarter last year. During the same period in the previous year, the business posted $0.21 earnings per share. Newmark Group updated its FY 2026 guidance to 1.870-1.98 EPS.

Here are the key takeaways from Newmark Group’s conference call:

• Newmark reported a strong Q1 with total revenues up 27%, Adjusted EPS up 57%, and Adjusted EBITDA up 35.8%, and the company raised its full-year 2026 guidance (revenues $3.775–$3.875B; Adj. EBITDA $656–$694M).
• Cash generation and shareholder returns strengthened: trailing?12?month Adjusted Free Cash Flow rose 111.7% to $361.5M (82.4% of Adj. Earnings), the firm repurchased 10.4M shares for $151.1M and increased the quarterly dividend from $0.03 to $0.06.
• Growth was broad?based: Capital Markets +45.5% (M&A, senior and affordable housing), Leasing +20% (notably NYC and San Francisco), and Management & Servicing +21% with the RealFoundations integration and a target of >$2B in management/servicing revenues by 2029.
• Balance sheet and liquidity provide flexibility — cash of $212.1M, corporate debt $832M (~1x net leverage), and an increased revolving credit facility to $900M to support growth and transactions.
• Cautions include higher operating expenses (up 24.5% from commissions and global growth initiatives), an expected higher Adjusted Earnings tax rate (13%–15% vs. prior 11.4%), leasing growth expected below the midpoint due to tougher comps, and guidance that excludes potential future acquisitions or material stock?price changes.

Newmark Group Trading Down 0.7%

NMRK stock traded down $0.12 during trading on Friday, hitting $16.00. The company had a trading volume of 563,677 shares, compared to its average volume of 1,522,316. The business has a 50-day moving average of $15.05 and a 200-day moving average of $16.47. Newmark Group has a one year low of $10.20 and a one year high of $19.83. The stock has a market cap of $2.95 billion, a PE ratio of 23.58 and a beta of 1.84. The company has a current ratio of 0.51, a quick ratio of 0.51 and a debt-to-equity ratio of 0.39.

Newmark Group Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, March 27th. Investors of record on Friday, March 13th were issued a $0.03 dividend. The ex-dividend date was Friday, March 13th. This represents a $0.12 annualized dividend and a yield of 0.7%. Newmark Group’s dividend payout ratio is presently 17.65%.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on the company. Keefe, Bruyette & Woods reduced their price target on Newmark Group from $22.00 to $18.00 and set an “outperform” rating on the stock in a report on Monday, March 2nd. Citizens Jmp boosted their price target on Newmark Group from $21.00 to $22.00 and gave the stock a “market outperform” rating in a report on Friday. Barclays reduced their price target on Newmark Group from $21.00 to $19.00 and set an “overweight” rating on the stock in a report on Friday, March 13th. Wall Street Zen upgraded Newmark Group from a “buy” rating to a “strong-buy” rating in a report on Saturday, March 28th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Newmark Group in a report on Tuesday, April 21st. Six research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, Newmark Group currently has a consensus rating of “Moderate Buy” and a consensus price target of $18.40.

Key Stories Impacting Newmark Group

Here are the key news stories impacting Newmark Group this week:

• Positive Sentiment: Q1 beat — Newmark reported $0.33 EPS vs. the $0.27 consensus and revenue of $846.5M (up 27.2% YoY), driven by strength across its businesses; this is the main catalyst for the stock move. Read More.
• Positive Sentiment: FY2026 guidance modestly raised — management set EPS guidance of $1.870–1.98 and revenue guidance of $3.8–$3.9B (above the prior consensus of ~$3.7B), signaling confidence in top-line momentum and supporting forward expectations. Read More.
• Positive Sentiment: Dividend declared — the company announced a quarterly dividend alongside results, which can attract income-focused investors and provide additional support to the share price. Read More.
• Positive Sentiment: Solid profitability metrics — Newmark reported a return on equity near 25% and a positive net margin, highlighting improving operating leverage as revenue scales. Read More.
• Neutral Sentiment: Leadership hire — Newmark named Jack Fuchs President of Global Asset Services to strengthen investor solutions; this is strategically positive but may have limited near-term share impact. Read More.
• Neutral Sentiment: Management commentary available — the Q1 earnings call transcript and slide deck were published; investors should review the call for detail on leasing trends, margin outlook and capital allocation. Read More.

Institutional Trading of Newmark Group

Several institutional investors have recently added to or reduced their stakes in NMRK. Advisory Services Network LLC bought a new stake in Newmark Group in the third quarter valued at approximately $29,000. Larson Financial Group LLC boosted its holdings in Newmark Group by 98.9% in the third quarter. Larson Financial Group LLC now owns 1,840 shares of the company’s stock valued at $34,000 after acquiring an additional 915 shares during the last quarter. Smartleaf Asset Management LLC boosted its holdings in Newmark Group by 4,587.0% in the fourth quarter. Smartleaf Asset Management LLC now owns 4,687 shares of the company’s stock valued at $82,000 after acquiring an additional 4,587 shares during the last quarter. CIBC Private Wealth Group LLC boosted its holdings in Newmark Group by 2,161.1% in the third quarter. CIBC Private Wealth Group LLC now owns 5,404 shares of the company’s stock valued at $101,000 after acquiring an additional 5,165 shares during the last quarter. Finally, WINTON GROUP Ltd bought a new stake in Newmark Group in the second quarter valued at approximately $138,000. 58.42% of the stock is currently owned by institutional investors.

About Newmark Group

Newmark Group, Inc is a publicly traded commercial real estate advisory firm headquartered in New York City. The company provides a comprehensive suite of services to real estate investors, occupiers and developers, including leasing advisory, property management, capital markets placement, loan servicing, valuation and advisory services. Newmark’s platform integrates local market expertise with national reach to support clients across diverse property types such as office, industrial, retail, multifamily and specialty assets.

Operating across two principal segments—global corporate services and capital markets & property-level services—Newmark delivers tailored solutions encompassing tenant representation, landlord leasing, investment sales, debt and equity financing, and appraisal services.