Newmark Group (NASDAQ:NMRK) Issues Earnings Results

26 Feb 2026, 12:20 by Michael Walen · The Markets Daily

Newmark Group (NASDAQ:NMRK – Get Free Report) released its quarterly earnings results on Wednesday. The company reported $0.68 EPS for the quarter, topping the consensus estimate of $0.65 by $0.03, FiscalAI reports. The business had revenue of $1.01 billion during the quarter, compared to analyst estimates of $998.86 million. Newmark Group had a return on equity of 23.69% and a net margin of 3.26%.The company’s quarterly revenue was up 15.3% on a year-over-year basis. During the same period last year, the business posted $0.55 earnings per share. Newmark Group updated its FY 2026 guidance to 1.820-1.920 EPS.

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

Record results: Q4 total revenues rose ~15% to just over $1.0B and adjusted EPS increased ~24% to $0.68, driven by best-ever leasing and recurring revenue performance.
2026 outlook: Company expects FY26 revenues of $3.7–$3.8B (≈+13.8% at midpoint), adjusted EBITDA of $635–$675M and adjusted EPS of $1.82–$1.92, targeting double-digit top- and bottom-line growth again.
Strong cash & capital allocation: Newmark generated $518.4M of cash from operations, adjusted free cash flow of $268.9M, ended with net leverage ~0.8x, and increased buyback authorization to $400M (repurchased $127.1M in 2025).
Potential margin/tax headwind: Management expects an adjusted earnings tax rate of 13%–15% in 2026 (vs. 11.4% in 2025) and indicated leasing may be below the midpoint of guidance, which could pressure EPS/revenue upside.
AI & data strategy: Management sees AI and proprietary data as a material tailwind for leasing, data centers, valuation and efficiency-driven margin gains, but notes the opportunity is early and outcomes are uncertain.

Newmark Group Price Performance

Shares of NMRK opened at $14.65 on Thursday. The firm has a market capitalization of $2.64 billion, a price-to-earnings ratio of 25.70 and a beta of 1.91. The firm’s fifty day simple moving average is $16.77 and its 200-day simple moving average is $17.45. Newmark Group has a twelve month low of $9.65 and a twelve month high of $19.83. The company has a current ratio of 0.39, a quick ratio of 0.39 and a debt-to-equity ratio of 0.46.

Newmark Group Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, March 27th. Stockholders of record on Friday, March 13th will be issued a $0.03 dividend. This represents a $0.12 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Friday, March 13th. Newmark Group’s dividend payout ratio (DPR) is presently 21.05%.

Newmark Group News Summary

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

Positive Sentiment: Q4 beat — Newmark reported EPS of $0.68 vs. consensus $0.65 and revenue of $1.01B (up 15.3% YoY), showing solid top-line growth and an improved margin profile. Newmark Group (NMRK) Tops Q4 Earnings and Revenue Estimates
Positive Sentiment: Raised FY‑2026 guidance — management set EPS guidance of $1.820–$1.920 (vs. consensus ~$1.85) and revenue guidance of $3.7B–$3.8B (above consensus), signaling confidence in continued revenue growth. Newmark Reports Fourth Quarter and Full Year 2025 Financial Results
Positive Sentiment: Shareholder return signal — the company declared a quarterly dividend alongside the results, which can support sentiment among income-focused investors. Newmark Reports Fourth Quarter and Full Year 2025 Financial Results
Neutral Sentiment: Mgmt commentary available — the full earnings call/transcript and slide deck were published, offering disclosures on segment performance and margin drivers that investors can use to model FY‑2026. Newmark Group, Inc. (NMRK) Q4 2025 Earnings Call Transcript
Neutral Sentiment: Talent hire in APAC — Newmark appointed Shanting Wong as Head of Research in Singapore, expanding its research footprint in Asia (strategic but not material near-term). Newmark Appoints Shanting Wong as Head of Research in Singapore
Negative Sentiment: Shares declined on the day — despite the beat and guidance, the stock traded lower, likely due to profit-taking and technical/residual concerns. See intraday price context and recent averages. NMRK Stock Page
Negative Sentiment: Balance-sheet/technical caution — the company’s current ratio is low (~0.39) and the stock remains below its 50‑ and 200‑day moving averages, which can amplify downside if macro or CRE sentiment weakens. (See filings/slides for detail.)

Analyst Upgrades and Downgrades

Several research firms have weighed in on NMRK. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Newmark Group in a research report on Thursday, January 22nd. Keefe, Bruyette & Woods raised their price objective on shares of Newmark Group from $21.00 to $22.00 and gave the company an “outperform” rating in a research note on Thursday, January 8th. Barclays assumed coverage on shares of Newmark Group in a research note on Tuesday, December 2nd. They set an “overweight” rating and a $21.00 target price on the stock. Wall Street Zen raised shares of Newmark Group from a “buy” rating to a “strong-buy” rating in a research report on Saturday, November 15th. Finally, Citigroup restated a “market outperform” rating on shares of Newmark Group in a research note on Thursday, December 18th. Seven analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $18.67.

Get Our Latest Report on Newmark Group

Institutional Trading of Newmark Group

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Mercer Global Advisors Inc. ADV boosted its position in shares of Newmark Group by 9.4% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 23,819 shares of the company’s stock worth $413,000 after acquiring an additional 2,049 shares in the last quarter. VARCOV Co. purchased a new stake in Newmark Group during the fourth quarter worth approximately $356,000. Voloridge Investment Management LLC boosted its holdings in Newmark Group by 35.8% in the fourth quarter. Voloridge Investment Management LLC now owns 759,211 shares of the company’s stock valued at $13,165,000 after purchasing an additional 200,104 shares in the last quarter. Tudor Investment Corp ET AL purchased a new position in Newmark Group in the fourth quarter valued at approximately $5,363,000. Finally, Twinbeech Capital LP purchased a new position in Newmark Group in the fourth quarter valued at approximately $2,273,000. 58.42% of the stock is currently owned by institutional investors and hedge funds.

About Newmark Group

(Get Free Report)

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.