$CWK

Howard Hughes Holdings, Marcus & Millichap, Offerpad, Compass, and Cushman & Wakefield reported Q2 earnings. MMI beat expectations with 17.8% revenue growth, while OPAD missed with a 51.6% decline. COMP showed strong growth at 109%, and CWK reported 11.2% revenue growth. Despite mixed results, all stocks have declined since reporting.

Offerpad (OPAD) underperformed peers with weak revenue growth and guidance, stock down 28.5%. Howard Hughes (HHH) reported 330% revenue growth, stock up 9.3%. Opendoor (OPEN) saw revenue decline 43.7%, stock down 49.2%. Cushman & Wakefield (CWK) beat expectations, stock down 17.9%. Compass (COMP) raised guidance, stock down 25.7%.

Forestar Group (FOR) reported Q3 revenues of $407.0M, up 4%, and pre-tax income of $48.7M, up 12%, but stock fell 8.1%. Howard Hughes Holdings (HHH) saw revenues surge 330% to $1.12B, beating estimates, and stock rose 10.4%. Offerpad (OPAD) reported a 51.6% revenue decline to $77.65M, missing estimates, and stock dropped 24.1%. Newmark (NMRK) and Cushman & Wakefield (CWK) also reported earnings, with mixed market reactions. The article also discusses broader market trends and risks.

S&P Global Ratings upgraded Cushman & Wakefield's (CWK) issuer credit rating to 'BB' from 'BB-', citing improved commercial real estate activity and debt reduction. The company's adjusted leverage fell to 3.5x by year-end 2025, with further improvement expected. S&P projects 6%–7% annual revenue growth through 2027, driven by strong leasing and service contracts. The rating agency maintained a 'fair' business risk assessment but noted the firm's strong market position.

Moody's upgraded Cushman & Wakefield's corporate family rating to Ba3 from B1, citing operational momentum and debt reduction. The firm's strong market position, liquidity, and recurring income were highlighted. Moody's maintained a stable outlook, projecting steady EBITDA growth and prudent capital management. Further upgrades depend on sustained leverage and interest coverage ratios.

Cushman & Wakefield's report highlights a 13.3% YOY rise in U.S. construction commodity prices, driven by metals and demand from data centers and infrastructure. Labor cost growth has moderated, but materials and equipment costs are increasing. The ENR Building Cost Index rose 4.7% YOY in August, with electrical equipment prices up 13.0%. Data centers and infrastructure sustain construction activity amid a broader slowdown.

Cushman & Wakefield Ltd. (CWK) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On September 10, 2026, Laurida Sayed, Senior Vice President, Chief Accounting Officer and Global Corporate Controller, noti

Robinson Nathaniel (See Remarks) sold 12,500 shares of Cushman & Wakefield Ltd. (CWK) at $13.39 ($0.17M total) on 2026-09-08.

Cushman & Wakefield (CWK) brokered the $7.275M sale of Cascade Apartments, a 44-unit Rochester, MN property. The fully leased community sold in 30 days, reflecting strong investor demand. The buyer was Black Swan Living, and the seller was represented by Cushman & Wakefield's Chris Collins, Lance Steiger, Evan Miller, and Erin Salway. The property is near Mayo Clinic and features modern amenities.

Analysts from Goldman Sachs and J.P. Morgan commented on real estate companies. Goldman Sachs maintained a Buy rating on Cushman & Wakefield (CWK) with a $19 price target, while J.P. Morgan kept a Hold rating on American Homes (AMH) with a $38 target. Both stocks have consensus price targets suggesting upside potential.