Newmark Group, Inc. (NMRK)
NASDAQReal EstateReal Estate - ServicesSnapshot 2026-09-04
$15.25+2.21%
Close 2026-09-04 · 1-day change
NASDAQReal EstateReal Estate - ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · NMRK
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within real estate on a research-validated quality screen. As of 2026-09-04.
The screen ranks NMRK against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Real Estate names rated neutral grew net income 51% of the time over the next year (vs 56% for the rest of the cohort, n=3706).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue delivering double-digit revenue and earnings growth for the third consecutive year in 2026.
Stated as a priority in 2 of last 2 quarters. Total revenues grew 21.8% year-to-date through 2026-Q2 from $1,424.6M to $1,734.9M, and Adjusted EPS increased 36.5% from $0.52 to $0.71. Management's trajectory is delivering consistent double-digit top- and bottom-line growth as committed.
“We continue to expect double-digit top- and bottom-line growth for the third consecutive year in 2026.”
“We are raising our full year outlook and expect Newmark to deliver double-digit top- and bottom-line growth for the third consecutive year in 2026.”
Target Adjusted EBITDA in the range of $656 million to $694 million for fiscal year 2026.
Stated in 3 of last 3 quarters. Adjusted EBITDA guidance was raised from $635M-$675M to $656M-$694M for 2026, up from $562.4M actual in 2025. The trajectory shows management maintaining and increasing EBITDA targets consistent with prior commitments.
Sustain and grow the quarterly dividend per share, with recent increases to $0.06 per share.
Stated in 2 of last 2 quarters. The quarterly dividend per share was increased from $0.03 to $0.06 in early 2026 and maintained through Q2 2026. This reflects management's commitment to returning capital to shareholders with a growing dividend.
Invest in global expansion and strategic initiatives including data, AI, technology, and platform growth.
Stated in 2 of last 2 quarters. Management highlighted ongoing international expansion and investments in recurring revenue businesses and talent. While revenue growth supports this, specific quantitative metrics on global expansion are limited, indicating steady progress but without detailed numeric proof.
“Investments in recurring revenue businesses, ongoing international expansion, and talented professionals will drive long-term growth.”
Maintain disciplined capital structure including a 50% increase in revolving credit facility to $900 million.
Stated in 2 of last 2 quarters. The revolving credit facility was increased by 50% to $900 million in 2026-Q1, reflecting management's focus on maintaining a disciplined capital structure. This is consistent with prior statements and shows delivery on capital structure priorities.
Over the trailing year it converted -6.03x of net income into operating cash flow. Historically, Real Estate names rated fragile grew net income 30% of the time over the next year (vs 59% for the rest of the cohort, n=2211).
Most sensitive to the broad stock market and real (inflation-adjusted) rates.
Not enough signal to read sensitivity to Fed net liquidity, the US dollar (low R² over the window).
13 material management or governance events in the past 24 months, led by executive changes. Historically, Real Estate names rated neutral grew net income 56% of the time over the next year (vs 48% for the rest of the cohort, n=877).
Not investment advice. As of 2026-09-04.
“Adjusted EBITDA (millions) $656 - $694 for 2026 fiscal year.”
“Adjusted EBITDA (millions) $656 - $694 17% - 23%.”
“Adjusted EBITDA (millions) $635 - $675 for 2026 fiscal year.”
“Board declared a qualified quarterly dividend of $0.06 per share payable August 28, 2026.”
“Board declared a qualified quarterly dividend of $0.06 per share payable May 29, 2026, a sequential and year-on-year increase of $0.03.”
“Newmark increased international revenue generating headcount by double-digit percentages and invested in global growth initiatives.”
“On April 17, 2026, Newmark entered into an agreement to amend its revolving Credit Facility, increasing its size by 50% to $900 million.”
“Company maintained disciplined capital structure with credit facility amendments.”