Cadre (NYSE:CDRE) Announces Earnings Results, Misses Expectations By $0.20 EPS

Cadre (NYSE:CDRE) posted its earnings results on Tuesday. The company reported $0.27 EPS for the quarter, missing the consensus estimate of $0.47 by ($0.20), FiscalAI reports. Cadre had a return on equity of 13.94% and a net margin of 7.33%.The business had revenue of $167.22 million for the quarter, compared to analyst estimates of $182.94 million. During the same period in the previous year, the company earned $0.32 earnings per share. The company’s quarterly revenue was down 4.9% compared to the same quarter last year.

Cadre Stock Performance

NYSE CDRE opened at $40.89 on Wednesday. The company’s fifty day moving average is $42.55 and its two-hundred day moving average is $40.30. Cadre has a 52-week low of $27.07 and a 52-week high of $48.76. The company has a debt-to-equity ratio of 0.87, a current ratio of 3.64 and a quick ratio of 2.58. The firm has a market capitalization of $1.66 billion, a price-to-earnings ratio of 36.51, a P/E/G ratio of 1.48 and a beta of 1.34.

Cadre Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Friday, January 30th were given a $0.10 dividend. The ex-dividend date was Friday, January 30th. This represents a $0.40 annualized dividend and a yield of 1.0%. This is a positive change from Cadre’s previous quarterly dividend of $0.10. Cadre’s dividend payout ratio (DPR) is 35.71%.

Institutional Investors Weigh In On Cadre

A number of institutional investors have recently added to or reduced their stakes in the company. The Manufacturers Life Insurance Company lifted its position in shares of Cadre by 3.2% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 13,991 shares of the company’s stock worth $446,000 after acquiring an additional 438 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in shares of Cadre by 4.2% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 15,451 shares of the company’s stock valued at $458,000 after purchasing an additional 628 shares during the period. Mariner LLC increased its position in shares of Cadre by 6.1% during the third quarter. Mariner LLC now owns 11,174 shares of the company’s stock valued at $408,000 after purchasing an additional 643 shares during the period. Sei Investments Co. raised its stake in shares of Cadre by 3.2% in the second quarter. Sei Investments Co. now owns 21,040 shares of the company’s stock valued at $670,000 after purchasing an additional 651 shares in the last quarter. Finally, Intech Investment Management LLC lifted its position in Cadre by 6.3% in the fourth quarter. Intech Investment Management LLC now owns 11,122 shares of the company’s stock worth $454,000 after purchasing an additional 656 shares during the period. 43.95% of the stock is owned by institutional investors and hedge funds.

Cadre News Roundup

Here are the key news stories impacting Cadre this week:

• Positive Sentiment: Cadre’s updated FY‑2026 revenue guidance of roughly $736M–$758M tops the consensus (~$712.6M), signaling top‑line growth expectations that may offset the quarterly miss; investors will watch execution against this outlook. Press Release
• Positive Sentiment: A Cadre subsidiary was awarded $86 million in contracts by General Dynamics European Land Systems, which adds near‑term backlog and revenue visibility in its industrial/defense-related segment. Article
• Neutral Sentiment: Brokerage coverage remains constructive with a consensus rating of “Moderate Buy,” which can support sentiment if Cadre’s guidance and execution reassure investors. Article
• Neutral Sentiment: Pre‑earnings previews and analyst commentary set expectations for investors — these pieces are informational but did not drive the move as much as the actual results and guidance. Preview
• Negative Sentiment: Q4 results missed: EPS $0.27 vs. consensus ~$0.41 and revenue $167.22M vs. ~$182.94M, reflecting margin/volume pressures that drove the immediate negative reaction. Investors will focus on whether the revenue guidance and contract wins are sufficient to restore confidence. Earnings Miss

Wall Street Analyst Weigh In

A number of brokerages have recently commented on CDRE. Weiss Ratings reissued a “buy (b-)” rating on shares of Cadre in a report on Monday, December 29th. CJS Securities upgraded Cadre to a “strong-buy” rating in a report on Thursday, December 11th. Roth Mkm lifted their price target on shares of Cadre from $49.00 to $50.00 and gave the company a “buy” rating in a research report on Tuesday, February 3rd. Zacks Research cut shares of Cadre from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, March 4th. Finally, Lake Street Capital reiterated a “buy” rating and issued a $53.00 target price on shares of Cadre in a research note on Wednesday, February 4th. One equities research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $43.00.

About Cadre

Cadre (NYSE:CDRE) is a technology‐driven real estate investment platform that offers accredited and institutional investors direct access to institutional‐grade commercial properties. Established in 2014, Cadre leverages a data-centric approach to identify, underwrite and manage investments in multifamily, office, retail and industrial assets across major U.S. markets. The firm’s platform is designed to streamline the investment process, from deal sourcing and due diligence to ongoing asset management and reporting.

Through its online marketplace, Cadre provides a curated selection of equity and preferred equity offerings, allowing investors to participate in individual properties or diversify across a managed portfolio.