Loading...
Back to narrative

JLL: Sales Momentum And Improved Margins Will Drive Further Gains

Update shared on 07 Nov 2025

Fair value Decreased 0.55%
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
15.4%
7D
0.9%

Analysts have raised their price target for Jones Lang LaSalle, increasing it from $340 to $360 per share. They cite the ongoing, although moderating, recovery for U.S. real estate brokers and recent positive sales and margin trends in the commercial real estate sector.

Analyst Commentary

Recent research updates highlight a generally positive sentiment among analysts regarding Jones Lang LaSalle's outlook, driven by ongoing improvements in the commercial real estate sector. The following are key takeaways from the latest analyst commentary:

Bullish Takeaways
  • Multiple bullish analysts have raised their price targets, which reflects renewed confidence in the company’s pathway for growth and improved long-term prospects.
  • Recent sales outperformance and improved margin outlooks in the commercial real estate services group have prompted upward revisions to valuations.
  • Analysts are factoring in a continued, although moderating, recovery in US real estate transactions. This supports further gains in revenue and earnings.
  • Forecasts are being extended to account for positive trends through at least the end of 2026. This suggests sustained business momentum and successful execution of strategic initiatives.

What's in the News

  • JLL completed a share repurchase of 239,399 shares for $70 million between July 1 and September 30, 2025. This brings total shares repurchased under its 2019 buyback program to 6,545,768 shares, or 13.2 percent of shares outstanding, for a total of $1.32 billion. (Key Developments)
  • JLL has been selected by WestJet to manage facilities for a 1.9-million-square-foot real estate portfolio, including corporate headquarters in Calgary and 17 airport locations across Canada. The partnership aims to deliver cost savings and operational efficiency through comprehensive facilities management services. (Key Developments)
  • JLL introduced artificial intelligence capabilities to Prism, its building operations platform. Prism AI delivers predictive operational intelligence, streamlines workflows, and supports property teams with smart recommendations and secure data management. These enhancements seek to improve efficiency and cost savings across property management. (Key Developments)

Valuation Changes

  • The Fair Value Estimate has declined slightly from $343.33 to $341.44 per share.
  • The Discount Rate has increased modestly from 9.21 percent to 9.31 percent.
  • The Revenue Growth Forecast has decreased from 8.43 percent to 7.91 percent.
  • The Net Profit Margin has edged up from 3.30 percent to 3.33 percent.
  • The Future P/E Ratio Estimate has fallen from 20.22x to 19.38x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.