Update shared on 24 Nov 2025
Fair value Increased 1.04%The average analyst price target for Jones Lang LaSalle has increased by approximately $3.50. This change reflects improved margin outlooks and continued recovery in the commercial real estate sector according to analysts.
Analyst Commentary
Analysts have updated their outlook on Jones Lang LaSalle in light of recent performance and sector trends. Their views highlight both opportunities and ongoing risks influencing future valuation and execution.
Bullish Takeaways- Multiple analysts have increased price targets, reflecting confidence in JLL's ability to capitalize on improving market conditions.
- Recovery in the U.S. commercial real estate sector is progressing, although at a more measured pace, supporting expectations for revenue growth.
- Improved margin outlooks suggest enhanced operational efficiency and profitability going forward.
- Companies in the commercial real estate services group, including JLL, have demonstrated strong results in recent quarters. This has prompted upward revisions to future financial targets.
- The pace of recovery, while positive, is moderating. This introduces uncertainty around the sustainability of recent growth.
- Some analysts remain cautious about future sales momentum given broader economic conditions and sector-specific challenges.
- Potential for continued volatility in the commercial real estate market may impact JLL’s execution of longer-term strategic goals.
What's in the News
- From July 1, 2025 to September 30, 2025, Jones Lang LaSalle repurchased 239,399 shares for $70 million. This completed the buyback program, with a total of 6,545,768 shares repurchased since 2019, representing 13.2% of outstanding shares (Key Developments).
- JLL has been selected by WestJet, Canada's leading low-cost airline, to provide facilities management services for its 1.9-million-square-foot portfolio, including corporate headquarters and 17 airport locations nationwide (Key Developments).
Valuation Changes
- Fair Value: Increased slightly from $341.44 to $345.00 per share.
- Discount Rate: Declined marginally from 9.31% to 9.30%.
- Revenue Growth: Lowered from 7.91% to 6.99%.
- Net Profit Margin: Rose modestly from 3.33% to 3.43%.
- Future P/E: Increased slightly from 19.38x to 19.51x.
Disclaimer
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