Jones Lang LaSalle JLL, better known as JLL, is expected to gain from the continued strength of its resilient lines of business and favorable outsourcing trends. JLL has also benefited from its cost management efforts. Its data-driven and experiential technology platform is leading to increased client engagements.
Analysts seem bullish on this Zacks Rank #1 (Strong Buy) company. The Zacks Consensus Estimate for JLL’s 2025 earnings per share has moved 97 cents northward over the past month to $21.25. Given its solid fundamentals and positive estimate revisions, the stock is likely to keep performing well in the quarters ahead.
In the past three months, shares of this company have declined 2.8% compared with the industry's decline of 5.1%.
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Factors That Make JLL Stock a Solid Pick
Robust Scale: JLL is focused on balanced revenue growth across profitable markets. Its superior client services and strategic investment in technology and innovation are expected to help grow market share and win relationships. In fact, strategic investments made on the technology front helped the company navigate the challenging times effectively. Its data-driven and experiential technology platform is providing a competitive edge and is leading to increased client engagements, which is encouraging.
Moreover, JLL's diversified and resilient platform and cost optimization efforts are expected to support its adjusted EBITDA. The company expects its 2026 adjusted EBITDA to be in the range of $1.575-$1.675 billion.
Rise in Outsourcing Business: JLL’s Real Estate Management Services segment offers a single and cohesive team to clients, bringing together services across its service lines, and is well-poised to benefit from favorable trends in the outsourcing business. Corporations are looking for the company’s wide-ranging knowledge and the breadth of its services, including sustainability. Moreover, in the post-pandemic period, this trend for organizations to outsource real estate services while progressively seeking strategic advice on reimagining their workspaces and workstyles to boost culture, attract talent, and drive performance has gathered more strength.
Amid the rising trend of outsourcing real estate needs by companies, new contract wins, and the expansion of services with existing clients are likely to aid JLL’s performance in the upcoming period. The company remains confident in the long-term trajectory of the Workplace Management business, as its sales pipeline is strong and contract renewal rates are stable.
Strong Balance Sheet & Superior Return on Equity: JLL is focused on maintaining balance-sheet strength and adequate liquidity to enjoy operational flexibility. The company exited the fourth quarter of 2025 with $3.90 billion of corporate liquidity and net leverage of 0.2X compared with 0.8X reported in the prior quarter. As of Dec. 31, 2025, it enjoyed investment-grade ratings of Baa1 from Moody’s and BBB+ from S&P Global, which highlight the financial and balance-sheet strength, enabling the company to borrow at a favorable rate.
JLL’s return on equity is 24.97% compared with the industry average of 2.36%. This highlights that the company reinvests more efficiently compared with the industry. With a solid balance sheet and financial flexibility, JLL is well-poised to navigate through any challenging times and capitalize on solid opportunities.
Other Stocks to Consider
Some other top-ranked stocks from the real estate operations sector are CBRE Group CBRE and Newmark Group NMRK. Both CBRE and Newmark carry a Zacks Rank of 2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for CBRE’s 2026 earnings per share (EPS) is pegged at $7.36, which indicates year-over-year growth of 15.36%.
The consensus estimate for NMRK’s 2026 EPS stands at $1.88, which calls for an increase of 16.05% from the year-ago period.
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Jones Lang LaSalle Incorporated (JLL): Free Stock Analysis Report Newmark Group, Inc. (NMRK): Free Stock Analysis Report CBRE Group, Inc. (CBRE): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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