Shares of Jones Lang LaSalle Incorporated JLL, popularly known as JLL, have gained 12.6% in the past month, outperforming the industry’s growth of 11.8%.
The company, sporting a Zacks Rank #1 (Strong Buy) at present, is expected to gain more from the continued strength of its resilient lines of business and favorable outsourcing trends. Its data-driven and experiential technology platform is leading to increased client engagements, which is encouraging. Strategic investments to capitalize on market consolidation bode well.
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Let us decipher the possible factors behind the surge in the stock price.
JLL offers a wide array of real estate products and services, backed by deep expertise in both domestic and international markets, positioning it as a comprehensive one-stop provider for real estate solutions. Its superior client services, combined with strategic investments in technology and innovation, position the company to expand market share and secure key relationships. Strategic technology investments enable the company to navigate challenging times.
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 in the range of $1.575-$1.675 billion. We expect adjusted EBITDA to rise 11% to $1.61 billion in 2026, 14.3% in 2027 and 17% in 2028 on a year-over-year basis.
JLL’s Real Estate Management Services segment is well-positioned 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. In the post-pandemic period, the trend for organizations to outsource real estate services and seek strategic advice on reimagining their workspaces and workstyles to boost culture, attract talent and drive performance has gathered more strength.
With companies increasingly outsourcing real estate services, JLL's recent contract wins and service expansions with existing clients should support its performance ahead. The company stays optimistic about the long-term growth of its Workplace Management business, backed by a robust sales pipeline and steady contract renewals. In the Project Management business, client activity continues to be healthy, positioning the company for continued momentum. We expect a year-over-year increase of 4% in JLL’s Real Estate Management Services segment’s total revenues in 2026.
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 a net leverage of 0.2X compared to 0.8X reported in the prior quarter. In the fourth quarter of 2025, the company reported net debt of $304.2 million compared to $1.1 billion in the previous quarter. Sequential quarter reduction in net debt was driven by strong free cash flow generation in the fourth quarter of 2025. Hence, with a solid balance sheet, JLL is well-poised to sail through challenging times and capitalize on solid opportunities.
With the above-mentioned factors, we believe the rising trend in the stock is expected to continue in the near term.
Other Stocks to Consider
Some other top-ranked stocks from the broader real estate industry are Brookfield Corporation BN and Newmark Group NMRK, each carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for BN’s 2026 earnings per share has moved 6 cents northward to $2.96 over the past two months.
The Zacks Consensus Estimate for NMRK’s ongoing year’s earnings per share has moved 7 cents northward to $1.88 over the past two months.
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This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
