Jones Lang LaSalle (JLL)
NYSEReal EstateReal Estate - ServicesSnapshot 2026-11-05
NYSEReal EstateReal Estate - ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · JLL
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance recently climbed back into the top half of its industry — confirming the recovery.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -4.2% |
| Our one-year growth estimate | diamond | 8.3% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to the broad stock market and real (inflation-adjusted) rates.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 12.5 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 6 industry peers · Company calendar date is not available
JLL — officer change
Dated 2026-09-30
Chief Executive Officer — Mihir Shah: The departure of the CEO of a major subsidiary (JLL Technologies) and Global Executive Board member is a significant management change.
Why it matters: JLL raised its full-year adjusted EPS target after strong results. Meeting the new range would back up its profit growth.
Supportive ifJLL reports full-year 2026 adjusted diluted EPS at or above its raised target range.
Worry ifJLL reports full-year adjusted diluted EPS below the raised target range. Or JLL cuts the target before year-end.
Why it matters: The sector signal points to a mature phase and a margin trend near -3%. Faster JLL revenue growth would support a stronger sector turn.
Watch forJLL's next year-over-year revenue growth in local currency rises above Q3's 12%.
Also watch forJLL's next year-over-year revenue growth in local currency falls below 9%, its Q1 level.
Why it matters: JLL created a global operations role, but the results do not show its effect yet. Lower costs or better margins would show progress.
Watch forJLL reports that the new global operations role cut costs or raised margins, with a stated measure.
Also watch forJLL reports higher costs or lower margins tied to the new role. Or later results show no measurable progress.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$144 on $10,000 · ±1.4% | How much price usually moves either way. |
| Bad day | $316 loss on $10,000 · 3.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,483 loss on $10,000 · 24.8% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.