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Jones Lang LaSalle’s fair value estimate has shifted slightly, moving from US$381 to US$383, while Street price targets now range from about US$355 on the cautious side to around US$425 for the more upbeat views. These changes reflect a split in analyst sentiment, with some pointing to what they see as compelling valuation upside and others focusing on sector wide pressure that they believe could limit how high targets go. As you read on, you will see how to track this evolving narrative and what it might mean for your own view on JLL.
What Wall Street Has Been Saying
🐂 Bullish Takeaways
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UBS lifted its JLL price target to US$425 from US$410, pointing to brokerage tailwinds and what it sees as a strong outlook for fiscal 2026, which underpins a Buy rating.
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Keefe Bruyette set its target at US$380, down from US$405, but still kept an Outperform rating and described JLL’s valuation as compelling, signaling confidence in execution despite sector noise.
🐻 Bearish Takeaways
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Barclays trimmed its target twice, first to US$380 and then to US$355, and maintained an Equal Weight stance, highlighting weaker investor sentiment toward commercial real estate services.
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Keefe Bruyette has flagged pressure on commercial real estate services stocks linked to what it calls an AI scare trade, which some investors may read as a risk factor for sector wide sentiment and multiples.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives!
What’s in the News
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On March 12, 2026, Jones Lang LaSalle expanded its equity buyback authorization by US$2.2b, bringing total approved repurchase capacity to US$4.4b.
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Between October 1, 2025 and December 31, 2025, the company repurchased 256,294 shares for US$80.33m, described as 0.54% of shares, under its ongoing buyback program.
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Since the authorization on November 5, 2019, Jones Lang LaSalle has repurchased 6,802,062 shares, described as 13.75% of shares, for a total of US$1,400.87m.
How This Changes the Fair Value For Jones Lang LaSalle
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The fair value estimate has shifted from US$381 to US$383.
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The assumed long-term revenue growth rate has moved from about 6.41% to about 6.58%.
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The projected net profit margin has gone from about 3.87% to about 3.96%.
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The assumed future P/E multiple has been adjusted from about 18.25x to about 17.21x.
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The discount rate has changed from 9.06% to about 9.38%.
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