Jones Lang LaSalle (NYSE:JLL) Stock Price Up 9.1% Following Better-Than-Expected Earnings

Jones Lang LaSalle Incorporated (NYSE:JLL)’s stock price shot up 9.1% on Wednesday following a better than expected earnings announcement. The company traded as high as $312.64 and last traded at $312.8440. 608,184 shares changed hands during trading, an increase of 8% from the average session volume of 565,726 shares. The stock had previously closed at $286.83.

The financial services provider reported $8.71 EPS for the quarter, topping analysts’ consensus estimates of $7.25 by $1.46. Jones Lang LaSalle had a return on equity of 11.10% and a net margin of 2.49%.The company had revenue of $7.61 billion for the quarter, compared to analysts’ expectations of $7.45 billion. During the same quarter last year, the business earned $6.15 earnings per share. Jones Lang LaSalle’s revenue was up 11.7% on a year-over-year basis.

Key Stories Impacting Jones Lang LaSalle

Here are the key news stories impacting Jones Lang LaSalle this week:

• Positive Sentiment: Q4 results materially beat expectations — reported EPS well above consensus and revenue topped forecasts, driven by broad-based growth (transactional and resilient revenue streams). This is the primary catalyst for the upside today. Jones Lang LaSalle (JLL) Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Management set a target of ~12% adjusted EBITDA growth for 2026 and emphasized AI-driven efficiencies to lift margins — a clear forward-looking operational target that supports multiple expansion if delivered. JLL targets 12% adjusted EBITDA growth for 2026 while advancing AI-driven efficiencies
• Positive Sentiment: Company press release and investor materials highlight record fourth‑quarter diluted EPS (strong year-over-year growth) and seven consecutive quarters of double‑digit revenue increases — reinforces the quality of the quarter. JLL Reports 2025 Financial Results for Fourth Quarter and Full Year
• Neutral Sentiment: Earnings call transcript and summaries provide detail on segment performance, margin drivers and capital allocation — useful for modeling but neutral until management provides cadence for the 2026 plan. Jones Lang LaSalle Incorporated (JLL) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst/industry pieces note that outsourcing demand supports long‑term growth for real estate services firms (CBRE, JLL, NMRK), but industry headwinds remain a consideration. Useful context when assessing medium‑term upside. 3 Real Estate Operations Stocks to Consider Despite Industry Woes
• Negative Sentiment: Some coverage flags recent volatility and a prior share‑price pullback, prompting pieces that urge reassessment of valuation and near‑term risk; execution on the 2026 EBITDA goal and margin improvement is not guaranteed. Is Now The Right Time To Reassess JLL (JLL) After The Recent Share Price Drop

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on JLL shares. Wall Street Zen upgraded shares of Jones Lang LaSalle from a “buy” rating to a “strong-buy” rating in a research report on Sunday, January 11th. The Goldman Sachs Group boosted their price target on Jones Lang LaSalle from $361.00 to $407.00 and gave the stock a “buy” rating in a report on Wednesday, November 26th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Jones Lang LaSalle in a research note on Thursday, January 22nd. Barclays started coverage on Jones Lang LaSalle in a research note on Tuesday, December 2nd. They set an “equal weight” rating and a $351.00 target price for the company. Finally, UBS Group lifted their price target on shares of Jones Lang LaSalle from $360.00 to $410.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. Four equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $364.17.

Insider Buying and Selling at Jones Lang LaSalle

In related news, CEO Christian Ulbrich sold 96 shares of the firm’s stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $332.18, for a total value of $31,889.28. Following the completion of the transaction, the chief executive officer owned 114,685 shares in the company, valued at $38,096,063.30. This trade represents a 0.08% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders sold 20,000 shares of company stock worth $6,609,091 in the last quarter. Insiders own 0.91% of the company’s stock.

Institutional Trading of Jones Lang LaSalle

Several institutional investors have recently modified their holdings of the business. Greenleaf Trust raised its holdings in shares of Jones Lang LaSalle by 1.8% during the fourth quarter. Greenleaf Trust now owns 1,668 shares of the financial services provider’s stock valued at $561,000 after purchasing an additional 30 shares during the last quarter. Assetmark Inc. lifted its position in Jones Lang LaSalle by 15.8% during the fourth quarter. Assetmark Inc. now owns 220 shares of the financial services provider’s stock valued at $74,000 after purchasing an additional 30 shares in the last quarter. Chilton Capital Management LLC grew its stake in shares of Jones Lang LaSalle by 33.0% during the 3rd quarter. Chilton Capital Management LLC now owns 133 shares of the financial services provider’s stock valued at $40,000 after acquiring an additional 33 shares during the period. Southeast Asset Advisors LLC lifted its holdings in Jones Lang LaSalle by 0.7% during the second quarter. Southeast Asset Advisors LLC now owns 5,530 shares of the financial services provider’s stock valued at $1,414,000 after purchasing an additional 39 shares in the last quarter. Finally, IFP Advisors Inc lifted its stake in shares of Jones Lang LaSalle by 7.9% during the 3rd quarter. IFP Advisors Inc now owns 544 shares of the financial services provider’s stock valued at $162,000 after buying an additional 40 shares in the last quarter. Institutional investors own 94.80% of the company’s stock.

Jones Lang LaSalle Price Performance

The stock has a market cap of $14.83 billion, a PE ratio of 24.09 and a beta of 1.42. The company has a debt-to-equity ratio of 0.13, a current ratio of 2.31 and a quick ratio of 2.31. The firm has a 50-day moving average of $338.84 and a 200-day moving average of $316.16.

Jones Lang LaSalle Company Profile

Jones Lang LaSalle Incorporated (NYSE: JLL) is a leading professional services firm specializing in real estate and investment management. The company provides a broad range of services including leasing, advisory, property and asset management, capital markets, project and development services, and valuation. Through its integrated platform, JLL serves corporate occupiers, institutional investors, real estate owners and developers, offering tailored solutions that span the entire real estate lifecycle.

Founded in 1783 in London as Jones Lang Wootton, the firm established a reputation for expertise in property management and brokerage.