JLL's Global Bid Intensity Index rose in October, indicating sustained growth in capital flows and increased market competition. This trend is expected to drive capital inflows into 2026.
Institutional investors are signaling increased confidence in the market despite ongoing uncertainty, which will likely enhance investment activity in the coming months. The Living/Multi-Housing sector continues to lead bidding activity, buoyed by near-record dry powder and housing shortages.
The office sector has shown significant recovery from all-time lows in late 2023, with investment sentiment improving as more investors exhibit a higher tolerance for risk. This is expected to further enhance liquidity in the market.
Overall, the improved liquidity and a more positive growth outlook for the real estate market suggest a favorable environment for JLL moving forward.
Wall Street analysts forecast JLL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for JLL is 387.67 USD with a low forecast of 351.00 USD and a high forecast of 407.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
Wall Street analysts forecast JLL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for JLL is 387.67 USD with a low forecast of 351.00 USD and a high forecast of 407.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 356.370
Low
351.00
Averages
387.67
High
407.00
Current: 356.370
Low
351.00
Averages
387.67
High
407.00
UBS
Buy
maintain
$360 -> $410
2026-01-28
New
Reason
UBS
Price Target
$360 -> $410
AI Analysis
2026-01-28
New
maintain
Buy
Reason
UBS raised the firm's price target on JLL to $410 from $360 and keeps a Buy rating on the shares.
Keefe Bruyette
Jade Rahmani
maintain
$290 -> $405
2026-01-08
Reason
Keefe Bruyette
Jade Rahmani
Price Target
$290 -> $405
2026-01-08
maintain
Reason
Keefe Bruyette analyst Jade Rahmani raised the firm's price target on JLL to $405 from $290 and keeps an Outperform rating on the shares.
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Keefe Bruyette
Outperform
maintain
$345 -> $390
2025-12-14
Reason
Keefe Bruyette
Price Target
$345 -> $390
2025-12-14
maintain
Outperform
Reason
Keefe Bruyette raised the firm's price target on JLL to $390 from $345 and keeps an Outperform rating on the shares. The firm adjusted ratings and price targets in the real estate sector as part of its 2026 outlook. Keefe expects the commercial real estate cycle to enter a "more secure recovery phase with moderate yet still healthy growth" in 2026. This favors commercial real estate services names and "high-quality" commercial mortgage real estate investment trusts, the analyst tells investors in a research note.
Barclays
Equal Weight
initiated
$351
2025-12-02
Reason
Barclays
Price Target
$351
2025-12-02
initiated
Equal Weight
Reason
Barclays initiated coverage of JLL with an Equal Weight rating and $351 price target. The firm expects the commercial real estate market will continue its gradual recovery. CBRE and Newmark Group are best positioned to outperform, the analyst tells investors in a research note.
About JLL
Jones Lang LaSalle Incorporated is a global commercial real estate and investment management company. The Company operates through five segments: Markets Advisory, Capital Markets, Work Dynamics, JLL Technologies and LaSalle. The Markets Advisory segment offers local expertise across the globe, covering a comprehensive range of services across asset types. It aggregates such services into three categories: Leasing, Property Management, and Advisory, Consulting and Other. The Capital Markets segment provides full-service capital solutions, including debt advisory, loan sales, equity advisory, loan servicing, and investment sales and advisory. Work Dynamics segment offers a single, cohesive service delivery team. JLL Technologies segment offers professional services, including program and project management, implementation and support, managed services, and advisory/consulting services. The LaSalle segment invests institutional and individual capital in real estate assets and securities.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.