Analysts Predict 15% Gains Ahead For IJJ
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 26 2025
0mins
Should l Buy JLL?
Source: NASDAQ.COM
ETF Analyst Target Price Insights: The iShares S&P Mid-Cap 400 Value ETF (IJJ) has an implied analyst target price of $140.30, indicating a potential upside of 14.96% from its current trading price of $122.04.
Notable Holdings with Upside Potential: Key underlying holdings such as Haemonetics Corp., Jones Lang LaSalle Inc., and MKS Inc. show significant upside potential based on analysts' target prices, suggesting optimism but also raising questions about the validity of these targets in light of recent market developments.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy JLL?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on JLL
Wall Street analysts forecast JLL stock price to rise
4 Analyst Rating
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 303.110
Low
351.00
Averages
387.67
High
407.00
Current: 303.110
Low
351.00
Averages
387.67
High
407.00
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.
JLL's Stock Down 14% Year-to-Date Despite Upward EPS Revisions
- Earnings Revision Up: Analysts have raised their full-year 2025 EPS estimate by 0.6% over the past three months and by 4.1% over the past six months, indicating increased market confidence in JLL's future profitability.
- Quarterly Consensus Improvement: The earnings consensus for Q4 2025 has risen by 1.3% in the last three months and by 5.9% in the past six months, reflecting analysts' optimistic outlook on the company's short-term performance.
- Stock Performance Decline: Despite the upward revisions in earnings expectations, JLL's stock has declined by 14% year-to-date, highlighting the broader selloff pressure across the real estate services sector amid AI disruption concerns.
- Market Environment Challenges: JLL faces significant challenges in a market impacted by AI disruptions, affecting not only real estate services but also wealth management and insurance brokerage sectors, necessitating cautious evaluation of future investment opportunities.
See More
Dallas Landmark Property Secures $596 Million Refinancing
- Significant Financing: JLL arranged a $596 million refinancing for The Crescent, a landmark mixed-use property in Dallas, highlighting its strong market appeal and investment value.
- Prime Property Overview: Spanning 1.3 million square feet, The Crescent is 90% leased to top tenants like Jeffries and Wells Fargo, underscoring its critical role in the high-end office market.
- Notable Rent Growth: The Uptown area has experienced a 57.1% rent increase since 2014, reflecting its status as Dallas's highest-performing submarket and indicating substantial future rent growth potential.
- Strategic Location: Situated in the heart of Uptown Dallas, The Crescent is surrounded by high-end amenities and affluent neighborhoods, further enhancing its attractiveness as an investment target.
See More
AI Disruption Hits Markets, Real Estate and Logistics Suffer
- Market Reaction: Stocks in real estate, logistics, and finance sectors plummeted due to AI concerns, indicating a risk-averse sentiment among investors towards high-fee, labor-intensive business models.
- AI Impact: The new tool from Algorhythm Holdings claims to increase freight volumes by 300% to 400% without hiring more employees, leading to a sharp decline in logistics stocks and reflecting fears of AI replacing traditional jobs.
- Investment Dynamics: SoftBank of Japan added $4.2 billion in value to its OpenAI investment, boosting its Vision Fund by $2.4 billion in Q1 2026, demonstrating the ongoing strong investment potential in the AI sector.
- Economic Indicators: The U.S. consumer price index is expected to show a 2.5% year-over-year increase, which could significantly impact markets, with the S&P 500 potentially losing up to 2.5% depending on core monthly data fluctuations.
See More
CBRE and Other Real Estate Stocks Decline Amid AI Disruption Fears
- AI Scare Trade Impact: Shares of CBRE, JLL, and Cushman & Wakefield fell on Thursday as investors reassessed the potential disruption of commercial real estate services by rapidly improving AI tools, raising concerns about the future of high-margin advisory services that rely heavily on human labor.
- CBRE Earnings Beat: CBRE Group reported a fourth-quarter adjusted EPS of $2.73, exceeding the consensus estimate of $2.67, although its revenue of approximately $11.63 billion fell slightly short of the expected $11.71 billion, indicating resilience in profitability despite market pressures.
- Optimistic Future Guidance: The company issued FY2026 adjusted EPS guidance of $7.30 to $7.60, with the midpoint above Wall Street estimates, although the stock ultimately closed down about 8% after an initial rise, reflecting market uncertainty about future performance.
- Rising Legal Costs Pressure: Commentary highlighted increasing legal costs and uncertainties related to private listing networks as near-term overhangs, further exacerbating investor concerns regarding the future profitability of real estate service firms.
See More
Real Estate Stocks Plummet Amid AI Disruption Fears
- Market Plunge: CBRE's stock plummeted 13.5% in midday trading, marking its largest drop since the Covid pandemic and the global financial crisis, indicating investor concerns over high-fee, labor-intensive business models potentially vulnerable to AI disruption.
- Sector Rotation: Commercial real estate brokers have sold off for a second consecutive day, with Jones Lang LaSalle and Hudson Pacific Properties falling 12.5% and 8%, respectively, reflecting a pessimistic market sentiment as investors shift towards more defensive sectors.
- AI's Far-Reaching Impact: An essay by OtherSide AI's CEO Matt Shumer claimed that AI will drastically reduce entry-level white-collar jobs, with the impact expected to surpass that of Covid, as the article garnered 30 million views within 24 hours, intensifying fears in the commercial real estate sector.
- Strong Fundamentals Persist: Despite the bearish market sentiment, CBRE reported a fourth-quarter core earnings beat of $2.73 per share, exceeding expectations, and forecasts core EPS between $7.30 and $7.60 for the year, demonstrating the company's competitive edge in complex deal-making through deep knowledge and relationships.
See More
Dallas Landmark Property Secures $596 Million Refinancing
- Significant Financing: JLL has arranged a substantial $596 million refinancing for The Crescent in Dallas, highlighting the strong market demand and investment appeal of this landmark mixed-use property.
- Property Overview: Spanning 1.3 million square feet, The Crescent features three world-class office towers and a 167,510-square-foot atrium building, achieving a 90% leasing rate with top tenants like Jeffries and Wells Fargo, thereby solidifying its market position in Dallas.
- Notable Rent Growth: The Uptown area has experienced a remarkable 57.1% rent growth since 2014, reflecting its status as the highest-performing submarket in Dallas, with significant future rent growth potential.
- Strategic Partnership: The refinancing was led by JLL's Capital Markets team, showcasing their expertise in global real estate investment and financing, which further enhances Crescent Real Estate's competitive advantage in the market.
See More
JLL's Stock Down 14% Year-to-Date Despite Upward EPS Revisions
- Earnings Revision Up: Analysts have raised their full-year 2025 EPS estimate by 0.6% over the past three months and by 4.1% over the past six months, indicating increased market confidence in JLL's future profitability.
- Quarterly Consensus Improvement: The earnings consensus for Q4 2025 has risen by 1.3% in the last three months and by 5.9% in the past six months, reflecting analysts' optimistic outlook on the company's short-term performance.
- Stock Performance Decline: Despite the upward revisions in earnings expectations, JLL's stock has declined by 14% year-to-date, highlighting the broader selloff pressure across the real estate services sector amid AI disruption concerns.
- Market Environment Challenges: JLL faces significant challenges in a market impacted by AI disruptions, affecting not only real estate services but also wealth management and insurance brokerage sectors, necessitating cautious evaluation of future investment opportunities.
See More
Dallas Landmark Property Secures $596 Million Refinancing
- Significant Financing: JLL arranged a $596 million refinancing for The Crescent, a landmark mixed-use property in Dallas, highlighting its strong market appeal and investment value.
- Prime Property Overview: Spanning 1.3 million square feet, The Crescent is 90% leased to top tenants like Jeffries and Wells Fargo, underscoring its critical role in the high-end office market.
- Notable Rent Growth: The Uptown area has experienced a 57.1% rent increase since 2014, reflecting its status as Dallas's highest-performing submarket and indicating substantial future rent growth potential.
- Strategic Location: Situated in the heart of Uptown Dallas, The Crescent is surrounded by high-end amenities and affluent neighborhoods, further enhancing its attractiveness as an investment target.
See More
AI Disruption Hits Markets, Real Estate and Logistics Suffer
- Market Reaction: Stocks in real estate, logistics, and finance sectors plummeted due to AI concerns, indicating a risk-averse sentiment among investors towards high-fee, labor-intensive business models.
- AI Impact: The new tool from Algorhythm Holdings claims to increase freight volumes by 300% to 400% without hiring more employees, leading to a sharp decline in logistics stocks and reflecting fears of AI replacing traditional jobs.
- Investment Dynamics: SoftBank of Japan added $4.2 billion in value to its OpenAI investment, boosting its Vision Fund by $2.4 billion in Q1 2026, demonstrating the ongoing strong investment potential in the AI sector.
- Economic Indicators: The U.S. consumer price index is expected to show a 2.5% year-over-year increase, which could significantly impact markets, with the S&P 500 potentially losing up to 2.5% depending on core monthly data fluctuations.
See More
CBRE and Other Real Estate Stocks Decline Amid AI Disruption Fears
- AI Scare Trade Impact: Shares of CBRE, JLL, and Cushman & Wakefield fell on Thursday as investors reassessed the potential disruption of commercial real estate services by rapidly improving AI tools, raising concerns about the future of high-margin advisory services that rely heavily on human labor.
- CBRE Earnings Beat: CBRE Group reported a fourth-quarter adjusted EPS of $2.73, exceeding the consensus estimate of $2.67, although its revenue of approximately $11.63 billion fell slightly short of the expected $11.71 billion, indicating resilience in profitability despite market pressures.
- Optimistic Future Guidance: The company issued FY2026 adjusted EPS guidance of $7.30 to $7.60, with the midpoint above Wall Street estimates, although the stock ultimately closed down about 8% after an initial rise, reflecting market uncertainty about future performance.
- Rising Legal Costs Pressure: Commentary highlighted increasing legal costs and uncertainties related to private listing networks as near-term overhangs, further exacerbating investor concerns regarding the future profitability of real estate service firms.
See More
Real Estate Stocks Plummet Amid AI Disruption Fears
- Market Plunge: CBRE's stock plummeted 13.5% in midday trading, marking its largest drop since the Covid pandemic and the global financial crisis, indicating investor concerns over high-fee, labor-intensive business models potentially vulnerable to AI disruption.
- Sector Rotation: Commercial real estate brokers have sold off for a second consecutive day, with Jones Lang LaSalle and Hudson Pacific Properties falling 12.5% and 8%, respectively, reflecting a pessimistic market sentiment as investors shift towards more defensive sectors.
- AI's Far-Reaching Impact: An essay by OtherSide AI's CEO Matt Shumer claimed that AI will drastically reduce entry-level white-collar jobs, with the impact expected to surpass that of Covid, as the article garnered 30 million views within 24 hours, intensifying fears in the commercial real estate sector.
- Strong Fundamentals Persist: Despite the bearish market sentiment, CBRE reported a fourth-quarter core earnings beat of $2.73 per share, exceeding expectations, and forecasts core EPS between $7.30 and $7.60 for the year, demonstrating the company's competitive edge in complex deal-making through deep knowledge and relationships.
See More
Dallas Landmark Property Secures $596 Million Refinancing
- Significant Financing: JLL has arranged a substantial $596 million refinancing for The Crescent in Dallas, highlighting the strong market demand and investment appeal of this landmark mixed-use property.
- Property Overview: Spanning 1.3 million square feet, The Crescent features three world-class office towers and a 167,510-square-foot atrium building, achieving a 90% leasing rate with top tenants like Jeffries and Wells Fargo, thereby solidifying its market position in Dallas.
- Notable Rent Growth: The Uptown area has experienced a remarkable 57.1% rent growth since 2014, reflecting its status as the highest-performing submarket in Dallas, with significant future rent growth potential.
- Strategic Partnership: The refinancing was led by JLL's Capital Markets team, showcasing their expertise in global real estate investment and financing, which further enhances Crescent Real Estate's competitive advantage in the market.
See More
