JLL
Market read
JLL accounts for 6.6% of the group's measured movement across 7.2 effective names. raw member direction is mixed; 8 of 12 session-normalized paths align to the downside. Capital-flow agreement is 12%, so confirmation is not yet clean. No verified headline preceded the measured group move.
CWK, NMRK, SLG moved materially before JLL. JLL crossed its material path threshold at 15:25 ET. CBRE, BXP followed.
3 of 16 members in Real Estate Services are active. 0 of 4 disclosed connections are confirming.
Invalidation: The live read weakens if participation falls to 5 of 16 members or fewer.
Research brief
JLL accounts for 6.6% of the group's measured movement across 7.2 effective names. raw member direction is mixed; 8 of 12 session-normalized paths align to the downside. Capital-flow agreement is 12%, so confirmation is not yet clean. No verified headline preceded the measured group move.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“The second-quarter increase in Restructuring and acquisition charges was primarily driven by the absence of earn-out fair value adjustments in the current quarter and lower severance and employment-related charges.”10-Q · Jul 30, 2026 ↗
“The decrease in cash provided by financing activities reflected lower net borrowings under the Facility and the Program, largely driven by a higher cash balance at the beginning of 2026 and lower cash used for investing activities.”10-Q · Jul 30, 2026 ↗
“The decrease in cash used for investing activities was primarily attributable to our January 2025 $100.0 million contribution to JLL Income Property Trust ("JLL IPT"), partially offset by higher capital expenditures.”10-Q · Jul 30, 2026 ↗
“We have previously experienced and expect in the future that we will be negatively impacted by periods of economic slowdown or recession and corresponding declines in the demand for real estate and related services.”10-K · Feb 19, 2026 ↗
Valuation discipline
Price/sales 0.6× · EV/sales 0.6×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for JLL. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for JLL. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Joint ventures have many of the same risk characteristics as acquisitions, particularly with respect to the due diligence and ongoing relationship with joint venture partners, given each partner has inherently less control in a joint venture and will be subje…”
“Operating in international markets means we are exposed to movements in foreign exchange rates, most significantly the British pound and the euro.”
Depended on by
“We are also subject to competition from other large national and multinational firms that have similar service competencies and geographic footprints to ours, including Jones Lang LaSalle Incorporated (NYSE: JLL), CBRE Group, Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
JLL is currently a Early Follower in the organic co-movement group Real Estate Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.