WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of common stock of Helen of Troy Limited (NASDAQ: HELE) between April 24, 2024 and October 8, 2025, inclusive (the “Class Period”). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 3, 2026.
SO WHAT: If you purchased Helen of Troy common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Helen of Troy class action, go to https://rosenlegal.com/cases/helen-of-troy-limited/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 3, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs’ Bar. Many of the firm’s attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, the claims arise from misrepresentations regarding the success of Project Pegasus, a "global restructuring program focused on both efficiency and effectiveness." Throughout the Class Period, the lawsuit alleges that Helen of Troy boasted about the "fuel" it was generating from Project Pegasus. Although Helen of Troy admitted to some speed bumps in Project Pegasus, specifically citing "implementation hiccups" with its new Tennessee distribution center, Defendants assured investors that "despite the delayed savings related to our Tennessee distribution center, Project Pegasus continues to move forward. We have made good progress on the cost of goods sold work streams, implementing multiple projects that reduce costs and simplify our supplier base." When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Helen of Troy class action, go to https://rosenlegal.com/cases/helen-of-troy-limited/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827 [email protected]
www.rosenlegal.com
Why: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of common stock of Helen of Troy Limited (NASDAQ: HELE) between April 24, 2024 and October 8, 2025, inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 3, 2026.
So what: If you purchased Helen of Troy common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
What to do next: To join the Helen of Troy class action, go to https://rosenlegal.com/cases/helen-of-troy-limited/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 3, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
Why Rosen Law: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
Details of the case: According to the lawsuit, the claims arise from misrepresentations regarding the success of Project Pegasus, a "global restructuring program focused on both efficiency and effectiveness." Throughout the Class Period, the lawsuit alleges that Helen of Troy boasted about the "fuel" it was generating from Project Pegasus. Although Helen of Troy admitted to some speed bumps in Project Pegasus, specifically citing "implementation hiccups" with its new Tennessee distribution center, Defendants assured investors that "despite the delayed savings related to our Tennessee distribution center, Project Pegasus continues to move forward. We have made good progress on the cost of goods sold work streams, implementing multiple projects that reduce costs and simplify our supplier base." When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Helen of Troy class action, go to https://rosenlegal.com/cases/helen-of-troy-limited/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
www.rosenlegal.com
Why: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of common stock of Helen of Troy Limited (NASDAQ: HELE) between April 24, 2024 and October 8, 2025, inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 3, 2026.
So what: If you purchased Helen of Troy common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
What to do next: To join the Helen of Troy class action, go to https://rosenlegal.com/cases/helen-of-troy-limited/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 3, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
Why Rosen Law: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
Details of the case: According to the lawsuit, the claims arise from misrepresentations regarding the success of Project Pegasus, a "global restructuring program focused on both efficiency and effectiveness." Throughout the Class Period, the lawsuit alleges that Helen of Troy boasted about the "fuel" it was generating from Project Pegasus. Although Helen of Troy admitted to some speed bumps in Project Pegasus, specifically citing "implementation hiccups" with its new Tennessee distribution center, Defendants assured investors that "despite the delayed savings related to our Tennessee distribution center, Project Pegasus continues to move forward. We have made good progress on the cost of goods sold work streams, implementing multiple projects that reduce costs and simplify our supplier base." When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Helen of Troy class action, go to https://rosenlegal.com/cases/helen-of-troy-limited/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827 [email protected]
www.rosenlegal.com
View original content to download multimedia:https://www.prnewswire.com/news-releases/hele-investors-have-opportunity-to-lead-helen-of-troy-limited-securities-fraud-lawsuit-302796068.html
Important Notice Regarding Alleged Project Pegasus Restructuring Misrepresentations That Cost Helen of Troy Investors Millions
, /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in Helen of Troy Limited (NASDAQ: HELE) that a class action lawsuit has been filed on behalf of shareholders who purchased securities between April 24, 2024, and October 8, 2025. Find out if you qualify to recover losses. You may also contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.
Helen of Troy shares lost $24.68 per share in a single session, a 27.7% decline, after the company slashed its full-year revenue outlook by over 20%. The company later recorded a $414.4 million goodwill impairment tied to decelerating revenue growth tied toa decline of $7.04 (22.7%) on July 10, 2025. Finally, the share price faltered another $6.90 as adjusted earnings per share fell 51%. The lead plaintiff deadline is August 3, 2026.
The Alleged Project Pegasus Methodology
The consumer goods restructuring market is littered with programs that promise savings but deliver disruption. Helen of Troy launched Project Pegasus in fiscal year 2023 as a "global restructuring program that focused on both efficiency and effectiveness," projecting $75 million to $85 million in total estimated savings. The lawsuit contends that throughout the Class Period, management repeatedly claimed Pegasus was generating "fuel" for reinvestment and organic growth while the company actually lacked the resources and budget to achieve those targets.
How Pegasus Allegedly Affected Reported Financials
The complaint alleges the following regarding Helen of Troy's restructuring claims:
Management touted Pegasus as "instrumental" in transforming Helen of Troy from a holding company into a "true global operating company" while internal execution was faltering The company maintained savings estimates of $75 million to $85 million even as implementation challenges mounted at its Tennessee distribution center Earnings per share collapsed 49% year-over-year in Q1 FY2025, suggesting the promised efficiencies were not materializing A $414.4 million goodwill impairment was ultimately disclosed, attributed to continued decelerating revenue growth The CEO who spearheaded Pegasus departed suddenly after only 14 months, with the company citing "underperformance in recent years" and seeking turnaround experience in her replacement The Restructuring Gap Factor
As alleged in the lawsuit, the disconnect between Pegasus promises and operational reality grew wider over multiple corrective disclosures. First-quarter FY2025 results revealed a 49% EPS decline. By first-quarter FY2026, net sales had fallen 11% and adjusted EPS had shrunk nearly 60%. The company's own interim CEO later conceded Helen of Troy had become "too matrixed, too slow, and at times disconnected from each other and the marketplace."
Submit your information to join this case or call Joseph E. Levi, Esq. at (212) 363-7500.
"This case presents important questions about restructuring program disclosure obligations in the consumer goods sector. When a company anchors its entire growth strategy to a specific initiative and repeatedly assures investors that initiative is on track, shareholders are entitled to accurate information about whether internal resources actually support those claims." -- Joseph E. Levi, Esq.
ABOUT LEVI & KORSINSKY, LLP -- Over the past 20 years, Levi & Korsinsky has secured hundreds of millions of dollars for aggrieved shareholders. The firm has extensive expertise in complex securities litigation and a team of over 70 employees. For seven consecutive years, Levi & Korsinsky has ranked in ISS Securities Class Action Services' Top 50 Report. Applications to serve as lead plaintiff must be filed by August 3, 2026.
Frequently Asked Questions About the HELE Lawsuit
Q: What is the HELE class action lawsuit about? A: A securities class action has been filed against Helen of Troy Limited (NASDAQ: HELE) alleging materially false and misleading statements between April 24, 2024, and October 8, 2025. Shares fell approximately 27.7% after the truth was revealed, causing significant losses for shareholders.
Q: Who is eligible to join the HELE investor lawsuit? A: Investors who purchased HELE stock or securities between April 24, 2024, and October 8, 2025, and suffered financial losses may be eligible. Eligibility is based on purchase date and documented losses, not on whether you still hold the shares.
Q: How much did HELE stock drop? A: Shares fell approximately 27.7%, a decline of $24.68 per share, after the first corrective disclosure on July 9, 2024. Additional drops of 22.7% and 25% followed subsequent revelations in July and October 2025.
Q: What do HELE investors need to do right now? A: Gather brokerage records including purchase dates, share quantities, and prices paid. Contact Levi & Korsinsky for a free, no-obligation evaluation at [email protected] or (212) 363-7500. No immediate action is required to remain eligible as a class member.
Q: What if I already sold my HELE shares, can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold them. Investors who bought during the class period and sold at a loss may still participate.
Q: What does it cost me to participate? A: Nothing. Securities class actions are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.
Q: What if I missed the lead plaintiff deadline? A: The deadline applies only to investors seeking lead plaintiff appointment. Class members who miss it can still participate in any settlement or recovery.
New York, New York--(Newsfile Corp. - June 10, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Helen of Troy Limited (NASDAQ: HELE) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Helen of Troy securities between April 24, 2024 and October 8, 2025, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/HELE.
Helen of Troy Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:
Helen of Troy overstated the success and benefits of its Project Pegasus initiative, touting the "fuel" it was generating while downplaying issues such as "implementation hiccups" at its Tennessee distribution center and assuring investors that the project was progressing and delivering cost-saving efficiencies; in reality, Project Pegasus was not delivering the efficiencies Defendants claimed, as the Company lacked sufficient resources and budget to achieve its stated restructuring and cost-savings goals; and as a result, Defendants' statements about the Company's business, operations, and prospects were materially false and misleading at all relevant times.What's Next for Helen of Troy Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/HELE, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Helen of Troy you have until August 3, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Helen of Troy Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Helen of Troy Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Attorney advertising.
Prior results do not guarantee similar outcomes.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/300025
Source: Bronstein, Gewirtz & Grossman, LLC
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
LOS ANGELES, June 10, 2026 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises Helen of Troy Limited, (“Helen of Troy” or the "Company") (NASDAQ: HELE) investors of a class action on behalf of investors that bought securities between May 13, 2025 and February 19, 2026, inclusive (the “Class Period”). Helen of Troy investors have until August 4, 2026 to file a lead plaintiff motion.
Investors are encouraged to contact attorney Lesley F. Portnoy, by phone 310-692-8883 or email: [email protected], to discuss their legal rights, or join the case via https://portnoylaw.com/helen-of-troy-limited. The Portnoy Law Firm can provide a complimentary case evaluation and discuss investors’ options for pursuing claims to recover their losses.
Helen of Troy operates as a consumer products company. In 2023, Helen of Troy allegedly initiated Project Pegasus, a global restructuring program that focused on both efficiency and effectiveness.
The Helen of Troy class action lawsuit alleges that defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that Project Pegasus would not, and was not on track to, realize the savings, efficiency, or effectiveness that Helen of Troy consistently touted.
On July 9, 2024, Helen of Troy announced its 2025 first quarter results, allegedly reflecting a 49% decrease in earnings per share year-over year and reducing its full year revenue outlook by more than 20%. On this news, the price of Helen of Troy stock fell nearly 28%, according to the complaint.
On July 10, 2025, Helen of Troy announced its 2026 first quarter results, allegedly reflecting a net sales decline of 11% year-over-year and a nearly 60% decline in adjusted earnings per share. The Helen of Troy class action lawsuit further alleges that Helen of Troy announced a $414.4 million goodwill impairment. On this news, the price of Helen of Troy stock fell nearly 23%, according to the complaint.
Finally, on October 9, 2025, Helen of Troy announced its 2026 second quarter results, allegedly revealing that quarterly sales were down 8.9% year-over-year, adjusted earnings per share fell 51%, and business disruptions and cost headwinds would continue throughout the remainder of the year. On this news, the price of Helen of Troy stock fell 25%, according to the complaint.
The Portnoy Law Firm represents investors in pursuing claims caused by corporate wrongdoing. The Firm’s founding partner has recovered over $5.5 billion for aggrieved investors. Attorney advertising. Prior results do not guarantee similar outcomes.
Lesley F. Portnoy, Esq.
Admitted CA, NY and TX Bar [email protected]
310-692-8883
www.portnoylaw.com
New York, New York--(Newsfile Corp. - June 10, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of common stock of Helen of Troy Limited (NASDAQ: HELE) between April 24, 2024 and October 8, 2025, inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 3, 2026.
SO WHAT: If you purchased Helen of Troy common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Helen of Troy class action, go to https://rosenlegal.com/cases/helen-of-troy-limited/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 3, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, the claims arise from misrepresentations regarding the success of Project Pegasus, a "global restructuring program focused on both efficiency and effectiveness." Throughout the Class Period, the lawsuit alleges that Helen of Troy boasted about the "fuel" it was generating from Project Pegasus. Although Helen of Troy admitted to some speed bumps in Project Pegasus, specifically citing "implementation hiccups" with its new Tennessee distribution center, Defendants assured investors that "despite the delayed savings related to our Tennessee distribution center, Project Pegasus continues to move forward. We have made good progress on the cost of goods sold work streams, implementing multiple projects that reduce costs and simplify our supplier base." When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Helen of Troy class action, go to https://rosenlegal.com/cases/helen-of-troy-limited/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/300985
Source: The Rosen Law Firm PA
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
The Red Flags: What Helen of Troy Insiders Allegedly Knew About Project Pegasus Failures Before Shareholders Were Told, Contributing to Over $38 Per Share in Cumulative Losses
, /PRNewswire/ -- SueWallSt notifies investors in Helen of Troy Limited (NASDAQ: HELE) that a securities class action has been filed on behalf of shareholders who purchased securities between April 24, 2024, and October 8, 2025. Submit your information to recover losses. You may also contact Joseph E. Levi, Esq. at [email protected] or (888) SueWallSt.
Helen of Troy shares lost over $38 per share across four corrective disclosures, including a single-day decline of $24.68 per share (27.7%). The lead plaintiff deadline is August 3, 2026.
What They Allegedly Knew
The securities action contends that Helen of Troy's senior leadership was aware that Project Pegasus, the company's centerpiece restructuring program, lacked the budget and resources necessary to deliver its promised $75 million to $85 million in savings. The lawsuit maintains that executives personally spearheaded and oversaw the initiative, making it implausible they were unaware of the program's fundamental shortcomings even as they publicly declared it was "generating fuel" and remained "on track."
The Red Flags That Emerged
Plaintiffs assert that multiple warning signs preceded the corrective disclosures:
The company's internal budget and resource constraints were allegedly insufficient to achieve stated restructuring goals, a fact known to leadership before public assurances were made A new Tennessee distribution center repeatedly failed to achieve targeted labor efficiencies, yet the company continued to characterize the issues as mere "implementation hiccups" Earnings per share declined 49% year-over-year in Q1 FY2025, yet management continued to assure investors the restructuring was "on track" in subsequent quarters The CEO who spearheaded Project Pegasus departed suddenly after only 14 months, with the company citing "underperformance in recent years" and seeking a replacement with "turnaround/restructuring experience" A $414.4 million goodwill impairment was ultimately recorded in July of 2025, reflecting the severity of revenue deceleration that the action alleges was foreseeable Inside Knowledge vs. Public Statements
The complaint charges that while leadership privately understood the company had become "too matrixed, too slow, and at times disconnected from each other and the marketplace," public statements painted a starkly different picture. Investors heard that Project Pegasus was "instrumental" in transformation and was delivering "critical fuel for reinvestment." The gap between what was allegedly known internally and what was communicated externally widened over the 18-month Class Period.
Act now to protect your rights or call (888) SueWallSt.
"The timeline raises important questions about when certain risks were known internally versus when they were disclosed to the investing public. Shareholders who purchased HELE stock based on repeated assurances about Project Pegasus deserve to understand what leadership knew and when they knew it." -- Joseph E. Levi, Esq.
What Investors Were Not Told
The action alleges investors were not told that macroeconomic conditions and internal constraints had rendered the original Project Pegasus savings plan unachievable. Instead of disclosing these material risks, the complaint contends, leadership continued to tout the program's progress through at least six consecutive earnings calls and investor presentations, maintaining savings estimates that were allegedly no longer realistic.
ABOUT THE FIRM -- SueWallSt represents investors in securities class actions nationwide, with a track record of recovering hundreds of millions for shareholders harmed by alleged corporate concealment. Ranked among ISS Top 50 for seven consecutive years. Lead plaintiff applications must be submitted by August 3, 2026.
Frequently Asked Questions About the HELE Lawsuit
Q: When did Helen of Troy allegedly mislead investors? A: The class period runs from April 24, 2024, to October 8, 2025. The alleged fraud was revealed through multiple corrective disclosures causing significant cumulative stock declines.
Q: What specific misstatements does the HELE lawsuit allege? A: The complaint alleges Helen of Troy made materially false or misleading statements regarding the progress, resource adequacy, and expected savings of its Project Pegasus restructuring program. When the true state of affairs was revealed, the stock price declined sharply on multiple occasions.
Q: What do HELE investors need to do right now? A: Gather brokerage records including purchase dates, share quantities, and prices paid. Contact SueWallSt for a free, no-obligation evaluation at [email protected] or (888) SueWallSt. No immediate action is required to remain eligible as a class member.
Q: What if I already sold my HELE shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold them. Investors who bought during the class period and sold at a loss may still participate.
Q: What does it cost me to participate? A: Nothing. Securities class actions are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.
Q: What if I missed the lead plaintiff deadline? A: The deadline applies only to investors seeking lead plaintiff appointment. Class members who miss it can still participate in any settlement or recovery.
NEW YORK, June 11, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Helen of Troy Limited (NASDAQ: HELE) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Helen of Troy securities between April 24, 2024 and October 8, 2025, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/HELE.
Helen of Troy Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:
Helen of Troy overstated the success and benefits of its Project Pegasus initiative, touting the “fuel” it was generating while downplaying issues such as “implementation hiccups” at its Tennessee distribution center and assuring investors that the project was progressing and delivering cost-saving efficiencies;in reality, Project Pegasus was not delivering the efficiencies Defendants claimed, as the Company lacked sufficient resources and budget to achieve its stated restructuring and cost-savings goals; andas a result, Defendants’ statements about the Company’s business, operations, and prospects were materially false and misleading at all relevant times. What's Next for Helen of Troy Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/HELE. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Helen of Troy you have until August 3, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Helen of Troy Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Helen of Troy Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Contact Info
Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]
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Prior results do not guarantee similar outcomes.
Key Takeaways Helen of Troy is using innovation and digital capabilities to strengthen its brand portfolio.HELE expanded launches across Hydro Flask, OXO and Osprey to address shifting preferences.Helen of Troy is investing in AI, automation and social commerce to deepen engagement. Helen of Troy Limited (HELE - Free Report) is relying on innovation as a key lever to strengthen its brand portfolio. On its fourth-quarter fiscal 2026 earnings call, management highlighted product development and digital capabilities as central to its brand-building strategy, noting that products offering style, utility and personalization continue to resonate with consumers.
The company is accelerating launches aimed at addressing evolving consumer preferences. In Home & Outdoor, Hydro Flask expanded its Micro Hydro franchise with additional sizes and introduced redesigned soft coolers and totes focused on enhanced comfort and durability. OXO is broadening its presence into adjacent categories such as food storage and feeding, while Osprey continues to expand its technical pack offerings for hiking, backpacking and travel.
Innovation remains a major driver in Beauty & Wellness. Revlon’s VersaStyler, launched exclusively at Walmart, has seen early demand surpass expectations with its time-saving all-in-one design. Curlsmith introduced the Curl Fit Reviving Mist, while Olive & June expanded its assortment with new press-on nails featuring hand-painted charms and seasonal colors. Several beauty brands also received recognition through Glamour’s 2026 Best of Beauty Awards.
Beyond product introductions, Helen of Troy is investing in AI-enabled solutions, automation and social commerce platforms such as TikTok Shop and Meta Shop to strengthen consumer engagement. The company is also enhancing analytics and advanced planning capabilities to improve responsiveness and support innovation-led brand development.
These initiatives have been reflected across brands, including Revlon, Olive & June, OXO and Hydro Flask, where new product introductions and consumer engagement efforts were notable during the latest quarter.
Helen of Troy’s Zacks Rank & Share Price PerformanceShares of this Zacks Rank #2 (Buy) company have gained 13.2% in the past month compared with the broader Consumer Staples sector and the industry’s growth of 0.7% and 3%, respectively. HELE has also outperformed the S&P 500 index’s decline of 0.8% during the same period.
HELE Stock's Past Month Performance
Image Source: Zacks Investment Research
Is Helen of Troy a Value Play Stock?HELE trades at a forward price-to-earnings ratio of 7.64X, notably below the industry and the sector’s average of 19.34X and 16.68X, respectively. This valuation positions the stock at a modest discount relative to both its direct peers and the broader consumer staples sector.
HELE P/E Ratio (Forward 12 Months)
Image Source: Zacks Investment Research
Other Top-Ranked StocksThe Estee Lauder Companies Inc. (EL - Free Report) manufactures, markets and sells skin care, makeup, fragrance and hair care products worldwide. It holds a Zacks Rank of 2 at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for Estee Lauder’s current financial-year sales and earnings indicates growth of 4.5% and 59.6%, respectively, from the prior-year reported levels. EL delivered a trailing four-quarter earnings surprise of 39.1%, on average.
Tyson Foods, Inc. (TSN - Free Report) operates as a food company worldwide. It operates through four segments: Beef, Pork, Chicken and Prepared Foods. TSN currently carries a Zacks Rank of 2. TSN delivered a trailing four-quarter earnings surprise of 18.1%, on average.
The Zacks Consensus Estimate for Tyson Foods’ current fiscal-year sales and earnings indicates growth of 4.7% and 1.9%, respectively, from the year-ago reported numbers.
Hormel Foods Corporation (HRL - Free Report) develops, processes and distributes various meat, nuts and other food products to foodservice, convenience store and commercial customers in the United States and internationally. It carries a Zacks Rank of 2 at present. HRL delivered a trailing four-quarter earnings surprise of 3.2%, on average.
The Zacks Consensus Estimate for Hormel Foods’ current fiscal-year sales and earnings indicates growth of 1.5% and 5.8%, respectively, from the prior-year reported levels.
New York, New York--(Newsfile Corp. - June 11, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of common stock of Helen of Troy Limited (NASDAQ: HELE) between April 24, 2024 and October 8, 2025, inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 3, 2026.
SO WHAT: If you purchased Helen of Troy common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Helen of Troy class action, go to https://rosenlegal.com/cases/helen-of-troy-limited/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 3, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, the claims arise from misrepresentations regarding the success of Project Pegasus, a "global restructuring program focused on both efficiency and effectiveness." Throughout the Class Period, the lawsuit alleges that Helen of Troy boasted about the "fuel" it was generating from Project Pegasus. Although Helen of Troy admitted to some speed bumps in Project Pegasus, specifically citing "implementation hiccups" with its new Tennessee distribution center, Defendants assured investors that "despite the delayed savings related to our Tennessee distribution center, Project Pegasus continues to move forward. We have made good progress on the cost of goods sold work streams, implementing multiple projects that reduce costs and simplify our supplier base." When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Helen of Troy class action, go to https://rosenlegal.com/cases/helen-of-troy-limited/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
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-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/301214
Source: The Rosen Law Firm PA
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
, /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Helen of Troy Limited ("Helen of Troy" or the "Company") (NASDAQ: HELE). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether Helen of Troy and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until August 3, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Helen of Troy securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
On July 9, 2024, Helen of Troy announced its 2025 first quarter results, allegedly reflecting a 49% decrease in earnings per share year-over year and reducing its full year revenue outlook by more than 20%.
On this news, Helen of Troy's stock price fell nearly 28%.
Then, on July 10, 2025, Helen of Troy announced its 2026 first quarter results, allegedly reflecting a net sales decline of 11% year-over-year and a nearly 60% decline in adjusted earnings per share. The Company also announced a $414.4 million goodwill impairment. On this news, Helen of Troy's stock price fell nearly 23%.
Finally, on October 9, 2025, Helen of Troy announced its 2026 second quarter results, allegedly revealing that quarterly sales were down 8.9% year-over-year, adjusted earnings per share fell 51%, and business disruptions and cost headwinds would continue throughout the remainder of the year.
On this news, Helen of Troy's stock price fell 25%.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Key Takeaways JLL posted Q1 2026 adjusted EPS of $3.43, up 48.5%, as revenues rose 11.1% to $6.39 billion.Leasing Advisory revenues jumped 17.1%, driven by office momentum and larger industrial deal sizes.JLL expects 2026 adjusted EPS of $21.80-$23.50 and repurchased $300 million of stock. Jones Lang LaSalle Incorporated (JLL - Free Report) posted first-quarter 2026 adjusted earnings of $3.43 per share, up 48.5% from $2.31 a year ago and ahead of the Zacks Consensus Estimate of $2.88 by 19.1%. Total revenues rose 11.1% year over year to $6.39 billion and topped the consensus mark of $6.04 billion by 5.77%.
The quarter benefited from strength across both transaction-based and recurring service lines, alongside continued platform leverage. In investment management, assets under management ended the quarter at $86.9 billion, up from $86.4 billion at Dec. 31, 2025.
JLL’s Revenue Mix Shows Broad-Based StrengthReal Estate Management Services remained the largest contributor, with revenues of $5.07 billion, up 9.5% year over year. Growth was led by Workplace Management revenues of $3.58 billion, which increased 10%, and Project Management revenues of $844 million, which rose 13%. This increase reflected a mix of new client wins, mandate expansions and higher pass-through costs.
Within the same segment, Property Management revenues increased 6% to $471.1 million, while Portfolio Services and Other revenues were $110.9 million, down 2% year over year. Software and Technology Solutions revenues declined 1% to $56.8 million after the reporting change that moved the unit into Real Estate Management Services.
Leasing Advisory revenues were $686.3 million, up 17.1% year over year. Management highlighted continued momentum in the office sector and an acceleration in industrial leasing. Many geographies achieved double-digit revenue growth during the quarter, led by broad-based U.S. growth supported by office, where both average deal size and volume increased, and by industrial, where larger deal size drove performance.
Capital Markets Services revenues climbed 22.9% to $535.2 million. Investment Sales, Debt/Equity Advisory and Other revenue (excluding net non-cash MSR activity) was $408 million, up 25.3% year over year. The increase in segment revenues was broad-based across most geographies and was led by the United States, Japan and the U.K.
Revenues in the Investment Management segment increased nearly 1% year over year to $99.3 million. Advisory fees grew modestly, reflecting capital raise activity over the trailing 12 months, most notably in North America.
JLL’s Balance Sheet Reflects Seasonality and BuybacksJLL ended the quarter with cash and cash equivalents of $436.2 million, down from $599.1 million at Dec. 31, 2025. Corporate liquidity was $3.40 billion at March 31, 2026, compared with $3.90 billion in the previous quarter.
Shareholder returns remained a prominent capital allocation lever. The company repurchased $300 million of stock in the quarter, including a $200 million accelerated share repurchase launched in March. Net leverage rose to 1.0x at quarter-end from 0.2x at Dec. 31, 2025, reflecting typical first-quarter seasonality and the timing of variable compensation and commission payments.
JLL Provides 2026 EPS OutlookManagement expects 2026 adjusted EPS in the range of $21.80-$23.50, reflecting 20% growth at the midpoint. The Zacks Consensus Estimate of $21.75 is below the guided range.
JLL currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Performance of Other Real Estate Operations Industry StockCBRE Group, Inc. (CBRE - Free Report) posted first-quarter 2026 core earnings of $1.61 per share, up 80.9% from 89 cents a year ago. The figure beat the Zacks Consensus Estimate of $1.13 by 42.48%.
CBRE’s quarterly revenues grew 18.6% year over year to $10.53 billion, topping the Zacks Consensus Estimate of $10.13 billion, delivering a 3.97% upside, as leasing strength and faster capital-markets activity lifted results.
Upcoming ReleaseIt’s time to look forward to another stock from the real estate operation industry, namely Cushman & Wakefield (CWK - Free Report) . The company is slated to report quarterly numbers on May 7.
The Zacks Consensus Estimate for Cushman & Wakefield’s first-quarter 2026 EPS stands at 13 cents, which suggests an increase of 44.4% on a year-over-year basis. CWK currently carries a Zacks Rank #3.
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.93% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
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That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Jones Lang LaSalle (JLL - Free Report) Chicago-based Jones Lang LaSalle Incorporated — popularly known as JLL — is a leading full-service real estate firm that provides corporate, financial and investment management services to corporations and other real estate owners, users and investors worldwide.
JLL is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Finance stock. JLL has a Momentum Style Score of A, and shares are up 3% over the past four weeks.
Three analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.68 to $21.93 per share. JLL also boasts an average earnings surprise of +12.1%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, JLL should be on investors' short list.
Sculptor Diversified Real Estate Income Trust and Trinity acquire 809-room luxury beachfront property
, /PRNewswire/ -- JLL's Hotels & Hospitality group announced today that it has arranged the $835 million sale and $690 million financing for the JW Marriott Marco Island Beach Resort, an 809-room luxury beachfront property in Southwest Florida.
JLL represented the seller, Barings, in the transaction. A joint venture between Sculptor Real Estate and Trinity Investments acquired the asset. JLL also worked on behalf of the borrowers to secure a five-year, floating-rate loan through Wells Fargo and JPMorgan Chase & Co., which is securitized in a stand-alone CMBS offering.
JLL arranges $835M sale and $690M financing of JW Marriott Marco Island Beach Resort The resort sits on 26.7 acres with a quarter mile of resort-controlled beachfront along three miles of private beaches on Florida's Gulf Coast, 15 miles south of Naples. The property features 809 rooms and suites with private balconies, including a 94-room Paradise by Sirene adults-only component. The resort operates The Members Club at Marco, a private membership club with approximately 700 members.
The property includes more than 140,000 square feet of meeting and event space. Amenities include 12 restaurants and dining venues, two championship 18-hole golf courses spanning more than 400 acres, a 24,000-square-foot spa, five outdoor swimming pools, four tennis courts, fitness and business centers and an entertainment venue.
MassMutual, through its global asset manager Barings, has owned the resort for decades. In 2018, Barings completed a $320 million renovation that included the addition of the adults-only tower, new facades and guest room and lobby improvements. The property was rebranded under the JW Marriott luxury flag following completion of that work.
The JLL's Hotels and Hospitality team was led by Americas CEO Kevin Davis, President Americas Daniel C. Peek, Senior Managing Director Andrew Dickey, Managing Director Mike Huth, Senior Directors Maciej Polek and Wyatt Krapf, Senior Analyst Jesse Pohl and Analyst Jade Lewin.
"The successful execution of this transaction across both equity and debt underscores the depth of JLL's capital markets platform and our relationships with buyers and lenders focused on high-quality hotel assets," said Davis. "Luxury beachfront resorts of this caliber remain among the most sought-after assets in the hospitality sector, particularly properties like the JW Marriott Marco Island that combine scale, irreplaceable coastal positioning, championship golf amenities and recurring membership income — attributes that generate stable cash flows and provide insulation against market volatility while offering meaningful upside potential."
JLL's Capital Markets group is a full-service global provider of capital solutions for real estate investors and occupiers. The group's in-depth local market and global investor knowledge delivers the best-in-class solutions for clients, including investment sales and advisory, debt advisory, M&A and corporate finance, loan sales, equity & fund placement, net lease, derivative advisory and energy & infrastructure advisory. The group has more than 3,000 Capital Markets specialists worldwide with offices in nearly 50 countries.
For more news, videos and research resources, please visit JLL's newsroom.
About JLL
JLL (NYSE:JLL) is a leading global commercial real estate services and investment management company with annual revenue of $26.1 billion, operations in over 80 countries and a global workforce of more than 113,000 as of March 31, 2026. For over 200 years, clients have trusted JLL, a Fortune 500® company, to help them confidently buy, build, occupy, manage and invest across a variety of industries and property types, including office, industrial, hotel, multi-family, retail and data center properties. Driven by our purpose to shape the future of real estate for a better world, we help our clients, people and communities SEE A BRIGHTER WAY. Powered by rich global datasets and leading technology capabilities, we provide coordinated, end-to-end delivery of real estate services for a broad range of global clients who represent a wide variety of industries. Through LaSalle Investment Management, we invest for clients on a global basis in both private assets and publicly traded real estate securities. For further information, visit jll.com.
The Zacks Real Estate Operations industry constituents are poised to benefit from the increased adoption of outsourced real estate services and emerging trends. Strategic investments in AI and data tools provide a competitive edge. Companies like CBRE Group, Inc. (CBRE - Free Report) , Jones Lang LaSalle Incorporated (JLL - Free Report) and Newmark Group, Inc. (NMRK - Free Report) are set to benefit from these positive trends.
Despite the positives, the industry faces challenges such as geopolitical instability, macroeconomic uncertainties and policy changes. On top of that, clients remain focused on cost management, while investors desire greater price discovery, which will cause a delay in the closing timeline for transactions.
About the Industry The Zacks Real Estate Operations industry comprises companies that provide leasing, property management, investment management, valuation, development services, facility management, project management, transaction and consulting services, among others. However, real estate investment trusts, or REITs, are excluded from this group. Economic trends and government policies impact the real estate market (both global and regional), which determines the industry’s performance. Economic activity, employment growth, office-based employment, interest-rate levels, costs and availability of credit, tax and regulatory policies and the geopolitical environment are the major factors shaping the real estate market’s fate. Also, pandemic-induced public health challenges and geopolitical issues have affected property sales and the leasing lines of businesses.
What's Shaping the Real Estate Operations Industry's Future? Demand Across Key Real Estate Categories Provides Support: The operations real estate industry in the United States, which provides facility management, leasing, and property operations, is thriving amid market recovery and sector-specific demand drivers. Industrial leasing is improving due to the reshoring of manufacturing and increased outsourcing to third-party logistics providers, while return-to-office trends are driving office leasing recovery. Data center demand remains robust from AI and cloud computing, with leasing expected at all-time highs in 2026. Strong demand in healthcare and life sciences adds stability through limited supply and onshoring investments. The hotel industry also shows resilience, where demand growth outpaces supply increase.
Outsourcing in the Real Estate Market to Gain Further Momentum: Corporations, public sector organizations, healthcare providers, and firms across finance, industrials, life sciences, and technology are increasingly opting to outsource their real estate needs. They are relying on third-party real estate experts to improve execution and efficiency. More companies are also seeking strategic advice on reshaping their workplaces and operations to strengthen culture, attract top talent, and improve overall performance. These trends are opening up opportunities for real estate operations participants. Leading players in the industry are capitalizing on this shift by winning new clients and expanding relationships with existing ones. In addition, companies in the industry are making significant investments in proptech, AI, and data tools to boost efficiency, enhance client service, and gain market share.
Global Tensions Disrupt Supply Chains and Growth: Geopolitical instability and macroeconomic uncertainties continue to hinder the industry's performance. Ongoing conflicts in Ukraine-Russia and the Middle East countries have disrupted construction material supply chains and driven persistent inflation through soaring energy costs from Strait of Hormuz disruptions. These pressures prompted aggressive U.S. policy responses, including expanded tariffs on key imports from China and Europe, alongside immigration restrictions that tightened construction labor markets. The 2025 trade wars exacerbated these issues, eroding business confidence and delaying projects nationwide. The U.S. companies reliant on global supply chains now grapple with heightened trade compliance, customs delays, and cross-border tariffs, stalling development timelines. Amid lingering economic uncertainty, clients remain cautious, while investors demand sharper price discovery, further delaying transaction closings.
Zacks Industry Rank Indicates Bright Prospects The Zacks Real Estate Operations industry is housed within the broader Zacks Finance sector. It carries a Zacks Industry Rank #92, which places it in the top 38% of 245 Zacks industries.
The group’s Zacks Industry Rank, which is the average of the Zacks Rank of all the member stocks, indicates robust near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than two to one.
The industry’s positioning in the top 50% of the Zacks-ranked industries is a result of the upward earnings per share outlook for the constituent companies in aggregate. Looking at the aggregate earnings per share estimate revisions, it appears that of late, analysts are gaining confidence in this group’s growth potential. Since May 2025, the industry’s earnings per share estimates for 2026 have moved up 8%.
Before we present a few stocks that you may want to consider for your portfolio, let’s take a look at the industry’s recent stock-market performance and valuation picture.
Industry Underperforms Sector & S&P 500 The Zacks Real Estate Operations industry has underperformed the broader Zacks Finance sector and the S&P 500 composite over the past year.
The industry has advanced 10.2% during this period compared with the S&P 500’s return of 34.2% and the broader Finance sector’s growth of 14.2%.
One-Year Price Performance
Industry's Current Valuation On the basis of the forward 12-month price-to-earnings, which is a commonly used multiple for valuing Real Estate Operations stocks, we see that the industry is currently trading at 13.32X compared with the S&P 500’s forward 12-month price-to-earnings (P/E) of 21.83X. The industry is trading below the Finance sector’s forward 12-month P/E of 15.69X. This is shown in the chart below.
Forward 12-Month Price-To-Earnings Ratio
Over the last five years, the industry has traded as high as 22.76X and as low as 9.87X, with a median of 15.13X.
3 Real Estate - Operation Stocks to Consider Jones Lang LaSalle Incorporated: Headquartered in Chicago, Jones Lang offers comprehensive commercial real estate and investment management services globally. The company’s commitment to delivering superior client service, paired with strategic investment in cutting-edge technology and innovation, positions it for significant growth in market share and winning relationships. Its first-quarter 2026 results showed record revenue of $6.39 billion, rising 11%.
The company continues to maintain a robust balance sheet with sufficient liquidity to support agile operations and seize emerging opportunities. Looking ahead, JLL remains well-positioned to navigate macro uncertainties while continuing to scale its tech-enabled services and advance its global investment management objectives.
Jones Lang LaSalle has a Zacks Rank of #2 (Buy) at present. The Zacks Consensus Estimate for 2026 earnings per share (EPS) stands at $21.93. This indicates an increase of 16.65% year over year. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Newmark Group, Inc.: Headquartered in New York City, Newmark is a leading commercial real estate advisory and service provider for institutional investors and global corporations. The company continues to capitalize on the fragmented commercial real estate market, achieving significant gains in management services, leasing, and capital markets. It reported record first-quarter 2026 total revenues of $846.5 million, marking its seventh consecutive quarter of double-digit top-line growth.
Newmark has raised its full-year 2026 outlook, projecting double-digit top-line and bottom-line growth for the third consecutive year. By investing in advanced technology, expanding its international footprint, and focusing on high-growth sectors such as data centers, Newmark remains positioned to capture emerging growth opportunities and deliver consistent performance for its shareholders.
Newmark Group currently carries a Zacks Rank #2. The Zacks Consensus Estimate for its 2026 EPS is pegged at $1.91. This suggests an increase of 17.9% year over year.
CBRE Group: Headquartered in Dallas, TX, CBRE Group is a commercial real estate services and investment firm. The company provides services spanning advisory, building operations, project management, and real estate investments to office, retail, industrial, multi-family and other commercial real estate sectors across major global markets. In the first quarter of 2026, it delivered strong results, with the company highlighting 20% revenue growth and nearly 30% operating profit growth across its services segments.
Its outsourcing business remains a standout performer, bolstered by a robust pipeline that sets the stage for promising future opportunities. Management raised 2026 core EPS guidance to $7.60 to $7.80 per share, reflecting 21% growth at the mid-point.
CBRE Group currently carries a Zacks Rank #3 (Hold). The Zacks Consensus Estimate for its 2026 EPS is pegged at $7.61, suggesting 19.3% growth year over year.
Trinity Investments and UBS Asset Management complete refinancing of premier, 1,000-key South Florida resort property
, /PRNewswire/ -- JLL's Hotels & Hospitality group announced today that it has arranged $600 million in financing for The Diplomat Beach Resort, a beachfront resort with 1,000 guest rooms in Hollywood, Florida.
JLL worked on behalf of the borrower, a joint venture between real estate funds managed by Trinity Investments and funds managed by UBS Asset Management's Global Real Assets business, to secure the floating-rate loan through JP Morgan Chase & Co. and Citi. The interest-only loan was structured as a single-asset, single-borrower CMBS transaction.
JLL arranges $600M refinancing for The Diplomat Beach Resort JLL was also involved in the 2023 sale of the resort to Trinity and funds advised by Credit Suisse Asset Management (since acquired by UBS), which represented the third largest single-asset hotel sale ever in the U.S. at the time, and led the previous financing in 2024. The refinancing follows a comprehensive $80 million renovation program completed jointly by the ownership group and Hilton to convert the property to the Signia by Hilton brand and elevate the guest experience.
The Diplomat Beach Resort features 1,000 guest rooms and suites and more than 200,000 square feet of integrated meeting and events space. The property consists of a twin-spired, 36-story tower containing the hotel rooms, a 15,000-square-foot spa, six restaurants and bars plus multiple pools and cascading waterfalls. Additionally, the property is situated on 10 acres of Atlantic Ocean beachfront offering kayaking, paddleboarding and jet ski rentals.
The Diplomat Beach Resort is ideally located between the two most significant airports in South Florida, Fort Lauderdale/Hollywood International Airport (10 minutes) and Miami International Airport (30 minutes), affording the resort unparalleled access to guests from major markets throughout the U.S., Latin America and Europe.
The JLL Hotels & Hospitality team representing the borrower was led by Americas CEO Kevin Davis, Managing Director Mike Huth, Vice President Wyatt Krapf and Analysts Jade Lewin and Malia Buljat.
"This refinancing reflects the strength of the debt capital markets for premier hospitality assets in high-performing lodging markets," Davis said. "We are seeing continued lender appetite for hotel investments, especially for properties that demonstrate quality, strategic positioning and solid fundamentals. The Diplomat checks all those boxes, and we were able to secure financing that recognizes the value Trinity and UBS have created through their renovation program and operational excellence."
JLL's Capital Markets group is a full-service global provider of capital solutions for real estate investors and occupiers. The group's in-depth local market and global investor knowledge delivers the best-in-class solutions for clients, including investment sales and advisory, debt advisory, M&A and corporate finance, loan sales, equity & fund placement, net lease, derivative advisory and energy & infrastructure advisory. The group has more than 3,000 Capital Markets specialists worldwide with offices in nearly 50 countries.
For more news, videos and research resources, please visit JLL's newsroom.
About JLL
JLL (NYSE: JLL) is a leading global commercial real estate services and investment management company with annual revenue of $26.1 billion, operations in over 80 countries and a global workforce of more than 113,000 as of March 31, 2026. For over 200 years, clients have trusted JLL, a Fortune 500® company, to help them confidently buy, build, occupy, manage and invest across a variety of industries and property types, including office, industrial, hotel, multi-family, retail and data center properties. Driven by our purpose to shape the future of real estate for a better world, we help our clients, people and communities SEE A BRIGHTER WAY. Powered by rich global datasets and leading technology capabilities, we provide coordinated, end-to-end delivery of real estate services for a broad range of global clients who represent a wide variety of industries. Through LaSalle Investment Management, we invest for clients on a global basis in both private assets and publicly traded real estate securities. For further information, visit jll.com.
About Trinity Investments
Trinity is a global hospitality investment platform with a 30-year track record of acquiring, repositioning, and operating high-quality lodging assets in world-class markets. The firm is headquartered in Miami with offices in Los Angeles, London, and Honolulu, and has deployed more than $10 billion across the United States, Mexico, Europe, and Japan. Trinity's strategy leverages deep sector expertise, long-standing brand and operating relationships, and a disciplined, hands-on approach to value creation. For more information, please visit www.trinityinvestments.com. For updates on Trinity's investment activity, follow Trinity on LinkedIn at www.linkedin.com/company/trinityinvestments/.
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. UBS manages $7 trillion of invested assets as of the fourth quarter of 2025. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
Momentum investors typically don't time the market or "buy low and sell high." In other words, they avoid betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.
Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth potential fails to justify their swelled-up valuation. In that phase, investors find themselves invested in shares that have limited to no upside or even a downside. So, betting on a stock just by looking at the traditional momentum parameters could be risky at times.
A safer approach could be investing in bargain stocks with recent price momentum. While the Zacks Momentum Style Score (part of the Zacks Style Scores system) helps identify great momentum stocks by paying close attention to trends in a stock's price or earnings, our 'Fast-Paced Momentum at a Bargain' screen comes handy in spotting fast-moving stocks that are still attractively priced.
Jones Lang LaSalle (JLL - Free Report) is one of the several great candidates that made it through the screen. While there are numerous reasons why this stock is a great choice, here are the most vital ones:
A dash of recent price momentum reflects growing interest of investors in a stock. With a four-week price change of 2.2%, the stock of this financial and professional services company is certainly well-positioned in this regard.
While any stock can see a spike in price for a short period, it takes a real momentum player to deliver positive returns for a longer time frame. JLL meets this criterion too, as the stock gained 7.4% over the past 12 weeks.
Moreover, the momentum for JLL is fast paced, as the stock currently has a beta of 1.34. This indicates that the stock moves 34% higher than the market in either direction.
Given this price performance, it is no surprise that JLL has a Momentum Score of A, which indicates that this is the right time to enter the stock to take advantage of the momentum with the highest probability of success.
In addition to a favorable Momentum Score, an upward trend in earnings estimate revisions has helped JLL earn a Zacks Rank #2 (Buy). Our research shows that the momentum-effect is quite strong among Zacks Rank #1 and #2 stocks. That's because as covering analysts raise their earnings estimates for a stock, more and more investors take an interest in it, helping its price race to keep up. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Most importantly, despite possessing fast-paced momentum features, JLL is trading at a reasonable valuation. In terms of Price-to-Sales ratio, which is considered as one of the best valuation metrics, the stock looks quite cheap now. JLL is currently trading at 0.56 times its sales. In other words, investors need to pay only 56 cents for each dollar of sales.
So, JLL appears to have plenty of room to run, and that too at a fast pace.
In addition to JLL, there are several other stocks that currently pass through our 'Fast-Paced Momentum at a Bargain' screen. You may consider investing in them and start looking for the newest stocks that fit these criteria.
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, /PRNewswire/ -- JLL Income Property Trust, an institutionally managed, daily NAV REIT (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX; ZIPIBX; ZIPSAX; ZIPZAX; ZIPDBX) with approximately $6.8 billion in portfolio equity and debt investments, announced the sale of a 130,000 square foot industrial facility located in Fremont, CA.
Acquired in 2021, the sale of this property advances the fund's disciplined strategy of recycling capital into properties and markets positioned for superior long-term growth.
"This property proved to be an outstanding investment for us, completing our operational objectives and delivering an attractive rate of return," said Allan Swaringen, President and CEO of JLL Income Property Trust. "With the Bay Area's AI-driven demand for advanced manufacturing driving up rents and values, this disposition was an opportunity for us to realize the gains from the successful execution of our business plan, increasing our dry powder available to redeploy into core, stabilized assets during a new market cycle for real estate."
Over its 13-year history, JLL Income Property Trust has sold over 50 properties at values totaling over $1.3 billion, in aggregate trading on an arms-length basis within 1% of the most recent independent appraised value, all while utilizing an institutional, independent valuation methodology – a valuation practice unique from many others in the NAV REIT industry.
JLL Income Property Trust's allocation to industrial real estate remains strong after this disposition. As of March 31, 2026, industrial investments comprise the largest percentage of the total $6.8 billion portfolio at 38%, with $2.4 billion in assets across 64 industrial properties.
JLL Income Property Trust is an institutionally managed, daily NAV REIT that owns a growing portfolio of real estate investments selected by an institutional investment management team and sponsored by one of the world's leading real estate services firms.
For more information on JLL Income Property Trust, please visit our website at www.jllipt.com.
JLL INCOME PROPERTY TRUST, INC. (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX; ZIPIBX; ZIPSAX; ZIPZAX; ZIPDBX),
JLL Income Property Trust, Inc. is a daily NAV REIT that owns and manages a diversified portfolio of high quality, income-producing residential, industrial, grocery-anchored retail, healthcare and office properties located in the United States. JLL Income Property Trust expects to further diversify its real estate portfolio over time, including on a global basis. For more information, visit www.jllipt.com.
ABOUT LASALLE INVESTMENT MANAGEMENT | INVESTING TODAY. FOR TOMORROW.
LaSalle Investment Management, a subsidiary of JLL, is a globally integrated, diverse real estate investment manager. On a global basis, LaSalle manages US$86.9 billion of assets in private and public real estate equity and debt investments as of Q4 2025. LaSalle's client base includes public and private pension funds, insurance companies, governments, corporations, endowments and private individuals from across the globe. LaSalle sponsors a diverse range of investment vehicles, including separate accounts, open- and closed-end funds, public securities and entity-level investments.
Forward Looking Statements and Future Results
This press release may contain forward-looking statements with respect to JLL Income Property Trust. Forward-looking statements are statements that are not descriptions of historical facts and include statements regarding management's intentions, beliefs, expectations, research, market analysis, plans or predictions of the future. Because such statements include risks, uncertainties and contingencies, actual results may differ materially from those expressed or implied by such forward-looking statements. Past performance is not indicative of future results and there can be no assurance that future dividends will be paid.
CONTACTS:
Michael Gelobter
LaSalle Investment Management
Email: [email protected]
Doug Allen
Dukas Linden Public Relations
Telephone: +1 646 722 6530
Email: [email protected]
, /PRNewswire/ -- JLL Income Property Trust, an institutionally managed, daily NAV REIT (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX; ZIPIBX; ZIPSAX; ZIPZAX; ZIPDBX) with approximately $6.8 billion in portfolio equity and debt investments, will hold a public earnings call on Wednesday, May 13, 2026 at 9:00 AM CT to review first quarter operating and financial results. Allan Swaringen, Chief Executive Officer, and Gregg Falk, Chief Financial Officer, will present an overview of recent economic events that directly influence the business of the portfolio and investment real estate markets, along with a detailed review of the financial performance and more noteworthy accomplishments of the quarter.
Date: Wednesday, May 13, 2026
Time: 9:00 AM CT
Dial-in Number (Toll Free): 888-506-0062
*Participant Access Code: 251014
Dial-in Number (International): 973-528-0011
Replay Number (Toll Free): 877-481-4010
Replay Number (International): 919-882-2331
Replay Passcode: 53368
The teleconference replay will be available until May 27, 2026 at 9:00 AM CT. The audio replay will be posted to the SEC Filings section of the JLL Income Property Trust website at www.jllipt.com within 24 hours of the call.
JLL Income Property Trust is an institutionally managed, daily NAV REIT that gives investors access to a growing portfolio of core real estate investments selected by an institutional investment management team and sponsored by one of the world's leading real estate services firms.
For more information on JLL Income Property Trust, please visit our website at www.jllipt.com.
JLL INCOME PROPERTY TRUST, INC. (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX; ZIPIBX; ZIPSAX; ZIPZAX; ZIPDBX),
JLL Income Property Trust, Inc. is a daily NAV REIT that owns and manages a diversified portfolio of high quality, income-producing residential, industrial, grocery-anchored retail, healthcare and office properties located in the United States. JLL Income Property Trust expects to further diversify its real estate portfolio over time, including on a global basis. For more information, visit www.jllipt.com.
ABOUT LASALLE INVESTMENT MANAGEMENT | INVESTING TODAY. FOR TOMORROW.
LaSalle Investment Management, a subsidiary of JLL, is a globally integrated, diverse real estate investment manager. On a global basis, LaSalle manages US$86.9 billion of assets in private and public real estate equity and debt investments as of Q4 2025. LaSalle's client base includes public and private pension funds, insurance companies, governments, corporations, endowments and private individuals from across the globe. LaSalle sponsors a diverse range of investment vehicles, including separate accounts, open- and closed-end funds, public securities and entity-level investments.
Forward Looking Statements and Future Results
This press release may contain forward-looking statements with respect to JLL Income Property Trust. Forward-looking statements are statements that are not descriptions of historical facts and include statements regarding management's intentions, beliefs, expectations, research, market analysis, plans or predictions of the future. Because such statements include risks, uncertainties and contingencies, actual results may differ materially from those expressed or implied by such forward-looking statements. Past performance is not indicative of future results and there can be no assurance that future distributions will be paid.
CONTACTS:
Michael Gelobter
LaSalle Investment Management
Email: [email protected]
Doug Allen
Dukas Linden Public Relations
Telephone: +1 646 722 6530
Email: [email protected]
*Participants will be greeted by an operator and asked for the access code. If a caller does not have the code, they can reference the company name.
On May 12, 2026, Jones Lang LaSalle Inc JLL shares fell 4.3% to close at $315.78. Over the past 52 weeks, the stock has traded in a range from a low of $211.86 to a high of $363.06. This recent dip adds to the year-to-date decline of 6.2%, despite a notable 31.3% increase over the past year.
GF Value™ verdict: JLL is currently priced at $315.78, which is 8.8% above its GF Value™ estimate of $290.34.GF Score™ is 93/100, indicating a strong overall stock assessment based on multiple factors.Most notable signal: In the last three months, insiders sold $2.4 million worth of shares, showing a lack of insider buying activity. Is JLL Overvalued or Undervalued? Jones Lang LaSalle Inc JLL currently trades at a price of $315.78, which is above the GF Value™ estimate of $290.34, indicating that the stock is overvalued by approximately 8.8%. This suggests that there may be limited margin of safety for potential investors at the current price level. The GF Valuation label categorizes JLL as fairly valued, which aligns with the findings of GF Value™, highlighting the importance of exercising caution when considering investment in the company.
The overvaluation presents a risk for investors, as the stock price may face downward pressure if it fails to meet growth expectations or if market conditions shift unfavorably. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.
How Does JLL's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 17.0x 21.1x Forward P/E 13.8x N/A JLL's current P/E (TTM) of 17.0x is 20% below its 5-year median P/E of 21.1x, indicating that the stock is trading below its historical valuation. This analysis aligns with the GF Value™ verdict that suggests the stock is overvalued, providing additional context to the current price level.
What Does JLL's GF Score™ Tell Us? The GF Score™ ranks stocks from 0 to 100 based on five key aspects: Financial Strength, Profitability, Growth, Valuation, and Momentum. Stocks with higher GF Score™ values have been found to generate higher long-term returns (backtested 2006-2021).
Metric Rating GF Score™ 93 Financial Strength 6/10 Profitability 8/10 Growth 10/10 Valuation 7/10 Momentum 8/10 JLL's GF Score™ of 93 reflects a robust evaluation in multiple categories, particularly in Growth, where it scored a perfect 10/10. However, the Financial Strength rating of 6/10 suggests some concerns in this area, indicating that while the company may exhibit strong growth potential and profitability, its financial stability could be a consideration for potential investors.
What Are Insiders Doing with JLL Stock? In the past three months, insiders have sold approximately $2.4 million worth of JLL shares, with no notable buying activity reported. This pattern of insider selling, without any corresponding purchases, could imply a lack of confidence among current executives regarding the company's future performance at the present valuation. Such activity often raises questions about the company's short-term prospects.
What This Means for Investors Based on the GF Value™ analysis, JLL is currently overvalued, trading at a price above its intrinsic value estimate. Investors may need to exercise caution and consider the potential risks associated with this overvaluation when evaluating their decision-making process.
For the complete analysis, visit the Jones Lang LaSalle Inc JLL stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is JLL's GF Score™?
JLL's GF Score™ is 93/100, indicating a strong overall stock assessment based on key financial metrics and growth potential.
Is JLL overvalued or undervalued?
JLL is currently overvalued, trading at 8.8% above its GF Value™ estimate.
What is JLL's P/E ratio?
JLL's P/E ratio is 17.0x, which is below its 5-year median of 21.1x, indicating that it is trading at a lower valuation compared to its historical levels.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
A downtrend has been apparent in Jones Lang LaSalle (JLL - Free Report) lately with too much selling pressure. The stock has declined 17.1% over the past four weeks. However, given the fact that it is now in oversold territory and Wall Street analysts are majorly in agreement about the company's ability to report better earnings than they predicted earlier, the stock could be due for a turnaround.
We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator that measures the speed and change of price movements.
RSI oscillates between zero and 100. Usually, a stock is considered oversold when its RSI reading falls below 30.
Technically, every stock oscillates between being overbought and oversold irrespective of the quality of their fundamentals. And the beauty of RSI is that it helps you quickly and easily check if a stock's price is reaching a point of reversal.
So, by this measure, if a stock has gotten too far below its fair value just because of unwarranted selling pressure, investors may start looking for entry opportunities in the stock for benefiting from the inevitable rebound.
However, like every investing tool, RSI has its limitations, and should not be used alone for making an investment decision.
Why JLL Could Bounce Back Before LongThe heavy selling of JLL shares appears to be in the process of exhausting itself, as indicated by its RSI reading of 29.61. So, the trend for the stock could reverse soon for reaching the old equilibrium of supply and demand.
This technical indicator is not the only factor that calls for a potential rebound for the stock. There is a fundamental indicator as well. A strong agreement among sell-side analysts covering JLL in raising earnings estimates for the current year has led to an increase in the consensus EPS estimate by 2.7% over the last 30 days. And an upward trend in earnings estimate revisions usually translates into price appreciation in the near term.
Moreover, JLL currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on trends in earnings estimate revisions and EPS surprises. This is a more conclusive indication of the stock's potential turnaround in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
Zacks Premium also includes the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
#1 (Strong Buy) stocks have produced an unmatched +23.7% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Jones Lang LaSalle (JLL - Free Report) Chicago-based Jones Lang LaSalle Incorporated — popularly known as JLL — is a leading full-service real estate firm that provides corporate, financial and investment management services to corporations and other real estate owners, users and investors worldwide.
JLL is a #2 (Buy) on the Zacks Rank, with a VGM Score of A.
Additionally, the company could be a top pick for growth investors. JLL has a Growth Style Score of B, forecasting year-over-year earnings growth of 18.9% for the current fiscal year.
Three analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.59 to $22.35 per share. JLL boasts an average earnings surprise of +12.1%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, JLL should be on investors' short list.
On June 02, 2026, Jones Lang LaSalle Inc JLL shares rose 3.9% today, bringing the current price to $295.99. Over the past 52 weeks, the stock has fluctuated between a high of $363.06 and a low of $217.21, showing significant volatility.
GF Value™ verdict: JLL is currently priced at $295.99, which is 1.3% overvalued compared to the GF Value™ of $292.11.GF Score™: With a score of 93/100, JLL is ranked as a strong investment opportunity based on several financial metrics.Most notable signal: Insiders have sold $2.4M worth of shares in the last 3 months with no reported buying activity. Is JLL Overvalued or Undervalued? According to the GF Value™, JLL's current price of $295.99 is slightly above its estimated fair value of $292.11, indicating that the stock is 1.3% overvalued. This suggests a minimal margin of safety for potential investors. The GF Valuation label indicates that the stock is fairly valued, suggesting that while it may not be a bargain, it is not excessively priced either. However, being overvalued poses certain risks, especially if market conditions shift or if the company fails to meet growth expectations.
GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. Given the current valuation, potential investors may want to consider the risks associated with a slight overvaluation before making investment decisions.
How Does JLL's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 15.9x 20.9x Forward P/E 12.9x N/A JLL's current P/E ratio of 15.9x is significantly below its 5-year median of 20.9x, indicating that the stock is trading at a lower valuation compared to its historical performance. This P/E analysis aligns with the GF Value™ verdict, suggesting that while the stock is slightly overvalued based on current price, it may present a more attractive valuation when viewed through the lens of historical earnings performance.
What Does JLL's GF Score™ Tell Us? Metric Rating GF Score™ 93 Financial Strength 6/10 Profitability 8/10 Growth 10/10 Valuation 9/10 Momentum 8/10 The GF Score™ ranks JLL at 93/100, highlighting its strong growth potential (10/10) and robust valuation metrics (9/10). However, its financial strength score of 6/10 indicates a moderate level of stability compared to other firms. The profitability rank of 8/10 demonstrates solid earnings, while the momentum score of 8/10 suggests a positive trend in share price performance. Overall, JLL exhibits compelling strengths, particularly in growth and valuation, although the financial strength score indicates areas that may require further scrutiny.
What Are Insiders Doing with JLL Stock? Recently, insiders at Jones Lang LaSalle Inc have sold approximately $2.4 million in shares over the past three months, with no reports of insider buying during this period. This selling trend may suggest a lack of confidence among insiders regarding the stock's short-term performance, which could raise concerns for potential investors. However, insider selling does not necessarily indicate a negative outlook for the company as it can often reflect personal financial decisions unrelated to the company's performance.
What This Means for Investors Based on the current analysis, Jones Lang LaSalle Inc JLL appears to be slightly overvalued according to GF Value™, with a current price of $295.99 compared to a fair value of $292.11. Although the company shows strong growth potential and a high GF Score™, the current overvaluation and insider selling may warrant caution for prospective investors.
For the complete analysis, visit the Jones Lang LaSalle Inc JLL stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is JLL's GF Score™?
JLL has a GF Score™ of 93/100, indicating a strong investment opportunity based on several financial metrics.
Is JLL overvalued or undervalued?
JLL is currently overvalued, with a GF Value™ of $292.11 compared to its current price of $295.99.
What is JLL's P/E ratio?
JLL's P/E (TTM) ratio is 15.9x, which is significantly below its 5-year median of 20.9x, suggesting that it is trading at a lower valuation compared to its historical performance.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Rise in ranking reflects strong revenue performance and strategic execution
, /PRNewswire/ -- JLL (NYSE: JLL) announced today it ranked #175 on the 2026 Fortune 500® list, up from #188 in 2025. This advancement reflects the firm's strong revenue performance and continued execution of its strategic growth initiatives.
"Our advancement on the Fortune 500 list reflects the strength of our integrated global platform and the trust our clients place in us to deliver superior value and innovative solutions," said Christian Ulbrich, JLL CEO. "Through our Accelerate 2030 strategy, we are building on this momentum by driving innovation, deepening client partnerships and expanding our leadership in the markets and services of tomorrow, from AI-powered portfolio intelligence to sustainable building solutions that shape the future of real estate for a better world."
Fortune ranks companies by total revenues for their respective fiscal years. The complete list and information on the methodology can be found on Fortune's website.
JLL's Accelerate 2030 strategy positions the firm to accelerate its core leadership position while deepening client relationships and advancing platform excellence. JLL's investments in proprietary data, AI capabilities and integrated global operations enable clients to navigate complexity with confidence and make smarter decisions across the entire real estate lifecycle. Learn more at jll.com.
About JLL
JLL (NYSE:JLL) is a leading global commercial real estate services and investment management company with annual revenue of $26.1 billion, operations in over 80 countries and a global workforce of more than 113,000 as of March 31, 2026. For over 200 years, clients have trusted JLL, a Fortune 500® company, to help them confidently buy, build, occupy, manage and invest across a variety of industries and property types, including office, industrial, hotel, multi-family, retail and data center properties. Driven by our purpose to shape the future of real estate for a better world, we help our clients, people and communities SEE A BRIGHTER WAY. Powered by rich global datasets and leading technology capabilities, we provide coordinated, end-to-end delivery of real estate services for a broad range of global clients who represent a wide variety of industries. Through LaSalle Investment Management, we invest for clients on a global basis in both private assets and publicly traded real estate securities. For further information, visit jll.com.
JLL climbs to #175 on Fortune 500 list PR Newswire
CHICAGO, June 3, 2026
Rise in ranking reflects strong revenue performance and strategic execution
, /PRNewswire/ -- JLL (NYSE: JLL) announced today it ranked #175 on the 2026 Fortune 500® list, up from #188 in 2025. This advancement reflects the firm's strong revenue performance and continued execution of its strategic growth initiatives.
"Our advancement on the Fortune 500 list reflects the strength of our integrated global platform and the trust our clients place in us to deliver superior value and innovative solutions," said Christian Ulbrich, JLL CEO. "Through our Accelerate 2030 strategy, we are building on this momentum by driving innovation, deepening client partnerships and expanding our leadership in the markets and services of tomorrow, from AI-powered portfolio intelligence to sustainable building solutions that shape the future of real estate for a better world."
Fortune ranks companies by total revenues for their respective fiscal years. The complete list and information on the methodology can be found on Fortune's website.
JLL's Accelerate 2030 strategy positions the firm to accelerate its core leadership position while deepening client relationships and advancing platform excellence. JLL's investments in proprietary data, AI capabilities and integrated global operations enable clients to navigate complexity with confidence and make smarter decisions across the entire real estate lifecycle. Learn more at jll.com.
About JLL
JLL NYSE:JLL is a leading global commercial real estate services and investment management company with annual revenue of $26.1 billion, operations in over 80 countries and a global workforce of more than 113,000 as of March 31, 2026. For over 200 years, clients have trusted JLL, a Fortune 500® company, to help them confidently buy, build, occupy, manage and invest across a variety of industries and property types, including office, industrial, hotel, multi-family, retail and data center properties. Driven by our purpose to shape the future of real estate for a better world, we help our clients, people and communities SEE A BRIGHTER WAY. Powered by rich global datasets and leading technology capabilities, we provide coordinated, end-to-end delivery of real estate services for a broad range of global clients who represent a wide variety of industries. Through LaSalle Investment Management, we invest for clients on a global basis in both private assets and publicly traded real estate securities. For further information, visit jll.com.
, /PRNewswire/ -- JLL Income Property Trust, an institutionally managed, daily NAV REIT (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX; ZIPIBX; ZIPSAX; ZIPZAX; ZIPDBX) with approximately $6.8 billion in portfolio equity and debt investments, announced that it closed a $49 million mortgage loan secured by Louisville Logistics Center, a Class A distribution center totaling approximately 1M square feet in the south Louisville, KY market. The loan has a five-year term with an interest rate of 5.28%. The transaction supports JLL Income Property Trust's strategy to increase accretive leverage in its portfolio to enhance point forward returns.
"As debt capital markets continue to improve following the recent repricing cycle, we are seeing more favorable terms on debt, creating opportunities to add accretive leverage on both new and existing properties in our core real estate portfolio," said Allan Swaringen, President and CEO of JLL Income Property Trust. "During this recovery phase of the real estate cycle, the addition of accretive leverage to gradually increase our loan-to-value ratio is a strategic component of our business plan to drive positive performance. This added leverage on a high-quality industrial property in an infill location should provide the portfolio with durable cash flow and enhance income for our investors."
Louisville Logistics Center is a state-of-the-art, cross dock distribution center strategically located in the industrial submarket of South Louisville, Kentucky. The property was acquired by the fund in 2023 and features significant custom equipment and technology enhancements by the tenant. The region is home to major air and ground distribution hubs for UPS, and the confluence of major highways allows distribution to over half of the U.S. population within a day's drive, making it one of the more desirable logistics locations in the Central U.S.
JLL Income Property Trust's allocation to industrial real estate remains one of its highest conviction property sectors. As of March 31, 2026, industrial investments comprise the largest percentage of the total $6.8 billion portfolio at 38%, with $2.4 billion in assets across 64 industrial properties.
JLL Income Property Trust is an institutionally managed, daily NAV REIT that owns a growing portfolio of real estate investments selected by an institutional investment management team and sponsored by one of the world's leading real estate services firms.
For more information on JLL Income Property Trust, please visit our website at www.jllipt.com.
JLL INCOME PROPERTY TRUST, INC. (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX; ZIPIBX; ZIPSAX; ZIPZAX; ZIPDBX),
JLL Income Property Trust, Inc. is a daily NAV REIT that owns and manages a diversified portfolio of high quality, income-producing residential, industrial, grocery-anchored retail, healthcare and office properties located in the United States. JLL Income Property Trust expects to further diversify its real estate portfolio over time, including on a global basis. For more information, visit www.jllipt.com.
ABOUT LASALLE INVESTMENT MANAGEMENT | INVESTING TODAY. FOR TOMORROW.
LaSalle Investment Management, a subsidiary of JLL, is a globally integrated, diverse real estate investment manager. On a global basis, LaSalle manages US$86.9 billion of assets in private and public real estate equity and debt investments as of Q4 2025. LaSalle's client base includes public and private pension funds, insurance companies, governments, corporations, endowments and private individuals from across the globe. LaSalle sponsors a diverse range of investment vehicles, including separate accounts, open- and closed-end funds, public securities and entity-level investments.
Forward Looking Statements and Future Results
This press release may contain forward-looking statements with respect to JLL Income Property Trust. Forward-looking statements are statements that are not descriptions of historical facts and include statements regarding management's intentions, beliefs, expectations, research, market analysis, plans or predictions of the future. Because such statements include risks, uncertainties and contingencies, actual results may differ materially from those expressed or implied by such forward-looking statements. Past performance is not indicative of future results and there can be no assurance that future dividends will be paid.
CONTACTS:
Michael Gelobter
LaSalle Investment Management
Email: [email protected]
Doug Allen
Dukas Linden Public Relations
Telephone: +1 646 722 6530
Email: [email protected]
Four Seasons Private Residences Lake Austin obtains senior construction loan financing
, /PRNewswire/ -- JLL's Capital Markets Group announced today that it has secured an $870 million senior loan for Four Seasons Private Residences Lake Austin, an ultra-luxury residential development in Austin, Texas.
JLL, alongside co-advisors Cobalt Equities and Adelaide Real Estate, represented the developers, Austin Capital Partners and Lincoln Property Company, in arranging the loans through TYKO Capital, an affiliate of Elliott Investment Management.
Four Seasons Private Residences Lake Austin. Four Seasons Private Residences Lake Austin, located at 6509 Bridgepoint Pkwy, sits on a 210-acre assemblage with nearly a mile of shoreline frontage and offers unobstructed panoramic views of the lake, Hill Country and Austin skyline. Elevated 380 feet above Lake Austin, the development features a private lakefront clubhouse and includes two private marina. The project is positioned directly across from Austin Country Club and represents one of the last undeveloped tracts on Lake Austin.
Austin continues to be one of the fastest growing metros in the nation and has experienced unprecedented growth as a leading technology hub, with the metro area adding over 110,000 new jobs in recent years. The city has attracted a significant number of high-net-worth individuals in recent decades driving demand for luxury residential offers.
Phase I of Four Seasons Private Residences Lake Austin will deliver private residences and 28 villa lots, along with world-class amenities spanning over 100,000 square feet. The resort-style amenities include a private restaurant operated by Michelin-starred chef Daniel Boulud, an exclusive 96-seat theater with a 60-foot Samsung Onyx screen, a 76,000-square-foot indoor sports club featuring pickleball courts, indoor tennis court, two golf simulators and a 300-foot infinity pool with panoramic lake views. Additional amenities include private boat slips, outdoor club memberships and dedicated Four Seasons hospitality services.
JLL Capital Market's Debt Advisory team representing the borrower was led by Senior Managing Director Doug Opalka, Executive Managing Director Riaz Cassum and Director Scott Dickey.
"The successful arrangement of financing for Four Seasons Private Residences Lake Austin reflects the strength of Austin's luxury residential market and the unique value proposition this development offers," said Opalka. "The combination of an irreplaceable lakefront location, Four Seasons branding and world-class amenities creates an unparalleled offering in the Austin market."
Austin Capital Partners and Lincoln Property Company will begin vertical construction with Phase I completion expected in 2029. Lincoln Property Company, with over 59 years of experience and 170+ million square feet of development, will serve as development manager for the project.
JLL's Capital Markets Group is a full-service global provider of capital solutions for real estate investors and occupiers. The group's in-depth local market and global investor knowledge delivers the best-in-class solutions for clients — whether investment sales and advisory, debt advisory, equity advisory or a recapitalization. The group has more than 3,000 Capital Markets specialists worldwide with offices in nearly 50 countries.
For more news, videos and research resources, please visit JLL's newsroom.
About Austin Capital Partners
Austin Capital Partners is an Austin-based real estate development firm led by Jonathan Coon, Jason Subotky, and Eduardo Margain. The firm is the developer of Four Seasons Private Residences Lake Austin, a residential-only private resort community on Lake Austin. Learn more at www.austincapitalpartners.com.
About Lincoln Property Company
Lincoln Property Company is one of the largest private real estate firms in the United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, multifamily, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-use properties, throughout the United States, United Kingdom, and Europe. Lincoln's combined management and leasing portfolio on behalf of institutional clients includes more than 720 million square feet of commercial space. For more information, visit: www.lpc.com.
About TYKO CAPITAL
TYKO Capital is a multi-billion-dollar Commercial Real Estate Private Equity and Private Credit Investment Management Platform, which is a joint venture between Adi Chugh and Elliott Investment Management. TYKO was established in August 2023 to capitalize on the void in the CRE capital markets caused by the current macro-economic environment, focusing on institutional borrowers and institutional assets in top-tier markets. TYKO's focus and reach in the CRE space are unique, given the firm's proprietary deal-sourcing capabilities and ability to commit large amounts of capital to institutional deals.
TYKO invests across the entire capital stack (Senior Financings, Whole Loan Financings, Junior/Mezz, Pref Equity, LP Equity, GP Equity) and across all asset classes. Learn more at tykocapital.com.
About JLL
JLL (NYSE:JLL) is a leading global commercial real estate services and investment management company with annual revenue of $26.1 billion, operations in over 80 countries and a global workforce of more than 113,000 as of March 31, 2026. For over 200 years, clients have trusted JLL, a Fortune 500® company, to help them confidently buy, build, occupy, manage and invest across a variety of industries and property types, including office, industrial, hotel, multi-family, retail and data center properties. Driven by our purpose to shape the future of real estate for a better world, we help our clients, people and communities SEE A BRIGHTER WAY. Powered by rich global datasets and leading technology capabilities, we provide coordinated, end-to-end delivery of real estate services for a broad range of global clients who represent a wide variety of industries. Through LaSalle Investment Management, we invest for clients on a global basis in both private assets and publicly traded real estate securities. For further information, visit jll.com.
JLL launches new Global Credit Intensity Index, alongside Global Bid Intensity Index, providing a forward-looking view on investor bidding and lender appetite
, /PRNewswire/ -- A powerful new commercial real estate liquidity cycle continues apace as a hyper-competitive debt market and expanding investor bidding pools signal a turning point for global property markets. This is according to JLL's newly expanded suite of capital indicators, powered by the firm's proprietary data: The Global Credit Intensity Index, which tracks active lenders and competitiveness of loan terms, and Global Bid Intensity Index, measuring real-time buyer activity. Drawing on JLL's proprietary dataset of nearly $9 trillion investment sales bids and loan quotes, the combined indices offer a comprehensive, forward-looking view on commercial real estate capital markets activity across investment sales and credit markets.
Global credit competition soared to an all-time high in April 2026, fuelled by a massive wave of refinancing and large loan placements. With a near-record number of distinct lenders active across all capital sources, lenders are competing to place capital and are expanding their risk tolerance. This robust appetite has triggered a notable rise in winning loan-to-value (LTV) rates as lenders seek to deploy more capital.
Simultaneously, investment sales competitiveness showed steady improvement over the past year. Following some seasonal softening to start the year, the weight of capital active in the transaction market is rising as investors are drawn to the strong relative value proposition of commercial real estate, even amid a backdrop of macroeconomic and geopolitical uncertainty.
"We are seeing a hyper-competitive financing environment," said Richard Bloxam, CEO, Capital Markets, JLL. "The sheer volume of debt capital chasing yield is near all-time highs, and lenders are moving aggressively to win business. When you combine this highly competitive debt environment with a steady rebuilding of investor bidding pools, it's clear that a powerful new liquidity cycle is underway."
Key Findings and Market Dynamics:
Lender Appetite at Near-Record Levels: The number of distinct lenders actively submitting quotes on loans remains near all-time highs, with April 2026 showing some of the strongest lender participation on record. To stand out in a crowded market, lenders are increasingly competing on terms, driving a rise in average winning bank loan-to-value rates since the start of the year. Bidders Return with Discipline: Bidding dynamics are on the rise, driven by an increase in the number of unique capital sources bidding on transaction processes. While bidding pools are expanding, actual pricing competitiveness on individual transactions still lags peak 2021 levels by a notable margin. Bid-Ask Spread Stabilizes: While a gap between buyer and seller expectations persists on a number of transactions—including the U.S. multi-housing sector where rent growth has been more subdued—the overall global bid-ask spread has narrowed significantly since the market trough in 2023. This sustained stability over the past year demonstrates a strong foundation of pricing alignment, paving the way for a more predictable and steady transaction environment in the months ahead. Diverging Forces: Since early 2025, a divergence has been evident between the credit and investment sales markets. Competitiveness and market activity in the credit markets are rising more sharply than bidder competitiveness. This is partially accounted for by an above-average share of refinancing activity relative to new acquisitions. "The credit markets globally are currently acting as a significant catalyst for this recovery, providing vital optionality for property owners facing loan maturities," said Trey Morsbach, Head of US Debt Advisory, Capital Markets, JLL. "As debt is successfully refinanced and pricing stability further takes hold across major property sectors, we expect this competitive lender appetite to fuel a broader and active acquisition market in the second half of the year."
For more news, videos and research resources on JLL, please visit JLL's newsroom.
About JLL
JLL (NYSE:JLL) is a leading global commercial real estate services and investment management company with annual revenue of $26.1 billion, operations in over 80 countries and a global workforce of more than 113,000 as of March 31, 2026. For over 200 years, clients have trusted JLL, a Fortune 500® company, to help them confidently buy, build, occupy, manage and invest across a variety of industries and property types, including office, industrial, hotel, multi-family, retail and data center properties. Driven by our purpose to shape the future of real estate for a better world, we help our clients, people and communities SEE A BRIGHTER WAY. Powered by rich global datasets and leading technology capabilities, we provide coordinated, end-to-end delivery of real estate services for a broad range of global clients who represent a wide variety of industries. Through LaSalle Investment Management, we invest for clients on a global basis in both private assets and publicly traded real estate securities. For further information, visit jll.com.
About Global Bid Intensity Index and Global Credit Intensity Index
The Global Bid Intensity Index measures investment sales competitiveness through the number of unique bidders on a transaction and the relationship between winning bids and asking prices. The Global Credit Intensity Index measures debt market intensity through the number of unique lenders quoting on loan opportunities and the average winning loan-to-value (LTV) ratio. Together, these indices create a comprehensive liquidity monitoring system and provide unmatched early signals ahead of the rest of the market.
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Zacks Premium also includes the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
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You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Jones Lang LaSalle (JLL - Free Report) Chicago-based Jones Lang LaSalle Incorporated — popularly known as JLL — is a leading full-service real estate firm that provides corporate, financial and investment management services to corporations and other real estate owners, users and investors worldwide.
JLL is a #2 (Buy) on the Zacks Rank, with a VGM Score of A.
Additionally, the company could be a top pick for growth investors. JLL has a Growth Style Score of B, forecasting year-over-year earnings growth of 21.3% for the current fiscal year.
For fiscal 2026, five analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $1.04 to $22.80 per share. JLL boasts an average earnings surprise of +12.1%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, JLL should be on investors' short list.
Key Takeaways JLL reaffirmed 2026 adjusted EBITDA. It expects adjusted EPS to grow 20% at the midpoint of the range.JLL's Q1 2026 resilient revenues rose 7%, led by Workplace Management and Project Management growth.JLL is using AI, software and targeted acquisitions to boost capabilities and market share. Jones Lang LaSalle’s (JLL - Free Report) diversified platform supports balanced growth across advisory businesses and resilient, recurring services, reducing earnings volatility. Strong leasing, capital markets and outsourcing demand, combined with AI-driven productivity and targeted acquisitions, position the company for continued growth while supporting its 2026 guidance.
Analysts seem bullish on this Zacks Rank #2 (Buy) company. The Zacks Consensus Estimate for JLL’s 2026 earnings per share (EPS) has moved 45 cents northward over the past month to $22.80. Given its solid fundamentals and positive estimate revisions, the stock is likely to keep performing well in the quarters ahead.
In the past three months, shares of this company have gained 1.6% compared with the industry's 8.9% growth.
Image Source: Zacks Investment Research
Factors That Make JLL Stock a Solid PickPlatform breadth and guidance: JLL’s broad portfolio of real estate services enables it to serve as a single-source provider for many clients. The company continues to balance growth between advisory businesses and more resilient, recurring service offerings, helping reduce earnings volatility through market cycles. Management highlighted strong activity in Leasing Advisory and Capital Markets Services, supported by data, AI capabilities and operational discipline. For 2026, JLL reaffirmed adjusted EBITDA guidance of $1.575-$1.675 billion and expects an adjusted EPS in the range of $21.80-$23.50, reflecting 20% growth at the midpoint. It also provided segment revenue targets, including high single-digit growth in Leasing Advisory and low double-digit growth in Capital Markets Services.
Outsourcing-led resilient revenues: JLL’s Real Estate Management Services segment remains well-positioned to benefit from the growing trend of outsourcing real estate operations. Clients increasingly seek workplace flexibility, sustainability initiatives and advice on optimizing workplace portfolios, supporting demand for the company’s integrated services. During first-quarter 2026, resilient revenues rose 7% in local currency, driven by Workplace Management growth of 8% and Project Management growth of 10%. Management noted that Workplace Management renewal rates remain stable and the sales pipeline is healthy, although it is more heavily weighted toward the second half of the year. Project Management activity was described as healthy, particularly in the United States, with additional momentum from data center projects.
Targeted M&A and investment management growth: JLL continues investing in acquisitions and strategic initiatives to strengthen capabilities and capitalize on consolidation opportunities within the real estate industry. Past acquisitions have expanded expertise in areas such as data center services and technology-enabled brokerage, while enhancing adjacent growth opportunities. Management emphasized that acquisition activity is intended to complement organic growth, deepen client relationships and add synergistic scale rather than diversify broadly. In first-quarter 2026, the company highlighted the first close of a global decarbonization fund. Management believes that using JLL capital to seed flagship products can support investor confidence and restart fundraising momentum.
Data, AI and software enablement: JLL is leveraging proprietary data and AI tools to enhance productivity and provide deeper client insights across advisory workflows. Management linked these capabilities to market share gains in Leasing Advisory and Capital Markets Services, where execution speed and pricing intelligence are important competitive advantages. The company is also integrating software and technology offerings into Real Estate Management Services following its 2026 reporting realignment. During first-quarter 2026, software revenues increased at a high single-digit rate, although spending on discretionary technology solutions remained softer among some large existing clients. Management expects Software and Technology Solutions revenues to grow at a mid- to high-single-digit pace in 2026.
Other Stocks to ConsiderSome other top-ranked stocks from the real estate operations sector are CBRE Group (CBRE - Free Report) and Newmark Group (NMRK - Free Report) . Both CBRE and Newmark carry a Zacks Rank of 2 at present. You can see the complete list of today’s Zacks #1 (Strong Buy) Rank stocks here.
The Zacks Consensus Estimate for CBRE’s 2026 EPS is pegged at $7.65, which indicates year-over-year growth of 19.91%.
The consensus estimate for NMRK’s 2026 EPS is pinned at $1.91, which calls for an increase of 17.9% from the year-ago period.
SANTA MONICA, Calif.--(BUSINESS WIRE)--Douglas Emmett, Inc. (NYSE:DEI), a real estate investment trust (REIT), today announced that Mr. Andy Cohen has been elected to its Board of Directors.
Mr. Cohen is Global Co-Chair of Gensler, the world’s largest architecture, design and planning firm with 60 offices and 6,500 professionals across the Americas, Europe, Greater China, Asia Pacific and the Middle East. He has spent his entire 43-year career at Gensler, serving as Co-CEO from 2005 to 2024 before stepping into the Global Co-Chair role for Gensler as well as Co-Chair of its Board of Directors. Under Mr. Cohen’s leadership, Gensler tops the list of global architectural firms, generating over $2 billion in revenue and designing projects in over 100 countries in 2025. Mr. Cohen is a member of the Urban Land Institute’s (ULI) Urban Development and Mixed-Use Council, the Policy Advisory Board of the Fisher Center for Real Estate & Urban Economics at Berkeley’s Haas School of Business, the UCLA Luskin School of Public Affairs Board of Advisors, and the USC School of Architecture Board of Councilors, among others. A registered architect in 41 states and 3 Canadian provinces, Mr. Cohen is a Fellow of the American Institute of Architects and a graduate of the Pratt Institute.
About Douglas Emmett, Inc.
Douglas Emmett, Inc. (DEI) is a fully integrated, self-administered and self-managed real estate investment trust (REIT), and one of the largest owners and operators of high-quality office and multifamily properties located in the premier coastal submarkets of Los Angeles and Honolulu. Douglas Emmett focuses on owning and acquiring a substantial share of top-tier office properties and premier multifamily communities in neighborhoods that possess significant supply constraints, high-end executive housing and key lifestyle amenities. For more information about Douglas Emmett, please visit our website at www.douglasemmett.com.
Safe Harbor Statement
Except for the historical facts, the statements in this press release regarding Douglas Emmett’s business activities are forward-looking statements based on the beliefs of, assumptions made by, and information currently available to us about known and unknown risks, trends, uncertainties and factors that are beyond our control or ability to predict. Although we believe that our assumptions are reasonable, they are not guarantees of future performance and some will inevitably prove to be incorrect. As a result, our actual future results can be expected to differ from our expectations, and those differences may be material. Accordingly, investors should use caution in relying on forward-looking statements to anticipate future results or trends. For a discussion of some of the risks and uncertainties that could cause actual results to differ from those contained in the forward-looking statements, see “Risk Factors” in our Annual Report on Form 10-K filed with the U.S. Securities and Exchange Commission.
The office REIT sector is bifurcating: true moats and prime locations are separating from distressed, obsolete assets. Alexandria Real Estate, Douglas Emmett, Empire State Realty Trust, and Highwoods are highlighted for durable moats and unique competitive advantages. Deep value opportunities exist where market fear has mispriced assets with irreplaceable locations, fortress balance sheets, or unique cash engines.
SANTA MONICA, Calif.--(BUSINESS WIRE)--Douglas Emmett, Inc. (NYSE:DEI), a real estate investment trust (REIT), today announced the acquisition of the Bedford Collection, a premier 246,000-square-foot outpatient medical portfolio located on Bedford Drive in the prestigious Beverly Hills "Golden Triangle." This portfolio represents approximately 80% of the entire 400 block of Bedford with the exception of a public parking garage. The $260 million acquisition was executed through a newly formed $1.
Investors looking for stocks in the REIT and Equity Trust - Other sector might want to consider either Douglas Emmett (DEI) or NNN REIT (NNN). But which of these two stocks presents investors with the better value opportunity right now?
Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.
Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors use a variety of methods, including tried-and-true valuation metrics, to find these stocks.
Zacks has developed the innovative Style Scores system to highlight stocks with specific traits. For example, value investors will be interested in stocks with great grades in the "Value" category. When paired with a high Zacks Rank, "A" grades in the Value category are among the strongest value stocks on the market today.
One stock to keep an eye on is Douglas Emmett (DEI - Free Report) . DEI is currently sporting a Zacks Rank #2 (Buy) and an A for Value. The stock is trading with a P/E ratio of 11.11, which compares to its industry's average of 16.40. Over the past 52 weeks, DEI's Forward P/E has been as high as 13.48 and as low as 9.01, with a median of 11.23.
Another valuation metric that we should highlight is DEI's P/B ratio of 0.75. The P/B ratio pits a stock's market value against its book value, which is defined as total assets minus total liabilities. This stock's P/B looks solid versus its industry's average P/B of 1.91. Over the past 12 months, DEI's P/B has been as high as 0.93 and as low as 0.60, with a median of 0.76.
Value investors also love the P/S ratio, which is calculated by simply dividing a stock's price with the company's sales. This is a popular metric because sales are harder to manipulate on an income statement, so they are often considered a better performance indicator. DEI has a P/S ratio of 1.78. This compares to its industry's average P/S of 4.05.
Finally, our model also underscores that DEI has a P/CF ratio of 6.24. This figure highlights a company's operating cash flow and can be used to find firms that are undervalued when considering their impressive cash outlook. DEI's P/CF compares to its industry's average P/CF of 16.24. Over the past 52 weeks, DEI's P/CF has been as high as 8.61 and as low as 4.95, with a median of 6.56.
These are just a handful of the figures considered in Douglas Emmett's great Value grade. Still, they help show that the stock is likely being undervalued at the moment. Add this to the strength of its earnings outlook, and we can clearly see that DEI is an impressive value stock right now.
The Federal Communications Commission is seeking an early review of Disney's broadcast station licenses following concerns around the company's diversity, equity and inclusion efforts, according to a letter from FCC Chairman Brendan Carr Tuesday.
The letter orders the company to file for early renewal for ABC-owned television stations and notes the action is related to an investigation into Disney's DEI efforts, which began last year.
ABC-owned station licenses were originally up for renewal between 2028 and 2031.
Disney confirmed on Tuesday that it received the FCC's order initiating an accelerated review of its licenses. The FCC said in the letter that Disney now has 30 days — or until May 28 — to file for the renewals.
"ABC and its stations have a long record of operating in full compliance with FCC rules and serving their local communities with trusted news, emergency information, and public‑interest programming," Disney said in a statement. "We are confident that record demonstrates our continued qualifications as licensees under the Communications Act and the First Amendment and are prepared to show that through the appropriate legal channels. Our focus remains, as always, on serving viewers in the local communities where our stations operate."
The FCC's move to require early renewals from Disney comes as ABC faces renewed backlash from President Donald Trump this week following comments made by comedian Jimmy Kimmel in an opening monologue for his late night TV show that airs on ABC's network.
Trump revived his push for ABC to take Kimmel off the air after the host of "Jimmy Kimmel Live!" referred to First Lady Melania Trump as an "expectant widow" during the show last week, days ahead of an alleged assassination attempt at the White House Correspondents' Dinner.
However, the FCC, the federal entity that regulates the media and telecommunications industry, began investigating Disney's stations last March for possible violations of the Communications Act of 1934 and the FCC's rules regarding its prohibition on unlawful discrimination.
Since beginning its investigation, the FCC said that "Disney's ABC has purported to respond" to two inquiries. Still, the agency said that it has determined further action was "appropriate."
The order lists eight stations subject to the early renewal — three in California, as well as others in Illinois, New York, Texas, North Carolina and Pennsylvania — all of which are owned and operated by Disney. The call for early renewal does not affect Disney's affiliates, which are operated by broadcast station owners like Nexstar Media Group.
Disney is not the only media company subject to an investigation surrounding its DEI efforts.
Under Carr, who was appointed by Trump, the FCC also began investigations last year into Comcast, the owner of NBCUniversal, as well as Paramount, prior to its merger with Skydance.
Following reports earlier Tuesday of the FCC's intention to review ABC's licenses early, FCC Commissioner Anna Gomez called the move "unprecedented, unlawful, and going nowhere," in a post on X, adding that "this political stunt won't stick. Companies should challenge it head-on. The First Amendment is on their side."
First Amendment experts began to weigh in on the FCC's latest move on Tuesday, raising similar points as to when "Jimmy Kimmel Live!" was temporarily suspended in September following comments the host made after the killing of conservative activist Charlie Kirk.
At the time, Carr had suggested broadcast station licenses could be revoked in response.
"The FCC has no authority to cancel broadcasters' licenses because of their perceived political views. But this isn't just about the rights of Disney and ABC," said Jameel Jaffer, executive director at the Knight First Amendment Institute at Columbia University in an emailed statement.
"President Trump is trying to consolidate control over what Americans see and hear on the radio, television, and social media. If he gets his way, we'll have only government-aligned media organizations that broadcast only government-approved news and commentary. It would be difficult to imagine an outcome more corrosive to democracy or more offensive to the First Amendment," Jaffer said.
Federal Communications Commission chairman Brendan Carr said Thursday that the decision to order an early license review for Disney’s ABC television stations is about the company’s diversity, equity and inclusion initiatives — not President Trump’s clash with late-night host Jimmy Kimmel.
“This was based on DEI conduct and not speech,” Carr said at a press conference following the FCC’s monthly meeting.
The review, which was announced on Tuesday, came a day after Trump demanded Kimmel’s firing on Truth Social for a joke the comedian made at the expense of first lady Melania Trump on ABC’s “Jimmy Kimmel Live!” last week.
FCC chair Brendan Carr said his decision to kick off an early review of Disney’s TV licenses is related to a DEI probe. REUTERS The timing of the review has raised eyebrows, leading some critics to believe the review was in connection of the latest escalation of the skirmish between Kimmel and Trump.
The FCC first launched its Disney probe in March 2025 into whether the Mouse House was still engaging in DEI practices that flout the agency’s equal employment opportunity rules.
Carr said the information the FCC has received from Disney has caused him to suspect that the media giant is in violation of the agency’s rules against discrimination based on race and gender.
The chairman added that Disney hasn’t been completely forthcoming in its responses to the FCC’s requests for information.
“It felt like they were playing rope-a-dope,” Carr said of Disney’s response to the agency’s document demands.
Disney did not immediately respond to requests for comment on Carr’s remarks.
Jimmy Kimmel’s skirmish with the president was sparked by his April 23 show, in which he joked that the first lady had “a glow like an expectant widow.” Jimmy Kimmel Live / YouTube A rep for Disney previously said that the company is confident that the “record demonstrates our continued qualifications as licensees under the Communications Act and the First Amendment and are prepared to show that through the appropriate legal channels.”
The Mouse House has until May 28 to comply with the FCC’s order. It owns eight television stations in major markets including New York and Los Angeles.
Following news of the probe, Disney said it is confident that the “record demonstrates our continued qualifications as licensees under the Communications Act and the First Amendment and are prepared to show that through the appropriate legal channels.” GC Images Kimmel’s flap with the administration was sparked by his April 23 show, in which he presented a mock White House Correspondents’ Dinner speech where he joked that the first lady had “a glow like an expectant widow.”
The joke was made days before a man opened fire outside the White House Correspondents’ Association Dinner, which took place at the Washington Hilton in DC Saturday night.
The suspected gunman, Cole Allen, 31, was charged on Monday with attempting to assassinate Trump and two firearm offenses.
Trump echoes his demand that Kimmel be fired as the late-night host has continued his jokes about the president in his monologues.
SANTA MONICA, Calif.--(BUSINESS WIRE)--Douglas Emmett, Inc. (NYSE: DEI), a real estate investment trust (REIT), has released its First Quarter 2026 Earnings Results and Operating Information package by posting it to the investor relations section of its website at www.douglasemmett.com/investors. As previously announced, Jordan Kaplan, Chairman & CEO, Peter Seymour, CFO, Kevin Crummy, CIO, and Stuart McElhinney, Vice President Investor Relations will host a live conference call to discuss D.
Douglas Emmett (DEI - Free Report) came out with quarterly funds from operations (FFO) of $0.37 per share, beating the Zacks Consensus Estimate of $0.36 per share. This compares to FFO of $0.4 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an FFO surprise of +4.23%. A quarter ago, it was expected that this real estate investment trust would post FFO of $0.35 per share when it actually produced FFO of $0.35, delivering no surprise.
Over the last four quarters, the company has surpassed consensus FFO estimates just once.
Douglas Emmett, which belongs to the Zacks REIT and Equity Trust - Other industry, posted revenues of $250.96 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 0.94%. This compares to year-ago revenues of $251.54 million. The company has topped consensus revenue estimates two times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future FFO expectations will mostly depend on management's commentary on the earnings call.
Douglas Emmett shares have added about 0.9% since the beginning of the year versus the S&P 500's gain of 5.2%.
What's Next for Douglas Emmett?While Douglas Emmett has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's FFO outlook. Not only does this include current consensus FFO expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Douglas Emmett was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus FFO estimate is $0.35 on $254.78 million in revenues for the coming quarter and $1.41 on $1.02 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, REIT and Equity Trust - Other is currently in the top 24% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, SmartStop (SMA - Free Report) , has yet to report results for the quarter ended March 2026. The results are expected to be released on May 6.
This real estate investment trust with a focus on self-storage facilities is expected to post quarterly earnings of $0.48 per share in its upcoming report, which represents a year-over-year change of +17.1%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
SmartStop's revenues are expected to be $72.56 million, up 10.9% from the year-ago quarter.
For the quarter ended March 2026, Douglas Emmett (DEI - Free Report) reported revenue of $250.96 million, down 0.2% over the same period last year. EPS came in at $0.37, compared to $0.24 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $253.35 million, representing a surprise of -0.94%. The company delivered an EPS surprise of +4.23%, with the consensus EPS estimate being $0.36.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Douglas Emmett performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Revenues- Total office revenues: $200.52 million versus the three-analyst average estimate of $202.84 million. The reported number represents a year-over-year change of -0.8%.Revenues- Total multifamily revenues: $50.44 million compared to the $50.5 million average estimate based on three analysts. The reported number represents a change of +2% year over year.Revenues- Office revenues- Parking and other income: $31.47 million versus the two-analyst average estimate of $29.77 million. The reported number represents a year-over-year change of +6.4%.Revenues- Multifamily revenues- Rental revenues: $46.01 million versus the two-analyst average estimate of $46.46 million. The reported number represents a year-over-year change of +1.8%.Revenues- Office revenues- Rental revenues and tenant recoveries: $169.05 million versus the two-analyst average estimate of $173.05 million. The reported number represents a year-over-year change of -2%.Revenues- Multifamily revenues- Parking and other income: $4.43 million versus $4.42 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +4.5% change.Net Earnings Per Share (Diluted): $-0.02 versus the three-analyst average estimate of $-0.05.View all Key Company Metrics for Douglas Emmett here>>>
Shares of Douglas Emmett have returned +17.7% over the past month versus the Zacks S&P 500 composite's +9.5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
Investors interested in stocks from the REIT and Equity Trust - Other sector have probably already heard of Douglas Emmett (DEI - Free Report) and CubeSmart (CUBE - Free Report) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.
Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Style Scores highlight stocks with specific traits.
Right now, Douglas Emmett is sporting a Zacks Rank of #2 (Buy), while CubeSmart has a Zacks Rank of #3 (Hold). This system places an emphasis on companies that have seen positive earnings estimate revisions, so investors should feel comfortable knowing that DEI is likely seeing its earnings outlook improve to a greater extent. However, value investors will care about much more than just this.
Value investors are also interested in a number of tried-and-true valuation metrics that help show when a company is undervalued at its current share price levels.
Our Value category grades stocks based on a number of key metrics, including the tried-and-true P/E ratio, the P/S ratio, earnings yield, and cash flow per share, as well as a variety of other fundamentals that value investors frequently use.
DEI currently has a forward P/E ratio of 8.04, while CUBE has a forward P/E of 15.19. We also note that DEI has a PEG ratio of 5.09. This popular figure is similar to the widely-used P/E ratio, but the PEG ratio also considers a company's expected EPS growth rate. CUBE currently has a PEG ratio of 6.77.
Another notable valuation metric for DEI is its P/B ratio of 0.55. The P/B is a method of comparing a stock's market value to its book value, which is defined as total assets minus total liabilities. By comparison, CUBE has a P/B of 3.32.
These metrics, and several others, help DEI earn a Value grade of B, while CUBE has been given a Value grade of D.
DEI has seen stronger estimate revision activity and sports more attractive valuation metrics than CUBE, so it seems like value investors will conclude that DEI is the superior option right now.
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Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors use tried-and-true metrics and fundamental analysis to find companies that they believe are undervalued at their current share price levels.
Luckily, Zacks has developed its own Style Scores system in an effort to find stocks with specific traits. Value investors will be interested in the system's "Value" category. Stocks with both "A" grades in the Value category and high Zacks Ranks are among the strongest value stocks on the market right now.
One company to watch right now is Douglas Emmett (DEI - Free Report) . DEI is currently sporting a Zacks Rank #2 (Buy), as well as a Value grade of A. The stock has a Forward P/E ratio of 11.11. This compares to its industry's average Forward P/E of 16.70. Over the past 52 weeks, DEI's Forward P/E has been as high as 13.48 and as low as 9.01, with a median of 11.23.
We should also highlight that DEI has a P/B ratio of 0.75. The P/B is a method of comparing a stock's market value to its book value, which is defined as total assets minus total liabilities. DEI's current P/B looks attractive when compared to its industry's average P/B of 1.82. Over the past 12 months, DEI's P/B has been as high as 0.93 and as low as 0.60, with a median of 0.76.
Value investors also use the P/S ratio. The P/S ratio is calculated as price divided by sales. This is a preferred metric because revenue can't really be manipulated, so sales are often a truer performance indicator. DEI has a P/S ratio of 1.94. This compares to its industry's average P/S of 3.98.
Finally, investors should note that DEI has a P/CF ratio of 6.24. This data point considers a firm's operating cash flow and is frequently used to find companies that are undervalued when considering their solid cash outlook. DEI's current P/CF looks attractive when compared to its industry's average P/CF of 15.11. Over the past year, DEI's P/CF has been as high as 8.61 and as low as 4.95, with a median of 6.56.
Value investors will likely look at more than just these metrics, but the above data helps show that Douglas Emmett is likely undervalued currently. And when considering the strength of its earnings outlook, DEI sticks out as one of the market's strongest value stocks.
What happenedAccording to a SEC filing dated May 15, 2026, Landmark Investment Partners reduced its reported common-stock position in Douglas Emmett (DEI 0.72%)during the first quarter. The fund’s position in the stock fell to 762,556 shares, with a quarter-end value of $7.18 million. The overall stake’s value declined by $4.33 million, a figure that includes both trading activity and stock price movement.
What else to knowThe fund reduced its exposure to Douglas Emmett common-stock position, with the position now comprising 5.16% of 13F reportable AUM.
Top holdings after the filing:
NYSE:HLT: $12.80 million (13.2% of AUM)NYSE:AIV: $10.40 million (10.7% of AUM)NYSE:CNS: $10.05 million (10.4% of AUM)NYSE:CBRE: $8.53 million (8.8% of AUM)NASDAQ:CIGI: $6.72 million (6.9% of AUM)As of May 14, 2026, shares of Douglas Emmett were priced at $11.60, down 14.9% over the past year, underperforming the S&P 500 by 42.19 percentage points.
Company overviewMetricValueRevenue (TTM)$1.00 billionNet income (TTM)$-27.51 millionDividend yield6.51%Price (as of market close May 14, 2026)$11.60Company snapshotDouglas Emmett is a leading office and multifamily real estate investment trust with a substantial presence in the most desirable submarkets of Los Angeles and Honolulu. The company’s strategy centers on acquiring and managing properties in supply-constrained, high-demand coastal markets, enabling stable cash flows and competitive positioning. Its focus on premier assets and operational scale provides resilience and a distinct edge within the office and multifamily REIT sector.
Douglas Emmett owns and operates high-quality office and multifamily properties in coastal Los Angeles and Honolulu, focusing on premier office buildings and upscale apartment communities.
It focuses on leasing office and multifamily properties in supply-constrained markets, aiming to maintain occupancy and pricing power in premier coastal submarkets.
Douglas Emmett targets business tenants seeking premium office locations and residents seeking high-end multifamily housing in affluent, amenity-rich neighborhoods.
What this transaction means for investorsDouglas Emmett is showing signs of better office leasing, but the stock still depends on whether those leases can restore cash flow in its core Los Angeles and Honolulu markets. The REIT owns office and apartment properties in expensive, hard-to-build areas, which can help when tenant demand is healthy. But the company remains heavily tied to office real estate, and its apartment portfolio, while useful, is not large enough to fully change how investors should judge the stock.
Douglas Emmett is leasing more office space, but investors still need to see that progress show up in cash flow. The company posted its strongest quarter for new office leasing, a sign that tenant activity is improving in its markets. The catch is that the leasing momentum has not yet flowed cleanly into the financial results. Office property cash flow was still lower from a year earlier, while the apartment business continued to provide steadier support.
For investors, Douglas Emmett should not be judged only by the quality of its properties or the strength of its markets. The more important question is whether its local scale can help the company turn better leasing activity into a real recovery in cash flow. The stock likely needs more than leasing headlines; it needs evidence that new tenant activity is beginning to improve the cash flow investors use to value the REIT.
Annie Dean, Chief Strategy Officer at CBRE, is a member of The Motley Fool’s board of directors. Eric Trie has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Colliers International Group. The Motley Fool has a disclosure policy.
Investors looking for stocks in the REIT and Equity Trust - Other sector might want to consider either Douglas Emmett (DEI - Free Report) or CubeSmart (CUBE - Free Report) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.
There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our Style Scores work to identify stocks with specific traits.
Douglas Emmett and CubeSmart are sporting Zacks Ranks of #2 (Buy) and #3 (Hold), respectively, right now. The Zacks Rank favors stocks that have recently seen positive revisions to their earnings estimates, so investors should rest assured that DEI has an improving earnings outlook. But this is just one factor that value investors are interested in.
Value investors also tend to look at a number of traditional, tried-and-true figures to help them find stocks that they believe are undervalued at their current share price levels.
Our Value category grades stocks based on a number of key metrics, including the tried-and-true P/E ratio, the P/S ratio, earnings yield, and cash flow per share, as well as a variety of other fundamentals that value investors frequently use.
DEI currently has a forward P/E ratio of 8.13, while CUBE has a forward P/E of 15.56. We also note that DEI has a PEG ratio of 5.98. This figure is similar to the commonly-used P/E ratio, with the PEG ratio also factoring in a company's expected earnings growth rate. CUBE currently has a PEG ratio of 6.93.
Another notable valuation metric for DEI is its P/B ratio of 0.56. The P/B ratio pits a stock's market value against its book value, which is defined as total assets minus total liabilities. For comparison, CUBE has a P/B of 3.4.
These metrics, and several others, help DEI earn a Value grade of A, while CUBE has been given a Value grade of D.
DEI is currently sporting an improving earnings outlook, which makes it stick out in our Zacks Rank model. And, based on the above valuation metrics, we feel that DEI is likely the superior value option right now.
SANTA MONICA, Calif.--(BUSINESS WIRE)--Douglas Emmett, Inc. (NYSE: DEI), a real estate investment trust (REIT), announced today that its Board of Directors has declared a quarterly cash dividend on each share of its common stock of $0.19, or $0.76 on an annualized basis, to be paid on July 15, 2026 to shareholders of record as of June 30, 2026. About Douglas Emmett, Inc. Douglas Emmett, Inc. (DEI) is a fully integrated, self-administered and self-managed real estate investment trust (REIT), and.
While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.
Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors use fundamental analysis and traditional valuation metrics to find stocks that they believe are being undervalued by the market at large.
Luckily, Zacks has developed its own Style Scores system in an effort to find stocks with specific traits. Value investors will be interested in the system's "Value" category. Stocks with both "A" grades in the Value category and high Zacks Ranks are among the strongest value stocks on the market right now.
One stock to keep an eye on is Douglas Emmett (DEI - Free Report) . DEI is currently sporting a Zacks Rank #2 (Buy) and an A for Value. The stock is trading with a P/E ratio of 11.11, which compares to its industry's average of 16.25. DEI's Forward P/E has been as high as 13.48 and as low as 9.01, with a median of 11.23, all within the past year.
We should also highlight that DEI has a P/B ratio of 0.75. The P/B is a method of comparing a stock's market value to its book value, which is defined as total assets minus total liabilities. This stock's P/B looks solid versus its industry's average P/B of 1.89. DEI's P/B has been as high as 0.93 and as low as 0.60, with a median of 0.76, over the past year.
Value investors also love the P/S ratio, which is calculated by simply dividing a stock's price with the company's sales. Some people prefer this metric because sales are harder to manipulate on an income statement. This means it could be a truer performance indicator. DEI has a P/S ratio of 1.98. This compares to its industry's average P/S of 3.77.
Finally, investors should note that DEI has a P/CF ratio of 6.24. This metric takes into account a company's operating cash flow and can be used to find stocks that are undervalued based on their solid cash outlook. DEI's current P/CF looks attractive when compared to its industry's average P/CF of 14.81. DEI's P/CF has been as high as 8.61 and as low as 4.95, with a median of 6.56, all within the past year.
If you're looking for another solid REIT and Equity Trust - Other value stock, take a look at Industrial Logistics Properties Trust (ILPT - Free Report) . ILPT is a Zacks Rank of #2 (Buy) stock with a Value score of A.
Industrial Logistics Properties Trust also has a P/B ratio of 0.43 compared to its industry's price-to-book ratio of 1.89. Over the past year, its P/B ratio has been as high as 0.45, as low as 0.17, with a median of 0.25.
Value investors will likely look at more than just these metrics, but the above data helps show that Douglas Emmett and Industrial Logistics Properties Trust are likely undervalued currently. And when considering the strength of its earnings outlook, DEI and ILPT sticks out as one of the market's strongest value stocks.
