Johns Lyng Group Ltd (JLG) AI Stock Analysis

• Market Cap: AU$1.11B
• Dividend Yield: 1.83%
• Average Volume (3M): 2.09M
• Price to Earnings (P/E): 29.8
• Beta (1Y): 1.27
• Revenue Growth: 1.81%
• EPS Growth: -23.89%
• Country: AU
• Employees: 2,300
• Sector: Industrials
• Sector Strength: 73
• Industry: Engineering & Construction
• EPS (TTM): 0.09
• Shares Outstanding: 283,670,800
• 10 Day Avg. Volume: 2,879,855
• 30 Day Avg. Volume: 2,091,552
• PEG Ratio: N/A
• Price to Book (P/B): N/A
• Price to Sales (P/S): N/A
• P/FCF Ratio: N/A
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: AU$4.00
• Price Target Upside: 1.78% Upside
• Rating Consensus: Hold
• Number of Analyst Covering: 6

• Rating: 67 Neutral
• Price Target: AU$4.50 ▲(14.50% Upside)

Johns Lyng Group Ltd's overall stock score is driven by strong financial performance and bullish technical indicators. However, the high valuation and potential overbought conditions temper the outlook. The absence of earnings call and corporate events data limits further insights.

Johns Lyng Group Ltd Business Overview & Revenue Model

Company Description

Johns Lyng Group Limited provides integrated building services in Australia and internationally. The company operates through four segments: Insurance Building and Restoration Services, Commercial Building Services, Commercial Construction, and Other. It provides building fabric repair, contents restoration, disaster management, hazardous waste removal, and strata management services; and residential and commercial flooring, emergency domestic repairs, shop-fitting, HVAC mechanical, and pre-sale property staging services. The company also undertakes commercial construction projects in the cladding rectification, large-loss insurance, education, aged care, retail, community, hospitality, and residential sectors. It offers its services under various brands to insurance brokers, insurance companies, loss adjusters, commercial enterprises, local and state governments, and retail customers, as well as body corporates/owners' corporations. The company was founded in 1953 and is headquartered in Doncaster, Australia.

How the Company Makes Money

Johns Lyng Group Ltd makes money through its core services in the insurance building and restoration sector. The revenue model is primarily driven by contracts with insurance companies, where JLG undertakes repair and restoration projects for properties affected by insured events. These projects generate revenue through service fees and construction costs covered by the insurance policies. Additionally, JLG may engage in direct contracts with government agencies and private entities for building and restoration services. The company's earnings are bolstered by its extensive network of subcontractors and suppliers, which allows JLG to effectively manage project costs and timelines, ensuring a steady flow of projects and repeat business from satisfied clients.

Johns Lyng Group Ltd Financial Statement Overview

Summary

Johns Lyng Group Ltd demonstrates strong financial health with consistent revenue growth and efficient cash flow management. While profitability margins have faced some pressure, the company maintains a solid balance sheet with manageable leverage.

Income Statement

Johns Lyng Group Ltd has shown consistent revenue growth over the years, with a 5.2% increase in the latest year. The gross profit margin has improved to 27.3%, indicating efficient cost management. However, the net profit margin has decreased to 3.1%, reflecting potential challenges in controlling operational expenses. EBIT and EBITDA margins remain stable, suggesting steady operational performance.

Balance Sheet

The company's debt-to-equity ratio has increased to 0.47, indicating a rise in leverage, but it remains at a manageable level. Return on equity has decreased to 7.8%, suggesting reduced profitability for shareholders. The equity ratio stands at 46.5%, reflecting a solid capital structure with a balanced approach to financing.

Cash Flow

Johns Lyng Group Ltd has experienced significant growth in free cash flow, with a 190.9% increase, highlighting strong cash generation capabilities. The operating cash flow to net income ratio is 0.17, indicating efficient cash conversion from earnings. The free cash flow to net income ratio of 0.74 suggests that a substantial portion of earnings is being converted into free cash flow.

Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	1.18B	1.18B	1.16B	1.28B	895.02M	568.37M
Gross Profit	244.26M	322.12M	289.21M	155.79M	106.59M	65.59M
EBITDA	126.01M	124.06M	128.08M	118.41M	74.24M	50.57M
Net Income	37.10M	37.10M	48.01M	46.85M	25.12M	18.56M
Balance Sheet
Total Assets	1.03B	1.03B	786.07M	785.48M	640.08M	248.37M
Cash, Cash Equivalents and Short-Term Investments	81.37M	81.37M	73.82M	130.03M	56.97M	43.31M
Total Debt	223.64M	223.64M	75.95M	84.81M	55.96M	33.19M
Total Liabilities	524.22M	524.22M	325.80M	391.31M	307.26M	174.96M
Stockholders Equity	478.18M	478.18M	451.00M	358.75M	319.71M	65.56M
Cash Flow
Free Cash Flow	42.47M	39.27M	19.83M	126.46M	17.83M	25.57M
Operating Cash Flow	53.34M	53.34M	29.31M	140.68M	25.32M	28.12M
Investing Cash Flow	-128.73M	-111.90M	-100.56M	-49.71M	-187.82M	-8.23M
Financing Cash Flow	82.94M	66.11M	15.03M	-17.91M	176.16M	-23.34M

Johns Lyng Group Ltd Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 3.93
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:JLG, the sentiment is Positive. The current price of 3.93 is above the 20-day moving average (MA) of 3.91, above the 50-day MA of 3.77, and above the 200-day MA of 3.22, indicating a bullish trend. The MACD of 0.05 indicates Positive momentum. The RSI at 64.25 is Neutral, neither overbought nor oversold. The STOCH value of 78.57 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AU:JLG.

Johns Lyng Group Ltd Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
JLG	67 Neutral	AU$1.11B	29.80	7.98%	1.83%	1.81%	-23.89%
Sector *	64 Neutral	$10.73B	15.74	7.60%	2.01%	2.75%	-15.09%
UFY	―	€702.14M	20.31	12.08%	―	―	―
3NR	―	€1.11B	65.37	4.71%	―	―	―
SRG	73 Outperform	AU$1.18B	24.38	13.62%	2.55%	23.76%	21.18%
GNG	70 Outperform	AU$691.50M	20.19	50.61%	5.33%	12.96%	8.19%
GNP	67 Neutral	AU$919.86M	25.84	25.18%	0.48%	36.30%	82.20%

Johns Lyng Group Ltd Corporate Events

UBS Group AG Ceases Substantial Shareholding in Johns Lyng Group

UBS Group AG and its related bodies corporate have ceased to be substantial shareholders of Johns Lyng Group Ltd as of July 23, 2025. This change in shareholding might impact the company’s market perception and investor relations, as substantial shareholders often play a significant role in influencing company decisions and strategies.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

UBS Group AG Acquires Substantial Stake in Johns Lyng Group Ltd

UBS Group AG has become a substantial holder in Johns Lyng Group Ltd, acquiring a 5.28% voting power through various branches and asset management entities. This acquisition involves control over nearly 15 million ordinary shares, indicating a strategic investment in the company, which could influence its market positioning and stakeholder interests.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

JPMorgan Chase & Co. Ceases Substantial Holding in Johns Lyng Group

JPMorgan Chase & Co. and its affiliates have ceased to be substantial holders in Johns Lyng Group Ltd as of July 15, 2025. This change involves various transactions related to securities lending and proprietary trading, affecting a significant number of ordinary shares. The cessation of substantial holding could impact the company’s shareholder structure and market perception, potentially influencing its stock performance and strategic decisions.

The most recent analyst rating on (AU:JLG) stock is a Hold with a A$4.00 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

JPMorgan Chase Acquires Substantial Stake in Johns Lyng Group

JPMorgan Chase & Co. and its affiliates have become substantial holders in Johns Lyng Group Ltd, acquiring a 5.45% voting power through various securities lending agreements and proprietary trading. This development signifies a notable investment by a major financial institution, potentially impacting Johns Lyng Group’s market perception and stakeholder confidence.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Johns Lyng Group Updates Director’s Securities Interests

Johns Lyng Group Limited announced a change in the director’s interest in securities, specifically involving Scott Didier. On July 14, 2025, 51,148 performance rights vested and were converted into fully paid ordinary shares under the company’s Employee and Executive Incentive Plan. This change reflects the ongoing alignment of executive incentives with shareholder interests, potentially impacting the company’s governance and executive compensation strategies.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Johns Lyng Group Announces Director’s Interest Change

Johns Lyng Group Limited announced a change in the director’s interest notice, specifically involving Nicholas Carnell. On July 14, 2025, 41,207 performance rights held by NSC Collective Pty Ltd, a trust associated with Mr. Carnell, vested and were converted into fully paid ordinary shares under the company’s Employee and Executive Incentive Plan. This change reflects the company’s ongoing commitment to aligning executive incentives with shareholder interests, potentially impacting the company’s governance and stakeholder engagement strategies.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Johns Lyng Group Expands Share Issuance to Bolster Partnerships

Johns Lyng Group Limited announced the issuance of 265,195 fully paid ordinary shares following the exercise of call options related to business partner deeds for Restorx. This move, conducted without disclosure under Part 6D.2 of the Corporations Act, signifies compliance with relevant legal provisions and suggests a strategic effort to strengthen partnerships and enhance operational capacity.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Johns Lyng Group Issues New Shares to Strengthen Partnerships

Johns Lyng Group Limited has announced the issuance of 265,195 ordinary fully paid shares as part of the exercise of options related to business partner deeds for Restorx. This move is part of the company’s strategic efforts to enhance its market position and strengthen partnerships, potentially impacting its operational capabilities and stakeholder relations positively.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Johns Lyng Group Ltd Announces Quotation of New Securities

Johns Lyng Group Ltd has announced the application for quotation of 291,581 ordinary fully paid securities on the Australian Securities Exchange (ASX). This move is part of an employee incentive scheme, indicating the company’s efforts to motivate and retain its workforce. The issuance of these securities may enhance the company’s market presence and stakeholder engagement by aligning employee interests with corporate growth objectives.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Johns Lyng Group to be Acquired by Pacific Equity Partners in $1.1 Billion Deal

Johns Lyng Group Ltd has entered into a Scheme Implementation Deed with Pacific Equity Partners, under which PEP will acquire 100% of JLG’s ordinary shares at $4.00 per share, valuing the company at approximately $1.1 billion. The transaction offers a significant premium to shareholders and has received unanimous support from JLG’s Independent Board Committee and major shareholder Scott Didier. The scheme is subject to customary conditions, including shareholder and court approvals, and is expected to be completed by October 2025.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$4.90 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Johns Lyng Group to Release Shares from Voluntary Escrow

Johns Lyng Group Limited announced the release of 1,436,743 Fully Paid Ordinary Shares from voluntary escrow on 30 June 2025. These shares were part of the company’s Employee and Executive Incentive Plan issued on 3 March 2025. This release could potentially impact the company’s stock liquidity and provide more flexibility for stakeholders involved in the incentive plan.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

JPMorgan Chase & Co. Ceases Substantial Holding in Johns Lyng Group

Johns Lyng Group Ltd has announced that JPMorgan Chase & Co. and its affiliates have ceased to be substantial holders in the company as of June 17, 2025. This change in substantial holding involves transactions such as securities on loan and the purchase and sale of securities by JPMorgan’s subsidiaries, impacting the voting securities of Johns Lyng Group Ltd.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Norges Bank Acquires Substantial Stake in Johns Lyng Group

Norges Bank has become a substantial holder in Johns Lyng Group Ltd, acquiring a 5.02% voting power through its management of ordinary shares. This development indicates a significant investment by the Central Bank of Norway, potentially impacting the company’s market perception and stakeholder confidence.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Johns Lyng Group Receives Acquisition Proposal from Pacific Equity Partners

Johns Lyng Group Limited has received a conditional and non-binding indicative proposal from Pacific Equity Partners to acquire 100% of the company’s issued shares through a scheme of arrangement. An Independent Board Committee has been formed to evaluate the proposal, granting PEP a period of exclusivity for due diligence. The proposal’s outcome remains uncertain, as it requires further approvals from various stakeholders.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Norges Bank Ceases Substantial Holding in Johns Lyng Group

Johns Lyng Group Ltd has announced that Norges Bank has ceased to be a substantial holder in the company as of June 9, 2025. This change in holding, which involved the return of collateral shares, affects 57,826 common stock votes and may influence the company’s shareholder dynamics and market perception.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Norges Bank Acquires Substantial Stake in Johns Lyng Group

Norges Bank has become a substantial holder in Johns Lyng Group Ltd, acquiring a 5.01% voting power through its management of ordinary shares. This acquisition signifies a notable investment by the Central Bank of Norway, potentially impacting the company’s market positioning and stakeholder interests.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Johns Lyng Group Initiates Trading Halt Amidst Speculation

Johns Lyng Group Ltd has requested a trading halt on its securities due to media speculation about a potential change of control transaction. This halt will last until the company makes an announcement regarding the transaction or until normal trading resumes on June 12, 2025. The halt aims to manage the market’s expectations and ensure fair trading conditions.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

JPMorgan Ceases Substantial Holding in Johns Lyng Group

Johns Lyng Group Ltd has announced that JPMorgan Chase & Co. and its affiliates have ceased to be substantial holders in the company as of June 3, 2025. This change involves various transactions and securities lending agreements managed by JPMorgan’s subsidiaries, including J.P. Morgan Securities Australia Limited and J.P. Morgan Securities PLC. The cessation of substantial holding by JPMorgan may impact the company’s shareholder structure and could influence market perceptions and investor relations.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Citigroup Ceases to be Substantial Holder in Johns Lyng Group

Johns Lyng Group Ltd, a company listed on the stock exchange, has experienced a change in its substantial shareholders. Citigroup Global Markets Australia Pty Limited and its related entities have ceased to be substantial holders as of June 2, 2025. This change involves a decrease in their relevant interest in the company’s ordinary fully paid shares. The adjustments in shareholding are part of securities lending agreements and standard stock market transactions. This shift in substantial holding could impact the company’s market perception and influence stakeholder decisions.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Citigroup Becomes Substantial Shareholder in Johns Lyng Group

Citigroup Global Markets Australia Pty Limited has become a substantial shareholder in Johns Lyng Group Ltd, acquiring a 5.1233% voting power in the company. This development indicates a significant investment and interest from Citigroup, potentially impacting Johns Lyng Group’s market positioning and stakeholder dynamics.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Citigroup Ceases to be a Substantial Holder in Johns Lyng Group

Johns Lyng Group Ltd has announced that Citigroup Global Markets Australia Pty Limited and its related entities have ceased to be substantial holders in the company as of May 16, 2025. This change in substantial holding involves a decrease in relevant interest by Citibank, N.A. Sydney Branch and Citigroup Global Markets Inc, while Citigroup Global Markets Australia Pty Limited and Citigroup Global Markets Limited have increased their relevant interests. The shifts in holdings reflect changes in securities lending agreements and standard stock market transactions.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Change in Substantial Holding for Johns Lyng Group Ltd

Johns Lyng Group Ltd has announced a change in its substantial holders, with State Street Global Advisors, a subsidiary of State Street Corporation, ceasing to be a substantial holder as of May 16, 2025. This change in substantial holding could impact the company’s shareholder structure and influence its governance and decision-making processes.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Citigroup Becomes Substantial Shareholder in Johns Lyng Group

Johns Lyng Group Ltd has announced that Citigroup Global Markets Australia Pty Limited and its related entities have become substantial shareholders in the company, holding a 5.3296% voting power as of May 15, 2025. This development indicates a significant investment by Citigroup, potentially impacting the company’s market position and signaling confidence in its future prospects.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

JPMorgan Chase & Co. Increases Stake in Johns Lyng Group Ltd

JPMorgan Chase & Co. has increased its voting power in Johns Lyng Group Ltd, a company involved in the construction and building services industry, from 5.25% to 6.48%. This change in substantial holding indicates a strategic move by JPMorgan Chase & Co. to strengthen its influence within the company, potentially impacting its operations and market positioning.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.