Zacks Research Brokers Raise Earnings Estimates for JCI

Johnson Controls International plc (NYSE:JCI) – Equities research analysts at Zacks Research increased their Q4 2025 EPS estimates for Johnson Controls International in a research note issued to investors on Wednesday, September 3rd. Zacks Research analyst Team now anticipates that the company will post earnings per share of $1.14 for the quarter, up from their previous estimate of $0.92. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Johnson Controls International’s current full-year earnings is $3.64 per share. Zacks Research also issued estimates for Johnson Controls International’s Q3 2026 earnings at $1.11 EPS, Q4 2026 earnings at $1.04 EPS, FY2026 earnings at $3.86 EPS, Q1 2027 earnings at $1.00 EPS, Q2 2027 earnings at $1.05 EPS, Q3 2027 earnings at $1.09 EPS and FY2027 earnings at $4.31 EPS.

Several other brokerages also recently commented on JCI. Robert W. Baird raised their price objective on shares of Johnson Controls International from $90.00 to $110.00 and gave the company a “neutral” rating in a research report on Thursday, July 17th. The Goldman Sachs Group lifted their price target on shares of Johnson Controls International from $103.00 to $116.00 and gave the stock a “buy” rating in a research note on Tuesday, July 8th. Barclays lifted their price target on shares of Johnson Controls International from $100.00 to $101.00 and gave the stock an “equal weight” rating in a research note on Wednesday, July 30th. Jefferies Financial Group reissued a “hold” rating and issued a $120.00 price objective on shares of Johnson Controls International in a research report on Thursday, July 24th. Finally, Oppenheimer cut shares of Johnson Controls International from an “outperform” rating to a “market perform” rating in a research report on Friday, June 20th. Nine investment analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $105.72.

Johnson Controls International Stock Down 1.0%

JCI opened at $106.06 on Friday. The company has a market capitalization of $69.40 billion, a PE ratio of 31.47, a PEG ratio of 1.91 and a beta of 1.31. Johnson Controls International has a 1-year low of $67.68 and a 1-year high of $112.63. The firm’s 50 day simple moving average is $106.53 and its two-hundred day simple moving average is $94.79. The company has a current ratio of 0.96, a quick ratio of 0.81 and a debt-to-equity ratio of 0.50.

Johnson Controls International (NYSE:JCI) last issued its earnings results on Tuesday, July 29th. The company reported $1.05 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.99 by $0.06. Johnson Controls International had a net margin of 9.53% and a return on equity of 14.71%. The company had revenue of $6.05 billion for the quarter, compared to analysts’ expectations of $5.99 billion. Johnson Controls International has set its FY 2025 guidance at 3.650-3.680 EPS. Q4 2025 guidance at 1.140-1.170 EPS.

Institutional Trading of Johnson Controls International

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Brighton Jones LLC acquired a new position in shares of Johnson Controls International in the 4th quarter valued at $222,000. Bank Pictet & Cie Europe AG boosted its position in shares of Johnson Controls International by 67.4% during the 4th quarter. Bank Pictet & Cie Europe AG now owns 88,569 shares of the company’s stock worth $6,991,000 after purchasing an additional 35,655 shares in the last quarter. AXA S.A. boosted its position in shares of Johnson Controls International by 18.2% during the 4th quarter. AXA S.A. now owns 34,530 shares of the company’s stock worth $2,725,000 after purchasing an additional 5,308 shares in the last quarter. Aptus Capital Advisors LLC increased its holdings in Johnson Controls International by 18.8% during the 4th quarter. Aptus Capital Advisors LLC now owns 6,167 shares of the company’s stock valued at $488,000 after acquiring an additional 974 shares in the last quarter. Finally, Baird Financial Group Inc. raised its position in shares of Johnson Controls International by 54.4% during the 4th quarter. Baird Financial Group Inc. now owns 181,142 shares of the company’s stock worth $14,298,000 after purchasing an additional 63,796 shares during the last quarter. Institutional investors and hedge funds own 90.05% of the company’s stock.

Insider Activity

In related news, VP Daniel C. Mcconeghy sold 5,917 shares of the firm’s stock in a transaction dated Wednesday, September 3rd. The shares were sold at an average price of $105.73, for a total transaction of $625,604.41. Following the completion of the sale, the vice president directly owned 25,005 shares in the company, valued at approximately $2,643,778.65. This trade represents a 19.14% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, VP Nathan D. Manning sold 1,422 shares of the stock in a transaction dated Tuesday, September 2nd. The stock was sold at an average price of $105.06, for a total transaction of $149,395.32. Following the transaction, the vice president directly owned 139,459 shares of the company’s stock, valued at approximately $14,651,562.54. This trade represents a 1.01% decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 10,183 shares of company stock valued at $1,071,501. 0.54% of the stock is owned by company insiders.

Johnson Controls International announced that its Board of Directors has initiated a stock buyback plan on Friday, June 13th that authorizes the company to repurchase $9.00 billion in outstanding shares. This repurchase authorization authorizes the company to repurchase up to 13.4% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s leadership believes its shares are undervalued.

Johnson Controls International Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, July 18th. Investors of record on Monday, June 23rd were given a dividend of $0.37 per share. This represents a $1.48 annualized dividend and a yield of 1.4%. The ex-dividend date was Monday, June 23rd. Johnson Controls International’s dividend payout ratio (DPR) is presently 43.92%.

About Johnson Controls International

Johnson Controls International plc, together with its subsidiaries, engages in engineering, manufacturing, commissioning, and retrofitting building products and systems in the United States, Europe, the Asia Pacific, and internationally. It operates in four segments: Building Solutions North America, Building Solutions EMEA/LA, Building Solutions Asia Pacific, and Global Products.