Research Analysts Set Expectations for JCI Q1 Earnings

Johnson Controls International plc (NYSE:JCI) – Analysts at Zacks Research raised their Q1 2026 earnings per share (EPS) estimates for Johnson Controls International in a report issued on Wednesday, November 26th. Zacks Research analyst Team now expects that the company will post earnings of $0.83 per share for the quarter, up from their previous estimate of $0.74. 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 Q2 2026 earnings at $1.06 EPS, Q3 2026 earnings at $1.27 EPS, Q1 2027 earnings at $1.18 EPS, Q3 2027 earnings at $1.32 EPS and Q4 2027 earnings at $1.33 EPS.

Johnson Controls International (NYSE:JCI) last released its earnings results on Wednesday, November 5th. The company reported $1.26 earnings per share for the quarter, beating the consensus estimate of $1.20 by $0.06. The company had revenue of $6.44 billion for the quarter, compared to analysts’ expectations of $6.31 billion. Johnson Controls International had a return on equity of 14.71% and a net margin of 9.53%.The business’s revenue for the quarter was up 3.1% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.28 EPS. Johnson Controls International has set its FY 2026 guidance at 4.550-4.55 EPS. Q1 2026 guidance at 0.830-0.83 EPS.

Other equities research analysts also recently issued research reports about the stock. Mizuho increased their target price on shares of Johnson Controls International from $105.00 to $120.00 and gave the stock a “neutral” rating in a research report on Thursday, November 6th. Barclays upped their price target on shares of Johnson Controls International from $101.00 to $119.00 and gave the stock an “equal weight” rating in a research note on Thursday, November 6th. Robert W. Baird boosted their target price on Johnson Controls International from $110.00 to $115.00 and gave the company a “neutral” rating in a research note on Tuesday, October 14th. Hsbc Global Res raised Johnson Controls International to a “hold” rating in a research report on Monday, November 24th. Finally, JPMorgan Chase & Co. lifted their price target on Johnson Controls International from $105.00 to $125.00 and gave the company an “overweight” rating in a report on Wednesday, October 15th. Ten equities research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $121.32.

Johnson Controls International Stock Performance

JCI stock opened at $116.31 on Monday. The firm has a 50 day simple moving average of $112.58 and a 200 day simple moving average of $107.61. Johnson Controls International has a 52 week low of $68.03 and a 52 week high of $123.78. The stock has a market cap of $71.08 billion, a P/E ratio of 34.51, a P/E/G ratio of 1.70 and a beta of 1.36. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.81 and a current ratio of 0.96.

Johnson Controls International Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, October 17th. Shareholders of record on Monday, September 22nd were given a dividend of $0.40 per share. The ex-dividend date of this dividend was Monday, September 22nd. This is an increase from Johnson Controls International’s previous quarterly dividend of $0.37. This represents a $1.60 dividend on an annualized basis and a yield of 1.4%. Johnson Controls International’s dividend payout ratio (DPR) is currently 31.43%.

Insider Buying and Selling at Johnson Controls International

In other Johnson Controls International news, VP Lei Zhang Schlitz sold 32,031 shares of the stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $113.20, for a total transaction of $3,625,909.20. Following the transaction, the vice president owned 66,780 shares in the company, valued at $7,559,496. This trade represents a 32.42% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, VP Daniel C. Mcconeghy sold 5,917 shares of the business’s stock in a transaction on Wednesday, September 3rd. The stock was 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 owned 25,005 shares of the company’s stock, valued at $2,643,778.65. The trade was a 19.14% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 49,870 shares of company stock worth $5,682,224 over the last 90 days. Insiders own 0.54% of the company’s stock.

Institutional Investors Weigh In On Johnson Controls International

Hedge funds and other institutional investors have recently made changes to their positions in the business. Norges Bank bought a new stake in Johnson Controls International during the 2nd quarter valued at approximately $795,325,000. Viking Global Investors LP lifted its holdings in shares of Johnson Controls International by 368.5% during the third quarter. Viking Global Investors LP now owns 6,796,942 shares of the company’s stock worth $747,324,000 after buying an additional 5,346,130 shares during the last quarter. Nuveen LLC acquired a new position in shares of Johnson Controls International during the first quarter worth approximately $219,110,000. Ameriprise Financial Inc. boosted its position in shares of Johnson Controls International by 140.8% in the second quarter. Ameriprise Financial Inc. now owns 4,575,414 shares of the company’s stock valued at $483,281,000 after acquiring an additional 2,675,157 shares during the period. Finally, Nordea Investment Management AB grew its stake in shares of Johnson Controls International by 1,545.8% in the third quarter. Nordea Investment Management AB now owns 2,134,324 shares of the company’s stock worth $232,705,000 after acquiring an additional 2,004,643 shares during the last quarter. 90.05% of the stock is owned by institutional investors and hedge funds.

Johnson Controls International Company Profile

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.