Zacks Research Issues Positive Estimate for JCI Earnings

Johnson Controls International plc (NYSE:JCI) – Stock analysts at Zacks Research increased their Q4 2027 earnings per share (EPS) estimates for shares of Johnson Controls International in a research note issued to investors on Monday, January 5th. Zacks Research analyst Team now forecasts that the company will post earnings per share of $1.38 for the quarter, up from their previous estimate of $1.33. 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 Q1 2028 earnings at $0.98 EPS and FY2028 earnings at $4.83 EPS.

Johnson Controls International (NYSE:JCI) last announced its quarterly earnings data 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 business had revenue of $6.44 billion during the quarter, compared to analyst estimates of $6.31 billion. Johnson Controls International had a return on equity of 15.35% and a net margin of 13.95%.The company’s revenue was up 3.1% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.28 earnings per share. Johnson Controls International has set its FY 2026 guidance at 4.550-4.55 EPS and its Q1 2026 guidance at 0.830-0.83 EPS.

A number of other analysts also recently commented on the stock. UBS Group reiterated a “buy” rating and issued a $124.00 target price on shares of Johnson Controls International in a report on Thursday, November 6th. Deutsche Bank Aktiengesellschaft upped their price target on Johnson Controls International from $124.00 to $125.00 and gave the company a “buy” rating in a report on Thursday, October 2nd. Mizuho raised their price objective on Johnson Controls International from $105.00 to $120.00 and gave the stock a “neutral” rating in a research note on Thursday, November 6th. JPMorgan Chase & Co. lifted their target price on Johnson Controls International from $105.00 to $125.00 and gave the stock an “overweight” rating in a report on Wednesday, October 15th. Finally, Royal Bank Of Canada upped their target price on Johnson Controls International from $116.00 to $135.00 and gave the company a “sector perform” rating in a report on Thursday, November 6th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and ten have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $126.95.

Johnson Controls International Price Performance

Shares of NYSE JCI opened at $111.16 on Thursday. Johnson Controls International has a twelve month low of $68.03 and a twelve month high of $124.07. The company has a current ratio of 0.93, a quick ratio of 0.76 and a debt-to-equity ratio of 0.66. The firm has a 50-day moving average of $117.39 and a two-hundred day moving average of $110.85. The company has a market capitalization of $67.93 billion, a price-to-earnings ratio of 21.84, a PEG ratio of 1.35 and a beta of 1.41.

Johnson Controls International Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, January 16th. Stockholders of record on Monday, December 22nd will be issued a $0.40 dividend. The ex-dividend date is Monday, December 22nd. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.4%. Johnson Controls International’s dividend payout ratio is currently 31.43%.

Insider Activity

In related news, VP Lei Zhang Schlitz sold 32,031 shares of the firm’s stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $113.20, for a total transaction of $3,625,909.20. Following the completion of the sale, the vice president directly owned 66,780 shares in the company, valued at approximately $7,559,496. This trade represents a 32.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 0.54% of the stock is owned by company insiders.

Institutional Investors Weigh In On Johnson Controls International

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Norges Bank acquired a new position in shares of Johnson Controls International during the 2nd quarter valued at about $795,325,000. Viking Global Investors LP boosted its position in 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 purchasing an additional 5,346,130 shares during the period. Ameriprise Financial Inc. grew its holdings in Johnson Controls International by 140.8% during the second quarter. Ameriprise Financial Inc. now owns 4,575,414 shares of the company’s stock valued at $483,281,000 after purchasing an additional 2,675,157 shares during the last quarter. Nordea Investment Management AB raised its position 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 valued at $232,705,000 after purchasing an additional 2,004,643 shares during the period. Finally, Jennison Associates LLC lifted its stake in shares of Johnson Controls International by 232.4% in the second quarter. Jennison Associates LLC now owns 2,124,125 shares of the company’s stock worth $224,350,000 after buying an additional 1,485,007 shares during the last quarter. Hedge funds and other institutional investors own 90.05% of the company’s stock.

Trending Headlines about Johnson Controls International

Here are the key news stories impacting Johnson Controls International this week:

• Positive Sentiment: Melius Research upgraded JCI to Buy / Strong-Buy and raised its price target (cited upside to ~$148), giving the stock a fresh analyst endorsement that can support buying interest. Johnson Controls upgraded to Buy at Melius Research after pullback
• Positive Sentiment: Unusually large options activity: ~19,200 calls traded (about +1,963% vs. average), which is a bullish flow signal that may reflect speculative bets on a near-term rebound or event-driven upside. (No article link provided.)
• Positive Sentiment: Macro/sector thesis remains supportive — JCI is highlighted as a beneficiary of rising industrial CapEx, smart-building modernization, and growing demand for data-center cooling (including liquid cooling products), underpinning medium-term revenue backlog and analyst optimism. 3 Industrial Names That Will Benefit from Rising CapEX in 2026
• Neutral Sentiment: Seeking Alpha piece argues there’s “no need to panic” and that JCI is positioned for evolving cooling needs — useful context but not an immediate catalyst. Johnson Controls: No Need To Panic, It’s Prepared For The Next Evolution Of Cooling
• Neutral Sentiment: Headline-driven weakness — several outlets tie today’s pullback to a broader sector reaction after an Nvidia presentation; that suggests part of the decline is cyclical/market-driven rather than company-specific. Here’s Why Shares in Johnson Controls Slumped Today (Hint: It’s Nvidia Related)
• Negative Sentiment: Zacks issued mixed estimate revisions: it raised Q4 2027 EPS but lowered Q1 2028 and trimmed full-year FY2028 EPS forecasts (from $4.98 to $4.83). Lower near-term/next‑fiscal-year estimates can pressure sentiment until clarity returns. Zacks Research estimates and coverage
• Negative Sentiment: Short-term price action shows JCI trading below its 50‑day moving average while near its 200‑day, which can invite technical selling from momentum traders. (Background technicals from market data.)
• Negative Sentiment: Coverage noting a sharp intraday drop (AAII / other outlets) indicates elevated short-term risk and possible headline-driven volatility. Why Johnson Controls International plc’s (JCI) Stock Is Down 8.81%

Johnson Controls International Company Profile

Johnson Controls International plc is a global diversified technology and multi‑industrial company that develops products, services and solutions for buildings and energy storage. The company’s core focus is on improving building efficiency, safety and sustainability through a combination of HVAC equipment, building controls and automation, fire and security systems, and related services. Johnson Controls traces its roots to 1885, when inventor Warren S. Johnson developed an electric room thermostat; over its long history the company has expanded from controls into a broad set of building‑related technologies and, through corporate transactions, into a global provider of integrated building solutions.

Johnson Controls’ product and service portfolio includes heating, ventilation and air‑conditioning equipment, chillers, air handlers and related mechanical systems, together with building automation and control platforms that monitor and manage energy use, indoor environmental quality and security.