Johnson Controls International (NYSE:JCI) Price Target Raised to $145.00

Johnson Controls International (NYSE:JCI) had its target price raised by Wells Fargo & Company from $135.00 to $145.00 in a report issued on Thursday,Benzinga reports. The brokerage currently has an overweight rating on the stock.

JCI has been the topic of a number of other research reports. HSBC increased their price target on Johnson Controls International from $79.00 to $127.00 and gave the stock a “hold” rating in a research report on Monday, November 24th. Melius Research set a $148.00 target price on Johnson Controls International in a research report on Wednesday, January 7th. The Goldman Sachs Group reissued a “buy” rating and issued a $154.00 price target on shares of Johnson Controls International in a research note on Thursday. Royal Bank Of Canada boosted their price target on shares of Johnson Controls International from $116.00 to $135.00 and gave the stock a “sector perform” rating in a report on Thursday, November 6th. Finally, Argus restated a “buy” rating and set a $145.00 price objective on shares of Johnson Controls International in a research report on Friday, November 7th. Eleven equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $132.94.

Johnson Controls International Stock Up 3.9%

JCI opened at $137.67 on Thursday. Johnson Controls International has a fifty-two week low of $68.03 and a fifty-two week high of $138.23. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.76 and a current ratio of 0.99. The company has a fifty day moving average of $117.84 and a two-hundred day moving average of $112.67. The stock has a market capitalization of $84.26 billion, a price-to-earnings ratio of 25.93, a PEG ratio of 1.59 and a beta of 1.43.

Johnson Controls International (NYSE:JCI) last posted its earnings results on Wednesday, February 4th. The company reported $0.89 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.84 by $0.05. Johnson Controls International had a net margin of 14.17% and a return on equity of 17.15%. The business had revenue of $5.80 billion for the quarter, compared to analyst estimates of $5.64 billion. During the same period in the prior year, the company posted $0.64 EPS. The company’s revenue for the quarter was up 6.8% on a year-over-year basis. Johnson Controls International has set its FY 2026 guidance at 4.700-4.700 EPS and its Q2 2026 guidance at 1.110-1.110 EPS. On average, research analysts expect that Johnson Controls International will post 3.64 earnings per share for the current year.

Johnson Controls International Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, January 16th. Shareholders of record on Monday, December 22nd were issued a $0.40 dividend. The ex-dividend date was Monday, December 22nd. This represents a $1.60 dividend on an annualized basis and a yield of 1.2%. Johnson Controls International’s dividend payout ratio (DPR) is presently 30.13%.

Insiders Place Their Bets

In related news, VP Lei Zhang Schlitz sold 32,031 shares of the business’s stock in a transaction dated 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 transaction, the vice president directly owned 66,780 shares in the company, valued at approximately $7,559,496. The trade was a 32.42% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, Director Mark Vergnano acquired 7,665 shares of the company’s stock in a transaction that occurred on Thursday, February 5th. The shares were acquired at an average cost of $131.94 per share, with a total value of $1,011,320.10. Following the purchase, the director owned 37,602 shares in the company, valued at $4,961,207.88. This represents a 25.60% increase in their position. The disclosure for this purchase is available in the SEC filing. 0.29% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Johnson Controls International

Institutional investors have recently bought and sold shares of the company. Vanguard Group Inc. raised its position in Johnson Controls International by 1.3% in the second quarter. Vanguard Group Inc. now owns 69,365,463 shares of the company’s stock valued at $7,326,380,000 after purchasing an additional 920,777 shares during the period. State Street Corp increased its position in shares of Johnson Controls International by 0.6% during the 3rd quarter. State Street Corp now owns 28,684,645 shares of the company’s stock worth $3,165,286,000 after purchasing an additional 163,167 shares during the last quarter. Franklin Resources Inc. increased its position in shares of Johnson Controls International by 3.0% during the 2nd quarter. Franklin Resources Inc. now owns 23,223,902 shares of the company’s stock worth $2,452,909,000 after purchasing an additional 675,862 shares during the last quarter. Fisher Asset Management LLC raised its holdings in Johnson Controls International by 2.1% in the 3rd quarter. Fisher Asset Management LLC now owns 16,959,249 shares of the company’s stock valued at $1,864,670,000 after buying an additional 354,266 shares during the period. Finally, Geode Capital Management LLC lifted its position in Johnson Controls International by 0.8% in the second quarter. Geode Capital Management LLC now owns 14,285,011 shares of the company’s stock valued at $1,501,266,000 after buying an additional 120,078 shares during the last quarter. 90.05% of the stock is owned by hedge funds and other institutional investors.

Key Johnson Controls International News

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

• Positive Sentiment: Q1 beat and raised guidance — JCI reported $0.89 EPS vs. $0.84 expected and revenue above estimates; management set FY‑2026 EPS at $4.70 and Q2 at $1.11, which compressed uncertainty and underpins the rally. Earnings Beat Article
• Positive Sentiment: Record backlog and strong order growth — Company cited an ~ $18.2B backlog and double‑digit order growth, with data‑center and cooling projects boosting revenue visibility and margins. Backlog / Data‑Center Demand
• Positive Sentiment: Analyst support — Wells Fargo moved JCI to Overweight and raised its target (signals institutional confirmation of the beat and guidance). Wells Fargo Note
• Positive Sentiment: Insider buying — Director Mark Vergnano purchased 7,665 shares (~$1.01M), increasing his stake ~25.6%, a constructive vote of confidence after the quarter. SEC Filing
• Positive Sentiment: Heavy call‑option activity — Unusually large call buying (~19k calls) points to short‑term bullish positioning by traders (increases volatility but confirms bullish sentiment).
• Neutral Sentiment: Mizuho update — Mizuho raised its price target but kept a Neutral rating; this is mixed and less impactful than an outright upgrade. Mizuho Note
• Neutral Sentiment: Investor outreach — CFO presentations at Citi and Barclays conferences (Feb. 19) increase transparency and could extend the momentum if management provides bullish color. PR Newswire
• Negative Sentiment: Executive share sale disclosed — A large VP sale (~$6.08M) was reported recently; some investors view such sales as profit‑taking or rebalancing and it can temper sentiment. Insider Sale

About Johnson Controls International

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.