JPMorgan Chase & Co. Forecasts Strong Price Appreciation for Johnson Controls International (NYSE:JCI) Stock

Johnson Controls International (NYSE:JCI) had its target price upped by analysts at JPMorgan Chase & Co. from $138.00 to $158.00 in a research report issued on Friday,Benzinga reports. The firm presently has an “overweight” rating on the stock. JPMorgan Chase & Co.‘s target price suggests a potential upside of 14.77% from the stock’s current price.

Several other analysts have also issued reports on JCI. Citigroup boosted their price target on Johnson Controls International from $129.00 to $139.00 and gave the company a “neutral” rating in a report on Thursday. Wells Fargo & Company lifted their price objective on Johnson Controls International from $135.00 to $145.00 and gave the company an “overweight” rating in a research report on Thursday. Argus reissued a “buy” rating and issued a $145.00 target price on shares of Johnson Controls International in a report on Friday, November 7th. Melius Research set a $148.00 price objective on Johnson Controls International in a research note on Wednesday, January 7th. Finally, Barclays increased their target price on Johnson Controls International from $125.00 to $136.00 and gave the stock an “equal weight” rating in a research report on Thursday. Eleven equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat, Johnson Controls International presently has a consensus rating of “Moderate Buy” and an average target price of $132.94.

Johnson Controls International Trading Up 3.9%

Shares of JCI stock opened at $137.67 on Friday. The stock has a market capitalization of $84.26 billion, a P/E ratio of 25.93, a P/E/G ratio of 1.59 and a beta of 1.43. The company has a current ratio of 0.99, a quick ratio of 0.76 and a debt-to-equity ratio of 0.66. The firm’s 50 day moving average is $117.84 and its 200 day moving average is $112.67. Johnson Controls International has a 12-month low of $68.03 and a 12-month high of $138.23.

Johnson Controls International (NYSE:JCI) last released its quarterly earnings results on Wednesday, February 4th. The company reported $0.89 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.84 by $0.05. Johnson Controls International had a return on equity of 17.15% and a net margin of 14.17%.The business had revenue of $5.80 billion during the quarter, compared to the consensus estimate of $5.64 billion. During the same period in the previous year, the company posted $0.64 EPS. The business’s quarterly revenue was up 6.8% compared to the same quarter last year. 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. Research analysts expect that Johnson Controls International will post 3.64 earnings per share for the current year.

Insider Activity

In other Johnson Controls International news, Director Mark Vergnano purchased 7,665 shares of Johnson Controls International stock in a transaction dated Thursday, February 5th. The shares were purchased at an average cost of $131.94 per share, for a total transaction of $1,011,320.10. Following the completion of the acquisition, 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 acquisition was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, VP Lei Zhang Schlitz sold 32,031 shares of the firm’s stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $113.20, for a total value of $3,625,909.20. Following the sale, the vice president directly owned 66,780 shares of the company’s stock, valued at $7,559,496. This represents a 32.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.29% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the stock. Maseco LLP grew its stake in Johnson Controls International by 102.9% in the 4th quarter. Maseco LLP now owns 211 shares of the company’s stock worth $25,000 after acquiring an additional 107 shares in the last quarter. Roxbury Financial LLC raised its stake in shares of Johnson Controls International by 71.9% during the fourth quarter. Roxbury Financial LLC now owns 239 shares of the company’s stock valued at $29,000 after acquiring an additional 100 shares in the last quarter. Caitong International Asset Management Co. Ltd purchased a new stake in shares of Johnson Controls International in the second quarter valued at approximately $28,000. YANKCOM Partnership bought a new position in Johnson Controls International in the fourth quarter worth approximately $34,000. Finally, MTM Investment Management LLC bought a new position in Johnson Controls International in the second quarter worth approximately $32,000. Hedge funds and other institutional investors own 90.05% of the company’s stock.

Key Stories Impacting Johnson Controls International

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.