Johnson Controls International plc $JCI Shares Sold by Oppenheimer Asset Management Inc.

Oppenheimer Asset Management Inc. reduced its position in Johnson Controls International plc (NYSE:JCI) by 6.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 237,591 shares of the company’s stock after selling 15,783 shares during the quarter. Oppenheimer Asset Management Inc.’s holdings in Johnson Controls International were worth $26,123,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Norges Bank acquired a new position in shares of Johnson Controls International in the 2nd quarter valued at about $795,325,000. Ameriprise Financial Inc. increased its position in Johnson Controls International by 140.8% during the 2nd quarter. Ameriprise Financial Inc. now owns 4,575,414 shares of the company’s stock worth $483,281,000 after purchasing an additional 2,675,157 shares in the last quarter. Nordea Investment Management AB raised its holdings in 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 buying an additional 2,004,643 shares during the period. Jennison Associates LLC lifted its position in Johnson Controls International by 232.4% during the second quarter. Jennison Associates LLC now owns 2,124,125 shares of the company’s stock valued at $224,350,000 after buying an additional 1,485,007 shares in the last quarter. Finally, Viking Global Investors LP purchased a new stake in Johnson Controls International during the second quarter worth approximately $153,235,000. Institutional investors and hedge funds own 90.05% of the company’s stock.

Wall Street Analysts Forecast Growth

JCI has been the topic of a number of research reports. UBS Group reissued a “buy” rating and issued a $124.00 target price on shares of Johnson Controls International in a research note on Thursday, November 6th. Weiss Ratings restated a “buy (b)” rating on shares of Johnson Controls International in a research note on Thursday, January 22nd. Melius Research set a $148.00 target price on Johnson Controls International in a research note on Wednesday, January 7th. Royal Bank Of Canada boosted their price target on Johnson Controls International from $135.00 to $140.00 and gave the stock a “sector perform” rating in a research report on Thursday. Finally, Citigroup boosted their target price on shares of Johnson Controls International from $129.00 to $139.00 and gave the stock a “neutral” rating in a research report on Thursday. Eleven analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $132.94.

More 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

Johnson Controls International Stock Up 3.9%

Johnson Controls International stock opened at $137.67 on Monday. Johnson Controls International plc has a 52 week low of $68.03 and a 52 week high of $138.23. The stock has a market cap of $84.26 billion, a price-to-earnings ratio of 25.93, a PEG ratio of 1.59 and a beta of 1.43. The company’s 50-day moving average price is $117.84 and its two-hundred day moving average price is $112.68. The company has a current ratio of 0.99, a quick ratio of 0.81 and a debt-to-equity ratio of 0.66.

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

Johnson Controls International Announces Dividend

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

Insider Transactions at Johnson Controls International

In other news, Director Mark Vergnano purchased 7,665 shares of Johnson Controls International stock in a transaction that occurred on Thursday, February 5th. The stock was acquired at an average price of $131.94 per share, for a total transaction of $1,011,320.10. Following the transaction, the director owned 37,602 shares in the company, valued at $4,961,207.88. The trade was a 25.60% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available at this link. 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 transaction of $3,625,909.20. Following the completion of the transaction, 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 position. Additional details regarding this sale are available in the official SEC disclosure. 0.29% of the stock is currently owned by corporate insiders.

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.