Johnson Controls International (NYSE:JCI – Get Free Report) was upgraded by investment analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a note issued to investors on Saturday.
Several other equities analysts have also recently weighed in on JCI. Argus reiterated a “buy” rating and issued a $145.00 price objective on shares of Johnson Controls International in a research note on Friday, November 7th. Mizuho upped their target price on shares of Johnson Controls International from $120.00 to $130.00 and gave the company a “neutral” rating in a report on Thursday. The Goldman Sachs Group reiterated a “buy” rating and set a $154.00 price target on shares of Johnson Controls International in a research note on Thursday. Robert W. Baird set a $132.00 price objective on shares of Johnson Controls International in a research report on Thursday. Finally, JPMorgan Chase & Co. upped their price objective on Johnson Controls International from $138.00 to $158.00 and gave the stock an “overweight” rating in a research note on Friday. Eleven equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $132.94.
Get Our Latest Analysis on JCI
Johnson Controls International Price Performance
Johnson Controls International (NYSE:JCI – Get Free Report) last released 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. 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 for the quarter, compared to analysts’ expectations of $5.64 billion. During the same period in the prior year, the firm posted $0.64 EPS. The firm’s quarterly revenue 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. As a group, equities research analysts anticipate that Johnson Controls International will post 3.64 earnings per share for the current fiscal year.
Insider Transactions at Johnson Controls International
In other news, VP Lei Zhang Schlitz sold 32,031 shares of the business’s stock in a transaction dated 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 transaction, the vice president directly owned 66,780 shares in the company, valued at $7,559,496. The trade was a 32.42% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Mark Vergnano bought 7,665 shares of the business’s stock in a transaction that occurred on Thursday, February 5th. The shares were acquired at an average price of $131.94 per share, with a total value of $1,011,320.10. Following the transaction, the director directly owned 37,602 shares of the company’s stock, 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 company insiders.
Hedge Funds Weigh In On Johnson Controls International
Hedge funds and other institutional investors have recently modified their holdings of the stock. Catalyst Financial Partners LLC lifted its stake in Johnson Controls International by 2.5% in the 3rd quarter. Catalyst Financial Partners LLC now owns 3,398 shares of the company’s stock worth $374,000 after purchasing an additional 84 shares in the last quarter. Millstone Evans Group LLC grew its position in shares of Johnson Controls International by 2.6% during the fourth quarter. Millstone Evans Group LLC now owns 3,427 shares of the company’s stock valued at $410,000 after purchasing an additional 87 shares in the last quarter. apricus wealth LLC increased its holdings in shares of Johnson Controls International by 3.1% in the fourth quarter. apricus wealth LLC now owns 2,946 shares of the company’s stock worth $353,000 after purchasing an additional 89 shares during the last quarter. Fulton Bank N.A. lifted its position in shares of Johnson Controls International by 0.7% in the third quarter. Fulton Bank N.A. now owns 12,645 shares of the company’s stock worth $1,390,000 after buying an additional 91 shares in the last quarter. Finally, Harel Insurance Investments & Financial Services Ltd. boosted its stake in Johnson Controls International by 12.6% during the third quarter. Harel Insurance Investments & Financial Services Ltd. now owns 860 shares of the company’s stock valued at $95,000 after buying an additional 96 shares during the last quarter. Institutional investors own 90.05% of the company’s stock.
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.
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