Melius Upgrades Johnson Controls International (NYSE:JCI) to Buy

Johnson Controls International (NYSE:JCI) was upgraded by stock analysts at Melius from a “hold” rating to a “buy” rating in a research report issued to clients and investors on Wednesday, Marketbeat reports. The brokerage presently has a $148.00 target price on the stock. Melius’ price target suggests a potential upside of 33.14% from the company’s previous close.

Other equities analysts also recently issued reports about the company. Wolfe Research lifted their price target on Johnson Controls International from $135.00 to $138.00 and gave the stock an “outperform” rating in a research note on Thursday, November 13th. 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 research report on Thursday, October 2nd. The Goldman Sachs Group dropped their target price on shares of Johnson Controls International from $142.00 to $137.00 and set a “buy” rating on the stock in a report on Tuesday, December 16th. Hsbc Global Res upgraded Johnson Controls International to a “hold” rating in a research note on Monday, November 24th. Finally, Wells Fargo & Company upped their price target on shares of Johnson Controls International from $130.00 to $135.00 and gave the stock an “overweight” rating in a research report on Thursday, November 6th. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and ten have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $126.95.

Johnson Controls International Trading Down 1.1%

Shares of JCI opened at $111.16 on Wednesday. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.76 and a current ratio of 0.93. Johnson Controls International has a one year low of $68.03 and a one year high of $124.07. The stock has a 50-day moving average price of $117.39 and a 200 day moving average price of $110.85. The company has a market capitalization of $67.93 billion, a P/E ratio of 21.84, a P/E/G ratio of 1.35 and a beta of 1.41.

Johnson Controls International (NYSE:JCI) last released its earnings results on Wednesday, November 5th. The company reported $1.26 EPS for the quarter, beating the consensus estimate of $1.20 by $0.06. Johnson Controls International had a return on equity of 15.35% and a net margin of 13.95%.The company had revenue of $6.44 billion during the quarter, compared to analysts’ expectations of $6.31 billion. During the same period in the prior year, the business posted $1.28 EPS. The business’s revenue was up 3.1% on a year-over-year basis. 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. Sell-side analysts forecast that Johnson Controls International will post 3.64 EPS for the current fiscal year.

Insider Activity at Johnson Controls International

In other news, VP Lei Zhang Schlitz sold 32,031 shares of the firm’s stock in a transaction 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 sale, the vice president directly owned 66,780 shares of the company’s stock, valued at $7,559,496. This trade represents a 32.42% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Company insiders own 0.54% of the company’s stock.

Hedge Funds Weigh In On Johnson Controls International

A number of institutional investors have recently bought and sold shares of the stock. Brighton Jones LLC purchased a new position in Johnson Controls International during the 4th quarter worth approximately $222,000. Goldman Sachs Group Inc. boosted its position in shares of Johnson Controls International by 6.7% in the first quarter. Goldman Sachs Group Inc. now owns 3,178,516 shares of the company’s stock worth $254,631,000 after buying an additional 198,817 shares during the period. Ashton Thomas Private Wealth LLC lifted its stake in Johnson Controls International by 7.5% in the 1st quarter. Ashton Thomas Private Wealth LLC now owns 7,833 shares of the company’s stock worth $630,000 after acquiring an additional 545 shares in the last quarter. Fred Alger Management LLC boosted its position in Johnson Controls International by 4.1% during the 1st quarter. Fred Alger Management LLC now owns 50,509 shares of the company’s stock worth $4,065,000 after acquiring an additional 1,977 shares during the period. Finally, Ascent Group LLC purchased a new position in Johnson Controls International during the 1st quarter valued at about $340,000. Hedge funds and other institutional investors own 90.05% of the company’s stock.

Johnson Controls International News Summary

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.