Johnson Controls International plc (NYSE:JCI) Given Consensus Rating of “Moderate Buy” by Analysts

Shares of Johnson Controls International plc (NYSE:JCI) have been assigned a consensus recommendation of “Moderate Buy” from the twenty-two analysts that are currently covering the firm, MarketBeat Ratings reports. Ten investment analysts have rated the stock with a hold rating, eleven have issued a buy rating and one has issued a strong buy rating on the company. The average 1-year price objective among analysts that have updated their coverage on the stock in the last year is $126.9474.

JCI has been the subject of a number of research analyst reports. Robert W. Baird increased their price target on Johnson Controls International from $110.00 to $115.00 and gave the company a “neutral” rating in a research report on Tuesday, October 14th. Argus restated a “buy” rating and issued a $145.00 price objective on shares of Johnson Controls International in a research note on Friday, November 7th. UBS Group reaffirmed a “buy” rating and set a $124.00 target price on shares of Johnson Controls International in a research report on Thursday, November 6th. Hsbc Global Res raised shares of Johnson Controls International to a “hold” rating in a report on Monday, November 24th. Finally, Royal Bank Of Canada increased their price target on shares of Johnson Controls International from $116.00 to $135.00 and gave the company a “sector perform” rating in a research report on Thursday, November 6th.

Insider Activity at Johnson Controls International

In related news, VP Lei Zhang Schlitz sold 32,031 shares of the company’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 transaction, the vice president owned 66,780 shares in the company, valued at approximately $7,559,496. This represents a 32.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.54% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in JCI. Catalyst Financial Partners LLC raised 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 valued at $374,000 after acquiring an additional 84 shares during the period. Fulton Bank N.A. increased its stake 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 purchasing an additional 91 shares in the last quarter. Harel Insurance Investments & Financial Services Ltd. raised its position in shares of Johnson Controls International by 12.6% in the third quarter. Harel Insurance Investments & Financial Services Ltd. now owns 860 shares of the company’s stock valued at $95,000 after purchasing an additional 96 shares during the period. Gilbert & Cook Inc. raised its position in shares of Johnson Controls International by 1.5% in the second quarter. Gilbert & Cook Inc. now owns 6,769 shares of the company’s stock valued at $715,000 after purchasing an additional 97 shares during the period. Finally, Nwam LLC lifted its stake in shares of Johnson Controls International by 1.1% during the 2nd quarter. Nwam LLC now owns 9,141 shares of the company’s stock valued at $951,000 after buying an additional 97 shares in the last quarter. Hedge funds and other institutional investors own 90.05% of the company’s stock.

Johnson Controls International Stock Performance

Shares of JCI stock opened at $110.87 on Friday. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.93 and a quick ratio of 0.76. The firm has a 50-day moving average of $117.32 and a 200-day moving average of $110.95. Johnson Controls International has a one year low of $68.03 and a one year high of $124.07. The company has a market cap of $67.76 billion, a P/E ratio of 21.78, a P/E/G ratio of 1.34 and a beta of 1.41.

Johnson Controls International (NYSE:JCI) last issued its quarterly earnings data on Wednesday, November 5th. The company reported $1.26 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.20 by $0.06. The business had revenue of $6.44 billion during the quarter, compared to the consensus estimate of $6.31 billion. Johnson Controls International had a net margin of 13.95% and a return on equity of 15.35%. The firm’s quarterly revenue was up 3.1% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.28 EPS. 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. Equities research analysts forecast that Johnson Controls International will post 3.64 EPS for the current fiscal year.

Johnson Controls International Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, January 16th. Stockholders of record on Monday, December 22nd will be paid a dividend of $0.40 per share. The ex-dividend date is Monday, December 22nd. This represents a $1.60 annualized dividend and a dividend yield of 1.4%. Johnson Controls International’s dividend payout ratio (DPR) is presently 31.43%.

Johnson Controls International News Summary

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

• Positive Sentiment: Melius Research upgraded JCI to a buy/strong‑buy after a pullback — a direct analyst endorsement that can attract buyers and support the stock. Melius Upgrade
• Positive Sentiment: MarketBeat highlights JCI as one of three industrials positioned to benefit from multi‑year increases in CapEx (infrastructure, energy, data centers) — a structural demand tailwind for building systems and controls that supports longer‑term revenue growth. CapEx Tailwinds
• Positive Sentiment: Unusually large call option buying (big increase vs. average) signals bullish positioning from traders — this can amplify upside if catalysts (earnings/guidance) surprise to the upside.
• Neutral Sentiment: Earnings preview coverage expects double‑digit profit growth for the upcoming fiscal quarter — positive if achieved, but already partly priced in and a source of near‑term volatility around the report. Earnings Preview
• Neutral Sentiment: Analysis pieces (e.g., Seeking Alpha, Yahoo commentary) debate valuation after multi‑year gains — helpful context for investors but not an immediate catalyst. Valuation Discussion
• Negative Sentiment: Zacks Research trimmed FY‑2028 and Q1‑2028 EPS estimates (and lowered FY‑2028 outlook) — downward estimate revisions can pressure the stock by reducing forward earnings expectations. Zacks Estimates
• Negative Sentiment: Recent sharp intraday selloff (covered by AAII) — the prior large decline increases short‑term risk and indicates heightened sensitivity to guidance/earnings, making the stock more volatile ahead of the report. AAII Coverage of Drop

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.