Johnson Controls International (NYSE:JCI) Upgraded to “Strong-Buy” at Melius Research

Melius Research upgraded shares of Johnson Controls International (NYSE:JCI) from a hold rating to a strong-buy rating in a research note issued to investors on Wednesday morning,Zacks.com reports.

JCI has been the topic of several other reports. Mizuho boosted their target price on Johnson Controls International from $105.00 to $120.00 and gave the stock a “neutral” rating in a report on Thursday, November 6th. Hsbc Global Res upgraded Johnson Controls International to a “hold” rating in a research report on Monday, November 24th. Deutsche Bank Aktiengesellschaft boosted their price objective on Johnson Controls International from $124.00 to $125.00 and gave the stock a “buy” rating in a research note on Thursday, October 2nd. Wells Fargo & Company raised their target price on Johnson Controls International from $130.00 to $135.00 and gave the stock an “overweight” rating in a research note on Thursday, November 6th. Finally, JPMorgan Chase & Co. lifted their price target on Johnson Controls International from $105.00 to $125.00 and gave the stock an “overweight” rating in a report on Wednesday, October 15th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and ten have issued a Hold rating to the company’s stock. According to MarketBeat.com, Johnson Controls International currently has an average rating of “Moderate Buy” and an average price target of $126.95.

Johnson Controls International Stock Down 1.3%

Shares of JCI opened at $112.47 on Wednesday. The stock has a 50 day moving average price of $117.45 and a 200 day moving average price of $110.85. Johnson Controls International has a one year low of $68.03 and a one year high of $124.07. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.76 and a current ratio of 0.93. The stock has a market capitalization of $68.73 billion, a price-to-earnings ratio of 22.10, a PEG ratio of 1.37 and a beta of 1.41.

Johnson Controls International (NYSE:JCI) last announced its earnings results on Wednesday, November 5th. The company reported $1.26 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.20 by $0.06. The company had revenue of $6.44 billion for the quarter, compared to analysts’ expectations 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% on a year-over-year basis. During the same quarter in the previous year, the company 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 earnings per share for the current fiscal year.

Johnson Controls International Announces Dividend

The firm 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 $0.40 dividend. This represents a $1.60 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend is Monday, December 22nd. Johnson Controls International’s dividend payout ratio is 31.43%.

Insider Buying and Selling at Johnson Controls International

In related news, VP Lei Zhang Schlitz sold 32,031 shares of the firm’s stock in a transaction dated 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 approximately $7,559,496. This trade represents a 32.42% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 0.54% of the company’s stock.

Institutional Investors Weigh In On Johnson Controls International

A number of institutional investors have recently made changes to their positions in the stock. Robeco Institutional Asset Management B.V. increased its position in Johnson Controls International by 9.1% during the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 1,466,780 shares of the company’s stock worth $161,272,000 after purchasing an additional 122,134 shares during the period. Allspring Global Investments Holdings LLC boosted its stake in shares of Johnson Controls International by 6.3% in the third quarter. Allspring Global Investments Holdings LLC now owns 1,537,151 shares of the company’s stock valued at $167,380,000 after buying an additional 91,563 shares in the last quarter. Exchange Traded Concepts LLC grew its holdings in Johnson Controls International by 810.3% during the third quarter. Exchange Traded Concepts LLC now owns 18,862 shares of the company’s stock worth $2,074,000 after acquiring an additional 16,790 shares during the period. Vanguard Group Inc. raised its position in Johnson Controls International by 1.3% in the second quarter. Vanguard Group Inc. now owns 69,365,463 shares of the company’s stock worth $7,326,380,000 after acquiring an additional 920,777 shares in the last quarter. Finally, Summit X LLC purchased a new position in Johnson Controls International in the second quarter worth $232,000. 90.05% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Johnson Controls International

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

• Positive Sentiment: Melius upgraded JCI from “hold” to “buy” with a $148 price target, signaling bullish analyst conviction and a sizable implied upside. Finviz Upgrade Note
• Positive Sentiment: Unusually large options volume: traders bought ~19,207 call options (a ~1,963% jump over typical call volume), which is a bullish flow that can pressure short sellers and suggests some market participants expect a near‑term recovery. (Market data entry)
• Positive Sentiment: Sector/Catalyst tailwinds — industrials and building‑systems names (including JCI) are benefiting from rising CapEx, data‑center buildouts and sustainability mandates; MarketBeat highlights JCI’s Coolant Distribution Unit (CDU) for AI/server cooling and a >$16B backlog as structural demand drivers. MarketBeat Industrials Article
• Neutral Sentiment: Seeking Alpha/other commentary argues JCI is prepared for evolving cooling needs and that the selloff may be overdone — useful context but not new company fundamentals. Seeking Alpha Piece
• Neutral Sentiment: Industry M&A/news unrelated to JCI (Truelink/Atmus sale) is circulating but has no direct impact on JCI fundamentals. PR Newswire
• Negative Sentiment: Zacks Research revised estimates: they raised Q4 2027 to $1.38 EPS but lowered Q1 2028 to $0.98 (from $1.05) and cut FY2028 to $4.83 (from $4.98) — the downward FY/Q1 revisions are negative for near‑term expectations and can pressure the stock. (Zacks estimates entry)
• Negative Sentiment: Market reaction driven by macro/tech headlines — several outlets link today’s JCI weakness to broader market moves after a high‑profile Nvidia presentation; that prompted a rotation and profit‑taking in some industrial/infra‑adjacent names. Fool Article
• Negative Sentiment: Coverage noting an 8.8% intraday decline highlights investor concern and momentum selling; media explanations point to sentiment/rotation rather than a single new negative company disclosure. AAII Explanation

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.