Zacks Research Brokers Raise Earnings Estimates for JCI

Johnson Controls International plc (NYSE:JCI) – Zacks Research upped their Q4 2025 earnings estimates for shares of Johnson Controls International in a research note issued on Wednesday, September 3rd. Zacks Research analyst Team now anticipates that the company will earn $1.14 per share for the quarter, up from their prior forecast of $0.92. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Johnson Controls International’s current full-year earnings is $3.64 per share. Zacks Research also issued estimates for Johnson Controls International’s Q3 2026 earnings at $1.11 EPS, Q4 2026 earnings at $1.04 EPS, FY2026 earnings at $3.86 EPS, Q1 2027 earnings at $1.00 EPS, Q2 2027 earnings at $1.05 EPS, Q3 2027 earnings at $1.09 EPS and FY2027 earnings at $4.31 EPS.

Johnson Controls International (NYSE:JCI) last posted its quarterly earnings data on Tuesday, July 29th. The company reported $1.05 EPS for the quarter, beating analysts’ consensus estimates of $0.99 by $0.06. Johnson Controls International had a net margin of 9.53% and a return on equity of 14.71%. The company had revenue of $6.05 billion during the quarter, compared to the consensus estimate of $5.99 billion. Johnson Controls International has set its FY 2025 guidance at 3.650-3.680 EPS. Q4 2025 guidance at 1.140-1.170 EPS.

A number of other analysts have also recently issued reports on JCI. Robert W. Baird boosted their target price on Johnson Controls International from $90.00 to $110.00 and gave the stock a “neutral” rating in a report on Thursday, July 17th. Deutsche Bank Aktiengesellschaft upgraded Johnson Controls International from a “hold” rating to a “buy” rating and increased their target price for the company from $101.00 to $112.00 in a research note on Monday, May 12th. Oppenheimer lowered Johnson Controls International from an “outperform” rating to a “market perform” rating in a research report on Friday, June 20th. Morgan Stanley upped their price target on Johnson Controls International from $115.00 to $125.00 and gave the company an “overweight” rating in a research report on Thursday, August 21st. Finally, Citigroup increased their target price on Johnson Controls International from $110.00 to $112.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 30th. Nine equities research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Hold” and an average price target of $105.72.

Johnson Controls International Stock Down 1.0%

Shares of NYSE:JCI opened at $106.06 on Friday. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.81 and a current ratio of 0.96. Johnson Controls International has a 1 year low of $67.68 and a 1 year high of $112.63. The stock has a market capitalization of $69.40 billion, a P/E ratio of 31.47, a PEG ratio of 1.91 and a beta of 1.31. The stock has a 50-day simple moving average of $106.53 and a 200-day simple moving average of $94.79.

Johnson Controls International Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, July 18th. Stockholders of record on Monday, June 23rd were given a $0.37 dividend. This represents a $1.48 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend was Monday, June 23rd. Johnson Controls International’s dividend payout ratio (DPR) is 43.92%.

Johnson Controls International announced that its Board of Directors has approved a stock buyback plan on Friday, June 13th that authorizes the company to repurchase $9.00 billion in outstanding shares. This repurchase authorization authorizes the company to reacquire up to 13.4% of its shares through open market purchases. Shares repurchase plans are often an indication that the company’s board of directors believes its shares are undervalued.

Insider Activity at Johnson Controls International

In other news, VP Nathan D. Manning sold 1,422 shares of Johnson Controls International stock in a transaction that occurred on Tuesday, September 2nd. The shares were sold at an average price of $105.06, for a total value of $149,395.32. Following the transaction, the vice president directly owned 139,459 shares of the company’s stock, valued at $14,651,562.54. This trade represents a 1.01% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, VP Daniel C. Mcconeghy sold 5,917 shares of Johnson Controls International stock in a transaction dated Wednesday, September 3rd. The shares were sold at an average price of $105.73, for a total value of $625,604.41. Following the transaction, the vice president directly owned 25,005 shares in the company, valued at approximately $2,643,778.65. This trade represents a 19.14% decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders sold 10,183 shares of company stock worth $1,071,501. 0.54% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Johnson Controls International

Institutional investors have recently made changes to their positions in the company. Vanguard Group Inc. lifted its holdings in Johnson Controls International by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 69,365,463 shares of the company’s stock worth $7,326,380,000 after purchasing an additional 920,777 shares during the last quarter. State Street Corp increased its position in Johnson Controls International by 2.5% in the 2nd quarter. State Street Corp now owns 28,521,478 shares of the company’s stock worth $3,022,673,000 after buying an additional 683,467 shares during the period. Franklin Resources Inc. increased its position in shares of Johnson Controls International by 3.0% during the second quarter. Franklin Resources Inc. now owns 23,223,902 shares of the company’s stock valued at $2,452,909,000 after purchasing an additional 675,862 shares during the period. Fisher Asset Management LLC increased its position in shares of Johnson Controls International by 2.7% during the second quarter. Fisher Asset Management LLC now owns 16,604,983 shares of the company’s stock valued at $1,753,818,000 after purchasing an additional 430,437 shares during the period. Finally, Geode Capital Management LLC increased its position in shares of Johnson Controls International by 0.8% during the second quarter. Geode Capital Management LLC now owns 14,285,011 shares of the company’s stock valued at $1,501,266,000 after purchasing an additional 120,078 shares during the period. 90.05% of the stock is currently owned by institutional investors and hedge funds.

About Johnson Controls International

Johnson Controls International plc, together with its subsidiaries, engages in engineering, manufacturing, commissioning, and retrofitting building products and systems in the United States, Europe, the Asia Pacific, and internationally. It operates in four segments: Building Solutions North America, Building Solutions EMEA/LA, Building Solutions Asia Pacific, and Global Products.