National Pension Service Boosts Stock Position in Johnson Controls International plc $JCI

National Pension Service raised its holdings in Johnson Controls International plc (NYSE:JCI) by 26.8% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,103,924 shares of the company’s stock after purchasing an additional 445,081 shares during the quarter. National Pension Service owned 0.32% of Johnson Controls International worth $222,216,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently made changes to their positions in the company. Yeomans Consulting Group Inc. purchased a new position in Johnson Controls International in the second quarter valued at approximately $304,000. Ethic Inc. increased its position in Johnson Controls International by 3.5% in the second quarter. Ethic Inc. now owns 112,959 shares of the company’s stock worth $11,869,000 after buying an additional 3,793 shares during the last quarter. Allegiance Financial Group Advisory Services LLC bought a new stake in shares of Johnson Controls International in the second quarter valued at $284,000. Summit X LLC bought a new stake in shares of Johnson Controls International in the second quarter valued at $232,000. Finally, Asset Management One Co. Ltd. lifted its position in shares of Johnson Controls International by 9.7% during the 2nd quarter. Asset Management One Co. Ltd. now owns 297,679 shares of the company’s stock valued at $31,441,000 after buying an additional 26,333 shares during the last quarter. 90.05% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, VP Nathan D. Manning sold 1,422 shares of Johnson Controls International stock in a transaction dated Tuesday, September 2nd. The stock was sold at an average price of $105.06, for a total transaction of $149,395.32. Following the completion of the sale, the vice president owned 139,459 shares in the company, valued at approximately $14,651,562.54. This trade represents a 1.01% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, VP Lei Zhang Schlitz sold 10,500 shares of the business’s stock in a transaction dated Thursday, November 6th. The stock was sold at an average price of $122.03, for a total value of $1,281,315.00. Following the transaction, the vice president directly owned 115,220 shares of the company’s stock, valued at $14,060,296.60. The trade was a 8.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 17,839 shares of company stock worth $2,056,315 over the last ninety days. 0.54% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on JCI shares. Barclays lifted their price objective on Johnson Controls International from $101.00 to $119.00 and gave the stock an “equal weight” rating in a report on Thursday, November 6th. Morgan Stanley increased their target price on shares of Johnson Controls International from $115.00 to $125.00 and gave the stock an “overweight” rating in a research report on Thursday, August 21st. The Goldman Sachs Group lifted their target price on shares of Johnson Controls International from $124.00 to $142.00 and gave the stock a “buy” rating in a research note on Thursday, November 6th. UBS Group reissued a “buy” rating and issued a $124.00 price target on shares of Johnson Controls International in a research report on Thursday, November 6th. Finally, Royal Bank Of Canada raised their price objective on shares of Johnson Controls International from $116.00 to $135.00 and gave the stock a “sector perform” rating in a report on Thursday, November 6th. Ten investment analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $120.72.

Johnson Controls International Price Performance

Shares of NYSE:JCI opened at $122.33 on Thursday. The company has a 50 day moving average of $110.60 and a 200 day moving average of $105.28. The company has a current ratio of 0.96, a quick ratio of 0.81 and a debt-to-equity ratio of 0.50. The stock has a market cap of $80.05 billion, a P/E ratio of 36.30, a P/E/G ratio of 1.70 and a beta of 1.36. Johnson Controls International plc has a 12 month low of $68.03 and a 12 month high of $123.78.

Johnson Controls International (NYSE:JCI) last posted 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 business 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 9.53% and a return on equity of 14.71%. The business’s revenue for the quarter was up 3.1% compared to the same quarter last year. During the same period in the prior year, the company posted $1.28 EPS. Johnson Controls International has set its FY 2026 guidance at 4.550-4.55 EPS. Q1 2026 guidance at 0.830-0.83 EPS. As a group, sell-side analysts forecast that Johnson Controls International plc will post 3.64 EPS for the current fiscal year.

Johnson Controls International Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, October 17th. Investors of record on Monday, September 22nd were paid a dividend of $0.40 per share. This is a positive change from Johnson Controls International’s previous quarterly dividend of $0.37. This represents a $1.60 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend was Monday, September 22nd. Johnson Controls International’s dividend payout ratio is 31.43%.

Johnson Controls International Profile

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.