Johnson Controls International (NYSE:JCI) Earns Hold Rating from Analysts at Evercore

Evercore started coverage on shares of Johnson Controls International (NYSE:JCI) in a research note released on Monday morning, Marketbeat reports. The firm issued a hold rating and a $155.00 price target on the stock.

JCI has been the topic of several other reports. Weiss Ratings reiterated a “buy (b)” rating on shares of Johnson Controls International in a research report on Thursday, January 22nd. Mizuho lifted their target price on shares of Johnson Controls International from $120.00 to $130.00 and gave the company a “neutral” rating in a research report on Thursday, February 5th. Morgan Stanley lifted their target price on shares of Johnson Controls International from $130.00 to $140.00 and gave the company an “overweight” rating in a research report on Wednesday, March 11th. Robert W. Baird set a $132.00 target price on shares of Johnson Controls International in a research report on Thursday, February 5th. Finally, Wolfe Research decreased their target price on shares of Johnson Controls International from $161.00 to $160.00 and set an “outperform” rating on the stock in a research report on Wednesday, April 8th. Twelve analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $137.05.

Johnson Controls International Price Performance

Shares of Johnson Controls International stock opened at $137.25 on Monday. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.81 and a current ratio of 0.99. The firm’s 50-day simple moving average is $137.02 and its 200-day simple moving average is $122.84. Johnson Controls International has a twelve month low of $73.55 and a twelve month high of $146.49. The firm has a market cap of $84.00 billion, a P/E ratio of 25.85, a price-to-earnings-growth ratio of 1.60 and a beta of 1.39.

Johnson Controls International (NYSE:JCI) last issued its earnings results on Wednesday, February 4th. The company reported $0.89 earnings per share for the quarter, beating the consensus estimate of $0.84 by $0.05. Johnson Controls International had a net margin of 14.17% and a return on equity of 17.15%. The business had revenue of $5.80 billion for the quarter, compared to analyst estimates of $5.64 billion. During the same period in the previous year, the business earned $0.64 EPS. The firm’s revenue was up 6.8% on a year-over-year basis. Johnson Controls International has set its FY 2026 guidance at 4.700-4.700 EPS and its Q2 2026 guidance at 1.110-1.110 EPS. As a group, research analysts expect that Johnson Controls International will post 3.64 EPS for the current fiscal year.

Johnson Controls International Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, April 10th. Shareholders of record on Monday, March 16th were paid a $0.40 dividend. The ex-dividend date of this dividend was Monday, March 16th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.2%. Johnson Controls International’s payout ratio is currently 30.13%.

Insiders Place Their Bets

In related news, VP Todd M. Grabowski sold 6,050 shares of the stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $134.90, for a total value of $816,145.00. Following the transaction, the vice president directly owned 34,836 shares in the company, valued at $4,699,376.40. This represents a 14.80% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Mark Vergnano acquired 7,665 shares of the business’s stock in a transaction that occurred on Thursday, February 5th. The stock was acquired at an average price of $131.94 per share, for a total transaction of $1,011,320.10. Following the completion of the acquisition, the director directly owned 37,602 shares of the company’s stock, valued at $4,961,207.88. This trade represents a 25.60% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders own 0.29% of the company’s stock.

Hedge Funds Weigh In On Johnson Controls International

Several large investors have recently bought and sold shares of the business. Purpose Unlimited Inc. acquired a new position in Johnson Controls International in the fourth quarter valued at approximately $287,000. Stance Capital LLC acquired a new position in Johnson Controls International in the fourth quarter valued at approximately $1,966,000. Rockefeller Capital Management L.P. lifted its holdings in Johnson Controls International by 49.0% in the fourth quarter. Rockefeller Capital Management L.P. now owns 515,941 shares of the company’s stock valued at $61,785,000 after buying an additional 169,741 shares during the period. World Investment Advisors lifted its holdings in Johnson Controls International by 2.5% in the fourth quarter. World Investment Advisors now owns 70,569 shares of the company’s stock valued at $8,451,000 after buying an additional 1,694 shares during the period. Finally, Winthrop Partners WNY LLC acquired a new position in Johnson Controls International in the fourth quarter valued at approximately $2,088,000. 90.05% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Johnson Controls International

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

• Positive Sentiment: Report that JCI is weighing roughly $4.5 billion in divestitures, which investors interpret as a potential value-unlocking move that could simplify the business or accelerate buybacks/returns of capital. Article Title
• Positive Sentiment: Citigroup analyst coverage suggests upside for the stock, signaling at least one major sell-side voice is constructive on JCI’s outlook and could support investor sentiment. Article Title
• Neutral Sentiment: Evercore has begun coverage of JCI — new institutional coverage increases investor attention and may add liquidity and debate, but the immediate directional impact depends on the published view. Article Title
• Neutral Sentiment: Jefferies raised its price target to $135 (maintains a “hold”), which is slightly below the recent trading level — this is a modest technical adjustment rather than a bullish endorsement. Article Title
• Neutral Sentiment: A Yahoo Finance piece highlights data and integration challenges in building-technology services that could shape demand; this is a thematic item to watch for medium-term revenue mix and margin implications. Article Title
• Negative Sentiment: BNP Paribas (Exane) initiated coverage with a “strong sell”/underperform and a $120 price target, a notably bearish view that increases downside narrative and likely pressured the stock. Article Title
• Negative Sentiment: Coverage summaries aggregated on Zacks/TickerReport also cite the BNP initiation and emphasize downside risk from the new sell-side view. Article Title

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.