Mitsubishi UFJ Asset Management Co. Ltd. Raises Stock Position in Johnson Controls International plc $JCI

Mitsubishi UFJ Asset Management Co. Ltd. raised its stake in shares of Johnson Controls International plc (NYSE:JCI) by 1.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 1,334,661 shares of the company’s stock after buying an additional 22,179 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned about 0.22% of Johnson Controls International worth $163,242,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Maseco LLP lifted its holdings in shares of Johnson Controls International by 102.9% during the 4th quarter. Maseco LLP now owns 211 shares of the company’s stock valued at $25,000 after buying an additional 107 shares during the period. Roxbury Financial LLC lifted its holdings in shares of Johnson Controls International by 71.9% during the 4th quarter. Roxbury Financial LLC now owns 239 shares of the company’s stock valued at $29,000 after buying an additional 100 shares during the period. YANKCOM Partnership bought a new position in shares of Johnson Controls International during the 4th quarter valued at $34,000. Physician Wealth Advisors Inc. lifted its holdings in shares of Johnson Controls International by 62.8% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 319 shares of the company’s stock valued at $35,000 after buying an additional 123 shares during the period. Finally, Flagship Harbor Advisors LLC bought a new position in shares of Johnson Controls International during the 4th quarter valued at $38,000. 90.05% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on the company. Weiss Ratings reissued a “buy (b)” rating on shares of Johnson Controls International in a report on Thursday, January 22nd. Wolfe Research lowered their price target on Johnson Controls International from $161.00 to $160.00 and set an “outperform” rating on the stock in a report on Wednesday, April 8th. The Goldman Sachs Group increased their price target on Johnson Controls International from $154.00 to $158.00 and gave the company a “buy” rating in a report on Tuesday, April 7th. Mizuho increased their price target on Johnson Controls International from $120.00 to $130.00 and gave the company a “neutral” rating in a report on Thursday, February 5th. Finally, Barclays increased their price target on Johnson Controls International from $125.00 to $136.00 and gave the company an “equal weight” rating in a report on Thursday, February 5th. Twelve analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $137.81.

Key Stories Impacting Johnson Controls International

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

• Positive Sentiment: Q2 beat and stronger revenue — JCI reported adjusted EPS $1.19 vs. $1.12 consensus and revenue of $6.14B vs. $6.08B, with organic sales up ~6% and GAAP/adjusted metrics showing solid year-over-year improvement. Johnson Controls Reports Strong Q2 Results; Raises FY26 Guidance
• Positive Sentiment: Raised FY26 guidance — Management lifted full?year adjusted EPS to $4.85 and set Q3 EPS at $1.28, slightly above/consistent with consensus, signaling confidence in execution. Johnson Controls Tops Q2 Earnings & Revenue Estimates, Raises FY26 View
• Positive Sentiment: Data-center/AI cooling boom and record backlog — Orders surged (orders +30% organically) and backlog hit a record $20B, driven by industrial-scale AI/data-center cooling demand, which underpins the raised profit outlook. Johnson Controls raises annual profit forecast on data center cooling demand
• Neutral Sentiment: New product/guide supports long-term growth — JCI published a second data-center reference design guide (air-cooled chillers) to support large-scale AI factory cooling, reinforcing its market position but with more long-term impact than immediate earnings. Johnson Controls releases second data center reference design guide
• Negative Sentiment: Margin and macro worries weighed on the stock — Despite the beat and guidance lift, analysts and investors flagged margin pressures and broader macroeconomic risks; that caution (plus profit-taking near multi?month highs) pushed the share price lower on heavy volume. Johnson Controls beats Q2 estimates, but margins and macro risks weigh on shares

Johnson Controls International Trading Down 1.0%

Shares of JCI stock opened at $143.37 on Thursday. Johnson Controls International plc has a 52-week low of $87.77 and a 52-week high of $147.32. 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 has a market capitalization of $87.75 billion, a PE ratio of 27.00, a PEG ratio of 1.63 and a beta of 1.37. The stock has a fifty day simple moving average of $137.58 and a two-hundred day simple moving average of $126.00.

Johnson Controls International (NYSE:JCI) last issued its quarterly earnings results on Wednesday, May 6th. The company reported $1.19 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.12 by $0.07. Johnson Controls International had a return on equity of 17.15% and a net margin of 14.17%.The business had revenue of $6.14 billion during the quarter, compared to analyst estimates of $6.08 billion. During the same quarter in the prior year, the business posted $0.82 EPS. Johnson Controls International’s revenue for the quarter was up 8.2% compared to the same quarter last year. Johnson Controls International has set its Q3 2026 guidance at 1.280-1.280 EPS and its FY 2026 guidance at 4.850-4.850 EPS. On average, analysts predict that Johnson Controls International plc will post 4.75 EPS for the current fiscal year.

Johnson Controls International Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, April 10th. Shareholders of record on Monday, March 16th were paid a $0.40 dividend. This represents a $1.60 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date was Monday, March 16th. Johnson Controls International’s dividend payout ratio is presently 30.13%.

Insiders Place Their Bets

In other Johnson Controls International news, VP Todd M. Grabowski sold 6,050 shares of the stock in a transaction on Friday, February 6th. The stock was sold at an average price of $134.90, for a total value of $816,145.00. Following the completion of the sale, the vice president owned 34,836 shares in the company, valued at approximately $4,699,376.40. This represents a 14.80% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, VP Daniel C. Mcconeghy sold 3,600 shares of the stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $142.56, for a total value of $513,216.00. Following the completion of the sale, the vice president owned 24,273 shares of the company’s stock, valued at $3,460,358.88. The trade was a 12.92% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.29% of the company’s stock.

About Johnson Controls International

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.