Johnson Controls International (NYSE:JCI) Stock Price Target Raised at Citigroup

Key Points

• Citigroup raised Johnson Controls’ price target from $170 to $172 while maintaining a “neutral” rating, implying approximately 9.3% upside. The broader analyst consensus is “Moderate Buy,” with an average target of $166.86.
• Johnson Controls reported quarterly adjusted EPS of $1.66, ahead of the $1.59 consensus, while revenue increased 10.4% year over year to $7.11 billion and also exceeded estimates.
• The stock rose 0.9% to $157.36, near its 12-month high of $160.41. Analysts remain divided, with ratings ranging from “Strong Buy” to “Sell,” while an executive recently sold more than $3.5 million in company shares.

Johnson Controls International (NYSE:JCI - Get Free Report) had its price target hoisted by equities research analysts at Citigroup from $170.00 to $172.00 in a report issued on Wednesday, Benzinga reports. The brokerage currently has a "neutral" rating on the stock. Citigroup's price objective points to a potential upside of 9.30% from the company's current price.

Several other equities research analysts also recently issued reports on the stock. BNP Paribas Exane increased their price objective on shares of Johnson Controls International from $130.00 to $145.00 and gave the stock an "underperform" rating in a research report on Wednesday. Wall Street Zen cut shares of Johnson Controls International from a "buy" rating to a "hold" rating in a research report on Saturday, August 1st. Argus set a $175.00 target price on shares of Johnson Controls International in a research note on Friday, August 7th. Bank of America increased their target price on Johnson Controls International from $152.00 to $175.00 and gave the stock a "buy" rating in a report on Thursday, October 8th. Finally, Royal Bank Of Canada lifted their price target on Johnson Controls International from $161.00 to $165.00 and gave the company a "sector perform" rating in a research note on Wednesday, October 14th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $166.86.

Johnson Controls International Stock Up 0.9%

Shares of NYSE JCI traded up $1.48 during mid-day trading on Wednesday, reaching $157.36. 3,269,403 shares of the company's stock were exchanged, compared to its average volume of 4,125,924. The firm has a market capitalization of $95.32 billion, a price-to-earnings ratio of 27.37, a PEG ratio of 1.07 and a beta of 1.27. The company has a current ratio of 1.00, a quick ratio of 0.83 and a debt-to-equity ratio of 0.61. The business has a fifty day simple moving average of $146.83 and a 200 day simple moving average of $140.14. Johnson Controls International has a twelve month low of $108.41 and a twelve month high of $160.41.

Johnson Controls International (NYSE:JCI - Get Free Report) last issued its quarterly earnings data on Tuesday, October 27th. The company reported $1.66 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.59 by $0.07. Johnson Controls International had a return on equity of 22.11% and a net margin of 14.32%. The business had revenue of $7.11 billion during the quarter, compared to analyst estimates of $7.04 billion. During the same period in the previous year, the firm earned $1.26 EPS. Johnson Controls International's quarterly revenue was up 10.4% compared to the same quarter last year. As a group, equities analysts expect that Johnson Controls International will post 5.08 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, VP Lei Schlitz sold 23,417 shares of the firm's stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $153.07, for a total value of $3,584,440.19. Following the completion of the transaction, the vice president owned 15,017 shares of the company's stock, valued at approximately $2,298,652.19. This trade represents a 60.93% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 0.29% of the company's stock.

Institutional Investors Weigh In On Johnson Controls International

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. NBH Bank acquired a new stake in shares of Johnson Controls International in the second quarter valued at about $29,000. Virginia Estate & Retirement Planning Advisors Inc. acquired a new position in Johnson Controls International during the third quarter valued at approximately $33,000. Fourth Dimension Wealth LLC grew its stake in Johnson Controls International by 51.3% in the second quarter. Fourth Dimension Wealth LLC now owns 230 shares of the company's stock valued at $34,000 after purchasing an additional 78 shares in the last quarter. First Bancorp Inc ME bought a new position in Johnson Controls International in the second quarter valued at approximately $34,000. Finally, Latitude Advisors LLC acquired a new position in shares of Johnson Controls International during the 3rd quarter worth approximately $38,000. 90.05% of the stock is owned by institutional investors.

Johnson Controls International News Roundup

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

• Positive Sentiment: Q4 earnings and revenue exceeded expectations. Adjusted EPS was $1.66 versus the $1.59 consensus, while revenue rose 10.4% year over year to $7.11 billion, ahead of the $7.04 billion estimate. Organic revenue increased 12%, and adjusted EBIT margins expanded by 300 basis points. Johnson Controls Q4 and FY26 Results
• Positive Sentiment: Management issued strong fiscal 2027 guidance. Johnson Controls expects 11%-12% organic revenue growth and adjusted EPS of $6.15-$6.30, supported by a 44% organic increase in orders and a record $23 billion backlog. The company plans approximately $900 million in capital expenditures to expand data-center thermal-management capacity. Johnson Controls Fiscal 2027 Outlook
• Positive Sentiment: The AI data-center opportunity is strengthening the investment thesis. Johnson Controls is redirecting resources toward HVAC, liquid cooling, and other thermal-management products, areas benefiting from rising server density and data-center construction. Johnson Controls Beats the Heat in AI Data Centers
• Positive Sentiment: Analyst sentiment includes several bullish revisions. Bernstein raised its target to $194, while Robert W. Baird increased its target to $172 and Morgan Stanley maintained a Buy rating with a $180 target. Bernstein Price Target Revision
• Neutral Sentiment: Johnson Controls agreed to sell its global intrusion products business to Truelink Capital. The transaction should sharpen the company’s focus on data-center infrastructure, although the divested unit contributes roughly $500 million in annual revenue and could reduce earnings by about $0.15 per share. Truelink Acquisition Announcement
• Negative Sentiment: Valuation and analyst disagreement remain risks. BNP Paribas Exane raised its target to $145 but retained an Underperform rating, implying downside from recent levels. The stock’s premium valuation leaves limited room for execution setbacks, while planned capital spending may temporarily weigh on cash flow.

About Johnson Controls International

Johnson Controls International plc NYSE: JCI is a global provider of building technology, products and services. The company helps customers design, operate and maintain efficient, healthy and secure buildings through solutions for heating, ventilation and air conditioning, building automation, energy management, fire detection and suppression, and physical security.

Its portfolio includes building controls and digital management platforms, HVAC equipment, chillers, air-handling systems, fire and security technologies, and related services.

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