Davis Selected Advisers Boosts Stake in Johnson Controls International plc $JCI

Key Points

• Davis Selected Advisers raised its stake in Johnson Controls by 12.9% in Q4 to 209,960 shares, buying 23,956 additional shares and holding about $25.14 million worth of stock.
• Johnson Controls beat Q4 estimates with $0.89 EPS (vs. $0.84 expected) and $5.80 billion in revenue (up 6.8% YoY), and set FY 2026 guidance at 4.700 EPS versus a sell-side consensus near 4.75.
• Insider and shareholder moves: Director Mark Vergnano purchased 7,665 shares (~$1.01M) in February, and the company pays a $0.40 quarterly dividend ($1.60 annualized, ~1.1% yield).

Davis Selected Advisers raised its holdings in Johnson Controls International plc (NYSE:JCI - Free Report) by 12.9% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 209,960 shares of the company's stock after purchasing an additional 23,956 shares during the quarter. Davis Selected Advisers' holdings in Johnson Controls International were worth $25,143,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Maseco LLP lifted its position in Johnson Controls International by 102.9% in the fourth quarter. Maseco LLP now owns 211 shares of the company's stock valued at $25,000 after buying an additional 107 shares during the last quarter. Roxbury Financial LLC lifted its position in Johnson Controls International by 71.9% in the fourth 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 last quarter. YANKCOM Partnership acquired a new position in Johnson Controls International in the fourth quarter valued at about $34,000. Physician Wealth Advisors Inc. lifted its position in Johnson Controls International by 62.8% in the third 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 last quarter. Finally, Flagship Harbor Advisors LLC acquired a new position in Johnson Controls International in the fourth quarter valued at about $38,000. Institutional investors and hedge funds own 90.05% of the company's stock.

Johnson Controls International Stock Performance

Shares of Johnson Controls International stock opened at $145.29 on Friday. The business has a 50-day moving average of $137.54 and a 200 day moving average of $125.26. Johnson Controls International plc has a 12 month low of $87.31 and a 12 month high of $146.90. The stock has a market capitalization of $88.93 billion, a price-to-earnings ratio of 27.36, a price-to-earnings-growth ratio of 1.65 and a beta of 1.37. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.99 and a quick ratio of 0.81.

Johnson Controls International (NYSE:JCI - Get Free Report) last announced its earnings results on Wednesday, February 4th. The company reported $0.89 EPS for the quarter, beating analysts' consensus estimates of $0.84 by $0.05. Johnson Controls International had a return on equity of 17.15% and a net margin of 14.17%.The company had revenue of $5.80 billion during the quarter, compared to analysts' expectations of $5.64 billion. During the same period last year, the business posted $0.64 EPS. Johnson Controls International's revenue for the quarter 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, sell-side analysts forecast that Johnson Controls International plc will post 4.75 earnings per share for the current year.

Johnson Controls International Dividend Announcement

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

Insiders Place Their Bets

In related news, Director Mark Vergnano purchased 7,665 shares of the business's stock in a transaction on Thursday, February 5th. The shares were bought at an average price of $131.94 per share, for a total transaction of $1,011,320.10. Following the acquisition, the director directly owned 37,602 shares in the company, valued at $4,961,207.88. This trade represents a 25.60% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, VP Todd M. Grabowski sold 6,050 shares of the company's stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $134.90, for a total value of $816,145.00. Following the sale, the vice president owned 34,836 shares in the company, valued at approximately $4,699,376.40. This trade represents a 14.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.29% of the stock is owned by company insiders.

Analysts Set New Price Targets

JCI has been the topic of a number of recent analyst reports. Wall Street Zen cut shares of Johnson Controls International from a "buy" rating to a "hold" rating in a research report on Saturday, April 25th. Barclays increased their target price on Johnson Controls International from $125.00 to $136.00 and gave the stock an "equal weight" rating in a research note on Thursday, February 5th. Melius Research set a $148.00 target price on Johnson Controls International in a report on Wednesday, January 7th. Royal Bank Of Canada lowered their target price on Johnson Controls International from $140.00 to $139.00 and set a "sector perform" rating for the company in a report on Wednesday, April 8th. Finally, Jefferies Financial Group raised their target price on Johnson Controls International from $125.00 to $135.00 and gave the company a "hold" rating in a report on Wednesday, April 15th. Twelve equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Johnson Controls International currently has an average rating of "Hold" and a consensus target price of $137.81.

Johnson Controls International 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.

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