Johnson Controls International plc $JCI Shares Bought by Strs Ohio

Key Points

• Strs Ohio increased its stake in Johnson Controls by 32.0% in Q4 to 205,403 shares (about $24.6 million), and institutional investors now own roughly 90.05% of the stock.
• Johnson Controls beat Q4 estimates with $0.89 EPS vs. $0.84 expected and revenue of $5.80 billion, set FY‑2026 guidance at 4.70 EPS (analysts expect ~4.75), and reported revenue growth of 6.8% year‑over‑year.
• The company pays a quarterly dividend of $0.40 (annualized $1.60, yield ~1.1%, payout ratio ~30%), while insiders disclosed sales totaling 9,650 shares by two VPs in February.

Strs Ohio increased its stake in Johnson Controls International plc (NYSE:JCI - Free Report) by 32.0% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 205,403 shares of the company's stock after purchasing an additional 49,775 shares during the period. Strs Ohio's holdings in Johnson Controls International were worth $24,597,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. Maseco LLP boosted its stake in Johnson Controls International by 102.9% in the 4th quarter. Maseco LLP now owns 211 shares of the company's stock worth $25,000 after purchasing an additional 107 shares in the last quarter. Roxbury Financial LLC boosted its stake in Johnson Controls International by 71.9% in the 4th quarter. Roxbury Financial LLC now owns 239 shares of the company's stock worth $29,000 after purchasing an additional 100 shares in the last quarter. YANKCOM Partnership acquired a new stake in Johnson Controls International in the 4th quarter worth approximately $34,000. Physician Wealth Advisors Inc. boosted its stake in Johnson Controls International by 62.8% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 319 shares of the company's stock worth $35,000 after purchasing an additional 123 shares in the last quarter. Finally, Dunhill Financial LLC boosted its stake in Johnson Controls International by 123.3% in the 3rd quarter. Dunhill Financial LLC now owns 335 shares of the company's stock worth $37,000 after purchasing an additional 185 shares in the last quarter. 90.05% of the stock is currently owned by institutional investors and hedge funds.

Johnson Controls International Stock Performance

Shares of NYSE JCI opened at $145.29 on Friday. The company has a current ratio of 0.99, a quick ratio of 0.81 and a debt-to-equity ratio of 0.66. Johnson Controls International plc has a 12 month low of $87.31 and a 12 month high of $146.90. The company has a 50 day simple moving average of $137.54 and a two-hundred day simple moving average of $125.39. The stock has a market cap of $88.93 billion, a price-to-earnings ratio of 27.36, a PEG ratio of 1.64 and a beta of 1.37.

Johnson Controls International (NYSE:JCI - Get Free Report) last announced its quarterly earnings data on Wednesday, February 4th. The company reported $0.89 EPS for the quarter, beating the consensus estimate of $0.84 by $0.05. The business had revenue of $5.80 billion during the quarter, compared to analysts' expectations of $5.64 billion. Johnson Controls International had a net margin of 14.17% and a return on equity of 17.15%. The business's quarterly revenue was up 6.8% compared to the same quarter last year. During the same period in the previous year, the business posted $0.64 EPS. 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, analysts predict that Johnson Controls International plc will post 4.75 earnings per share for the current year.

Johnson Controls International Dividend Announcement

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

Analysts Set New Price Targets

JCI has been the subject of several research reports. The Goldman Sachs Group lifted their price objective on shares of Johnson Controls International from $154.00 to $158.00 and gave the company a "buy" rating in a research note on Tuesday, April 7th. Royal Bank Of Canada decreased their price objective on shares of Johnson Controls International from $140.00 to $139.00 and set a "sector perform" rating for the company in a research note on Wednesday, April 8th. Weiss Ratings restated a "buy (b)" rating on shares of Johnson Controls International in a research note on Thursday, January 22nd. Jefferies Financial Group lifted their price objective on shares of Johnson Controls International from $125.00 to $135.00 and gave the company a "hold" rating in a research note on Wednesday, April 15th. Finally, Wells Fargo & Company lifted their price objective on shares of Johnson Controls International from $135.00 to $145.00 and gave the company an "overweight" rating in a research note on Thursday, February 5th. 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. Based on data from MarketBeat, Johnson Controls International has a consensus rating of "Hold" and a consensus price target of $137.81.

Insider Activity

In other news, VP Todd M. Grabowski sold 6,050 shares of Johnson Controls International stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $134.90, for a total transaction of $816,145.00. Following the completion of the transaction, the vice president directly owned 34,836 shares of the company's stock, valued at $4,699,376.40. The trade was a 14.80% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Daniel C. Mcconeghy sold 3,600 shares of Johnson Controls International stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $142.56, for a total transaction of $513,216.00. Following the transaction, the vice president directly owned 24,273 shares of the company's stock, valued at approximately $3,460,358.88. This trade represents a 12.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.29% of the company's stock.

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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