PFA Pension Forsikringsaktieselskab Buys Shares of 55,487 Johnson Controls International plc $JCI

Key Points

• PFA Pension Forsikringsaktieselskab opened a new position in Johnson Controls by acquiring 55,487 shares in Q4, valued at about $6.71 million.
• Q4 results beat expectations with $0.89 EPS vs. $0.84 and revenue of $5.80 billion (up 6.8% YoY); the company set FY2026 guidance at 4.70 EPS and pays a quarterly dividend of $0.40 (≈1.1% yield).
• Analyst sentiment is mixed—an average rating of "Hold" with a $137.81 target despite several firms raising targets and issuing buys—and insiders showed activity with Director Mark Vergnano buying 7,665 shares while a VP sold 3,600; institutional ownership is about 90.05%.

PFA Pension Forsikringsaktieselskab acquired a new position in Johnson Controls International plc (NYSE:JCI - Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 55,487 shares of the company's stock, valued at approximately $6,711,000.

Several other institutional investors and hedge funds have also made changes to their positions in JCI. Maseco LLP raised its position in Johnson Controls International by 102.9% in the fourth quarter. Maseco LLP now owns 211 shares of the company's stock worth $25,000 after acquiring an additional 107 shares in the last quarter. Roxbury Financial LLC raised its position in shares of Johnson Controls International by 71.9% during the fourth quarter. Roxbury Financial LLC now owns 239 shares of the company's stock worth $29,000 after purchasing an additional 100 shares during the period. YANKCOM Partnership purchased a new stake in Johnson Controls International during the fourth quarter valued at about $34,000. Physician Wealth Advisors Inc. lifted its position in shares of Johnson Controls International by 62.8% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 319 shares of the company's stock valued at $35,000 after acquiring an additional 123 shares in the last quarter. Finally, Flagship Harbor Advisors LLC acquired a new stake in shares of Johnson Controls International in the fourth quarter worth $38,000. 90.05% of the stock is currently owned by institutional investors.

Johnson Controls International Trading Down 0.3%

Shares of NYSE:JCI opened at $144.60 on Tuesday. 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 stock's 50-day moving average is $137.54 and its 200-day moving average is $125.52. The company has a market cap of $88.50 billion, a P/E ratio of 27.23, a P/E/G ratio of 1.64 and a beta of 1.37. Johnson Controls International plc has a 52-week low of $87.31 and a 52-week high of $146.90.

Johnson Controls International (NYSE:JCI - Get Free Report) last posted its quarterly earnings data on Wednesday, February 4th. The company reported $0.89 earnings per share for the quarter, topping the consensus estimate 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 business had revenue of $5.80 billion during the quarter, compared to analysts' expectations of $5.64 billion. During the same quarter in the previous year, the firm earned $0.64 EPS. The firm's revenue was up 6.8% compared to the same quarter last year. 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. Equities research analysts predict 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 announced a quarterly dividend, which was paid on Friday, April 10th. Investors of record on Monday, March 16th were given a dividend of $0.40 per share. The ex-dividend date of this dividend was Monday, March 16th. This represents a $1.60 dividend on an annualized basis and a yield of 1.1%. Johnson Controls International's payout ratio is 30.13%.

Wall Street Analyst Weigh In

JCI has been the subject of a number of research reports. Mizuho raised their price objective on Johnson Controls International from $120.00 to $130.00 and gave the stock a "neutral" rating in a research report on Thursday, February 5th. The Goldman Sachs Group boosted their target price on Johnson Controls International from $154.00 to $158.00 and gave the company a "buy" rating in a research note on Tuesday, April 7th. Weiss Ratings restated a "buy (b)" rating on shares of Johnson Controls International in a report on Thursday, January 22nd. JPMorgan Chase & Co. raised their price target on shares of Johnson Controls International from $138.00 to $158.00 and gave the company an "overweight" rating in a report on Friday, February 6th. Finally, Wall Street Zen raised shares of Johnson Controls International from a "hold" rating to a "buy" rating in a research report on Sunday. Twelve research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Johnson Controls International has an average rating of "Hold" and an average target price of $137.81.

Insider Activity at Johnson Controls International

In related news, Director Mark Vergnano purchased 7,665 shares of Johnson Controls International stock in a transaction on Thursday, February 5th. The stock was purchased at an average cost of $131.94 per share, with a total value of $1,011,320.10. Following the acquisition, the director directly owned 37,602 shares in the company, valued at approximately $4,961,207.88. This trade represents a 25.60% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this link. Also, VP Daniel C. Mcconeghy sold 3,600 shares of the firm's stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $142.56, for a total transaction of $513,216.00. Following the completion of the sale, the vice president owned 24,273 shares in the company, valued at $3,460,358.88. This represents a 12.92% decrease in their ownership of the stock. 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.

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