Sumitomo Mitsui Trust Group Inc. Trims Stake in Johnson Controls International plc $JCI

Key Points

• Sumitomo Mitsui Trust Group trimmed its stake in Johnson Controls by 8.3% in Q4, selling 142,319 shares and now holds 1,566,868 shares (~0.26% of the company) valued at $187.63 million.
• Johnson Controls beat quarter expectations with EPS of $0.89 (vs. $0.84) and $5.80B revenue, and set FY2026 guidance at 4.70 EPS with Q2 guidance of 1.11 EPS.
• Analysts maintain a consensus "Moderate Buy" with an average price target of $135.63, though individual targets range from about $136 to $150 in recent reports.

Sumitomo Mitsui Trust Group Inc. lowered its stake in shares of Johnson Controls International plc (NYSE:JCI - Free Report) by 8.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,566,868 shares of the company's stock after selling 142,319 shares during the quarter. Sumitomo Mitsui Trust Group Inc. owned about 0.26% of Johnson Controls International worth $187,632,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently modified their holdings of the company. Maseco LLP increased its position in shares of Johnson Controls International by 102.9% during 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 period. Roxbury Financial LLC increased 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 valued at $29,000 after buying an additional 100 shares during the period. YANKCOM Partnership purchased a new position in shares of Johnson Controls International during the fourth quarter valued at about $34,000. Physician Wealth Advisors Inc. increased its position in shares of Johnson Controls International by 62.8% during 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 period. Finally, Flagship Harbor Advisors LLC purchased a new position in shares of Johnson Controls International during the fourth quarter valued at about $38,000. Hedge funds and other institutional investors own 90.05% of the company's stock.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the stock. Rothschild & Co Redburn boosted their price target on shares of Johnson Controls International from $137.00 to $150.00 and gave the company a "buy" rating in a research report on Monday, February 9th. Wolfe Research dropped their price objective on shares of Johnson Controls International from $161.00 to $160.00 and set an "outperform" rating on the stock in a research note on Wednesday, April 8th. Barclays boosted their price objective on shares of 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. Weiss Ratings reissued a "buy (b)" rating on shares of Johnson Controls International in a research note on Thursday, January 22nd. Finally, Royal Bank Of Canada dropped their price objective on shares of Johnson Controls International from $140.00 to $139.00 and set a "sector perform" rating on the stock in a research note on Wednesday, April 8th. Twelve analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average price target of $135.63.

Johnson Controls International Trading Down 0.2%

NYSE:JCI opened at $142.19 on Monday. Johnson Controls International plc has a one year low of $73.55 and a one year high of $146.49. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.99 and a quick ratio of 0.81. The company's 50-day simple moving average is $136.11 and its 200 day simple moving average is $122.23. The firm has a market capitalization of $87.03 billion, a P/E ratio of 26.78, a PEG ratio of 1.61 and a beta of 1.39.

Johnson Controls International (NYSE:JCI - Get Free Report) last posted its quarterly 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 net margin of 14.17% and a return on equity of 17.15%. The firm had revenue of $5.80 billion for the quarter, compared to analysts' expectations of $5.64 billion. During the same quarter in the prior year, the company posted $0.64 earnings per share. The business'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, analysts forecast that Johnson Controls International plc will post 3.64 EPS for the current fiscal year.

Johnson Controls International Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, April 10th. Stockholders of record on Monday, March 16th were paid 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 was Monday, March 16th. Johnson Controls International's dividend payout ratio (DPR) is currently 30.13%.

Insider Transactions at Johnson Controls International

In other news, Director Mark Vergnano acquired 7,665 shares of Johnson Controls International stock in a transaction dated 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 completion of the purchase, 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Daniel C. Mcconeghy sold 3,600 shares of the company'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 transaction, the vice president owned 24,273 shares of the company's stock, valued at approximately $3,460,358.88. This represents a 12.92% decrease in their position. The SEC filing for this sale provides additional information. Corporate 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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