What is Zacks Research's Estimate for JCI Q4 Earnings?

Key Points

• Zacks Research has increased its Q4 2025 EPS estimate for Johnson Controls International from $0.92 to $1.14, signaling optimism for the company's earnings performance.
• The company recently implemented a $9 billion share buyback plan, allowing it to repurchase up to 13.4% of its stock, indicating management's belief that the shares are undervalued.
• Johnson Controls International has a current market cap of $70.05 billion and a consensus rating of "Hold" from analysts, with a price target of approximately $105.72.

Johnson Controls International plc (NYSE:JCI - Free Report) - Investment analysts at Zacks Research lifted their Q4 2025 earnings per share estimates for Johnson Controls International in a research report issued to clients and investors on Wednesday, September 3rd. Zacks Research analyst Team now forecasts that the company will post earnings of $1.14 per share for the quarter, up from their previous forecast of $0.92. Zacks Research currently has a "Hold" rating on the stock. The consensus estimate for Johnson Controls International's current full-year earnings is $3.64 per share. Zacks Research also issued estimates for Johnson Controls International's Q3 2026 earnings at $1.11 EPS, Q4 2026 earnings at $1.04 EPS, FY2026 earnings at $3.86 EPS, Q1 2027 earnings at $1.00 EPS, Q2 2027 earnings at $1.05 EPS, Q3 2027 earnings at $1.09 EPS and FY2027 earnings at $4.31 EPS.

Several other equities research analysts have also recently weighed in on JCI. Jefferies Financial Group reiterated a "hold" rating and issued a $120.00 price objective on shares of Johnson Controls International in a report on Thursday, July 24th. Royal Bank Of Canada raised their price target on shares of Johnson Controls International from $112.00 to $114.00 and gave the company a "sector perform" rating in a report on Wednesday, July 30th. UBS Group restated a "buy" rating and set a $116.00 target price (up previously from $103.00) on shares of Johnson Controls International in a research note on Thursday, May 22nd. Oppenheimer cut shares of Johnson Controls International from an "outperform" rating to a "market perform" rating in a research note on Friday, June 20th. Finally, Robert W. Baird upped their price objective on Johnson Controls International from $90.00 to $110.00 and gave the stock a "neutral" rating in a research note on Thursday, July 17th. Nine analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company. Based on data from MarketBeat, Johnson Controls International has an average rating of "Hold" and a consensus price target of $105.72.

Johnson Controls International Price Performance

Shares of JCI traded down $0.92 during midday trading on Friday, reaching $106.25. The stock had a trading volume of 3,658,924 shares, compared to its average volume of 4,735,082. The company has a current ratio of 0.96, a quick ratio of 0.81 and a debt-to-equity ratio of 0.50. The company has a market capitalization of $69.53 billion, a price-to-earnings ratio of 31.53, a price-to-earnings-growth ratio of 1.89 and a beta of 1.31. The company's 50-day moving average is $106.56 and its 200 day moving average is $95.02. Johnson Controls International has a 12-month low of $68.03 and a 12-month high of $112.63.

Johnson Controls International (NYSE:JCI - Get Free Report) last issued its earnings results on Tuesday, July 29th. The company reported $1.05 EPS for the quarter, topping the consensus estimate of $0.99 by $0.06. The business had revenue of $6.05 billion during the quarter, compared to the consensus estimate of $5.99 billion. Johnson Controls International had a return on equity of 14.71% and a net margin of 9.53%. Johnson Controls International has set its FY 2025 guidance at 3.650-3.680 EPS. Q4 2025 guidance at 1.140-1.170 EPS.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in JCI. Vanguard Group Inc. boosted its holdings in Johnson Controls International by 1.3% in the second quarter. Vanguard Group Inc. now owns 69,365,463 shares of the company's stock valued at $7,326,380,000 after acquiring an additional 920,777 shares during the last quarter. State Street Corp increased its holdings in Johnson Controls International by 2.5% during the 2nd quarter. State Street Corp now owns 28,521,478 shares of the company's stock worth $3,022,673,000 after purchasing an additional 683,467 shares during the last quarter. Franklin Resources Inc. increased its holdings in Johnson Controls International by 3.0% during the 2nd quarter. Franklin Resources Inc. now owns 23,223,902 shares of the company's stock worth $2,452,909,000 after purchasing an additional 675,862 shares during the last quarter. Fisher Asset Management LLC boosted its stake in shares of Johnson Controls International by 2.7% during the 2nd quarter. Fisher Asset Management LLC now owns 16,604,983 shares of the company's stock valued at $1,753,818,000 after buying an additional 430,437 shares during the last quarter. Finally, Geode Capital Management LLC boosted its stake in shares of Johnson Controls International by 0.8% during the 2nd quarter. Geode Capital Management LLC now owns 14,285,011 shares of the company's stock valued at $1,501,266,000 after buying an additional 120,078 shares during the last quarter. Hedge funds and other institutional investors own 90.05% of the company's stock.

Insiders Place Their Bets

In other Johnson Controls International news, VP Daniel C. Mcconeghy sold 5,917 shares of the stock in a transaction that occurred on Wednesday, September 3rd. The stock was sold at an average price of $105.73, for a total transaction of $625,604.41. Following the completion of the transaction, the vice president owned 25,005 shares of the company's stock, valued at $2,643,778.65. This represents a 19.14% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Nathan D. Manning sold 1,422 shares of the company's stock in a transaction that occurred on Tuesday, September 2nd. The shares were sold at an average price of $105.06, for a total value of $149,395.32. Following the completion of the transaction, the vice president owned 139,459 shares in the company, valued at $14,651,562.54. This represents a 1.01% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 10,183 shares of company stock worth $1,071,501 over the last three months. 0.54% of the stock is currently owned by insiders.

Johnson Controls International Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, July 18th. Investors of record on Monday, June 23rd were issued a dividend of $0.37 per share. This represents a $1.48 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend was Monday, June 23rd. Johnson Controls International's dividend payout ratio (DPR) is 43.92%.

Johnson Controls International announced that its Board of Directors has authorized a share buyback plan on Friday, June 13th that permits the company to repurchase $9.00 billion in shares. This repurchase authorization permits the company to purchase up to 13.4% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company's management believes its shares are undervalued.

Johnson Controls International Company Profile

Johnson Controls International plc, together with its subsidiaries, engages in engineering, manufacturing, commissioning, and retrofitting building products and systems in the United States, Europe, the Asia Pacific, and internationally. It operates in four segments: Building Solutions North America, Building Solutions EMEA/LA, Building Solutions Asia Pacific, and Global Products.