Johnson Controls International (NYSE:JCI) Stock Price Expected to Rise, Robert W. Baird Analyst Says

Johnson Controls International (NYSE:JCI) had its price target raised by research analysts at Robert W. Baird from $162.00 to $172.00 in a research report issued to clients and investors on Wednesday, Benzinga reports. The brokerage currently has a “neutral” rating on the stock. Robert W. Baird‘s price objective indicates a potential upside of 10.70% from the stock’s current price.

Several other analysts have also recently issued reports on JCI. The Goldman Sachs Group increased their price objective on Johnson Controls International from $186.00 to $191.00 and gave the company a “buy” rating in a research note on Wednesday, September 30th. Sanford C. Bernstein reissued an “outperform” rating on shares of Johnson Controls International in a research note on Wednesday, October 7th. Royal Bank Of Canada upped their price target on Johnson Controls International from $161.00 to $165.00 and gave the stock a “sector perform” rating in a report on Wednesday, October 14th. Wall Street Zen lowered Johnson Controls International from a “buy” rating to a “hold” rating in a research report on Saturday, August 1st. Finally, Mizuho lifted their price objective on Johnson Controls International from $150.00 to $165.00 and gave the company a “neutral” rating in a research note on Thursday, October 15th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $164.19.

Johnson Controls International Stock Up 5.3%

Shares of JCI opened at $155.37 on Wednesday. Johnson Controls International has a fifty-two week low of $108.41 and a fifty-two week high of $160.41. The firm’s 50 day moving average price is $146.83 and its 200 day moving average price is $140.14.

Johnson Controls International (NYSE:JCI) last issued its quarterly earnings results on Tuesday, October 27th. The company reported $1.66 EPS for the quarter, beating the consensus estimate of $1.59 by $0.07. The business had revenue of $7.11 billion during the quarter, compared to analysts’ expectations of $7.04 billion. During the same period in the prior year, the business earned $1.26 EPS. The business’s quarterly revenue was up 10.4% on a year-over-year basis. On average, equities research analysts forecast that Johnson Controls International will post 5.08 EPS for the current fiscal year.

Insider Transactions at Johnson Controls International

In other news, VP Lei Schlitz sold 23,417 shares of the stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $153.07, for a total value of $3,584,440.19. Following the transaction, the vice president owned 15,017 shares in the company, valued at approximately $2,298,652.19. This represents a 60.93% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.29% of the stock is owned by company insiders.

Institutional Investors Weigh In On Johnson Controls International

A number of institutional investors and hedge funds have recently bought and sold shares of JCI. State Street Corp lifted its holdings in shares of Johnson Controls International by 2.2% in the 2nd quarter. State Street Corp now owns 28,283,873 shares of the company’s stock valued at $4,143,674,000 after purchasing an additional 621,319 shares during the last quarter. Amundi increased its position in Johnson Controls International by 157.2% during the first quarter. Amundi now owns 5,965,212 shares of the company’s stock worth $781,145,000 after buying an additional 3,646,047 shares during the period. First Trust Advisors LP lifted its stake in Johnson Controls International by 28.3% in the first quarter. First Trust Advisors LP now owns 5,761,677 shares of the company’s stock valued at $754,492,000 after buying an additional 1,270,849 shares during the last quarter. Pictet Asset Management Holding SA lifted its stake in Johnson Controls International by 0.9% in the second quarter. Pictet Asset Management Holding SA now owns 2,331,718 shares of the company’s stock valued at $340,501,000 after buying an additional 20,780 shares during the last quarter. Finally, Hsbc Holdings PLC boosted its holdings in shares of Johnson Controls International by 702.5% in the first quarter. Hsbc Holdings PLC now owns 1,962,770 shares of the company’s stock valued at $256,820,000 after acquiring an additional 1,718,179 shares during the period. 90.05% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Johnson Controls International

Here are the key news stories impacting Johnson Controls International this week:

• Positive Sentiment: Johnson Controls reported fourth-quarter adjusted EPS of $1.66, beating the $1.59 consensus estimate, while revenue rose 10.4% year over year to $7.11 billion, above expectations of $7.04 billion. Johnson Controls earnings report
• Positive Sentiment: Demand indicators were particularly strong: orders increased 44% organically and backlog reached a record $23 billion, up 43% organically. Management cited robust HVAC demand and continued growth from data-center infrastructure. Johnson Controls fiscal 2026 results and fiscal 2027 guidance
• Positive Sentiment: Fiscal 2027 guidance calls for 11%-12% organic revenue growth and adjusted EPS of $6.15-$6.30, which was described as above consensus. The company plans approximately $900 million of capital spending to expand thermal-management and data-center capacity. Johnson Controls fiscal 2027 outlook
• Positive Sentiment: Morgan Stanley analyst Toby Okwara reiterated a Buy rating with a $180 price target, citing the earnings beat, strong backlog, and favorable 2027 outlook. Morgan Stanley analyst rating
• Neutral Sentiment: Johnson Controls agreed to sell its global intrusion-products business to Truelink Capital. The divestiture sharpens the company’s focus on higher-growth commercial HVAC and data-center cooling, although management expects the transaction to reduce annual earnings by roughly $0.15 per share.
• Negative Sentiment: The planned investment program could temporarily pressure free-cash-flow conversion, while the stock’s elevated valuation leaves limited room for execution or demand disappointments. Recent insider trading was also weighted toward selling, a potential cautionary signal.

Johnson Controls International Company Profile

Johnson Controls International plc (NYSE:JCI) is a global provider of building technology, products and services. The company helps customers design, operate and maintain efficient, healthy and secure buildings through solutions for heating, ventilation and air conditioning, building automation, energy management, fire detection and suppression, and physical security.

Its portfolio includes building controls and digital management platforms, HVAC equipment, chillers, air-handling systems, fire and security technologies, and related services.