Mark Vergnano Buys 7,665 Shares of Johnson Controls International (NYSE:JCI) Stock

Johnson Controls International plc (NYSE:JCI) Director Mark Vergnano bought 7,665 shares of Johnson Controls International stock in a transaction that occurred on Thursday, February 5th. The shares were acquired at an average cost of $131.94 per share, for a total transaction of $1,011,320.10. Following the completion of the transaction, the director directly owned 37,602 shares in the company, valued at $4,961,207.88. This represents a 25.60% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link.

Johnson Controls International Price Performance

Shares of NYSE JCI opened at $137.67 on Friday. Johnson Controls International plc has a fifty-two week low of $68.03 and a fifty-two week high of $138.23. The company has a market cap of $84.26 billion, a PE ratio of 25.93, a P/E/G ratio of 1.53 and a beta of 1.43. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.76 and a current ratio of 0.99. The business has a 50-day simple moving average of $117.84 and a two-hundred day simple moving average of $112.64.

Johnson Controls International (NYSE:JCI) last posted its quarterly earnings data on Wednesday, February 4th. The company reported $0.89 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.84 by $0.05. The firm had revenue of $5.80 billion for the quarter, compared to the consensus estimate of $5.64 billion. Johnson Controls International had a net margin of 14.17% and a return on equity of 17.15%. The company’s revenue for the quarter was up 6.8% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.64 earnings per share. 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, equities analysts expect that Johnson Controls International plc will post 3.64 EPS for the current fiscal year.

Johnson Controls International Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 16th. Stockholders of record on Monday, December 22nd were issued a dividend of $0.40 per share. The ex-dividend date of this dividend was Monday, December 22nd. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.2%. Johnson Controls International’s payout ratio is 31.43%.

Trending Headlines about Johnson Controls International

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

• Positive Sentiment: Q1 beat and raised guidance — JCI reported $0.89 EPS vs. $0.84 expected and revenue above estimates; management set FY‑2026 EPS at $4.70 and Q2 at $1.11, which compressed uncertainty and underpins the rally. Earnings Beat Article
• Positive Sentiment: Record backlog and strong order growth — Company cited an ~ $18.2B backlog and double‑digit order growth, with data‑center and cooling projects boosting revenue visibility and margins. Backlog / Data‑Center Demand
• Positive Sentiment: Analyst support — Wells Fargo moved JCI to Overweight and raised its target (signals institutional confirmation of the beat and guidance). Wells Fargo Note
• Positive Sentiment: Insider buying — Director Mark Vergnano purchased 7,665 shares (~$1.01M), increasing his stake ~25.6%, a constructive vote of confidence after the quarter. SEC Filing
• Positive Sentiment: Heavy call‑option activity — Unusually large call buying (~19k calls) points to short‑term bullish positioning by traders (increases volatility but confirms bullish sentiment).
• Neutral Sentiment: Mizuho update — Mizuho raised its price target but kept a Neutral rating; this is mixed and less impactful than an outright upgrade. Mizuho Note
• Neutral Sentiment: Investor outreach — CFO presentations at Citi and Barclays conferences (Feb. 19) increase transparency and could extend the momentum if management provides bullish color. PR Newswire
• Negative Sentiment: Executive share sale disclosed — A large VP sale (~$6.08M) was reported recently; some investors view such sales as profit‑taking or rebalancing and it can temper sentiment. Insider Sale

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of JCI. Norges Bank purchased a new position in shares of Johnson Controls International during the 2nd quarter valued at approximately $795,325,000. Viking Global Investors LP grew its position in Johnson Controls International by 368.5% during the third quarter. Viking Global Investors LP now owns 6,796,942 shares of the company’s stock valued at $747,324,000 after buying an additional 5,346,130 shares during the period. Ameriprise Financial Inc. increased its holdings in Johnson Controls International by 140.8% in the second quarter. Ameriprise Financial Inc. now owns 4,575,414 shares of the company’s stock valued at $483,281,000 after buying an additional 2,675,157 shares in the last quarter. Nordea Investment Management AB increased its holdings in Johnson Controls International by 1,545.8% in the third quarter. Nordea Investment Management AB now owns 2,134,324 shares of the company’s stock valued at $232,705,000 after buying an additional 2,004,643 shares in the last quarter. Finally, Jennison Associates LLC raised its position in shares of Johnson Controls International by 232.4% in the second quarter. Jennison Associates LLC now owns 2,124,125 shares of the company’s stock worth $224,350,000 after acquiring an additional 1,485,007 shares during the period. 90.05% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of brokerages have commented on JCI. Citigroup lifted their price target on Johnson Controls International from $129.00 to $139.00 and gave the stock a “neutral” rating in a research report on Thursday. Argus restated a “buy” rating and issued a $145.00 price objective on shares of Johnson Controls International in a research note on Friday, November 7th. Mizuho upped their target price on Johnson Controls International from $120.00 to $130.00 and gave the company a “neutral” rating in a research report on Thursday. The Goldman Sachs Group reiterated a “buy” rating and issued a $154.00 price target on shares of Johnson Controls International in a report on Thursday. 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. Eleven research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $132.94.

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.