Mitsubishi UFJ Asset Management Co. Ltd. Raises Holdings in Johnson Controls International plc $JCI

Mitsubishi UFJ Asset Management Co. Ltd. grew its position in shares of Johnson Controls International plc (NYSE:JCI) by 1.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,334,661 shares of the company’s stock after purchasing an additional 22,179 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Johnson Controls International were worth $163,242,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in JCI. Maseco LLP grew 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 purchasing an additional 107 shares in the last quarter. Roxbury Financial LLC grew 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 purchasing an additional 100 shares in the last quarter. 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. lifted its holdings 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 during the last quarter. Finally, Dunhill Financial LLC lifted its holdings in shares of Johnson Controls International by 123.3% in the 3rd quarter. Dunhill Financial LLC now owns 335 shares of the company’s stock valued at $37,000 after acquiring an additional 185 shares during the last quarter. Hedge funds and other institutional investors own 90.05% of the company’s stock.

Johnson Controls International Price Performance

NYSE:JCI opened at $143.37 on Thursday. Johnson Controls International plc has a 52 week low of $87.77 and a 52 week high of $147.32. The company has a quick ratio of 0.81, a current ratio of 0.99 and a debt-to-equity ratio of 0.66. The stock has a market capitalization of $87.75 billion, a PE ratio of 27.00, a price-to-earnings-growth ratio of 1.63 and a beta of 1.37. The stock’s 50-day moving average price is $137.58 and its 200-day moving average price is $126.00.

Johnson Controls International (NYSE:JCI) last issued its quarterly earnings results on Wednesday, May 6th. The company reported $1.19 earnings per share for the quarter, beating analysts’ consensus estimates of $1.12 by $0.07. The firm had revenue of $6.14 billion for the quarter, compared to analyst estimates of $6.08 billion. Johnson Controls International had a net margin of 14.17% and a return on equity of 17.15%. Johnson Controls International’s quarterly revenue was up 8.2% compared to the same quarter last year. During the same period last year, the company posted $0.82 EPS. Johnson Controls International has set its Q3 2026 guidance at 1.280-1.280 EPS and its FY 2026 guidance at 4.850-4.850 EPS. As a group, equities analysts expect that Johnson Controls International plc will post 4.75 EPS for the current fiscal year.

Johnson Controls International Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, April 10th. Investors of record on Monday, March 16th were paid a $0.40 dividend. 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 dividend payout ratio (DPR) is currently 30.13%.

Trending Headlines about Johnson Controls International

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

• Positive Sentiment: Q2 beat and stronger revenue — JCI reported adjusted EPS $1.19 vs. $1.12 consensus and revenue of $6.14B vs. $6.08B, with organic sales up ~6% and GAAP/adjusted metrics showing solid year-over-year improvement. Johnson Controls Reports Strong Q2 Results; Raises FY26 Guidance
• Positive Sentiment: Raised FY26 guidance — Management lifted full‑year adjusted EPS to $4.85 and set Q3 EPS at $1.28, slightly above/consistent with consensus, signaling confidence in execution. Johnson Controls Tops Q2 Earnings & Revenue Estimates, Raises FY26 View
• Positive Sentiment: Data-center/AI cooling boom and record backlog — Orders surged (orders +30% organically) and backlog hit a record $20B, driven by industrial-scale AI/data-center cooling demand, which underpins the raised profit outlook. Johnson Controls raises annual profit forecast on data center cooling demand
• Neutral Sentiment: New product/guide supports long-term growth — JCI published a second data-center reference design guide (air-cooled chillers) to support large-scale AI factory cooling, reinforcing its market position but with more long-term impact than immediate earnings. Johnson Controls releases second data center reference design guide
• Negative Sentiment: Margin and macro worries weighed on the stock — Despite the beat and guidance lift, analysts and investors flagged margin pressures and broader macroeconomic risks; that caution (plus profit-taking near multi‑month highs) pushed the share price lower on heavy volume. Johnson Controls beats Q2 estimates, but margins and macro risks weigh on shares

Insider Transactions at Johnson Controls International

In related news, VP Daniel C. Mcconeghy sold 3,600 shares of the firm’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $142.56, for a total value of $513,216.00. Following the transaction, the vice president directly owned 24,273 shares of the company’s stock, valued at approximately $3,460,358.88. This trade represents a 12.92% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, VP Todd M. Grabowski sold 6,050 shares of the firm’s stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $134.90, for a total transaction of $816,145.00. Following the completion of the transaction, the vice president directly owned 34,836 shares in the company, valued at $4,699,376.40. This represents a 14.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.29% of the company’s stock.

Wall Street Analysts Forecast Growth

JCI has been the subject of a number of recent analyst reports. Evercore started coverage on shares of Johnson Controls International in a research note on Monday, April 13th. They set a “hold” rating and a $155.00 price target for the company. Wall Street Zen raised shares of Johnson Controls International from a “hold” rating to a “buy” rating in a research note on Sunday. Wolfe Research reduced their price objective on shares of Johnson Controls International from $161.00 to $160.00 and set an “outperform” rating for the company in a research note on Wednesday, April 8th. Mizuho boosted their price objective on shares of Johnson Controls International from $120.00 to $130.00 and gave the stock a “neutral” rating in a research note on Thursday, February 5th. Finally, BNP Paribas Exane started coverage on shares of Johnson Controls International in a research note on Tuesday, April 14th. They issued an “underperform” rating and a $120.00 price objective for the company. Twelve investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $137.81.

Johnson Controls International Company 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.