Johnson Controls International (NYSE:JCI) Updates Q3 2026 Earnings Guidance

Johnson Controls International (NYSE:JCI) updated its third quarter 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 1.280-1.280 for the period, compared to the consensus earnings per share estimate of 1.280. The company issued revenue guidance of -. Johnson Controls International also updated its FY 2026 guidance to 4.850-4.850 EPS.

Wall Street Analyst Weigh In

Several analysts have recently commented on JCI shares. The Goldman Sachs Group raised their target price on Johnson Controls International from $154.00 to $158.00 and gave the company a “buy” rating in a research note on Tuesday, April 7th. Melius Research set a $148.00 price target on Johnson Controls International in a research note on Wednesday, January 7th. Wolfe Research cut their price target on 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. Barclays set a $144.00 price target on Johnson Controls International and gave the company an “equal weight” rating in a research note on Thursday. Finally, Wells Fargo & Company lifted their target price on shares of Johnson Controls International from $145.00 to $160.00 and gave the stock an “overweight” rating in a research report on Thursday. Twelve research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Johnson Controls International presently has a consensus rating of “Hold” and a consensus price target of $140.10.

Johnson Controls International Stock Performance

JCI stock traded down $5.06 during midday trading on Thursday, reaching $138.08. 2,546,682 shares of the company’s stock traded hands, compared to its average volume of 4,605,616. The company has a 50-day moving average price of $137.58 and a two-hundred day moving average price of $126.00. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.81 and a current ratio of 0.99. Johnson Controls International has a 52 week low of $90.35 and a 52 week high of $147.32. The firm has a market capitalization of $84.51 billion, a PE ratio of 26.00, a price-to-earnings-growth ratio of 1.63 and a beta of 1.37.

Johnson Controls International (NYSE:JCI) last issued its earnings results on Wednesday, May 6th. The company reported $1.19 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.12 by $0.07. Johnson Controls International had a net margin of 14.17% and a return on equity of 17.15%. The business had revenue of $6.14 billion for the quarter, compared to analysts’ expectations of $6.08 billion. During the same quarter in the previous year, the firm posted $0.82 EPS. The business’s revenue for the quarter was up 8.2% compared to the same quarter last year. 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 anticipate that Johnson Controls International will post 4.75 EPS for the current year.

Johnson Controls International Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, April 10th. Shareholders of record on Monday, March 16th were issued a dividend of $0.40 per share. 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 1.2%. Johnson Controls International’s payout ratio is presently 30.13%.

Insiders Place Their Bets

In other Johnson Controls International news, VP Todd M. Grabowski sold 6,050 shares of the business’s stock in a transaction on Friday, February 6th. The shares were sold at an average price of $134.90, for a total transaction of $816,145.00. Following the sale, the vice president owned 34,836 shares of the company’s stock, valued at $4,699,376.40. The trade was a 14.80% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, VP Daniel C. Mcconeghy sold 3,600 shares of the business’s stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $142.56, for a total transaction of $513,216.00. Following the sale, the vice president directly owned 24,273 shares in the company, valued at $3,460,358.88. The trade was a 12.92% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 0.29% of the company’s stock.

Johnson Controls International News Roundup

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

• Positive Sentiment: Q2 beat and upgraded FY26 outlook — JCI reported adjusted Q2 EPS of $1.19 (vs. $1.12 consensus) and raised full‑year adjusted EPS guidance to $4.85, signaling stronger-than-expected underlying performance. PR Newswire
• Positive Sentiment: Record backlog and data-center demand — Backlog hit ~$20B (up ~26% organically) as AI-driven data-center cooling orders surge; Reuters notes management raised its annual profit forecast driven by that demand. This supports multi‑year revenue visibility. Reuters
• Positive Sentiment: Analyst upgrade with material upside — Wells Fargo raised its price target to $160 and set an Overweight rating, implying sizable upside from current levels and lending buy-side support. Benzinga
• Neutral Sentiment: Smaller analyst PT move — Mizuho lifted its target to $140 but kept a Neutral rating, indicating limited near‑term conviction from some sell‑side desks. Benzinga TickerReport
• Neutral Sentiment: Q3 guidance inline — Management set Q3 EPS guidance at $1.28, essentially matching consensus (no upside surprise for the coming quarter), which can temper enthusiasm despite the FY raise. MarketBeat
• Negative Sentiment: Shares slipped on the print — Despite the beat and guidance lift, the stock fell as investors focused on margin pressures and macro risks flagged in coverage and commentary. Profit-taking after a strong run may have amplified the decline. MSN Benzinga
• Negative Sentiment: GAAP vs. adjusted EPS divergence — Q2 GAAP EPS was $0.99 versus adjusted $1.19; some investors may be cautious about one‑time adjustments and margin sustainability as the company scales data‑center shipments. PR Newswire

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in JCI. Mcguire Capital Advisors Inc. purchased a new position in shares of Johnson Controls International during the 4th quarter valued at $27,000. Kemnay Advisory Services Inc. purchased a new position in shares of Johnson Controls International during the 4th quarter valued at $47,000. Transamerica Financial Advisors LLC grew its position in shares of Johnson Controls International by 99.0% during the 4th quarter. Transamerica Financial Advisors LLC now owns 418 shares of the company’s stock valued at $50,000 after purchasing an additional 208 shares in the last quarter. Acadian Asset Management LLC purchased a new position in shares of Johnson Controls International during the 1st quarter valued at $55,000. Finally, Strive Financial Group LLC purchased a new position in shares of Johnson Controls International during the 4th quarter valued at $60,000. 90.05% of the stock is currently owned by hedge funds and other institutional investors.

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.