Sumitomo Mitsui DS Asset Management Company Ltd Increases Holdings in Johnson Controls International plc $JCI

Sumitomo Mitsui DS Asset Management Company Ltd lifted its holdings in Johnson Controls International plc (NYSE:JCI) by 5.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 85,583 shares of the company’s stock after acquiring an additional 4,628 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd’s holdings in Johnson Controls International were worth $9,410,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Robeco Institutional Asset Management B.V. increased its position in Johnson Controls International by 9.1% during the third quarter. Robeco Institutional Asset Management B.V. now owns 1,466,780 shares of the company’s stock valued at $161,272,000 after acquiring an additional 122,134 shares during the last quarter. Allspring Global Investments Holdings LLC boosted its stake in shares of Johnson Controls International by 6.3% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 1,537,151 shares of the company’s stock worth $167,380,000 after purchasing an additional 91,563 shares during the period. Vanguard Group Inc. grew its holdings in Johnson Controls International by 1.3% during the 2nd quarter. Vanguard Group Inc. now owns 69,365,463 shares of the company’s stock valued at $7,326,380,000 after purchasing an additional 920,777 shares during the last quarter. Exchange Traded Concepts LLC grew its holdings in Johnson Controls International by 810.3% during the 3rd quarter. Exchange Traded Concepts LLC now owns 18,862 shares of the company’s stock valued at $2,074,000 after purchasing an additional 16,790 shares during the last quarter. Finally, Summit X LLC purchased a new stake in Johnson Controls International in the 2nd quarter worth about $232,000. 90.05% of the stock is owned by institutional investors.

More Johnson Controls International News

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

• Positive Sentiment: Melius Research upgraded JCI to a buy/strong‑buy after a pullback — a direct analyst endorsement that can attract buyers and support the stock. Melius Upgrade
• Positive Sentiment: MarketBeat highlights JCI as one of three industrials positioned to benefit from multi‑year increases in CapEx (infrastructure, energy, data centers) — a structural demand tailwind for building systems and controls that supports longer‑term revenue growth. CapEx Tailwinds
• Positive Sentiment: Unusually large call option buying (big increase vs. average) signals bullish positioning from traders — this can amplify upside if catalysts (earnings/guidance) surprise to the upside.
• Neutral Sentiment: Earnings preview coverage expects double‑digit profit growth for the upcoming fiscal quarter — positive if achieved, but already partly priced in and a source of near‑term volatility around the report. Earnings Preview
• Neutral Sentiment: Analysis pieces (e.g., Seeking Alpha, Yahoo commentary) debate valuation after multi‑year gains — helpful context for investors but not an immediate catalyst. Valuation Discussion
• Negative Sentiment: Zacks Research trimmed FY‑2028 and Q1‑2028 EPS estimates (and lowered FY‑2028 outlook) — downward estimate revisions can pressure the stock by reducing forward earnings expectations. Zacks Estimates
• Negative Sentiment: Recent sharp intraday selloff (covered by AAII) — the prior large decline increases short‑term risk and indicates heightened sensitivity to guidance/earnings, making the stock more volatile ahead of the report. AAII Coverage of Drop

Johnson Controls International Trading Down 0.4%

Shares of NYSE JCI opened at $110.87 on Friday. Johnson Controls International plc has a twelve month low of $68.03 and a twelve month high of $124.07. The firm has a market cap of $67.76 billion, a PE ratio of 21.78, a price-to-earnings-growth ratio of 1.34 and a beta of 1.41. The business has a fifty day simple moving average of $117.32 and a two-hundred day simple moving average of $110.95. The company has a quick ratio of 0.76, a current ratio of 0.93 and a debt-to-equity ratio of 0.66.

Johnson Controls International (NYSE:JCI) last announced its quarterly earnings results on Wednesday, November 5th. The company reported $1.26 EPS for the quarter, beating the consensus estimate of $1.20 by $0.06. The firm had revenue of $6.44 billion for the quarter, compared to analyst estimates of $6.31 billion. Johnson Controls International had a return on equity of 15.35% and a net margin of 13.95%.The business’s revenue for the quarter was up 3.1% on a year-over-year basis. During the same quarter last year, the firm posted $1.28 earnings per share. Johnson Controls International has set its FY 2026 guidance at 4.550-4.55 EPS and its Q1 2026 guidance at 0.830-0.83 EPS. Analysts expect that Johnson Controls International plc will post 3.64 earnings per share for the current fiscal year.

Johnson Controls International Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, January 16th. Stockholders of record on Monday, December 22nd will be issued a $0.40 dividend. The ex-dividend date is Monday, December 22nd. This represents a $1.60 annualized dividend and a dividend yield of 1.4%. Johnson Controls International’s payout ratio is currently 31.43%.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on JCI. JPMorgan Chase & Co. boosted their target price on Johnson Controls International from $105.00 to $125.00 and gave the company an “overweight” rating in a research report on Wednesday, October 15th. The Goldman Sachs Group decreased their price target on Johnson Controls International from $142.00 to $137.00 and set a “buy” rating for the company in a research note on Tuesday, December 16th. Robert W. Baird upped their price objective on Johnson Controls International from $110.00 to $115.00 and gave the company a “neutral” rating in a research report on Tuesday, October 14th. Royal Bank Of Canada increased their target price on Johnson Controls International from $116.00 to $135.00 and gave the stock a “sector perform” rating in a research note on Thursday, November 6th. Finally, Mizuho boosted their target price on shares of Johnson Controls International from $105.00 to $120.00 and gave the company a “neutral” rating in a research note on Thursday, November 6th. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and ten have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $126.95.

Insider Buying and Selling at Johnson Controls International

In other news, VP Lei Zhang Schlitz sold 32,031 shares of the company’s stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $113.20, for a total value of $3,625,909.20. Following the completion of the sale, the vice president owned 66,780 shares of the company’s stock, valued at approximately $7,559,496. This represents a 32.42% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.54% of the company’s stock.

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.