Mirova US LLC Has $4.07 Million Holdings in Johnson Controls International plc $JCI

Mirova US LLC grew its holdings in Johnson Controls International plc (NYSE:JCI) by 50.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 36,993 shares of the company’s stock after buying an additional 12,479 shares during the period. Mirova US LLC’s holdings in Johnson Controls International were worth $4,067,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in the business. Norges Bank bought a new position in Johnson Controls International during the second quarter worth $795,325,000. Ameriprise Financial Inc. grew its stake in Johnson Controls International by 140.8% in the 2nd 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 during the last quarter. AQR Capital Management LLC raised its holdings in Johnson Controls International by 747.6% in the 1st quarter. AQR Capital Management LLC now owns 2,034,060 shares of the company’s stock valued at $159,186,000 after acquiring an additional 1,794,089 shares during the period. Jennison Associates LLC lifted its position in Johnson Controls International by 232.4% during 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 last quarter. Finally, Viking Global Investors LP bought a new stake in shares of Johnson Controls International during the second quarter worth approximately $153,235,000. 90.05% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on the company. Barclays increased their target price on Johnson Controls International from $101.00 to $119.00 and gave the stock an “equal weight” rating in a research note on Thursday, November 6th. UBS Group reiterated a “buy” rating and set a $124.00 price objective on shares of Johnson Controls International in a research report on Thursday, November 6th. Citigroup boosted their target price on shares of Johnson Controls International from $112.00 to $119.00 and gave the company a “neutral” rating in a research report on Thursday, October 9th. Royal Bank Of Canada upped their price target on shares of Johnson Controls International from $116.00 to $135.00 and gave the company a “sector perform” rating in a research note on Thursday, November 6th. Finally, Deutsche Bank Aktiengesellschaft lifted their price objective on shares of Johnson Controls International from $124.00 to $125.00 and gave the stock a “buy” rating in a research note on Thursday, October 2nd. Ten analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $121.05.

Insiders Place Their Bets

In other Johnson Controls International news, VP Lei Zhang Schlitz sold 32,031 shares of the business’s stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $113.20, for a total transaction of $3,625,909.20. Following the completion of the transaction, the vice president owned 66,780 shares of the company’s stock, valued at approximately $7,559,496. The trade was a 32.42% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.54% of the stock is owned by company insiders.

Johnson Controls International Trading Down 0.4%

Shares of Johnson Controls International stock opened at $121.58 on Tuesday. The firm’s 50-day moving average price is $116.48 and its two-hundred day moving average price is $110.14. The company has a market capitalization of $74.30 billion, a price-to-earnings ratio of 23.89, a PEG ratio of 1.46 and a beta of 1.41. 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 plc has a 12-month low of $68.03 and a 12-month high of $123.78.

Johnson Controls International (NYSE:JCI) last posted its quarterly earnings results on Wednesday, November 5th. The company reported $1.26 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.20 by $0.06. Johnson Controls International had a net margin of 13.95% and a return on equity of 15.35%. The business had revenue of $6.44 billion for the quarter, compared to analyst estimates of $6.31 billion. During the same quarter last year, the business posted $1.28 EPS. The firm’s revenue for the quarter was up 3.1% on a year-over-year basis. 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. On average, analysts forecast that Johnson Controls International plc will post 3.64 earnings per share for the current fiscal year.

Johnson Controls International Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, January 16th. Investors of record on Monday, December 22nd will be given a dividend of $0.40 per share. This represents a $1.60 annualized dividend and a dividend yield of 1.3%. The ex-dividend date is Monday, December 22nd. Johnson Controls International’s dividend payout ratio is currently 31.43%.

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.