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Johnson Controls Inc.

Johnson Controls Inc.

Johnson Controls Inc (JCI) is a global provider of building technologies and solutions, serving commercial, industrial and residential customers with heating, ventilation and air-conditioning (HVAC) equipment, building controls, fire and security systems and energy management services. With a large installed base and a mix of equipment sales and recurring services, the company benefits from trends in energy efficiency, electrification and smart buildings. Its market capitalisation is roughly $72.75 billion, reflecting scale and diversified operations. Key investor considerations include steady service revenue and potential margin improvement from software and controls, alongside cyclical exposure to construction and retrofit spending, supply‑chain pressures and competitive dynamics. Regulation and decarbonisation targets may create opportunities but also require investment. This summary is educational and not personalised investment advice; values can rise and fall and past performance does not predict future returns. Investors should assess their own risk tolerance and, where needed, seek independent financial advice.

Why It's Moving

Johnson Controls Inc.

JCI Shares Firm Amid Institutional Adjustments and Steady Building Sector Momentum

Johnson Controls International (JCI) stock held around $113-$115 this week as investors digested recent institutional stake trims by funds like Strs Ohio and Jennison Associates, signaling selective portfolio rebalancing. With no fresh earnings or major announcements in the last seven days, the building technology leader benefits from broader sector tailwinds in smart building demand and reaffirmed FY2026 guidance.
Sentiment:
βš–οΈNeutral
  • Strs Ohio cut its JCI stake by 13.6% in Q3, offloading over 24,000 shares, while Jennison Associates also reduced holdings, reflecting broader fund repositioning without altering the stock's core appeal.
  • Shares traded in a tight range of $112.95-$115.40 on January 26, bouncing from intraday lows amid ongoing valuation debates that peg the stock as fairly priced near intrinsic value.
  • Analyst consensus remains supportive with a 'Moderate Buy' rating and average target above $126, bolstered by prior Q3 earnings beat and OpenBlue-driven growth prospects in sustainable buildings.

When is the next earnings date for Johnson Controls Inc. (JCI)?

Johnson Controls International (JCI) is scheduled to report its next earnings on February 4, 2026, covering the first quarter of fiscal 2026. This date aligns with the company's historical pattern of early February releases for Q1 results, as confirmed by their recent announcement of an earnings conference call and webcast. Investors should note that while multiple analyst estimates converge on this timing, the company has not yet finalized all details.

Stock Performance Snapshot

Buy

Analyst Rating

Analysts recommend buying Johnson Controls’ stock with a target price of $131.71, indicating growth potential.

Above Average

Financial Health

Johnson Controls Inc. is performing well with strong profits, cash flow, and revenue generation.

Average

Dividend

Johnson Controls Inc. offers an average dividend yield of 1.33%, making it a modest option for dividend seekers. If you invested $1000 you would be paid $13.30 a year in dividends (based on the last 12 months).

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

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Why You’ll Want to Watch This Stock

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Smart Building Growth

Adoption of digital controls and building automation can drive recurring revenue and efficiency gains, though outcomes vary with execution and market cycles.

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Efficiency and Policy

Decarbonisation targets and energy costs support retrofit demand; regulation may help the market but requires capital investment and compliance.

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Services and Stability

A large installed base and service contracts can provide steadier cash flow, yet performance depends on contract terms and macroeconomic conditions.

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