US Bancorp DE Cuts Stock Holdings in Johnson Controls International plc $JCI

US Bancorp DE reduced its position in shares of Johnson Controls International plc (NYSE:JCI) by 4.4% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 76,398 shares of the company’s stock after selling 3,483 shares during the period. US Bancorp DE’s holdings in Johnson Controls International were worth $9,149,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Robeco Institutional Asset Management B.V. grew 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 period. Nordea Investment Management AB grew its position in Johnson Controls International by 1,545.8% during the third quarter. Nordea Investment Management AB now owns 2,134,324 shares of the company’s stock valued at $232,705,000 after acquiring an additional 2,004,643 shares during the period. Regents Gate Capital LLP grew its position in Johnson Controls International by 17.4% during the third quarter. Regents Gate Capital LLP now owns 86,144 shares of the company’s stock valued at $9,472,000 after acquiring an additional 12,774 shares during the period. MGO One Seven LLC grew its position in Johnson Controls International by 573.4% during the third quarter. MGO One Seven LLC now owns 62,624 shares of the company’s stock valued at $6,886,000 after acquiring an additional 53,325 shares during the period. Finally, Bright Futures Wealth Management LLC. purchased a new stake in Johnson Controls International during the third quarter valued at about $583,000. 90.05% of the stock is owned by hedge funds and other institutional investors.

Johnson Controls International Trading Down 0.5%

NYSE:JCI opened at $145.29 on Friday. 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 plc has a one year low of $87.31 and a one year high of $146.90. The business’s 50-day simple moving average is $137.54 and its 200 day simple moving average is $125.39. The stock has a market cap of $88.93 billion, a price-to-earnings ratio of 27.36, a price-to-earnings-growth ratio of 1.64 and a beta of 1.37.

Johnson Controls International (NYSE:JCI) last released its quarterly earnings results on Wednesday, February 4th. The company reported $0.89 EPS for the quarter, topping the consensus estimate of $0.84 by $0.05. Johnson Controls International had a return on equity of 17.15% and a net margin of 14.17%.The business had revenue of $5.80 billion for the quarter, compared to analysts’ expectations of $5.64 billion. During the same quarter in the previous year, the firm posted $0.64 earnings per share. The company’s revenue was up 6.8% compared to the same quarter last year. Johnson Controls International has set its FY 2026 guidance at 4.700-4.700 EPS and its Q2 2026 guidance at 1.110-1.110 EPS. As a group, sell-side analysts predict that Johnson Controls International plc will post 4.75 earnings per share for the current fiscal year.

Johnson Controls International Dividend Announcement

The firm 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 was Monday, March 16th. This represents a $1.60 annualized dividend and a dividend yield of 1.1%. Johnson Controls International’s payout ratio is 30.13%.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on the company. Mizuho boosted their price target on Johnson Controls International from $120.00 to $130.00 and gave the company a “neutral” rating in a research report on Thursday, February 5th. BNP Paribas Exane assumed coverage on Johnson Controls International in a research report on Tuesday, April 14th. They set an “underperform” rating and a $120.00 price target for the company. Jefferies Financial Group boosted their price target on Johnson Controls International from $125.00 to $135.00 and gave the company a “hold” rating in a research report on Wednesday, April 15th. Wolfe Research decreased their target price on Johnson Controls International from $161.00 to $160.00 and set an “outperform” rating for the company in a research report on Wednesday, April 8th. Finally, Citigroup upped their target price on Johnson Controls International from $139.00 to $150.00 and gave the stock a “neutral” rating in a research report on Monday, April 13th. Twelve investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Johnson Controls International presently has a consensus rating of “Hold” and a consensus target price of $137.81.

Insider Buying and Selling

In related news, VP Todd M. Grabowski sold 6,050 shares of the business’s stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $134.90, for a total value of $816,145.00. Following the transaction, the vice president owned 34,836 shares in the company, valued at approximately $4,699,376.40. The trade was a 14.80% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Mark Vergnano acquired 7,665 shares of the stock in a transaction that occurred on Thursday, February 5th. The stock was purchased at an average cost of $131.94 per share, with a total value of $1,011,320.10. Following the completion of the acquisition, the director owned 37,602 shares of the company’s stock, valued at $4,961,207.88. The trade was a 25.60% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders own 0.29% 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.