Davis Selected Advisers Has $25.91 Million Position in Johnson Controls International plc $JCI

Davis Selected Advisers lessened its position in Johnson Controls International plc (NYSE:JCI) by 39.3% during the second quarter, Holdings Channel reports. The institutional investor owned 245,323 shares of the company’s stock after selling 158,841 shares during the quarter. Davis Selected Advisers’ holdings in Johnson Controls International were worth $25,911,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Yeomans Consulting Group Inc. acquired a new position in shares of Johnson Controls International during the 2nd quarter worth about $304,000. Ethic Inc. raised its holdings in Johnson Controls International by 3.5% during the second quarter. Ethic Inc. now owns 112,959 shares of the company’s stock worth $11,869,000 after acquiring an additional 3,793 shares in the last quarter. Summit X LLC acquired a new position in Johnson Controls International during the second quarter valued at approximately $232,000. Allegiance Financial Group Advisory Services LLC bought a new position in Johnson Controls International in the second quarter valued at approximately $284,000. Finally, Asset Management One Co. Ltd. increased its position in shares of Johnson Controls International by 9.7% during the 2nd quarter. Asset Management One Co. Ltd. now owns 297,679 shares of the company’s stock worth $31,441,000 after purchasing an additional 26,333 shares during the last quarter. Institutional investors and hedge funds own 90.05% of the company’s stock.

Insider Buying and Selling

In other Johnson Controls International news, VP Daniel C. Mcconeghy sold 5,917 shares of the stock in a transaction on Wednesday, September 3rd. The stock was sold at an average price of $105.73, for a total transaction of $625,604.41. Following the transaction, the vice president owned 25,005 shares in the company, valued at $2,643,778.65. This trade represents a 19.14% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Nathan D. Manning sold 1,422 shares of the business’s stock in a transaction dated Tuesday, September 2nd. The shares were sold at an average price of $105.06, for a total transaction of $149,395.32. Following the completion of the sale, the vice president directly owned 139,459 shares of the company’s stock, valued at approximately $14,651,562.54. The trade was a 1.01% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 17,839 shares of company stock valued at $2,056,315. Insiders own 0.54% of the company’s stock.

Johnson Controls International Stock Performance

NYSE JCI opened at $120.03 on Friday. The stock has a market cap of $78.54 billion, a PE ratio of 35.62, a P/E/G ratio of 1.70 and a beta of 1.36. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.81 and a current ratio of 0.96. The firm has a 50-day moving average of $110.86 and a 200-day moving average of $105.38. Johnson Controls International plc has a 52-week low of $68.03 and a 52-week high of $123.78.

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 analysts’ consensus estimates of $1.20 by $0.06. The business had revenue of $6.44 billion for the quarter, compared to analyst estimates of $6.31 billion. Johnson Controls International had a net margin of 9.53% and a return on equity of 14.71%. Johnson Controls International’s quarterly revenue was up 3.1% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.28 EPS. Johnson Controls International has set its FY 2026 guidance at 4.550-4.55 EPS. Q1 2026 guidance at 0.830-0.83 EPS. On average, sell-side analysts anticipate that Johnson Controls International plc will post 3.64 EPS for the current year.

Johnson Controls International Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, October 17th. Stockholders of record on Monday, September 22nd were paid a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.3%. This is an increase from Johnson Controls International’s previous quarterly dividend of $0.37. The ex-dividend date was Monday, September 22nd. Johnson Controls International’s dividend payout ratio is 31.43%.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on JCI. Deutsche Bank Aktiengesellschaft increased their price objective on Johnson Controls International from $124.00 to $125.00 and gave the company a “buy” rating in a report on Thursday, October 2nd. UBS Group reiterated a “buy” rating and issued a $124.00 price target on shares of Johnson Controls International in a research note on Thursday, November 6th. Robert W. Baird boosted their price objective on shares of Johnson Controls International from $110.00 to $115.00 and gave the stock a “neutral” rating in a research note on Tuesday, October 14th. Royal Bank Of Canada upped their target price on shares of Johnson Controls International from $116.00 to $135.00 and gave the company a “sector perform” rating in a report on Thursday, November 6th. Finally, Wolfe Research lifted their price target on Johnson Controls International from $132.00 to $133.00 and gave the stock an “outperform” rating in a report on Friday, September 12th. Ten research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Johnson Controls International currently has an average rating of “Moderate Buy” and a consensus price target of $120.72.

Johnson Controls International Profile

Johnson Controls International plc, together with its subsidiaries, engages in engineering, manufacturing, commissioning, and retrofitting building products and systems in the United States, Europe, the Asia Pacific, and internationally. It operates in four segments: Building Solutions North America, Building Solutions EMEA/LA, Building Solutions Asia Pacific, and Global Products.