Johnson Controls International
About: Johnson Controls manufactures, installs, and services commercial HVAC systems, building management platforms and controls, fire and security solutions, and industrial refrigeration units. Commercial HVAC and fire and security each account for approximately 45% of sales, while industrial refrigeration and other solutions account for the remaining 10% of revenue. In fiscal 2024, Johnson Controls generated nearly $23 billion in pro forma revenue.
Employees: 94,000
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
134% more first-time investments, than exits
New positions opened: 180 | Existing positions closed: 77
17% more call options, than puts
Call options by funds: $346M | Put options by funds: $296M
8% more funds holding
Funds holding: 1,083 [Q3] → 1,167 (+84) [Q4]
2.31% more ownership
Funds ownership: 87.85% [Q3] → 90.17% (+2.31%) [Q4]
8% more repeat investments, than reductions
Existing positions increased: 420 | Existing positions reduced: 389
4% more capital invested
Capital invested by funds: $45.6B [Q3] → $47.4B (+$1.82B) [Q4]
20% less funds holding in top 10
Funds holding in top 10: 15 [Q3] → 12 (-3) [Q4]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
JP Morgan Stephen Tusa 38% 1-year accuracy 14 / 37 met price target | 4%upside $81 | Overweight Maintained | 8 Apr 2025 |
Barclays Julian Mitchell 28% 1-year accuracy 35 / 124 met price target | 9%upside $85 | Equal-Weight Maintained | 10 Mar 2025 |
UBS Amit Mehrotra 18% 1-year accuracy 2 / 11 met price target | 33%upside $103 | Buy Upgraded | 10 Feb 2025 |
RBC Capital Deane Dray 12% 1-year accuracy 6 / 51 met price target | 20%upside $93 | Sector Perform Maintained | 6 Feb 2025 |
Wells Fargo Joe O'Dea 50% 1-year accuracy 5 / 10 met price target | 26%upside $98 | Overweight Maintained | 6 Feb 2025 |
Financial journalist opinion
Based on 6 articles about JCI published over the past 30 days









