JCIIndustrials · Building Products & EquipmentThe 22 Wall Street analysts covering Johnson Controls International Plc hold a median 12-month price target of $174 — +23.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 91 of 100 as at 4 Nov 2026 — among the strongest tenth. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Johnson Controls International Plc on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Issuance (98): The share count has been shrinking and the company is not leaning on new borrowing.
Growth (56): Sales and profits are flat, shrinking, or growing more slowly than they were.
Size (3): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on JCI, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +23.5% from it.
Of the 20 most recent actions, 12 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 28 Oct 2026 | Baird | Maintains | Neutral | $162 → $172 |
| 28 Oct 2026 | BNP Paribas | Maintains | Underperform | $130 → $145 |
| 28 Oct 2026 | Citigroup | Maintains | Neutral | $170 → $172 |
| 28 Oct 2026 | Evercore ISI Group | Maintains | In-Line | $155 → $170 |
| 28 Oct 2026 | Wells Fargo | Maintains | Overweight | $186 → $200 |
| 15 Oct 2026 | Mizuho | Maintains | Neutral | $150 → $165 |
| 15 Oct 2026 | Mizuho | Maintains | Neutral | — |
| 14 Oct 2026 | RBC Capital | Maintains | Sector Perform | $161 → $165 |
| 14 Oct 2026 | RBC Capital | Maintains | Sector Perform | — |
| 12 Oct 2026 | Citigroup | Maintains | Neutral | $157 → $170 |
| 12 Oct 2026 | Citigroup | Maintains | Neutral | — |
| 8 Oct 2026 | B of A Securities | Maintains | Buy | $152 → $175 |
| 8 Oct 2026 | B of A Securities | Maintains | Buy | — |
| 25 Sept 2026 | Wells Fargo | Initiates | Overweight | $186 |
| 25 Sept 2026 | Wells Fargo | Initiates | Overweight | — |
| 2 Sept 2026 | Morgan Stanley | Maintains | Overweight | $175 → $180 |
| 2 Sept 2026 | Morgan Stanley | Maintains | Overweight | — |
| 14 Aug 2026 | Bernstein | Maintains | Outperform | — |
| 14 Aug 2026 | Bernstein | Maintains | Outperform | $173 → $190 |
| 30 July 2026 | Citigroup | Maintains | Neutral | $155 → $157 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
JCI appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Johnson Controls International Plc returned +27.7% against +14.8% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 24% of US stocks
Cheaper than 33% of US stocks
Cheaper than 14% of US stocks
Cheaper than 14% of US stocks
Higher than 54% of US stocks
Higher than 12% of US stocks
Higher than 46% of US stocks
Higher than 75% of US stocks
Higher than 71% of US stocks
Higher than 83% of US stocks
Higher than 83% of US stocks
Higher than 71% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Johnson Controls International Plc has a market value of $90.8B and an enterprise value of $97.2B.
Revenue in the twelve months to 30 June 2026: $25.0B. The latest quarter grew 10.4% year on year.
Net income over the same four quarters: $3.7B, a 14.6% net margin.
Diluted earnings per share, trailing twelve months: $5.75.
Free cash flow in the twelve months to 30 June 2026: $1.7B, after $373.0M of capital spending.
Johnson Controls International Plc spent $5.9B on share buybacks and $977.0M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 31.7×; forward P/E: 20.2× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.07%, paying out 45% of earnings.
Johnson Controls International Plc employs 87,000 people — $287K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Johnson Controls International Plc — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Johnson Controls reported that its backlog increased 43% to $23 billion in fiscal 2026. The company set fiscal 2027 capital expenditures at $900 million.
Why it matters — The backlog growth and planned capital spending provide JCI watchers with updates on demand commitments and the company’s investment plans.
Johnson Controls appointed Katie Rowen as Executive Vice President and Chief Legal Officer and Shauna Latshaw as Vice President and Chief Information Officer. Both will report to CEO Joakim Weidemanis.
Why it matters — The appointments update JCI watchers on changes to the company’s executive leadership team.
The excerpt says data center expansion is creating a heat-mitigation challenge, and industrial technology firms are moving to address it. Johnson Controls is positioning itself at the center of this shift.
Why it matters — JCI watchers may note the company’s stated position in efforts to address data center heat mitigation.
Johnson Controls International reported fiscal fourth-quarter results featuring double-digit organic revenue growth, expanding margins, and a sharp increase in orders and backlog. The company said demand from data centers and other mission-critical markets continued to accelerate.
Why it matters — The results and accelerating demand in these markets offer JCI watchers insight into the company’s operating performance and order trends.
Johnson Controls reported fourth-quarter earnings and revenue above estimates, with year-over-year growth. The excerpt attributes the results to strong HVAC demand, margin gains and a record backlog, and notes robust orders supporting its fiscal 2027 outlook.
Why it matters — The results, backlog and orders provide JCI watchers with an update on demand and the company’s stated outlook.
The 22 Wall Street analysts covering Johnson Controls International Plc have a median 12-month price target of $174, with estimates ranging from $136 to $201. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 22 analysts covering Johnson Controls International Plc, 12 rate it a Buy, 9 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Johnson Controls International Plc 91 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 4 Nov 2026, Johnson Controls International Plc ranks 91 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Issuance (98 of 100).
No one can know that. What the data says: the median 12-month target from 22 analysts implies +23.5% from the last close, and Ticker Nerd's factor model ranks Johnson Controls International Plc 91 out of 100 as at 4 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Johnson Controls International Plc publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for JCI are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $136 to $201 over the next 12 months.
Johnson Controls International Plc returned +27.7% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Johnson Controls International plc is a building technology company focused on creating safer, smarter, and more efficient environments. Johnson Controls International plc designs, manufactures, installs, and services HVAC equipment, building automation and controls, refrigeration systems, integrated security, and fire detection and suppression solutions.
The most recent item we track (The Motley Fool, 3 Nov 2026): "Johnson Controls: 3 Key Takeaways for Long-Term Investors". Johnson Controls reported that its backlog increased 43% to $23 billion in fiscal 2026. The company set fiscal 2027 capital expenditures at $900 million.
Johnson Controls International plc is a building technology company focused on creating safer, smarter, and more efficient environments. Johnson Controls International plc designs, manufactures, installs, and services HVAC equipment, building automation and controls, refrigeration systems, integrated security, and fire detection and suppression solutions. Its offerings support commercial, industrial, institutional, and residential buildings, helping customers manage comfort, safety, energy use, and operations through connected systems and digital services. The company also provides maintenance, retrofit, and technical services that extend the life and performance of building infrastructure. With a broad product and service portfolio, Johnson Controls International plc plays an important role in the global building systems market, where demand centers on operational efficiency, resilience, and integrated facility management.
CEO Mr. Joakim Weidemanis · 87,000 employees · Ireland · https://www.johnsoncontrols.com
