Analysts have raised their price target for Johnson Controls International, citing a justified valuation re-rating, upward earnings revisions, and broad industrial sector strength, resulting in a modest increase in fair value from $112.85 to $113.55.
Analyst Commentary
- Bullish analysts cite a well-warranted valuation re-rating over the past twelve months.
- Positive earnings revisions are expected to drive further equity upside.
- Broader industrial sector strength and improved Q2 performance underpin higher targets.
- Anticipation of solid sector-wide results supports a more optimistic 2025 earnings outlook.
- Upward target adjustments reflect confidence in sustained operational execution and growth trajectory.
What's in the News
- Johnson Controls increased its quarterly dividend by $0.03 to $0.40 per share, continuing an uninterrupted dividend streak since 1887.
- Launched the Silent-Aire Coolant Distribution Unit platform, expanding data center thermal management offerings to support liquid cooling for high-density AI and computing environments, with significant potential energy savings.
- Repurchased 3.8 million shares for $310.08 million in Q2 2025; since 2012, completed buybacks of over 396 million shares, equaling 51.06% of shares outstanding.
- Provided Q4 2025 guidance for low single-digit organic sales growth and reaffirmed full-year guidance for mid-single-digit organic sales growth.
Valuation Changes
Summary of Valuation Changes for Johnson Controls International
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $112.85 to $113.55.
- The Consensus Revenue Growth forecasts for Johnson Controls International has risen slightly from 4.9% per annum to 5.1% per annum.
- The Future P/E for Johnson Controls International remained effectively unchanged, moving only marginally from 27.67x to 27.97x.
Disclaimer
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