Johnson Controls (JCI) reported fiscal third-quarter 2026 sales of $6.6 billion, up 9% from a year earlier, with organic sales up 10%. GAAP earnings per share were $1.23, and GAAP net income from continuing operations attributable to JCI was $749 million.
The company said orders rose 27% organically year over year, backlog increased 32% organically to $21.0 billion, and it raised full-year fiscal 2026 continuing operations guidance.
- Fiscal Q3 sales were $6.614 billion, compared with $6.052 billion a year earlier.
- GAAP net income attributable to Johnson Controls was $749 million for the quarter.
- Americas sales rose 11% to $4.504 billion, EMEA sales fell 1% to $1.264 billion, and APAC sales rose 15% to $846 million.
- Cash provided by operating activities was $1.289 billion, and the company paid dividends of $245 million.
- Full-year fiscal 2026 guidance calls for organic sales growth of about 8% and adjusted EPS of about $5.05.
$JCI Insider Trading Activity
$JCI insiders have traded $JCI stock on the open market 6 times in the past 6 months. Of those trades, 1 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $JCI stock by insiders over the last 6 months:
- TODD M GRABOWSKI (VP and President, Americas) has made 0 purchases and 4 sales selling 12,124 shares for an estimated $1,701,146.
- MARK VERGNANO purchased 7,665 shares for an estimated $1,011,320
- DANIEL C MCCONEGHY (VP Chief Accounting & Tax Ofcr) sold 3,600 shares for an estimated $513,216
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$JCI Hedge Fund Activity
We have seen 703 institutional investors add shares of $JCI stock to their portfolio, and 635 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WELLINGTON MANAGEMENT GROUP LLP removed 9,050,633 shares (-51.5%) from their portfolio in Q1 2026, for an estimated $1,185,180,391
- FRANKLIN RESOURCES INC removed 6,489,120 shares (-28.6%) from their portfolio in Q1 2026, for an estimated $849,750,263
- AMUNDI added 3,646,047 shares (+157.2%) to their portfolio in Q1 2026, for an estimated $477,449,854
- DODGE & COX removed 2,876,755 shares (-4.8%) from their portfolio in Q1 2026, for an estimated $376,711,067
- JANE STREET GROUP, LLC added 2,782,545 shares (+274.8%) to their portfolio in Q1 2026, for an estimated $364,374,267
- MORGAN STANLEY removed 2,770,529 shares (-19.1%) from their portfolio in Q1 2026, for an estimated $362,800,772
- UBS GROUP AG added 1,985,033 shares (+61.0%) to their portfolio in Q1 2026, for an estimated $259,940,071
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
