Johnson Controls approves $9 billion share repurchase program

Published 13/06/2025, 21:22
Johnson Controls approves $9 billion share repurchase program

CORK, Ireland - Johnson Controls International plc (NYSE:JCI), currently trading near its 52-week high at $101.98 with a market capitalization of $66.94 billion, announced today its board of directors has approved a $9 billion share repurchase authorization, adding to the $1.1 billion remaining from its previous 2021 authorization. According to InvestingPro analysis, the company appears overvalued at current levels, though it boasts a perfect Piotroski Score of 9, indicating strong financial health.

The company, which specializes in smart building technologies and has delivered an impressive 49.58% return over the past year, stated it may purchase shares through various methods including open market transactions, tender offers, or accelerated share repurchase programs. The repurchases will be implemented in accordance with applicable securities laws.

According to the announcement, there is no obligation to repurchase any specific amount of shares within a set timeframe. The timing, manner, and volume of repurchases will be determined based on Johnson Controls’ share price, market conditions, and other factors.

The authorization has no expiration date and can be amended, suspended, or terminated at the company’s discretion without prior notice. Johnson Controls indicated it expects to effect repurchases as redemptions pursuant to Article 3(d) of its Articles of Association.

Johnson Controls describes itself as a global leader in smart, healthy and sustainable buildings, with a history spanning nearly 140 years and an impressive track record of maintaining dividend payments for 55 consecutive years. The company offers building technology, software, and service solutions, generating annual revenue of $23.25 billion. Discover more detailed insights and 12 additional ProTips with InvestingPro.

The announcement was made in a press release statement issued by the company, which also included cautionary language regarding forward-looking statements and potential risks that could affect the implementation of the share repurchase program.

In other recent news, Johnson Controls reported second-quarter earnings that exceeded analyst expectations. The company posted adjusted earnings per share of $0.82, surpassing the anticipated $0.79, with revenue climbing 1% year-over-year to $5.68 billion, beating the consensus estimate of $5.64 billion. Johnson Controls also raised its full-year EPS outlook to approximately $3.60, above the Wall Street consensus of $3.56. The company has realigned its organizational structure into three segments: Americas, EMEA, and APAC, to simplify operations and accelerate growth. Deutsche Bank upgraded Johnson Controls from Hold to Buy, increasing the price target to $112, citing optimism about operational improvements under new CEO Joakim Weidemanis. Oppenheimer also raised its price target on the company to $96, following a strong second fiscal quarter performance that exceeded revenue and earnings expectations. The firm’s increased confidence is partly due to Johnson Controls’ raised free cash flow conversion guidance to 100% for fiscal year 2025. Johnson Controls continues to see robust demand for its building efficiency and sustainability solutions, with a notable increase in its Building Solutions backlog.

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