Innventure transitions Otworth and Scott from consultants to executive roles
Innventure, Inc. (NASDAQ:INV) has transitioned Michael Otworth and Dr. John Scott from independent contractors to executive employees, effective Friday. Both will maintain their roles as Executive Chairman and Chief Strategy Officer, respectively, with consistent compensation and eligibility for employee benefits. This move follows a period of stock volatility and other strategic developments for the company.
Made In India: New Security Cameras Designed and Manufactured In India
Honeywell has launched a new line of security cameras, the 50 Series, which are designed and manufactured entirely in India as part of the 'Make in India' initiative. These cameras are tailored for local conditions, feature advanced capabilities like facial recognition and cybersecurity, and are built through collaboration with VVDN Technologies and local manufacturing partners. The launch signifies Honeywell's commitment to self-reliance and providing intelligent security solutions for diverse Indian industries.
Johnson Controls stock hits all-time high at 143.17 USD
Johnson Controls International PLC stock has reached an all-time high of $143.17, trading at $143.33 with a market capitalization of $87.5 billion and delivering a 63% return over the past year. This surge is attributed to strategic initiatives, favorable market conditions, and recent strong fiscal first-quarter results that surpassed analyst expectations. JPMorgan increased its price target for the company to $158, and Johnson Controls also announced the acquisition of Alloy Enterprises to enhance its data center cooling capabilities.
Is Modine Stock Still Worth Buying After a 63% YTD Rally?
Modine Manufacturing (MOD) has seen a 63% year-to-date rally, driven by strong earnings momentum and its role in data center cooling. The company is benefiting from AI and cloud infrastructure growth, with management expecting significant annual revenue growth in data center sales and improving margins. Modine's planned spin-off of its Performance Technologies business aims to further sharpen its focus on high-growth Climate Solutions.
JCI: Acquisition-driven innovation and strong data center demand fuel double-digit growth outlook
Johnson Controls International (JCI) anticipates double-digit sales growth, driven by its acquisition of Alloy which enhances technology for data center cooling. The company's strategy focuses on AI, mission-critical verticals, and energy efficiency, supported by strong order growth and operational improvements. This outlook is based on a recent Barclays conference transcript.
JCI: Transformation, innovation, and robust order growth drive margin expansion and strategic focus
Johnson Controls International plc (JCI) has experienced significant margin and order growth due to a transformation focusing on business system rigor, digital tools, and strategic acquisitions like Alloy Enterprises. Strong demand in data centers and specialized verticals, combined with ongoing portfolio optimization, is expected to continue driving growth and margin expansion for the company. This information is based on an AI-generated summary of JCI's Citi's Global Industrial Tech & Mobility Conference 2026 Audio Transcript.
$18.67 Billion Walk-in Refrigerators Market Opportunity
The walk-in refrigerator market, valued at $13.03 billion in 2025, is projected to reach $18.67 billion by 2030, driven by increased foodservice infrastructure, demand for energy-efficient systems, and the expansion of retail and healthcare sectors. Key growth factors include rising restaurant numbers, more retail stores, and strategic industry acquisitions, despite challenges like shifting trade relations. Panasonic Holdings, Johnson Controls, and Blue Star are among the market leaders, with Asia-Pacific anticipated as the fastest-growing region.
Johnson Controls signs agreement to acquire Alloy Enterprises strengthening data center thermal management leadership
Johnson Controls announced its agreement to acquire Alloy Enterprises, a Boston-based company specializing in next-generation thermal management platforms for high-performance data centers. This acquisition aims to enhance Johnson Controls' leadership in data center cooling by integrating Alloy's innovative direct liquid cooling components, which can improve thermal management efficiency by up to 35% and reduce pressure drop by 75%. The transaction, expected to close in fiscal Q3, will strengthen Johnson Controls' thermal management portfolio and support the rapidly growing AI-based economy.
Johnson Controls signs agreement to acquire Alloy Enterprises, strengthening data center thermal management leadership
Johnson Controls has announced an agreement to acquire Alloy Enterprises, a Boston-based company specializing in advanced thermal management platforms for high-performance data centers. This acquisition will enhance Johnson Controls' leadership in the growing data center cooling segment by integrating Alloy's proprietary direct liquid cooling components, which offer significant improvements in thermal efficiency and reduced energy use. The transaction is expected to be completed in fiscal Q3, subject to regulatory approvals, and aims to accelerate innovation in cooling solutions for critical applications.
Johnson Controls Acquires Alloy Enterprises to Enhance Cooling Innovation
Johnson Controls has announced its acquisition of Boston-based Alloy Enterprises to bolster its data center cooling capabilities through an advanced thermal management platform. This strategic move aims to integrate Alloy's liquid cooling technology, which can improve efficiency by up to 35%, with Johnson Controls' existing solutions, including the YDAM magnetic bearing chiller. The acquisition, expected to close in fiscal Q3 2026, is set to strengthen Johnson Controls' market position in critical industrial applications and drive long-term growth.
Innventure Issues Statement on Commonwealth Asset Management Schedule 13D and Reiterates Commitment to Value Creation Strategy
Innventure, Inc. (NASDAQ: INV) issued a statement responding to Commonwealth Asset Management's Schedule 13D, emphasizing its commitment to shareholder value and long-term growth. The company detailed its "Disruptive Conglomerate Model," which involves founding, funding, and scaling companies by commercializing breakthrough technologies, citing successful ventures like PureCycle, AeroFlexx, Accelsius, and Refinity. Innventure also highlighted its disciplined long-term approach, strategic optimization of capital structure, and ongoing efforts to reduce corporate overhead to benefit shareholders.
Innventure issues shareholder statement, reiterates value-creation strategy amid Schedule 13D
Innventure has reaffirmed its commitment to a long-term, disciplined value-creation strategy in response to Commonwealth Asset Management's Schedule 13D. The company highlighted the progress of its operating companies, including Accelsius, AeroFlexx, and Refinity, noting significant financial opportunities, partnerships, and technological advancements. Innventure's board and management emphasized their focus on shareholder interests and openness to constructive engagement.
AI data centers, plastic waste: what Innventure says after a 13D
Innventure (INV) issued a statement responding to a Schedule 13D filing by Commonwealth Asset Management, reaffirming its commitment to a long-term value-creation strategy focused on founding, funding, and operating IP-driven companies. The company highlighted significant milestones across its portfolio, including Accelsius's >$1 billion pipeline and $65 million strategic financing, AeroFlexx's sixth consecutive revenue quarter, and Refinity's pilot validation, alongside a reduction in corporate G&A expenses. Innventure plans to continually evaluate cost-cutting initiatives and engage constructively with all shareholders to drive sustainable growth and shareholder value.
How to watch Axsome Oppenheimer healthcare conference talk live
Axsome Therapeutics (NASDAQ: AXSM) will present at the Oppenheimer 36th Annual Healthcare Life Sciences Conference on Wednesday, February 25, 2026, at 2:00 p.m. ET. A live webcast will be available on the company's investor relations page, and a replay will be accessible for approximately 30 days afterward. This presentation is a standard investor conference appearance and is not expected to include financial results or new clinical data not previously announced.
Johnson Controls (JCI) favors rally up to 151.50 before correcting next
Johnson Controls (JCI) is showing a bullish Elliott Wave sequence on its weekly chart, suggesting a continued rally. Analysts expect JCI to reach up to $151.50 before a correction. The strategy is to buy the next pullback in the extreme area, contingent on the stock remaining above its January 2026 low.
Crestwood Advisors Group LLC Sells 12,970 Shares of Danaher Corporation $DHR
Crestwood Advisors Group LLC reduced its stake in Danaher Corporation (NYSE:DHR) by 3.9% in the third quarter, selling 12,970 shares. The firm now holds 316,651 shares worth $62.78 million, making Danaher its 26th largest holding. Other institutional investors have also adjusted their positions in the company.
Vanguard Group Inc. Buys 124,481 Shares of Danaher Corporation $DHR
Vanguard Group Inc. increased its stake in Danaher Corporation by 0.2% in the third quarter, purchasing 124,481 additional shares to own a total of 60,894,068 shares valued at $12.07 billion. Danaher recently beat quarterly earnings expectations with $2.23 EPS and $6.84 billion in revenue. The stock, currently trading around $212.37, has a consensus "Moderate Buy" rating from analysts with an average target price of $253.86.
Carrier Global Corp.: How a 100-Year-Old Climate Giant Is Quietly Rebuilding the Smart Building Stac
Carrier Global Corp. is transforming itself from a traditional HVAC manufacturer into a leader in smart, low-carbon building technology. By integrating high-efficiency hardware with advanced software and services, Carrier aims to provide comprehensive solutions for climate, energy, and safety in buildings, positioning itself as a climate infrastructure platform vendor. This strategic shift is driven by increasing demands for decarbonization, energy efficiency, and ESG compliance, and places Carrier in direct competition with other industry giants also vying for dominance in the smart building sector.
How Investors Are Reacting To Johnson Controls (JCI) AI Data Center Push And Stronger Earnings Guidance
Johnson Controls International (JCI) reported strong Q1 2026 results with higher revenue and net income, alongside raised EPS guidance. The company is actively pushing into AI data center thermal management solutions, including new YORK chiller technologies designed for high-density cooling. This move aims to capitalize on the rapidly scaling AI infrastructure demand, with the operational execution and competitive landscape remaining key factors for its success.
Short Interest in Johnson Controls International plc (NYSE:JCI) Declines By 31.1%
Johnson Controls International plc (NYSE:JCI) experienced a 31.1% decrease in short interest as of January 30th, totaling 8,615,158 shares, with a short-interest ratio of 1.9 days. The company holds a "Moderate Buy" consensus rating from analysts, with several firms raising their price targets. Large institutional investors have increased their stakes, while insider activity shows both buying and selling of shares.
Varma Mutual Pension Insurance Co Cuts Stake in Johnson Controls International plc $JCI
Varma Mutual Pension Insurance Co. reduced its stake in Johnson Controls International plc (JCI) by 22.8% in Q3, selling 28,600 shares to hold 96,906 shares valued at $10.655 million. Despite this, several other institutional investors significantly increased their positions, and hedge funds and institutions own about 90.05% of the stock. Johnson Controls reported better-than-expected quarterly earnings and revenue, and provided optimistic future guidance, while insiders had mixed activity with a VP selling shares and a director buying.
Krilogy Financial LLC Makes New $880,000 Investment in Johnson Controls International plc $JCI
Krilogy Financial LLC has initiated a new investment in Johnson Controls International plc (NYSE:JCI), purchasing 7,280 shares valued at approximately $880,000 in the third quarter. Several other institutional investors have also adjusted their holdings in JCI, indicating continued institutional interest. The article also details recent analyst ratings, insider trading activity, and the company's latest financial performance and dividend announcements.
Danaher Corporation $DHR Shares Bought by DDD Partners LLC
DDD Partners LLC significantly increased its stake in Danaher Corporation (NYSE: DHR) by 7,732.8% in Q3, now holding 92,270 shares valued at $18.29 million. The article also highlights that Danaher exceeded Q4 earnings and revenue estimates, reporting EPS of $2.23 and revenue of $6.84 billion. Analysts maintain a "Moderate Buy" consensus with an average price target of $253.86 for the stock.
Atria Investments Inc Increases Stock Position in Danaher Corporation $DHR
Atria Investments Inc. significantly increased its stake in Danaher Corporation (DHR) by 21.6% in the third quarter of 2025, bringing its total holdings to 39,951 shares valued at $7.92 million. Danaher surpassed Q3 earnings and revenue estimates, reporting EPS of $2.23 against $2.14 expected and revenue of $6.84 billion against $6.79 billion. Despite a director's sale of shares, institutional investors hold a substantial 79.05% of the stock, and analysts maintain a "Moderate Buy" rating with a consensus target price of $253.86.
Does Allegion’s 12th Dividend Hike Reveal a Deeper Capital Allocation Shift for ALLE?
Allegion recently announced an 8% increase in its quarterly dividend, marking its 12th consecutive annual raise, reflecting a continued commitment to shareholder returns and confidence in future cash flow. While the dividend hike reinforces the company's focus on shareholder value, it doesn't significantly alter the immediate growth drivers centered on electronic and smart access solutions. The upcoming Q4 2025 earnings release is expected to provide more specific insights into the performance of these new offerings and how the company is managing challenges in residential and international markets.
How data center cooling could become more manageable
Data center cooling is a critical and challenging aspect of facility management, but new innovations are making it more efficient and sustainable. Companies like Prime Data Centers are using closed-loop air and liquid cooling, while Karman Industries has introduced a carbon dioxide-based system that reduces energy use and physical footprint. Nvidia's latest server racks also promise increased performance with less demanding cooling requirements, contributing to more manageable data center operations.
Rothschild & Co Redburn Issues Positive Forecast for Johnson Controls International (NYSE:JCI) Stock Price
Rothschild & Co Redburn raised its price target for Johnson Controls International (NYSE:JCI) to $150 from $137, maintaining a "buy" rating, indicating a potential 5% upside. This positive outlook follows Johnson Controls beating quarterly EPS estimates and setting strong FY2026 guidance. Despite some insider selling, institutional investors hold a significant majority of the stock.
Wealthfront Advisers LLC Has $8.10 Million Stock Holdings in Danaher Corporation $DHR
Wealthfront Advisers LLC significantly reduced its stake in Danaher Corporation by 21.2% in the third quarter, now holding 40,844 shares valued at $8.10 million. Despite this, institutional investors collectively own 79.05% of Danaher, with several major funds adding to their positions. Danaher also reported strong quarterly earnings, beating analyst estimates, and maintains a "Moderate Buy" rating from analysts.
ING Groep NV Sells 156,544 Shares of Johnson Controls International plc $JCI
ING Groep NV reduced its stake in Johnson Controls International plc by 65.5% in the third quarter, selling 156,544 shares and retaining 82,543 shares valued at $9.076 million. Other institutional investors also adjusted their positions, and analysts currently rate JCI with a "Moderate Buy" and a consensus price target of $132.94. The article also details recent insider transactions and the company's financial performance.
Dana Incorporated Announces Appointment of Byron Foster as Chief Executive Officer
Dana Incorporated has appointed Byron Foster as its new Chief Executive Officer, effective July 1, 2026. Foster, currently Senior Vice President and President of Light Vehicle Systems, will succeed R. Bruce McDonald, who will continue as Chairman of the Board. This planned transition highlights Foster's significant contributions to Dana's growth and transformation.
RFG Advisory LLC Has $1.20 Million Stake in Danaher Corporation $DHR
RFG Advisory LLC significantly reduced its stake in Danaher Corporation (NYSE:DHR) by 54.8% in Q3, selling 7,311 shares and holding 6,027 shares valued at approximately $1.20 million. Despite this, other institutional investors have recently acquired positions in Danaher, and company insiders own 11.10% of the stock. Danaher reported strong quarterly earnings, beating analyst estimates, and analysts maintain a "Moderate Buy" rating with a consensus price target of $253.86.
Caprock Group LLC Purchases New Position in Johnson Controls International plc $JCI
Caprock Group LLC has acquired a new position in Johnson Controls International plc (NYSE:JCI) during the third quarter, purchasing 35,809 shares valued at approximately $3.83 million. Other institutional investors also adjusted their stakes, with several increasing their holdings. The report also details recent insider stock sales by VP Todd M. Grabowski and VP Lei Zhang Schlitz, as well as the company's recent earnings, dividend announcement, and analyst ratings.
A Look At Johnson Controls (JCI) Valuation After Strong Results And 2026 Profit Guidance Above Expectations
Johnson Controls (JCI) has experienced significant share price growth and strong Q1 fiscal 2026 results, coupled with 2026 profit guidance that exceeded Wall Street expectations, particularly due to steady demand for its data center equipment. Despite this positive momentum, the article suggests the stock is currently overvalued according to discounted cash flow models, trading close to analyst targets, hinting that future growth might already be priced in. The valuation incorporates assumptions of mid-single-digit revenue growth and rising margins but highlights ongoing execution risks and competition in the data center cooling market.
The Top 5 Analyst Questions From Johnson Controls's Q4 Earnings Call
Johnson Controls (JCI) delivered strong Q4 2025 results, with revenue and non-GAAP profit exceeding analyst expectations and management raising full-year Adjusted EPS guidance. The company’s performance was driven by disciplined execution and robust demand, particularly in data centers and life sciences, leading to record order growth. Analysts focused on the sustainability of this growth, margin trends, and the integration of new products into bundled solutions.
Madison Asset Management LLC Lowers Holdings in Danaher Corporation $DHR
Madison Asset Management LLC reduced its stake in Danaher Corporation (NYSE:DHR) by 3.7% in the third quarter, selling 21,065 shares and retaining 553,187 shares valued at $109,675,000. Despite this reduction, several other institutional investors increased their holdings in Danaher, and analysts have generally issued "Buy" or "Overweight" ratings with an average target price of $253.86. Danaher recently reported strong quarterly earnings and declared a quarterly dividend of $0.32 per share.
Protective Footwear Market size to hit $8.8 Billion by 2035 | Top
The protective footwear market is projected to reach $8.8 billion by 2035, growing at a CAGR of 5.1% from an estimated $5.3 billion in 2025, driven by stricter workplace safety regulations and industrialization. Asia Pacific is the fastest-growing region, while Europe is expected to command a significant market share by 2035. Key trends include material innovation, sustainability, and digitalization with smart safety features.
ING Groep NV Buys 206,976 Shares of Danaher Corporation $DHR
ING Groep NV increased its stake in Danaher Corporation (NYSE:DHR) by 143.7% in the third quarter, acquiring an additional 206,976 shares, bringing its total holdings to 350,986 shares valued at $69.586 million. Other institutional investors have also adjusted their positions in Danaher, which currently has a "Moderate Buy" consensus rating from analysts with an average target price of $253.86. The company recently reported strong quarterly earnings, beating analyst estimates, and declared a quarterly dividend.
Danaher Corporation $DHR Shares Sold by First National Trust Co
First National Trust Co reduced its stake in Danaher Corporation (NYSE:DHR) by 51.6% in the third quarter, selling 8,107 shares, though other institutional investors like Vanguard Group Inc. and Geode Capital Management LLC increased their holdings. The company recently reported strong earnings, beating analyst estimates, and declared a quarterly dividend. Analyst ratings are generally positive, with a "Moderate Buy" consensus and an average price target of $253.86.
Johnson Controls International (NYSE:JCI) VP Todd Grabowski Sells 6,050 Shares
Johnson Controls International's VP Todd Grabowski sold 6,050 shares of the company's stock for over $816,000. Following the sale, Grabowski still directly owns 34,836 shares. The company recently reported strong quarterly earnings, beating analyst estimates, and announced a quarterly dividend.
Johnson Controls stock reaches all-time high at 139.49 USD By Investing.com
Johnson Controls International PLC (JCI) stock has hit an all-time high of $139.49, reflecting a 56.29% increase over the past year. This growth is attributed to strong financial results, positive market sentiment, and aggressive share buybacks. JPMorgan also raised its price target for JCI to $158 following strong Q1 2026 earnings.
Earnings Tell The Story For Johnson Controls International plc (NYSE:JCI) As Its Stock Soars 25%
Johnson Controls International plc (NYSE:JCI) has seen its stock price surge by 25% over the past month, contributing to a 55% annual gain. The company's high P/E ratio of 44.5x is attributed to strong recent earnings growth, including a 40% increase in the last year and 70% over three years. Analysts project a 30% annual EPS climb for the next three years, significantly outperforming the market's 12% forecast, which justifies investor confidence and the elevated P/E.
JELD WEN (NYSE:JELD) Shares Jump And Dip Amid Nyse Composite Market Nerves
The article discusses JELD-WEN (NYSE: JELD) stock performance, noting recent jumps and dips amidst NYSE Composite market volatility. It highlights the company's connection to residential construction through its building products like doors and windows. The piece mentions that recent trading showed a notable lift after a period of weakness and discusses operating losses and the stock's underperformance compared to the broader market.
JPMorgan Raises Johnson Controls International plc (JCI) Target After Q1 “Break Out in Performance”
JPMorgan increased its price target for Johnson Controls International plc (JCI) to $158 from $138, maintaining an Overweight rating, following the company's strong fiscal Q1 results. The firm cited a "break out in performance" under the new CEO and highlighted the company's benefit from AI-driven data center expansion, leading to increased demand for its thermal management and cooling equipment. Johnson Controls also raised its full-year adjusted profit forecast and exceeded analyst expectations for its quarterly results.
Johnson Controls International plc $JCI Shares Sold by Oppenheimer Asset Management Inc.
Oppenheimer Asset Management Inc. reduced its stake in Johnson Controls International plc (NYSE:JCI) by 6.2% in the third quarter, selling 15,783 shares. Despite this, other institutional investors like Norges Bank and Ameriprise Financial Inc. increased their positions significantly. The company has an average "Moderate Buy" rating from analysts with an average price target of $132.94, and recently reported strong Q1 earnings, raised guidance, and saw insider buying from a director.
Cintas Corporation (NASDAQ:CTAS) Positioned in Nasdaq Index Workplace Services
Cintas Corporation (NASDAQ:CTAS) is recognized within the Nasdaq Index for its strong presence in workplace services, offering uniform rental, safety solutions, and facility services across North America. The company's diverse offerings support various industries, highlighting its integrated approach to business solutions.
JPMorgan Raises Johnson Controls International plc (JCI) Target After Q1 "Break Out in Performance"
JPMorgan has increased its price target for Johnson Controls International plc (JCI) to $158 from $138, maintaining an Overweight rating, following the company's strong fiscal Q1 results. The firm cited a "break out in performance" under JCI's new CEO and an encouraging 2026 profit outlook driven by steady demand for thermal management and cooling equipment for data centers. Johnson Controls also raised its full-year adjusted profit forecast to $4.70 per share, exceeding analyst expectations and demonstrating benefit from AI-driven data center expansion.
Johnson Controls (JCI) Is Up 15.4% After Raising 2026 Guidance And Unveiling AI Data Center Cooling
Johnson Controls International (JCI) increased by 15.4% following its first-quarter results, where it reported higher revenue and earnings, raised its full-year 2026 earnings guidance, and introduced new YORK chiller technologies for high-density AI data centers. This strategic focus on AI infrastructure and mission-critical cooling aims to reposition the company as a key enabler in the AI era. However, the article also notes that the stock might be overextended by 27% and raises questions about future capital allocation strategies.
Diamond Hill Capital Management Inc. Lowers Stake in Johnson Controls International plc $JCI
Diamond Hill Capital Management Inc. reduced its stake in Johnson Controls International plc by 12.2% in the third quarter of 2025, selling 31,799 shares and retaining 229,914 shares valued at $25.28 million. Johnson Controls reported strong Q1 earnings and revenue, beating estimates, and provided positive FY 2026 guidance, leading to analyst upgrades and a "Moderate Buy" consensus rating. Insider activity was mixed, with a director buying shares and a VP selling, while institutional investors hold approximately 90% of the company's stock.
Jones Financial Companies Lllp Raises Stake in Johnson Controls International plc $JCI
Jones Financial Companies Lllp increased its stake in Johnson Controls International plc (*JCI*) by 34.7% in Q3, bringing their total to 52,075 shares valued at $5.58 million. This increase follows Johnson Controls beating Q1 earnings estimates and announcing strong FY-2026 EPS guidance, supported by a record $18.2 billion backlog. While institutional ownership remains high at 90.05%, insider activity showed mixed signals with a director buying shares and a VP selling a significant portion.
Hantz Financial Services Inc. Cuts Stock Holdings in Johnson Controls International plc $JCI
Hantz Financial Services Inc. significantly reduced its stake in Johnson Controls International plc (JCI) by 84.2% in the third quarter, selling over 40,000 shares. Despite this, Johnson Controls reported strong Q1 earnings, beat analyst estimates, and raised its full-year guidance for 2026, leading to analyst upgrades and a record backlog. Institutional ownership in JCI stands at about 90%, with mixed insider activity including a director's purchase and a VP's share sale.
