Is Lennox International’s (LII) Margin Discipline Redefining Its Capital Efficiency Story?
Lennox International (LII) is demonstrating strong operational discipline with a 17.7% operating margin, rising profits, and improving free cash flow. This focus on efficiency in the climate control solutions market is reinforcing its investment narrative, though investors are watching for potential pressures from input costs and regulatory transitions. The company's future growth relies on continued execution of efficiency and pricing initiatives, with forecasts projecting significant revenue and earnings increases by 2029.
10,799 Shares in Danaher Corporation $DHR Acquired by OVERSEA CHINESE BANKING Corp Ltd
OVERSEA CHINESE BANKING Corp Ltd has acquired a new position of 10,799 shares in Danaher Corporation (NYSE:DHR), valued at approximately $2.055 million. Several other institutional investors also adjusted their holdings in Danaher, which recently reported earnings per share of $1.94, exceeding analyst estimates. The company currently holds a "Moderate Buy" consensus rating from analysts, with a consensus price target of $228.91.
XS252742166 Bond Profile — Key Metrics
This article provides a profile of the XS252742166 bond issued by Johnson Controls International plc. Key metrics include a 3.0% coupon rate, maturity on September 15, 2028, and an outstanding amount of €600 million. Johnson Controls International plc, established in 1885 and headquartered in Cork, Ireland, specializes in building products, energy solutions, and transportation systems.
Fortune Brands Innovations Inc (STU:2FB) Stock Price, Trades & News
This article provides a detailed financial overview of Fortune Brands Innovations Inc (STU:2FB), including its current stock price, market capitalization, P/E ratio, and various financial strength, growth, momentum, and profitability metrics. It also lists upcoming earnings dates, dividend information, executive details, and recent press releases, offering a comprehensive snapshot for potential investors.
Johnson Controls International PLC stock outperforms competitors despite losses on the day
Shares of Johnson Controls International PLC (JCI) fell by 1.23% to $143.16, marking its third consecutive day of losses. Despite this decline, the stock outperformed the broader market, as the S&P 500 Index and Dow Jones Industrial Average experienced larger losses on the same day.
Tocqueville Asset Management L.P. Purchases Shares of 59,318 Danaher Corporation $DHR
Tocqueville Asset Management L.P. has acquired 59,318 shares of Danaher Corporation (NYSE:DHR) during the second quarter, valued at approximately $11.3 million. This purchase is part of broader institutional interest, with hedge funds and other institutional investors owning 79.05% of the company's stock. Analysts maintain a "Moderate Buy" rating for Danaher, with an average price target of $228.91, following the company's strong Q2 earnings report where it surpassed revenue and EPS estimates.
27,000 Shares in Johnson Controls International plc $JCI Purchased by Denali Advisors LLC
Denali Advisors LLC acquired 27,000 shares of Johnson Controls International (NYSE:JCI) in the second quarter, valued at approximately $3.95 million. This purchase is part of broader institutional ownership, with 90.05% of the company's stock held by institutional investors. Analyst sentiment for JCI is mixed, with a consensus "Hold" rating and an average price target of $155.50, despite the company exceeding recent quarterly earnings expectations.
Johnson Controls International (JCI) Director Pierre Cohade Sells 3,300 Shares
Pierre Cohade, a director at Johnson Controls International (JCI), sold 3,300 shares on August 19, 2026, for approximately $487,707. This transaction, combined with a broader trend of 12 insider sells versus only 1 buy over the past year, suggests insider caution. GuruFocus's GF Value indicates JCI is "Significantly Overvalued" at $147.79, compared to its fair value estimate of $106.30, and most investment gurus are also trimming their positions.
AssuredPartners Investment Advisors LLC Takes $3.63 Million Position in Danaher Corporation $DHR
AssuredPartners Investment Advisors LLC acquired a new position of 5,038 shares in Danaher Corporation, valued at approximately $3.63 million, during the second quarter. Other institutional investors also adjusted their holdings in DHR, with overall institutional ownership at 79.05%. Despite some recent rating downgrades and price target reductions, analysts maintain a "Moderate Buy" consensus rating for Danaher with an average price target of $228.91, following the company's strong Q2 earnings report where EPS and revenue exceeded estimates.
Johnson Controls International PLC stock underperforms Wednesday when compared to competitors
Shares of Johnson Controls International PLC (JCI) fell 3.17% on Wednesday, closing at $144.94, despite a generally positive trading session for the broader market. Both the S&P 500 Index and the Dow Jones Industrial Average saw gains. This marks the second consecutive day of losses for JCI stock, which underperformed its competitors.
Johnson Controls (NYSE: JCI) director to sell 3,300 shares
Johnson Controls International plc director Pierre E. Cohade plans to sell 3,300 shares of JCI common stock, valued at approximately $487,707.33, on the NYSE through Morgan Stanley Smith Barney LLC. The sale is scheduled for August 19, 2026, and the shares originate from restricted stock vesting under a registered plan between 2022 and 2024. This information comes from a Form 144 SEC filing.
Johnson Controls (NYSE: JCI) director sells 3,300 shares; 10,774.67 left
Johnson Controls International plc director Pierre E. Cohade reported the sale of 3,300 Ordinary Shares on August 19, 2026, at a price of $147.79 per share. This transaction, categorized as a sale in an open market or private transaction, leaves Cohade with a direct holding of 10,774.67 Ordinary Shares. The details of this insider trading activity were disclosed in a Form 4 filing.
Meeder Advisory Services Inc. Invests $2.62 Million in Danaher Corporation $DHR
Meeder Advisory Services Inc. has purchased 13,756 shares of Danaher Corporation (NYSE:DHR) for approximately $2.62 million in the second quarter. Other institutional investors also bought stakes in Danaher, with total institutional ownership now at 79.05%. The company has a "Moderate Buy" consensus rating from analysts with an average target price of $228.91, and recently reported stronger-than-expected Q2 earnings.
Kennametal, Proto Labs, and Johnson Controls Stocks Trade Down, What You Need To Know
Kennametal, Proto Labs, and Johnson Controls stocks experienced declines after a weaker-than-expected industrial production report for July, showing a 0.2% increase instead of the anticipated 0.4%. This slowdown, the second consecutive month of growth, raised investor concerns about cooling economic activity and demand for manufactured goods. Despite the recent dip, Proto Labs has shown significant year-to-date growth and historical returns, with its stock trading near its 52-week high.
Kennametal, Proto Labs, and Johnson Controls Stocks Trade Down, What You Need To Know
Kennametal, Proto Labs, and Johnson Controls stocks experienced declines following a weaker-than-expected July industrial production report, which showed slower growth than anticipated by analysts. The report indicated a 0.2% rise in U.S. industrial production, leading to concerns about cooling economic activity and softening demand in the industrial sector. Despite the market's overreaction, such price drops can present buying opportunities for high-quality stocks.
Johnson Controls International PLC stock underperforms Tuesday when compared to competitors
Shares of Johnson Controls International PLC (JCI) declined by 2.75% to $149.68 on Tuesday, underperforming the broader market. This dip occurred during a generally negative trading session, with the S&P 500 Index and Dow Jones Industrial Average also experiencing losses. The stock's fall ended a two-day winning streak.
Weaker U.S. Industrial Output Might Change The Case For Investing In Johnson Controls International (JCI)
Weaker U.S. industrial output data, specifically a 0.2% rise in July, has raised concerns about near-term demand for Johnson Controls International's building systems and equipment. While the company's long-term investment narrative focuses on efficient building systems and recurring service revenues, investors are now scrutinizing recent Q3 2026 earnings to assess if margin progress and capital returns are meeting expectations given the softer industrial activity. Analyst forecasts for Johnson Controls International's future revenue and earnings show a range of perspectives, some more cautious due to potential slower demand impact.
Johnson Controls Falls as Valuation Concerns Likely Spur Pullback
Johnson Controls (JCI) stock dropped 3.5% today, likely due to a valuation-driven pullback rather than business deterioration, despite strong Q3 results and a raised full-year outlook. A recent analyst downgrade to "Hold" cited the stock's outperformance and narrowed valuation gap. Insider trading activity shows multiple sales and no purchases over the last six months, while institutional investors show mixed activity with large removals and additions of shares.
Trust Co. of Vermont Acquires New Stake in Danaher Corporation $DHR
Trust Co. of Vermont has acquired a new position in Danaher Corporation (NYSE:DHR), purchasing 20,696 shares valued at approximately $3.94 million during the second quarter. Other institutional investors also made significant moves in Danaher stock. The company's stock is currently trading at $202.44, with a market cap of $142.31 billion, and analysts have a "Moderate Buy" consensus rating with a target price of $228.91.
OneDigital Investment Advisors LLC Makes New $1.38 Million Investment in Danaher Corporation $DHR
OneDigital Investment Advisors LLC has made a new $1.38 million investment in Danaher Corporation (NYSE:DHR), acquiring 7,255 shares in the second quarter. This move is part of broader institutional interest, with hedge funds and institutional investors collectively owning 79.05% of Danaher's stock. The company recently reported strong quarterly earnings, beating analyst estimates, and maintains a "Moderate Buy" consensus rating among analysts despite some recent price target reductions.
Plato Investment Management Ltd Buys Shares of 13,023 Johnson Controls International plc $JCI
Plato Investment Management Ltd has acquired a new position in Johnson Controls International plc (NYSE:JCI), purchasing 13,023 shares valued at approximately $1.89 million in the second quarter. Other institutional investors like State Street Corp, Franklin Resources Inc., and Fisher Asset Management LLC have also increased their holdings in JCI. The company recently reported strong quarterly earnings, beating analyst estimates, and announced a quarterly dividend.
19,434 Shares in Johnson Controls International plc $JCI Acquired by Commerzbank Aktiengesellschaft FI
Commerzbank Aktiengesellschaft FI recently acquired 19,434 shares of Johnson Controls International plc (NYSE:JCI) during the second quarter, valued at approximately $2.84 million. This acquisition is part of broader institutional investor activity, with these entities collectively owning 90.05% of the company's stock. Johnson Controls reported strong quarterly results, exceeding analyst expectations for both EPS and revenue, and maintains a consensus "Hold" rating from analysts with a target price of $155.50.
15,083 Shares in Danaher Corporation $DHR Purchased by B & T Capital Management DBA Alpha Capital Management
B & T Capital Management DBA Alpha Capital Management recently acquired 15,083 shares of Danaher Corporation (NYSE:DHR), valued at approximately $10.86 million, making it their 17th largest holding. Other institutional investors like BlackRock Inc., Norges Bank, and Bank of New York Mellon Corp also made significant investments. Analysts currently rate Danaher as a "Moderate Buy" with a consensus target price of $228.91.
Lennox International (LII) Could Be 22% Undervalued After Its Conference Appearance
Lennox International (LII) is anticipated to be 22% undervalued ahead of its appearance at Deutsche Bank’s Chicago Industrials Summit. Despite recent share price declines, the company trades at a significant discount to analyst targets and intrinsic value estimates. The most popular narrative suggests a fair value of $539.23 per share, driven by investments in digital platforms and AI-based pricing tools, which are expected to boost margins and recurring revenue.
Diamond Hill Capital Management LLC Investment Advisor Acquires Shares of 118,910 Johnson Controls International plc $JCI
Diamond Hill Capital Management LLC Investment Advisor has acquired a new stake of 118,910 shares in Johnson Controls International plc (NYSE:JCI), valued at approximately $17.37 million, according to its latest SEC filing. This acquisition is part of a trend where several other hedge funds have also modified their holdings in the company. Johnson Controls International recently announced a quarterly dividend of $0.40 per share and reported strong earnings, beating analyst estimates.
MGO One Seven LLC Buys 58,455 Shares of Johnson Controls International plc $JCI
MGO One Seven LLC significantly increased its stake in Johnson Controls International plc (NYSE:JCI) during the second quarter, purchasing 58,455 additional shares to bring its total holdings to 131,081 shares valued at $19.2 million. This comes as Johnson Controls reported strong quarterly earnings, beating estimates with $1.42 EPS and 9.3% year-over-year revenue growth. Despite a "Hold" consensus rating from analysts, the company maintains a quarterly dividend of $0.40, offering a 1.0% yield.
Levin Capital Strategies L.P. Raises Position in Johnson Controls International plc $JCI
Levin Capital Strategies L.P. significantly increased its stake in Johnson Controls International plc (NYSE:JCI) by 187.2% in the second quarter, bringing its total holdings to 39,188 shares valued at approximately $5.7 million. This move is part of a broader trend of institutional investment, with various hedge funds adjusting their positions in the company. Johnson Controls International recently reported strong quarterly earnings, beating analyst estimates, and announced a quarterly dividend, while analysts maintain a consensus "Hold" rating for the stock.
Aberdeen Group plc Trims Stock Holdings in Johnson Controls International plc $JCI
Aberdeen Group plc reduced its stake in Johnson Controls International plc (NYSE:JCI) by 3.4% during the second quarter, now holding 970,980 shares valued at $141.87 million. Other institutional investors also adjusted their holdings, with 90.05% of the stock owned by hedge funds and institutional investors. The article also details recent insider stock sales, analyst ratings, and the company's financial performance.
Family Legacy Inc. Takes Position in Danaher Corporation $DHR
Family Legacy Inc. recently acquired 6,040 shares of Danaher Corporation (DHR) worth approximately $1.15 million during the second quarter. This move is part of a broader trend, as institutional investors now collectively own 79.05% of the company, with several other firms initiating or expanding their positions. Danaher has shown strong financial performance, beating analyst expectations with quarterly EPS of $1.94 and revenue of $6.26 billion, leading to a "Moderate Buy" consensus rating among analysts.
Empowered Funds LLC Increases Stake in Johnson Controls International plc $JCI
Empowered Funds LLC significantly increased its stake in Johnson Controls International (NYSE:JCI) by 193.2% in the first quarter, now holding 50,721 shares valued at $6.64 million. Institutional investors collectively own 90.05% of the company, which recently reported strong quarterly earnings of $1.42 EPS and revenue up 9.3% year over year. JCI maintains a quarterly dividend of $0.40 and its stock trades near its 52-week high, despite a mixed "Hold" consensus rating from analysts.
Avalon Trust Co Takes $14.74 Million Position in Danaher Corporation $DHR
Avalon Trust Co recently acquired a new position in Danaher Corporation (NYSE:DHR), purchasing 20,475 shares valued at approximately $14.74 million during the second quarter. This move aligns with several other institutional investors who have also bought stakes in Danaher. The company's stock currently trades at $202.51, with analysts predicting an EPS of 8.53 for the current year.
Lecap Asset Management Ltd. Takes $1.30 Million Position in Johnson Controls International plc $JCI
Lecap Asset Management Ltd. has acquired a new position in Johnson Controls International plc (NYSE:JCI) by purchasing 8,919 shares valued at approximately $1.30 million during the second quarter. Institutional investors hold 90.05% of JCI, and analysts currently have a "Hold" rating on the stock with a consensus price target of $155.50. Johnson Controls recently exceeded earnings expectations, reporting $1.42 in adjusted EPS and $6.61 billion in revenue, and pays a quarterly dividend of $0.40 per share.
Swiss Life Asset Management Ltd Purchases New Shares in Johnson Controls International plc $JCI
Swiss Life Asset Management Ltd recently acquired 158,769 shares of Johnson Controls International (JCI) valued at approximately $23.2 million. This comes as institutional investors collectively own 90.05% of the company. Johnson Controls reported strong Q2 earnings, beating analyst expectations with an EPS of $1.42 and revenue of $6.61 billion, and maintains a quarterly dividend of $0.40 per share.
Calamos Advisors LLC Sells 32,413 Shares of Johnson Controls International plc $JCI
Calamos Advisors LLC has reduced its stake in Johnson Controls International plc (JCI) by 9.9%, selling 32,413 shares and retaining 294,726 shares valued at approximately $43.1 million. Despite this, institutional investors hold 90.05% of the stock. Analyst sentiment for JCI is mixed, with a consensus "Hold" rating and an average price target of $155.50, following recent upward revisions from some firms and strong quarterly earnings performance.
Ethic Inc. Increases Position in Johnson Controls International plc $JCI
Ethic Inc. has increased its stake in Johnson Controls International plc (JCI) by 6.1% in the second quarter, bringing its total holdings to 126,375 shares valued at approximately $18.5 million. Other institutional investors have also adjusted their positions in JCI, which is 90.05% institutionally owned. Despite mixed analyst ratings, Johnson Controls recently exceeded quarterly expectations with $1.42 adjusted EPS and $6.61 billion in revenue, and maintains a quarterly dividend of $0.40.
Johnson Controls International plc $JCI Shares Acquired by Daiwa Securities Group Inc.
Daiwa Securities Group Inc. increased its holdings in Johnson Controls International plc (NYSE:JCI) by 3.5% in the second quarter, bringing its total to 270,360 shares valued at $39.5 million. The company reported strong quarterly earnings of $1.42 per share, surpassing estimates, with revenue up 9.3% year over year. Johnson Controls maintains a quarterly dividend of $0.40 and has a consensus "Hold" rating from analysts with an average price target of $155.50.
Johnson Controls International plc $JCI Shares Sold by Handelsbanken Fonder AB
Handelsbanken Fonder AB reduced its stake in Johnson Controls International plc by 23.1% in the second quarter, selling 14,984 shares and retaining 49,745 shares valued at $7.27 million. Institutional investors now collectively own 90.05% of the company. Johnson Controls International recently exceeded quarterly expectations with EPS of $1.42 and revenue of $6.61 billion, and pays a quarterly dividend of $0.40 per share.
Johnson Controls International plc Stock 12‑Month Price Target Raised to $166.53, Implies 8% Upside
Johnson Controls International plc (JCI) has seen its average 12-month price target raised from $164.83 to $166.53 by 17 analysts, with forecasts ranging from $130 to $190 per share. This updated target suggests an 8% potential upside based on the Aug. 14 closing price. The consensus rating for JCI remains "Buy" among 23 covering analysts, with 12 Buys, 9 Holds, and 2 Sells.
Johnson Controls International PLC stock outperforms competitors on strong trading day
Shares of Johnson Controls International PLC (JCI) increased by 1.45% to $153.64 on Friday, despite an overall poor trading session for the stock market where the S&P 500 Index and Dow Jones Industrial Average both fell. This rise ended a two-day losing streak for the company's stock.
TD Waterhouse Canada Inc. Raises Position in Johnson Controls International plc $JCI
TD Waterhouse Canada Inc. significantly increased its stake in Johnson Controls International (JCI) by 18% in the second quarter of 2026, bringing its total holdings to 124,880 shares valued at $18.1 million. This move aligns with a generally positive outlook from analysts, who rate JCI a "Moderate Buy" with an average price target of $154.80. The company recently reported strong quarterly earnings, beating revenue and EPS estimates, and pays a quarterly dividend of $0.40 per share.
Bernstein Adjusts PT on Johnson Controls International to $190 From $173, Maintains Outperform Rating
Bernstein has increased its price target for Johnson Controls International (JCI) to $190, up from the previous $173, while reiterating an Outperform rating on the stock. This adjustment reflects a more positive outlook on the company's future performance. Johnson Controls International specializes in building regulation, management, and security equipment, systems, and services.
Bosman Wealth Management LLC Purchases 7,450 Shares of Johnson Controls International plc $JCI
Bosman Wealth Management LLC significantly increased its stake in Johnson Controls International plc (JCI) by 365.6% in the second quarter, acquiring an additional 7,450 shares, bringing its total holdings to 9,488 shares valued at $1.39 million. This move aligns with a generally positive analyst sentiment, with a consensus "Moderate Buy" rating and an average price target of $154.80 for JCI. The company recently reported strong quarterly earnings, exceeding expectations with adjusted EPS of $1.42 and revenue of $6.61 billion, alongside maintaining a quarterly dividend of $0.40 per share.
Axxcess Wealth Management LLC Acquires Shares of 46,590 Johnson Controls International plc $JCI
Axxcess Wealth Management LLC has acquired 46,590 shares of Johnson Controls International plc, valued at approximately $6.8 million, marking a new stake in the company during the second quarter. Several other hedge funds also adjusted their positions in JCI. Insider activity included sales by VP Todd M. Grabowski and VP Lei Zhang Schlitz, while analysts generally rate the stock a "Moderate Buy" with an average target price of $154.80.
Atria Investments Inc Decreases Holdings in Johnson Controls International plc $JCI
Atria Investments Inc reduced its stake in Johnson Controls International plc (NYSE:JCI) by 35.6% in the second quarter, selling 9,790 shares and retaining 17,731 shares valued at $2,591,000. Other institutional investors, such as Norges Bank and Viking Global Investors LP, either initiated new positions or significantly increased their holdings in JCI. Johnson Controls International reported strong quarterly earnings, surpassing analyst estimates, and announced a quarterly dividend of $0.40 per share.
Ascentis Wealth Management LLC Acquires 388,879 Shares of Johnson Controls International plc $JCI
Ascentis Wealth Management LLC significantly increased its stake in Johnson Controls International plc (NYSE:JCI), acquiring an additional 388,879 shares, which boosted their total holdings to 391,007 shares valued at $57.13 million. This increase makes them one of many institutional investors modifying their positions in JCI. Johnson Controls International recently reported strong quarterly earnings, beating analyst estimates, and has a "Moderate Buy" consensus rating from analysts with a target price of $154.80.
Earnings call transcript: Innventure Q2 2026 misses forecasts as stock sinks 47%
Innventure (INV) reported a significant miss on Q2 2026 earnings and revenue forecasts, leading to a 47.2% drop in its stock during after-hours trading. The company posted an adjusted loss of 32 cents per share against an expected 23 cents, and revenue of $900,000 against a $1.97 million forecast, primarily due to slower-than-anticipated commercialization of its Accelsius cooling technology. Management has pushed back the timeline for Accelsius to achieve cash flow breakeven beyond 2026 and will focus on key milestones rather than quarterly revenue targets, shifting focus to major hyperscalers and chip manufacturers for adoption.
Results: AAON, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
AAON, Inc. (NASDAQ:AAON) recently reported quarterly results that significantly surpassed analyst expectations for both revenue and earnings. Following these strong results, analysts have updated their forecasts, indicating improved sentiment with increased revenue and earnings per share estimates for 2026. Despite these positive adjustments, the consensus price target for AAON saw a slight decrease, suggesting some caution regarding sustained performance, even as the company is projected to grow faster than its industry.
AAON’s Data-Center Cooling Push Meets A Tough Scale-Up
AAON, Inc. (NASDAQ: AAON) is navigating challenges despite record Q2 sales and a $2.0 billion backlog, facing margin and cash-flow pressures as it scales its operations, particularly within its data-center cooling business (BASX). The company's stock shows volatility, reflecting investor debate between its strong growth prospects in data-center cooling and execution risks tied to rapid capacity expansion and profitability. While growth catalysts are strong, the premium valuation necessitates flawless execution for sustained investor confidence.
Johnson Controls International PLC stock underperforms Wednesday when compared to competitors
Johnson Controls International PLC (JCI) stock dropped by 1.27% on Wednesday, closing at $152.79. This performance lagged behind the S&P 500 Index, which rose by 0.26%, and contrasted with the Dow Jones Industrial Average's slight dip of 0.04%. The company's stock is currently 2.72% below its 52-week high of $157.06, achieved on August 5th.
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