NEW YORK, Feb 11, 2026, 3:29 PM ET — Regular session
Shares of Johnson Controls International plc rose 1.5% to $140.78 in afternoon trading on Wednesday, after earlier touching $142.87, a 52-week high. The stock was up $2.03 from Tuesday’s close, with about 2.25 million shares traded. (MarketWatch)
The move keeps Johnson Controls near recent highs after the company on Feb. 4 lifted its full-year adjusted profit forecast — a measure that strips out certain one-off items — to $4.70 per share from $4.55. It pointed to steady demand for cooling equipment used in data centers, and Jefferies analyst Stephen Volkmann wrote at the time that “as rack densities rise … the thermal load moves higher.” (Reuters)
With the stock pressing new highs, the market is looking for the next datapoint that either backs up the momentum or cools it. A fresh insider-trading filing and a new product-and-partner push from a company unit are now in the mix.
A Form 4 filed on Tuesday showed Todd M. Grabowski, Johnson Controls’ vice president and president for the Americas, sold 5,000 ordinary shares at $134.75 and another 1,050 at $135.59 on Feb. 6. The filing checked the box indicating the transactions were made under a Rule 10b5-1 plan, a pre-arranged trading program often used to avoid the appearance of trading on non-public information. (SEC)
Sensormatic Solutions, the retail technology business within Johnson Controls, said it will showcase expanded collaborations with Keonn, Indyme and Solink at EuroShop 2026 from Feb. 22-26. “Collaboration has always been central to our innovation philosophy,” Sensormatic president Tony D’Onofrio said, while executive Sean Lee said retailers face challenges “that no single technology can solve alone.” (Sensormatic)
The broader building-technology group was mixed-to-firm on Wednesday. Trane Technologies was up about 2.6%, Carrier Global gained about 1.5% and Honeywell was little changed.
But a stock that has run hard into new highs can still trip over small things. A shift in expectations for commercial construction spending, a pause in data-center buildouts or any sign that orders are slowing could put the focus back on valuation rather than growth.
Investors also have the calendar to watch. Johnson Controls’ proxy statement says the company’s 2026 annual general meeting is scheduled for March 4. (SEC)
Before that, the company has put its finance chief in the line of fire. Johnson Controls said Chief Financial Officer Marc Vandiepenbeeck will present on Feb. 19 at Citi’s Global Industrial Tech and Mobility Conference and at Barclays’ Industrial Select Conference, events that often draw questions on orders, margins and the outlook. (Johnsoncontrols)
