Activist Investor Elliott Acquires Major Stake In Johnson Controls: Report
Activist Investor Elliott Acquires Major Stake In Johnson Controls: Report
Elliott Investment Management, an activist investor, has reportedly amassed a significant stake in Johnson Controls International Plc (NYSE:JCI), valued at over $1 billion, making it one of the company's top ten investors.
據報道，激進投資者埃利奧特投資管理公司已積累了江森自控國際有限公司（紐約證券交易所代碼：JCI）的大量股份，價值超過10億美元，使其成爲該公司的十大投資者之一。
The development comes as Johnson Controls' performance has been trailing behind its industry peers.
這一事態發展是在江森自控的表現落後於行業同行之際發生的。
In the past year, Johnson Controls' shares have climbed over 9%, giving it a market valuation of approximately $46.5 billion, while competitors such as Carrier Global Corp. (NYSE:CARR) and Lennox International Inc. (NYSE:LII) saw their stocks increase by over 50%, and 70% respectively.
在過去的一年中，江森自控的股價上漲了9％以上，市值約爲465億美元，而開利環球公司（紐約證券交易所代碼：CARR）和倫諾克斯國際公司（紐約證券交易所代碼：LII）等競爭對手的股票分別上漲了50％和70％。
Johnson Controls is a major player in the HVAC control market, which has grown due to the need for cooling data centers and manufacturing facilities for semiconductors and electric vehicles, reported Bloomberg.
彭博社報道，江森自控是暖通空調控制市場的主要參與者，該市場之所以增長，是因爲需要冷卻數據中心和半導體和電動汽車的製造設施。
The company, headquartered in Ireland with main offices in Milwaukee, is under the leadership of CEO George Oliver, who previously led Tyco International before its merger with Johnson Controls in 2016.
該公司總部位於愛爾蘭，主要辦公室設在密爾沃基，由首席執行官喬治·奧利弗領導，他在2016年與江森自控合併之前曾領導泰科國際。
The firm has experienced several executive changes since 2020, including the recent appointment of Marc Vandiepenbeeck as CFO.
自2020年以來，該公司經歷了幾次高管變動，包括最近任命馬克·範迪彭貝克爲首席財務官。
Although Elliott's specific plans for Johnson Controls remain undisclosed, the hedge fund has a history of driving executive changes in its portfolio companies, the report further noted.
報告進一步指出，儘管埃利奧特對江森自控的具體計劃仍未公開，但該對沖基金有推動其投資組合公司高管變動的歷史。
Recently, Sensata Technologies Holdings Plc's (NYSE:ST) CEO left after a cooperation agreement with Elliott, and Crown Castle Inc.'s (NYSE:CCI) CEO retired amid a proxy battle, leading to a settlement with Elliott. Similarly, NRG Energy Inc.'s (NYSE:NRG) top executive departed following an agreement with the activist investor.
最近，森薩塔科技控股有限公司（紐約證券交易所代碼：ST）首席執行官在與埃利奧特和皇冠城堡公司達成合作協議後離職。”s（紐約證券交易所代碼：CCI）首席執行官在代理權爭奪戰中退休，最終與埃利奧特達成和解。同樣，NRG 能源公司's（紐約證券交易所代碼：NRG）高管在與激進投資者達成協議後離職。
Johnson Controls manufactures a wide range of products, including fire detection, refrigeration, security, and HVAC equipment for commercial buildings.
江森自控生產各種產品，包括用於商業建築的火災探測、製冷、安防和暖通空調設備。
Additionally, Johnson Controls is reportedly considering selling its ADT alarms unit.
此外，據報道，江森自控正在考慮出售其ADT警報裝置。
Earlier this month, Johnson Controls reaffirmed its full-year forecast for adjusted earnings per share between $3.60 and $3.75, after revising the projection downward in January from $3.65 to $3.80.
本月早些時候，江森自控重申了其全年調整後每股收益在3.60美元至3.75美元之間的預測，此前他在1月份將預測從3.65美元下調至3.80美元。
Price Action: JCI shares are trading higher by 4.62% at $72.21 in premarket at the last check Monday.
價格走勢：在週一的最後一次盤前盤中，江森自控股價上漲4.62％，至72.21美元。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免責聲明: 該內容部分是在人工智能工具的幫助下製作的，並由Benzinga編輯審查和發佈。
Photo via Wikimedia Commons
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