Sage Mountain Advisors LLC Raises Stake in Johnson & Johnson $JNJ

Sage Mountain Advisors LLC raised its stake in shares of Johnson & Johnson (NYSE:JNJ) by 19.3% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 22,014 shares of the company’s stock after buying an additional 3,554 shares during the quarter. Sage Mountain Advisors LLC’s holdings in Johnson & Johnson were worth $4,082,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of JNJ. Evolution Wealth Management Inc. purchased a new stake in Johnson & Johnson in the 2nd quarter worth approximately $27,000. Clayton Financial Group LLC bought a new stake in Johnson & Johnson during the third quarter valued at $28,000. Semmax Financial Advisors Inc. grew its position in Johnson & Johnson by 55.0% during the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after buying an additional 72 shares in the last quarter. GFG Capital LLC bought a new position in Johnson & Johnson in the 2nd quarter worth about $35,000. Finally, Signature Resources Capital Management LLC raised its holdings in shares of Johnson & Johnson by 262.9% in the 3rd quarter. Signature Resources Capital Management LLC now owns 254 shares of the company’s stock valued at $47,000 after acquiring an additional 184 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors.

Key Stories Impacting Johnson & Johnson

Here are the key news stories impacting Johnson & Johnson this week:

• Positive Sentiment: Q4 print and 2026 outlook: J&J beat revenue expectations, reported stronger margins and gave FY2026 sales and EPS guidance that was modestly above consensus — the core drivers cited were oncology strength and MedTech momentum. This underpins the bullish analyst reaction and higher expectations for organic growth. Business Wire: Q4 and Full-Year 2025 results
• Positive Sentiment: Large analyst upgrade: Scotiabank boosted its price target sharply to $265 (sector outperform), signaling meaningful upside versus the current level and likely supporting buying interest. The Fly: Scotiabank price-target raise
• Positive Sentiment: Technical/market momentum: MarketBeat highlights a trend-following buy signal after the pullback to support levels, which can attract momentum traders and reduce downside risk for buyers. MarketBeat: trend-following buy signal
• Neutral Sentiment: Analyst tweaks with limited conviction: Bank of America and Stifel nudged targets higher (to $221 and $220 respectively) but kept neutral/hold stances — these adjustments offer modest upside but little change to conviction. Benzinga: analyst target changes
• Positive Sentiment: Dividend and longer-term thesis remain intact: Coverage pieces note J&J’s status as a Dividend King with a sustainable payout and a growing MedTech pipeline (including OTTAVA robotics), supporting steady institutional demand. Zacks: dividend thesis
• Negative Sentiment: Talc litigation moving forward: A court ruling will allow plaintiffs’ expert testimony in the talc MDL, increasing legal uncertainty and potential exposure that remains an overhang for the stock. Benzinga: talc litigation update
• Negative Sentiment: Stelara biosimilar pressure: Investors remain cautious after Stelara sales fell sharply following patent loss; biosimilar competition is dragging growth in that franchise and was cited as a reason for pre-market weakness even after the beat. Blockonomi: Stelara and market reaction

Analysts Set New Price Targets

Several research analysts recently weighed in on the stock. TD Cowen upped their price objective on shares of Johnson & Johnson from $222.00 to $250.00 and gave the stock a “buy” rating in a research report on Thursday. Johnson Rice set a $190.00 price target on shares of Johnson & Johnson and gave the stock a “hold” rating in a report on Wednesday, October 22nd. Stifel Nicolaus lifted their price objective on shares of Johnson & Johnson from $205.00 to $220.00 and gave the stock a “hold” rating in a report on Thursday. Argus set a $210.00 price target on Johnson & Johnson in a research report on Wednesday, October 15th. Finally, HSBC reiterated a “buy” rating and set a $240.00 price objective on shares of Johnson & Johnson in a research report on Wednesday, December 10th. Two analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $219.86.

Johnson & Johnson Stock Up 0.3%

Shares of NYSE:JNJ opened at $218.58 on Friday. The stock has a market capitalization of $526.62 billion, a P/E ratio of 19.78, a price-to-earnings-growth ratio of 2.24 and a beta of 0.34. The stock’s 50-day moving average price is $207.86 and its 200-day moving average price is $188.48. The company has a current ratio of 1.07, a quick ratio of 0.80 and a debt-to-equity ratio of 0.50. Johnson & Johnson has a 12-month low of $141.50 and a 12-month high of $222.17.

Johnson & Johnson (NYSE:JNJ) last issued its earnings results on Wednesday, January 21st. The company reported $2.46 earnings per share for the quarter, meeting the consensus estimate of $2.46. Johnson & Johnson had a return on equity of 33.34% and a net margin of 28.46%.The company had revenue of $24.56 billion during the quarter, compared to analysts’ expectations of $24.14 billion. During the same period in the prior year, the business posted $2.04 EPS. Johnson & Johnson’s quarterly revenue was up 9.1% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. On average, equities analysts anticipate that Johnson & Johnson will post 10.58 earnings per share for the current year.

Johnson & Johnson Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th will be given a $1.30 dividend. The ex-dividend date is Tuesday, February 24th. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.4%. Johnson & Johnson’s payout ratio is presently 50.19%.

Johnson & Johnson Profile

Johnson & Johnson is a multinational healthcare company headquartered in New Brunswick, New Jersey, that develops, manufactures and markets a broad range of products across pharmaceuticals, medical devices and previously consumer health. Founded in 1886 by the Johnson family, the company has grown into a global healthcare organization with operations and sales in many countries around the world.

The company’s pharmaceuticals business, organized largely under its Janssen research and development organization, focuses on prescription medicines across therapeutic areas such as immunology, infectious disease, oncology and neuroscience.