UniSuper Management Pty Ltd Raises Position in Johnson & Johnson $JNJ

UniSuper Management Pty Ltd raised its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 15.4% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 436,518 shares of the company’s stock after acquiring an additional 58,308 shares during the period. UniSuper Management Pty Ltd’s holdings in Johnson & Johnson were worth $80,939,000 at the end of the most recent quarter.

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

Key Johnson & Johnson News

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

• Positive Sentiment: Q4 beat, stronger guidance and rising free cash flow: JNJ beat Q4 revenue and EPS expectations, raised FY outlook and guided to materially higher 2026 free cash flow (~$21B), which underpins analyst upgrades and ETF buying interest. ETFs to Buy Post JNJ’s Q4 Earnings Surprise & Bullish Cash Flow View
• Positive Sentiment: Large Scotiabank upgrade: Scotiabank moved to “sector outperform” and raised its target sharply (to $265), signaling confidence in J&J’s growth runway and boosting investor appetite. Johnson & Johnson (JNJ) Gets a Buy from Scotiabank
• Positive Sentiment: Multiple price target raises from analysts: Leerink (+$201→$232) and Sanford C. Bernstein (+$208→$225) (and others including Stifel, BofA) have nudged targets higher, reflecting the quarter and helping push sentiment positive. Leerink Raises Price Target Bernstein Raises Price Target
• Positive Sentiment: Technical/trend signals: MarketBeat highlights a trend‑following buy signal after a post‑earnings pullback — technical confirmation can attract momentum and institutional flows. Trend‑Following Buy Signal
• Positive Sentiment: MedTech strength and product pipeline: MedTech sales growth, product launches and the OTTAVA robotic submission provide a potential high‑growth stream beyond staples like Stelara. MedTech Growth & Product Launches
• Neutral Sentiment: Valuation checks: Coverage pieces are assessing JNJ’s valuation after the rally — some see limited near‑term upside from current levels, which could temper aggressive buying. Valuation After Momentum
• Negative Sentiment: Talc litigation risk: A Special Master allowed plaintiffs’ expert testimony in the talc MDL, keeping litigation risk visible and a potential earnings/cash‑flow overhang. Talc Litigation Update

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on JNJ shares. Scotiabank restated an “outperform” rating on shares of Johnson & Johnson in a research report on Thursday. Daiwa Capital Markets upgraded Johnson & Johnson from a “neutral” rating to an “outperform” rating and set a $203.00 price target on the stock in a report on Monday, October 20th. Barclays upped their price target on Johnson & Johnson from $197.00 to $217.00 and gave the company an “equal weight” rating in a research report on Tuesday, December 30th. Royal Bank Of Canada set a $240.00 price objective on Johnson & Johnson in a research report on Wednesday, December 17th. Finally, Guggenheim upped their target price on Johnson & Johnson from $227.00 to $240.00 and gave the company a “buy” rating in a report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $226.18.

Johnson & Johnson Stock Up 0.8%

JNJ stock opened at $220.29 on Monday. Johnson & Johnson has a fifty-two week low of $141.50 and a fifty-two week high of $222.17. The company has a market capitalization of $530.74 billion, a price-to-earnings ratio of 19.94, a price-to-earnings-growth ratio of 2.14 and a beta of 0.34. The business’s 50 day moving average price is $208.35 and its two-hundred day moving average price is $189.39. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.80 and a current ratio of 1.07.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings results on Wednesday, January 21st. The company reported $2.46 earnings per share for the quarter, meeting the consensus estimate of $2.46. The company had revenue of $24.56 billion for the quarter, compared to analyst estimates of $24.14 billion. Johnson & Johnson had a return on equity of 33.34% and a net margin of 28.46%.The firm’s revenue was up 9.1% on a year-over-year basis. During the same period in the previous year, the company posted $2.04 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. As a group, analysts forecast that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be paid a $1.30 dividend. This represents a $5.20 annualized dividend and a dividend yield of 2.4%. The ex-dividend date is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio (DPR) is presently 47.06%.

Johnson & Johnson Company 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.