Bessemer Group Inc. Acquires 7,559 Shares of Johnson & Johnson $JNJ

Bessemer Group Inc. raised its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 0.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 804,705 shares of the company’s stock after purchasing an additional 7,559 shares during the quarter. Bessemer Group Inc.’s holdings in Johnson & Johnson were worth $149,208,000 at the end of the most recent reporting period.

Other hedge funds have also recently made changes to their positions in the company. Vanguard Group Inc. lifted its holdings in shares of Johnson & Johnson by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 237,047,859 shares of the company’s stock worth $36,209,060,000 after buying an additional 3,085,180 shares during the period. Geode Capital Management LLC raised its holdings in shares of Johnson & Johnson by 2.1% in the second quarter. Geode Capital Management LLC now owns 60,609,476 shares of the company’s stock valued at $9,227,988,000 after acquiring an additional 1,225,676 shares in the last quarter. Norges Bank purchased a new stake in Johnson & Johnson in the second quarter worth about $4,877,174,000. Bank of New York Mellon Corp grew its holdings in Johnson & Johnson by 3.5% during the 3rd quarter. Bank of New York Mellon Corp now owns 24,637,649 shares of the company’s stock worth $4,568,313,000 after acquiring an additional 835,146 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. increased its position in Johnson & Johnson by 0.3% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 18,951,337 shares of the company’s stock valued at $2,894,979,000 after purchasing an additional 52,074 shares during the period. 69.55% of the stock is currently owned by institutional investors.

Johnson & Johnson Trading Up 1.4%

Johnson & Johnson stock opened at $237.66 on Friday. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.80 and a current ratio of 1.07. The stock has a market cap of $572.60 billion, a PE ratio of 21.51, a price-to-earnings-growth ratio of 2.28 and a beta of 0.35. The stock has a 50-day moving average of $212.87 and a two-hundred day moving average of $193.33. Johnson & Johnson has a one year low of $141.50 and a one year high of $239.58.

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

Johnson & Johnson Announces Dividend

The company also recently announced 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. The ex-dividend date is Tuesday, February 24th. This represents a $5.20 dividend on an annualized basis and a yield of 2.2%. Johnson & Johnson’s dividend payout ratio (DPR) is 47.06%.

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on JNJ. Johnson Rice set a $190.00 price objective on shares of Johnson & Johnson and gave the company a “hold” rating in a research note on Wednesday, October 22nd. Freedom Capital downgraded Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a report on Friday, January 16th. Royal Bank Of Canada upped their price objective on Johnson & Johnson from $240.00 to $255.00 and gave the stock an “outperform” rating in a research note on Tuesday. The Goldman Sachs Group reiterated a “buy” rating and issued a $250.00 target price on shares of Johnson & Johnson in a research note on Thursday, January 22nd. Finally, HSBC increased their price target on shares of Johnson & Johnson from $240.00 to $265.00 and gave the company a “buy” rating in a research report on Friday, January 30th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $233.73.

Johnson & Johnson News Summary

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

• Positive Sentiment: RBC Capital raised its price target to $255 and reiterated an Outperform, saying J&J is well positioned to manage legal overhang — a bullish signal that likely supported buying interest. RBC Sees Johnson & Johnson (JNJ) Well Positioned to Manage Legal Overhang
• Positive Sentiment: Royal Bank of Canada published the PT increase to $255 (coverage note) — another explicit valuation lift that supports upward momentum in the share price. Royal Bank Of Canada Increases Johnson & Johnson (NYSE:JNJ) Price Target to $255.00
• Positive Sentiment: Bank of America bumped its price target to $227 from $221, citing the company’s stronger growth outlook — incremental analyst support that helps lift sentiment. BofA Lifts PT on Johnson & Johnson (JNJ) to $227 From $221 – Here’s Why
• Positive Sentiment: J&J received new approvals that deepen its oncology and medtech footprint — supports the company’s revenue mix shift toward higher-growth areas and longer-term upside. Johnson & Johnson Deepens Oncology And MedTech Footprint With New Approvals
• Positive Sentiment: Clinical updates on ERLEADA and DARZALEX FASPRO further shape J&J’s oncology growth story, supporting expectations that oncology revenue could meaningfully expand. ERLEADA And DARZALEX FASPRO Updates Shape Johnson And Johnson Oncology Story
• Positive Sentiment: Coverage pieces (including The Motley Fool) highlight J&J’s return to double‑digit growth and question whether the stock is a bargain, increasing investor interest around valuation versus growth prospects. Johnson & Johnson’s Getting Back to Double-Digit Growth. Has the Stock Become a Bargain Buy?
• Neutral Sentiment: Discussion on whether current J&J pricing fully reflects its healthcare portfolio focus — useful context for valuation debate but ambiguous for immediate price impact. Is Johnson & Johnson (JNJ) Pricing Reflect Recent Healthcare Portfolio Focus?

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.