BIP Wealth LLC Acquires 3,948 Shares of Johnson & Johnson $JNJ

BIP Wealth LLC increased its stake in shares of Johnson & Johnson (NYSE:JNJ) by 55.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 11,073 shares of the company’s stock after buying an additional 3,948 shares during the period. BIP Wealth LLC’s holdings in Johnson & Johnson were worth $2,053,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in JNJ. Evolution Wealth Management Inc. bought a new position in Johnson & Johnson in the 2nd quarter worth approximately $27,000. Clayton Financial Group LLC bought a new stake in shares of Johnson & Johnson during the third quarter worth $28,000. Semmax Financial Advisors Inc. lifted its stake in shares of Johnson & Johnson by 55.0% during the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after acquiring an additional 72 shares during the period. GFG Capital LLC bought a new position in Johnson & Johnson in the second quarter valued at about $35,000. Finally, Signature Resources Capital Management LLC increased its position in Johnson & Johnson by 262.9% in the third quarter. Signature Resources Capital Management LLC now owns 254 shares of the company’s stock worth $47,000 after purchasing an additional 184 shares during the period. Institutional investors and hedge funds own 69.55% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on JNJ. Citigroup upped their target price on shares of Johnson & Johnson from $232.00 to $250.00 and gave the company a “buy” rating in a research report on Thursday. Loop Capital set a $190.00 price objective on shares of Johnson & Johnson in a report on Wednesday, October 22nd. Freedom Capital lowered shares of Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a report on Friday, January 16th. Guggenheim upped their target price on shares of Johnson & Johnson from $227.00 to $240.00 and gave the company a “buy” rating in a research report on Friday. Finally, Raymond James Financial raised their price target on Johnson & Johnson from $174.00 to $209.00 and gave the stock an “outperform” rating in a research report on Wednesday, October 15th. One investment 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. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $226.18.

More 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

Johnson & Johnson Stock Up 0.8%

Shares of Johnson & Johnson stock opened at $220.29 on Friday. The company has a market capitalization of $530.74 billion, a P/E ratio of 19.94, a price-to-earnings-growth ratio of 2.26 and a beta of 0.34. The company has a debt-to-equity ratio of 0.50, a current ratio of 1.07 and a quick ratio of 0.80. The business has a 50-day moving average of $208.35 and a two-hundred day moving average of $189.16. Johnson & Johnson has a 1 year low of $141.50 and a 1 year high of $222.17.

Johnson & Johnson (NYSE:JNJ) last issued 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 business had revenue of $24.56 billion during 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%.Johnson & Johnson’s quarterly revenue was up 9.1% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.04 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. As a group, equities analysts predict that Johnson & Johnson will post 10.58 EPS for the current year.

Johnson & Johnson Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be issued a dividend of $1.30 per share. This represents a $5.20 dividend on an annualized basis 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.