ACR Alpine Capital Research LLC Boosts Stock Position in Johnson & Johnson $JNJ

ACR Alpine Capital Research LLC boosted its position in shares of Johnson & Johnson (NYSE:JNJ) by 0.1% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,232,076 shares of the company’s stock after buying an additional 3,134 shares during the quarter. Johnson & Johnson accounts for approximately 7.1% of ACR Alpine Capital Research LLC’s investment portfolio, making the stock its 4th largest position. ACR Alpine Capital Research LLC owned approximately 0.09% of Johnson & Johnson worth $413,872,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Clayton Financial Group LLC bought a new stake in Johnson & Johnson during the third quarter worth approximately $28,000. Evolution Wealth Management Inc. acquired a new position in shares of Johnson & Johnson in the 2nd quarter worth $27,000. Semmax Financial Advisors Inc. lifted its holdings 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 purchasing an additional 72 shares during the last quarter. GFG Capital LLC acquired a new position in shares of Johnson & Johnson in the 2nd quarter valued at $35,000. Finally, Signature Resources Capital Management LLC increased its stake in Johnson & Johnson by 262.9% in the 3rd quarter. Signature Resources Capital Management LLC now owns 254 shares of the company’s stock worth $47,000 after purchasing an additional 184 shares in the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.

Johnson & Johnson Stock Up 0.8%

JNJ stock opened at $220.29 on Monday. The firm has a market cap of $530.74 billion, a PE ratio of 19.94, a PEG ratio of 2.14 and a beta of 0.34. Johnson & Johnson has a 1 year low of $141.50 and a 1 year high of $222.17. The company has a fifty day simple moving average of $208.35 and a 200 day simple moving average of $189.39. 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 (NYSE:JNJ) last posted 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. 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 business’s revenue was up 9.1% compared to the same quarter last year. During the same period last year, the company earned $2.04 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. Sell-side analysts anticipate that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th will be given a dividend of $1.30 per share. The ex-dividend date of this dividend is Tuesday, February 24th. This represents a $5.20 dividend on an annualized basis and a yield of 2.4%. Johnson & Johnson’s dividend payout ratio is presently 47.06%.

Trending Headlines about Johnson & Johnson

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

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on JNJ. Barclays lifted their target price on shares of Johnson & Johnson from $197.00 to $217.00 and gave the stock an “equal weight” rating in a research report on Tuesday, December 30th. Daiwa Capital Markets upgraded Johnson & Johnson from a “neutral” rating to an “outperform” rating and set a $203.00 target price for the company in a report on Monday, October 20th. Wells Fargo & Company upped their price target on Johnson & Johnson from $230.00 to $240.00 and gave the company an “overweight” rating in a research report on Thursday. Freedom Capital cut Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 16th. Finally, TD Cowen increased their price target on shares of Johnson & Johnson from $222.00 to $250.00 and gave the stock a “buy” rating in a research report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $226.18.

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.