Birch Financial Group LLC Raises Stock Position in Johnson & Johnson $JNJ

Birch Financial Group LLC raised its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 127.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 14,583 shares of the company’s stock after acquiring an additional 8,163 shares during the quarter. Johnson & Johnson makes up about 1.6% of Birch Financial Group LLC’s investment portfolio, making the stock its 13th biggest position. Birch Financial Group LLC’s holdings in Johnson & Johnson were worth $2,704,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Clayton Financial Group LLC bought a new stake in shares of Johnson & Johnson during the third quarter valued at approximately $28,000. Evolution Wealth Management Inc. purchased a new position in Johnson & Johnson during the second quarter valued at $27,000. Semmax Financial Advisors Inc. increased its holdings in Johnson & Johnson by 55.0% in the 2nd 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 last quarter. GFG Capital LLC purchased a new stake in Johnson & Johnson in the 2nd quarter worth $35,000. Finally, Signature Resources Capital Management LLC boosted its holdings in shares of 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 purchasing an additional 184 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts recently commented on JNJ shares. Daiwa Capital Markets upgraded Johnson & Johnson from a “neutral” rating to an “outperform” rating and set a $203.00 target price on the stock in a research report on Monday, October 20th. Loop Capital set a $190.00 price objective on 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. Leerink Partners boosted their price target on shares of Johnson & Johnson from $201.00 to $232.00 and gave the stock a “market perform” rating in a research report on Thursday. Finally, TD Cowen increased their price objective on shares of Johnson & Johnson from $222.00 to $250.00 and gave the company a “buy” rating in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $226.18.

Johnson & Johnson Stock Up 0.8%

Shares of NYSE JNJ opened at $220.29 on Monday. Johnson & Johnson has a 1 year low of $141.50 and a 1 year high of $222.17. The firm has a 50-day simple moving average of $208.35 and a two-hundred day simple moving average of $189.39. The company has a market cap of $530.74 billion, a P/E ratio of 19.94, a PEG ratio of 2.14 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.

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

Johnson & Johnson Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th will be given a dividend of $1.30 per share. 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 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

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.