Johnson & Johnson $JNJ Stake Increased by Deseret Mutual Benefit Administrators

Deseret Mutual Benefit Administrators raised its stake in shares of Johnson & Johnson (NYSE:JNJ) by 27.7% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 17,396 shares of the company’s stock after buying an additional 3,773 shares during the quarter. Johnson & Johnson comprises 1.4% of Deseret Mutual Benefit Administrators’ portfolio, making the stock its 8th largest holding. Deseret Mutual Benefit Administrators’ holdings in Johnson & Johnson were worth $3,226,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently modified their holdings of JNJ. Clark Asset Management LLC increased its holdings in shares of Johnson & Johnson by 51.6% in the second quarter. Clark Asset Management LLC now owns 8,884 shares of the company’s stock worth $1,357,000 after purchasing an additional 3,025 shares during the period. Treasurer of the State of North Carolina grew its position in Johnson & Johnson by 8.3% during the second quarter. Treasurer of the State of North Carolina now owns 1,234,945 shares of the company’s stock worth $188,638,000 after buying an additional 94,957 shares in the last quarter. Talbot Financial LLC grew its position in Johnson & Johnson by 4.6% during the third quarter. Talbot Financial LLC now owns 138,424 shares of the company’s stock worth $25,667,000 after buying an additional 6,143 shares in the last quarter. Liberty One Investment Management LLC increased its stake in Johnson & Johnson by 83.9% in the 3rd quarter. Liberty One Investment Management LLC now owns 366,813 shares of the company’s stock worth $68,040,000 after acquiring an additional 167,353 shares during the last quarter. Finally, Winnow Wealth LLC purchased a new stake in shares of Johnson & Johnson in the 2nd quarter valued at about $295,000. 69.55% of the stock is owned by hedge funds and other institutional investors.

Johnson & Johnson Stock Up 0.8%

Shares of NYSE:JNJ opened at $220.29 on Monday. The stock has a market capitalization of $530.74 billion, a P/E ratio of 19.94, a price-to-earnings-growth ratio of 2.14 and a beta of 0.34. The stock’s 50-day moving average price is $208.35 and its 200-day moving average price is $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 has a 12-month low of $141.50 and a 12-month high of $222.17.

Johnson & Johnson (NYSE:JNJ) last issued 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 during the quarter, compared to analysts’ expectations 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 prior year, the business posted $2.04 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. On average, equities analysts anticipate that Johnson & Johnson will post 10.58 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The firm 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 of this dividend is Tuesday, February 24th. This represents a $5.20 annualized dividend and a dividend yield of 2.4%. Johnson & Johnson’s dividend payout ratio (DPR) is presently 47.06%.

Analysts Set New Price Targets

Several brokerages have recently commented on JNJ. Freedom Capital lowered Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a report on Friday, January 16th. Citigroup boosted their price target on shares of Johnson & Johnson from $232.00 to $250.00 and gave the stock a “buy” rating in a research note on Thursday. Loop Capital set a $190.00 price objective on shares of Johnson & Johnson in a research report on Wednesday, October 22nd. Argus upped their target price on shares of Johnson & Johnson from $210.00 to $240.00 in a research report on Friday. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Johnson & Johnson in a research note on Friday, October 31st. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and an average price target of $226.18.

Key Stories Impacting 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.