AustralianSuper Pty Ltd Buys 77,000 Shares of Johnson & Johnson $JNJ

AustralianSuper Pty Ltd raised its stake in Johnson & Johnson (NYSE:JNJ) by 632.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 89,183 shares of the company’s stock after buying an additional 77,000 shares during the period. AustralianSuper Pty Ltd’s holdings in Johnson & Johnson were worth $16,536,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. Evolution Wealth Management Inc. purchased a new stake in Johnson & Johnson in the second quarter worth approximately $27,000. Clayton Financial Group LLC bought a new stake in shares of Johnson & Johnson in the 3rd quarter worth approximately $28,000. Semmax Financial Advisors Inc. boosted its stake in shares of 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 purchasing an additional 72 shares in the last quarter. GFG Capital LLC bought a new position in shares of Johnson & Johnson during the 2nd quarter valued at $35,000. Finally, Signature Resources Capital Management LLC raised its position 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 during the period. 69.55% of the stock is owned by institutional investors.

Johnson & Johnson Stock Down 0.1%

Shares of Johnson & Johnson stock opened at $227.10 on Friday. 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 $230.00. The company has a market cap of $547.16 billion, a P/E ratio of 20.55, a PEG ratio of 2.21 and a beta of 0.34. The company’s fifty day simple moving average is $210.72 and its two-hundred day simple moving average is $191.32.

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

Johnson & Johnson Dividend Announcement

The company 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 $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 2.3%. Johnson & Johnson’s dividend payout ratio is currently 47.06%.

Wall Street Analyst Weigh In

JNJ has been the subject of several analyst reports. HSBC restated a “buy” rating and set a $240.00 price target on shares of Johnson & Johnson in a research report on Wednesday, December 10th. Guggenheim increased their target price on Johnson & Johnson from $227.00 to $240.00 and gave the company a “buy” rating in a report on Friday, January 23rd. Freedom Capital cut Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 16th. UBS Group reissued a “buy” rating on shares of Johnson & Johnson in a research note on Monday, January 5th. Finally, Sanford C. Bernstein lifted their target price on shares of Johnson & Johnson from $208.00 to $225.00 and gave the stock a “market perform” rating in a research note on Friday, January 23rd. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and an average target price of $231.91.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: CHMP (European regulator) issued a positive opinion for AKEEGA (niraparib + abiraterone) for BRCA1/2-mutant metastatic hormone-sensitive prostate cancer — regulatory progress supports a new oncology revenue stream and raises upside to J&J’s pharma growth outlook. Read More.
• Positive Sentiment: Daiwa Capital Markets raised its JNJ price target to $237 and kept an Outperform rating, signaling buy-side confidence in near-term upside. Read More.
• Positive Sentiment: Morgan Stanley upgraded J&J citing a stronger growth outlook; that upgrade (and related coverage noting fresh annual highs) helped lift sentiment earlier in the session. Read More.
• Positive Sentiment: Scotiabank raised its target to $265 after J&J’s solid quarterly results and reiterated Outperform — another signals of analyst bullishness post-Q4. Read More.
• Neutral Sentiment: Wall Street coverage is broadly positive but measured — several outlets summarized consensus analyst targets and noted JNJ’s strong 12‑month performance; analysts remain cautiously optimistic rather than uniformly exuberant. Read More.
• Neutral Sentiment: Unusually high options volume was reported, indicating elevated trader interest and potential short‑term volatility; this is activity-driven rather than a directional fundamental change. Read More.
• Positive Sentiment: A U.S. judge dismissed a fraud lawsuit over J&J’s talc bankruptcy strategy, removing one near-term legal overhang — a favorable court outcome for liability risk. Read More.
• Negative Sentiment: Analysts and legal commentators warn the talc saga isn’t fully settled — a Seeking Alpha piece cautions that dismissal of a fraud claim doesn’t end broader talc litigation, keeping potential legal risk on the radar. Read More.
• Negative Sentiment: Insider selling: reports show the CEO sold roughly $22M in shares after Q4 results — raises governance/perception questions for some investors despite company explanations. Read More.

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.