TD Waterhouse Canada Inc. Boosts Stake in Johnson & Johnson $JNJ

TD Waterhouse Canada Inc. lifted its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 0.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 403,754 shares of the company’s stock after buying an additional 2,983 shares during the period. TD Waterhouse Canada Inc.’s holdings in Johnson & Johnson were worth $75,152,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. Brighton Jones LLC boosted its holdings in Johnson & Johnson by 13.9% in the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock worth $7,502,000 after purchasing an additional 6,332 shares during the last quarter. United Bank lifted its holdings in shares of Johnson & Johnson by 110.7% during the 1st quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after buying an additional 4,876 shares during the period. Sivia Capital Partners LLC boosted its stake in shares of Johnson & Johnson by 13.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after buying an additional 692 shares during the last quarter. Wealth Group Ltd. grew its holdings in shares of Johnson & Johnson by 12.8% in the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock worth $226,000 after acquiring an additional 168 shares during the period. Finally, Impact Capital Partners LLC increased its position in Johnson & Johnson by 1.8% during the second quarter. Impact Capital Partners LLC now owns 23,987 shares of the company’s stock valued at $3,664,000 after acquiring an additional 414 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Analyst Ratings Changes

Several brokerages have issued reports on JNJ. Argus raised their target price on Johnson & Johnson from $210.00 to $240.00 in a research report on Friday, January 23rd. Guggenheim increased their price objective on shares of Johnson & Johnson from $227.00 to $240.00 and gave the stock a “buy” rating in a research note on Friday, January 23rd. The Goldman Sachs Group restated a “buy” rating and set a $250.00 target price on shares of Johnson & Johnson in a research report on Thursday, January 22nd. BMO Capital Markets reiterated an “outperform” rating on shares of Johnson & Johnson in a research report on Thursday, December 11th. Finally, Raymond James Financial lifted their price target on shares of Johnson & Johnson from $174.00 to $209.00 and gave the stock an “outperform” rating in a research note on Wednesday, October 15th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $231.91.

Johnson & Johnson Stock Performance

JNJ opened at $227.10 on Friday. The company has a 50 day simple moving average of $210.72 and a two-hundred day simple moving average of $191.32. 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 firm 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. Johnson & Johnson has a 1-year low of $141.50 and a 1-year high of $230.00.

Johnson & Johnson (NYSE:JNJ) last released 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 company had revenue of $24.56 billion for the quarter, compared to analysts’ expectations of $24.14 billion. During the same quarter in the previous year, the company earned $2.04 EPS. Johnson & Johnson’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. Equities analysts forecast that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

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 given a dividend of $1.30 per share. The ex-dividend date is Tuesday, February 24th. This represents a $5.20 annualized dividend and a dividend yield of 2.3%. Johnson & Johnson’s dividend payout ratio (DPR) is currently 47.06%.

Key Stories 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.

About Johnson & Johnson

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.