Banyan Capital Management Inc. Takes Position in Johnson & Johnson $JNJ

Banyan Capital Management Inc. acquired a new position in shares of Johnson & Johnson (NYSE:JNJ) in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 3,853 shares of the company’s stock, valued at approximately $714,000. Johnson & Johnson makes up approximately 0.3% of Banyan Capital Management Inc.’s holdings, making the stock its 22nd biggest position.

Other institutional investors have also recently bought and sold shares of the company. Norges Bank bought a new stake in Johnson & Johnson during the second quarter worth $4,877,174,000. Laurel Wealth Advisors LLC raised its holdings in shares of Johnson & Johnson by 15,040.6% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 7,420,699 shares of the company’s stock valued at $1,133,512,000 after purchasing an additional 7,371,687 shares during the period. Vanguard Group Inc. lifted its stake in Johnson & Johnson by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 237,047,859 shares of the company’s stock valued at $36,209,060,000 after purchasing an additional 3,085,180 shares during the last quarter. Geode Capital Management LLC grew its holdings in Johnson & Johnson by 2.1% during the second quarter. Geode Capital Management LLC now owns 60,609,476 shares of the company’s stock worth $9,227,988,000 after purchasing an additional 1,225,676 shares during the period. Finally, Legal & General Group Plc increased its position in Johnson & Johnson by 6.2% during the second quarter. Legal & General Group Plc now owns 18,917,274 shares of the company’s stock worth $2,889,614,000 after buying an additional 1,097,855 shares during the last quarter. Institutional investors own 69.55% of the company’s stock.

Key Johnson & Johnson News

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.

Analysts Set New Price Targets

Several brokerages have recently commented on JNJ. Loop Capital set a $220.00 target price on Johnson & Johnson in a research note on Tuesday. Royal Bank Of Canada set a $240.00 price target on Johnson & Johnson in a report on Wednesday, December 17th. BMO Capital Markets reiterated an “outperform” rating on shares of Johnson & Johnson in a report on Thursday, December 11th. Citigroup raised their target price on shares of Johnson & Johnson from $232.00 to $250.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Finally, The Goldman Sachs Group reiterated a “buy” rating and issued a $250.00 price target on shares of Johnson & Johnson in a research note on Thursday, January 22nd. One 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 company has an average rating of “Moderate Buy” and a consensus price target of $233.05.

Johnson & Johnson Trading Down 0.1%

Shares of Johnson & Johnson stock opened at $227.10 on Friday. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.80 and a current ratio of 1.07. The firm has a 50-day moving average of $210.72 and a 200-day moving average of $191.57. Johnson & Johnson has a 52-week low of $141.50 and a 52-week high of $230.00. The stock has a market cap of $547.16 billion, a PE ratio of 20.55, a PEG ratio of 2.21 and a beta of 0.34.

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

Johnson & Johnson Announces Dividend

The business also recently declared 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. This represents a $5.20 annualized dividend and a dividend yield of 2.3%. The ex-dividend date is Tuesday, February 24th. Johnson & Johnson’s payout ratio is 47.06%.

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.