Cardinal Point Capital Management ULC Has $14.03 Million Position in Johnson & Johnson $JNJ

Cardinal Point Capital Management ULC reduced its position in Johnson & Johnson (NYSE:JNJ) by 50.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 75,657 shares of the company’s stock after selling 77,027 shares during the period. Johnson & Johnson comprises about 1.0% of Cardinal Point Capital Management ULC’s holdings, making the stock its 27th largest position. Cardinal Point Capital Management ULC’s holdings in Johnson & Johnson were worth $14,028,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the stock. Slagle Financial LLC boosted its position in Johnson & Johnson by 2.7% during the third quarter. Slagle Financial LLC now owns 14,986 shares of the company’s stock worth $2,779,000 after purchasing an additional 393 shares during the period. RFG Advisory LLC increased its position in shares of Johnson & Johnson by 9.0% during the third quarter. RFG Advisory LLC now owns 18,635 shares of the company’s stock valued at $3,455,000 after purchasing an additional 1,538 shares during the period. Lantz Financial LLC lifted its holdings in shares of Johnson & Johnson by 28.2% during the 3rd quarter. Lantz Financial LLC now owns 15,243 shares of the company’s stock worth $2,826,000 after acquiring an additional 3,351 shares during the period. Fielder Capital Group LLC boosted its holdings in Johnson & Johnson by 5.7% during the third quarter. Fielder Capital Group LLC now owns 2,316 shares of the company’s stock valued at $429,000 after purchasing an additional 125 shares in the last quarter. Finally, Canvas Wealth Advisors LLC grew its position in Johnson & Johnson by 2.2% in the third quarter. Canvas Wealth Advisors LLC now owns 4,065 shares of the company’s stock valued at $767,000 after acquiring an additional 86 shares during the period. 69.55% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several brokerages have recently commented on JNJ. Barclays boosted their target price on Johnson & Johnson from $197.00 to $217.00 and gave the stock an “equal weight” rating in a report on Tuesday, December 30th. HSBC lifted their target price on shares of Johnson & Johnson from $240.00 to $265.00 and gave the stock a “buy” rating in a report on Friday, January 30th. Leerink Partners lifted their price objective on shares of Johnson & Johnson from $201.00 to $232.00 and gave the stock a “market perform” rating in a research note on Thursday, January 22nd. Wolfe Research lifted their price objective on Johnson & Johnson from $225.00 to $240.00 and gave the company an “outperform” rating in a report on Monday, January 5th. Finally, The Goldman Sachs Group reissued 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 given a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat.com, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and an average target price of $233.73.

Johnson & Johnson Trading Up 1.1%

Johnson & Johnson stock opened at $240.30 on Monday. 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 stock has a market capitalization of $578.95 billion, a P/E ratio of 21.75, a PEG ratio of 2.33 and a beta of 0.35. Johnson & Johnson has a 52 week low of $141.50 and a 52 week high of $240.94. The stock has a 50-day simple moving average of $213.54 and a 200 day simple moving average of $194.21.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings results on Wednesday, January 21st. The company reported $2.46 earnings per share for the quarter, meeting analysts’ consensus estimates of $2.46. The business had revenue of $24.56 billion for 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%.The firm’s revenue for the quarter was up 9.1% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.04 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. Analysts expect that Johnson & Johnson will post 10.58 earnings per share for the current year.

Johnson & Johnson Announces Dividend

The company 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. The ex-dividend date is Tuesday, February 24th. This represents a $5.20 annualized dividend and a yield of 2.2%. Johnson & Johnson’s payout ratio is 47.06%.

Johnson & Johnson News Roundup

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

• Positive Sentiment: JNJ reached new all‑time highs and technical indicators show strong buy interest, supporting momentum buyers and ETF inflows. Johnson & Johnson Is a Resilient Blue‑Chip Stock and It Just Hit New All‑Time Highs
• Positive Sentiment: RBC raised its price target to $255 and reiterated an Outperform, saying JNJ is positioned to manage legal overhang — a catalyst for investors focused on downside risk. RBC Sees Johnson & Johnson (JNJ) Well Positioned to Manage Legal Overhang
• Positive Sentiment: Regulatory approvals deepening JNJ’s oncology and medtech footprint bolster longer‑term growth expectations for the pipeline and portfolio. Johnson & Johnson Deepens Oncology And MedTech Footprint With New Approvals
• Positive Sentiment: Recent analyst upgrades drove short‑term buying (reports note JNJ trading up on upgrades), helping push the share price higher. Johnson & Johnson (NYSE:JNJ) Trading Up 1% on Analyst Upgrade
• Neutral Sentiment: Zacks and other market commentaries note elevated investor attention — useful context but not a direct catalyst beyond increasing volatility and flows. Johnson & Johnson (JNJ) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Analyst commentary (Globe & Mail) provides sector context and mixed views — some analysts remain bullish while others flag valuation concerns, creating a split consensus. Analysts Offer Insights on Healthcare Companies: Amgen (AMGN) and Johnson & Johnson (JNJ)
• Neutral Sentiment: Commentary questioning whether current pricing fully reflects JNJ’s refocused healthcare portfolio is worth watching for longer‑term positioning but isn’t an immediate sell signal. Is Johnson & Johnson (JNJ) Pricing Reflect Recent Healthcare Portfolio Focus?

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.