BIP Wealth LLC Has $2.05 Million Stock Position in Johnson & Johnson $JNJ

BIP Wealth LLC grew its holdings in Johnson & Johnson (NYSE:JNJ) by 55.4% during the third quarter, Holdings Channel.com reports. The firm owned 11,073 shares of the company’s stock after acquiring an additional 3,948 shares during the quarter. BIP Wealth LLC’s holdings in Johnson & Johnson were worth $2,053,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the business. Bey Douglas LLC grew its position in Johnson & Johnson by 4.2% in the third quarter. Bey Douglas LLC now owns 2,128 shares of the company’s stock valued at $395,000 after purchasing an additional 85 shares in the last quarter. Fiducient Advisors LLC grew its holdings in shares of Johnson & Johnson by 68.3% in the 3rd quarter. Fiducient Advisors LLC now owns 5,471 shares of the company’s stock valued at $1,014,000 after acquiring an additional 2,221 shares in the last quarter. CVA Family Office LLC increased its position in shares of Johnson & Johnson by 5.0% in the third quarter. CVA Family Office LLC now owns 9,018 shares of the company’s stock valued at $1,672,000 after acquiring an additional 429 shares during the last quarter. Twin Peaks Wealth Advisors LLC raised its holdings in Johnson & Johnson by 8.1% during the third quarter. Twin Peaks Wealth Advisors LLC now owns 1,995 shares of the company’s stock worth $370,000 after acquiring an additional 149 shares in the last quarter. Finally, CNB Bank boosted its position in Johnson & Johnson by 38.2% during the third quarter. CNB Bank now owns 7,781 shares of the company’s stock valued at $1,443,000 after purchasing an additional 2,152 shares during the last quarter. Institutional investors own 69.55% of the company’s stock.

Johnson & Johnson News Roundup

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 Stock Performance

NYSE:JNJ opened at $220.29 on Friday. The stock has a 50 day simple moving average of $208.35 and a 200 day simple moving average of $189.16. The stock has a market cap of $530.74 billion, a P/E ratio of 19.94, a PEG ratio of 2.26 and a beta of 0.34. Johnson & Johnson has a 1-year low of $141.50 and a 1-year high of $222.17. 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 (NYSE:JNJ) last posted its quarterly earnings data on Wednesday, January 21st. The company reported $2.46 earnings per share for the quarter, hitting the consensus estimate of $2.46. Johnson & Johnson had a return on equity of 33.34% and a net margin of 28.46%.The firm had revenue of $24.56 billion for the quarter, compared to analysts’ expectations of $24.14 billion. During the same quarter last year, the business earned $2.04 EPS. The company’s quarterly revenue 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 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th will be issued a $1.30 dividend. The ex-dividend date of this dividend is Tuesday, February 24th. This represents a $5.20 dividend on an annualized basis and a yield of 2.4%. Johnson & Johnson’s payout ratio is currently 47.06%.

Analysts Set New Price Targets

JNJ has been the topic of several recent analyst reports. Freedom Capital lowered Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 16th. Wolfe Research boosted their target price on shares of Johnson & Johnson from $225.00 to $240.00 and gave the stock an “outperform” rating in a report on Monday, January 5th. Royal Bank Of Canada set a $240.00 price target on shares of Johnson & Johnson in a research report on Wednesday, December 17th. Daiwa Capital Markets raised shares of Johnson & Johnson from a “neutral” rating to an “outperform” rating and set a $203.00 price objective for the company in a research report on Monday, October 20th. Finally, Argus boosted their price objective on shares of Johnson & Johnson from $210.00 to $240.00 in a research note on Friday. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and nine have issued a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $226.18.

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.