UniSuper Management Pty Ltd Grows Position in Johnson & Johnson $JNJ

UniSuper Management Pty Ltd raised its holdings in Johnson & Johnson (NYSE:JNJ) by 15.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 436,518 shares of the company’s stock after purchasing an additional 58,308 shares during the period. UniSuper Management Pty Ltd’s holdings in Johnson & Johnson were worth $80,939,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Norges Bank bought a new stake in Johnson & Johnson during the 2nd quarter valued at $4,877,174,000. Laurel Wealth Advisors LLC grew its position in shares of Johnson & Johnson by 15,040.6% in the second 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 in the last quarter. Vanguard Group Inc. raised its stake in shares of Johnson & Johnson by 1.3% during 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 period. Geode Capital Management LLC lifted its holdings in Johnson & Johnson by 2.1% during the 2nd 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 in the last quarter. Finally, Legal & General Group Plc boosted its stake in Johnson & Johnson by 6.2% in the 2nd quarter. Legal & General Group Plc now owns 18,917,274 shares of the company’s stock worth $2,889,614,000 after purchasing an additional 1,097,855 shares during the period. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

JNJ has been the topic of several analyst reports. Morgan Stanley upped their price target on Johnson & Johnson from $197.00 to $200.00 and gave the company an “equal weight” rating in a research report on Thursday. Royal Bank Of Canada set a $240.00 target price on shares of Johnson & Johnson in a report on Wednesday, December 17th. Scotiabank reissued an “outperform” rating on shares of Johnson & Johnson in a report on Thursday. Wells Fargo & Company boosted their price target on shares of Johnson & Johnson from $230.00 to $240.00 and gave the company an “overweight” rating in a research report on Thursday. Finally, Argus upped their price target on shares of Johnson & Johnson from $210.00 to $240.00 in a report on Friday. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and nine have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and an average price target of $226.18.

Key Stories Impacting Johnson & Johnson

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 Up 0.8%

Shares of NYSE:JNJ opened at $220.29 on Monday. The firm has a market capitalization of $530.74 billion, a PE ratio of 19.94, a price-to-earnings-growth ratio of 2.14 and a beta of 0.34. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.80 and a current ratio of 1.07. Johnson & Johnson has a 52-week low of $141.50 and a 52-week high of $222.17. The firm has a fifty day moving average of $208.35 and a 200 day moving average of $189.39.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Wednesday, January 21st. The company reported $2.46 earnings per share (EPS) 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 during the quarter, compared to analyst estimates of $24.14 billion. During the same quarter in the previous year, the company posted $2.04 earnings per share. The company’s 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. As a group, research analysts anticipate that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

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