Belpointe Asset Management LLC Acquires 4,566 Shares of Johnson & Johnson $JNJ

Belpointe Asset Management LLC raised its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 30.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 19,773 shares of the company’s stock after acquiring an additional 4,566 shares during the quarter. Belpointe Asset Management LLC’s holdings in Johnson & Johnson were worth $3,666,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. SOA Wealth Advisors LLC. increased its position in Johnson & Johnson by 0.7% in the third quarter. SOA Wealth Advisors LLC. now owns 7,392 shares of the company’s stock worth $1,371,000 after buying an additional 53 shares in the last quarter. Ethos Financial Group LLC grew its stake in shares of Johnson & Johnson by 0.6% during the 3rd quarter. Ethos Financial Group LLC now owns 9,110 shares of the company’s stock valued at $1,689,000 after acquiring an additional 53 shares during the period. Heritage Oak Wealth Advisors LLC increased its holdings in Johnson & Johnson by 3.5% in the 3rd quarter. Heritage Oak Wealth Advisors LLC now owns 1,639 shares of the company’s stock worth $304,000 after acquiring an additional 55 shares in the last quarter. Lifestyle Asset Management Inc. raised its stake in Johnson & Johnson by 3.4% during the 3rd quarter. Lifestyle Asset Management Inc. now owns 1,683 shares of the company’s stock worth $312,000 after acquiring an additional 56 shares during the period. Finally, Wynn Capital LLC lifted its holdings in Johnson & Johnson by 0.4% during the third quarter. Wynn Capital LLC now owns 15,930 shares of the company’s stock valued at $2,954,000 after purchasing an additional 57 shares in the last quarter. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Q4 beat and 2026 sales guidance — J&J reported a revenue beat for Q4 and set 2026 sales guidance of $100–$101 billion, citing growth in Innovative Medicines and MedTech that offsets Stelara LOE; management also provided FY‑2026 EPS guidance (11.43–11.63), which pulled forward street expectations and supports the stock. Should You Stay Invested in J&J Stock After Q4 Beat & Solid Guidance?
• Positive Sentiment: Company reiterates $100B+ 2026 sales target — Management emphasized accelerating growth in both pharmaceutical and MedTech segments on the earnings call, reinforcing the revenue target and giving investors more confidence in forward growth. J&J Targets $100B+ Sales in 2026 as Growth Accelerates in Both Units
• Positive Sentiment: FDA approval expands oncology franchise — The FDA approved DARZALEX FASPRO in a D‑VRd quadruplet regimen for newly diagnosed multiple myeloma patients who are transplant‑ineligible, marking another label expansion that strengthens J&J’s oncology footprint and recurring revenue potential. DARZALEX FASPRO®-based quadruplet regimen approved in the US
• Positive Sentiment: Analysts turn bullish and lift price targets — Firms including Guggenheim raised their outlook/price targets (example: PT to $240) and coverage commentary has trended bullish after the Q4 print and guide, which supports continued upside. Guggenheim Lifts Johnson & Johnson (JNJ) Outlook After Solid Q4 and 2026 Guide Johnson & Johnson Stock Forecast: Trending Bullish Among Analysts
• Neutral Sentiment: Unusual options activity — Traders bought ~37,990 call options (≈23% above typical daily call volume); this shows speculative/positioning interest but is not definitive about long‑term direction.
• Neutral Sentiment: Corporate philanthropy announced — J&J marked $100M of MedTech product donations since 2020, which is positive for ESG perception but unlikely to move fundamentals in the near term. Johnson & Johnson Marks $100 Million of MedTech Products Donated
• Negative Sentiment: Policy/regulatory cost risks — Coverage notes that potential policy/price‑control headwinds could increase costs or pressure pricing in parts of J&J’s business, a risk investors should watch that could temper margins or growth over time. JNJ Delivers Strong 2026 Guidance Even as Policy Costs Loom

Johnson & Johnson Trading Up 1.5%

Shares of Johnson & Johnson stock opened at $227.86 on Thursday. The company has a quick ratio of 0.80, a current ratio of 1.07 and a debt-to-equity ratio of 0.50. The firm has a market cap of $548.99 billion, a price-to-earnings ratio of 20.62, a PEG ratio of 2.18 and a beta of 0.34. Johnson & Johnson has a twelve month low of $141.50 and a twelve month high of $228.57. The business has a 50-day moving average price of $209.77 and a 200-day moving average price of $190.58.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings results on Wednesday, January 21st. The company reported $2.46 EPS for the quarter, meeting analysts’ consensus estimates of $2.46. Johnson & Johnson had a return on equity of 33.34% and a net margin of 28.46%.The company had revenue of $24.56 billion during the quarter, compared to analyst estimates of $24.14 billion. During the same period in the prior year, the company earned $2.04 earnings per share. The firm’s revenue 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 research analysts anticipate that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be given a $1.30 dividend. This represents a $5.20 annualized dividend and a yield of 2.3%. The ex-dividend date is Tuesday, February 24th. Johnson & Johnson’s payout ratio is currently 47.06%.

Analyst Upgrades and Downgrades

Several analysts have recently commented on the stock. Raymond James Financial raised their price objective on shares of Johnson & Johnson from $174.00 to $209.00 and gave the company an “outperform” rating in a research report on Wednesday, October 15th. HSBC reiterated a “buy” rating and issued a $240.00 price target on shares of Johnson & Johnson in a research note on Wednesday, December 10th. Weiss Ratings reissued a “buy (b)” rating on shares of Johnson & Johnson in a report on Friday, October 31st. Daiwa Capital Markets raised Johnson & Johnson from a “neutral” rating to an “outperform” rating and set a $203.00 price objective for the company in a research note on Monday, October 20th. Finally, Stifel Nicolaus increased their target price on Johnson & Johnson from $205.00 to $220.00 and gave the stock a “hold” rating in a research report on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $230.36.

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.