AustralianSuper Pty Ltd Acquires 77,000 Shares of Johnson & Johnson $JNJ

AustralianSuper Pty Ltd increased its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 632.0% during the 3rd quarter, HoldingsChannel reports. The fund owned 89,183 shares of the company’s stock after buying an additional 77,000 shares during the period. AustralianSuper Pty Ltd’s holdings in Johnson & Johnson were worth $16,536,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Brighton Jones LLC raised its position in shares of Johnson & Johnson by 13.9% in the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock worth $7,502,000 after purchasing an additional 6,332 shares during the last quarter. United Bank increased its stake in Johnson & Johnson by 110.7% during the 1st quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after purchasing an additional 4,876 shares in the last quarter. Sivia Capital Partners LLC raised its holdings in Johnson & Johnson by 13.4% in the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after buying an additional 692 shares during the last quarter. Wealth Group Ltd. lifted its stake in shares of Johnson & Johnson by 12.8% in the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock worth $226,000 after buying an additional 168 shares in the last quarter. Finally, Impact Capital Partners LLC grew its holdings in shares of Johnson & Johnson by 1.8% during the second quarter. Impact Capital Partners LLC now owns 23,987 shares of the company’s stock valued at $3,664,000 after buying an additional 414 shares during the last quarter. Institutional investors own 69.55% of the company’s stock.

Johnson & Johnson News Summary

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.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on the stock. Argus boosted their price objective on shares of Johnson & Johnson from $210.00 to $240.00 in a report on Friday, January 23rd. HSBC restated a “buy” rating and issued a $240.00 price target on shares of Johnson & Johnson in a research note on Wednesday, December 10th. Guggenheim increased their price objective on Johnson & Johnson from $227.00 to $240.00 and gave the company a “buy” rating in a research report on Friday, January 23rd. Sanford C. Bernstein boosted their target price on Johnson & Johnson from $208.00 to $225.00 and gave the stock a “market perform” rating in a research report on Friday, January 23rd. Finally, TD Cowen raised their price target on shares of Johnson & Johnson from $222.00 to $250.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. One investment 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. According to MarketBeat.com, Johnson & Johnson has a consensus rating of “Moderate Buy” and an average price target of $231.91.

Johnson & Johnson Stock Performance

Shares of NYSE JNJ opened at $227.10 on Friday. Johnson & Johnson has a 12-month low of $141.50 and a 12-month high of $230.00. The firm has a market capitalization of $547.16 billion, a price-to-earnings ratio of 20.55, a price-to-earnings-growth ratio of 2.21 and a beta of 0.34. The company has a current ratio of 1.07, a quick ratio of 0.80 and a debt-to-equity ratio of 0.50. The firm has a 50 day moving average of $210.72 and a 200 day moving average of $191.32.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results 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 net margin of 28.46% and a return on equity of 33.34%. The business had revenue of $24.56 billion for the quarter, compared to analysts’ expectations of $24.14 billion. During the same quarter last year, the company posted $2.04 EPS. 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. On average, research analysts anticipate that Johnson & Johnson will post 10.58 earnings per share for the current year.

Johnson & Johnson Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th will be issued a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend is Tuesday, February 24th. Johnson & Johnson’s 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.