Banyan Capital Management Inc. Buys Shares of 3,853 Johnson & Johnson $JNJ

Banyan Capital Management Inc. acquired a new position in shares of Johnson & Johnson (NYSE:JNJ) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 3,853 shares of the company’s stock, valued at approximately $714,000. Johnson & Johnson comprises approximately 0.3% of Banyan Capital Management Inc.’s holdings, making the stock its 22nd biggest position.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Clark Asset Management LLC increased its holdings in Johnson & Johnson by 51.6% in the second quarter. Clark Asset Management LLC now owns 8,884 shares of the company’s stock valued at $1,357,000 after purchasing an additional 3,025 shares during the period. AustralianSuper Pty Ltd grew its position in shares of Johnson & Johnson by 632.0% in the 3rd quarter. AustralianSuper Pty Ltd now owns 89,183 shares of the company’s stock valued at $16,536,000 after buying an additional 77,000 shares during the last quarter. Treasurer of the State of North Carolina increased its stake in shares of Johnson & Johnson by 8.3% in the second quarter. Treasurer of the State of North Carolina now owns 1,234,945 shares of the company’s stock valued at $188,638,000 after buying an additional 94,957 shares during the period. Talbot Financial LLC raised its position in shares of Johnson & Johnson by 4.6% during the third quarter. Talbot Financial LLC now owns 138,424 shares of the company’s stock worth $25,667,000 after acquiring an additional 6,143 shares during the last quarter. Finally, Liberty One Investment Management LLC boosted its holdings in Johnson & Johnson by 83.9% in the third quarter. Liberty One Investment Management LLC now owns 366,813 shares of the company’s stock valued at $68,040,000 after acquiring an additional 167,353 shares during the last quarter. Institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Stock Performance

Shares of JNJ opened at $227.10 on Friday. Johnson & Johnson has a one year low of $141.50 and a one year high of $230.00. The company has a market cap of $547.16 billion, a PE ratio of 20.55, a P/E/G ratio of 2.21 and a beta of 0.34. The stock has a 50-day moving average of $210.72 and a 200-day moving average of $191.57. The company has a debt-to-equity ratio of 0.50, a current ratio of 1.07 and a quick ratio of 0.80.

Johnson & Johnson (NYSE:JNJ) last announced 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 business had revenue of $24.56 billion for the quarter, compared to analyst estimates of $24.14 billion. During the same quarter in the prior year, the company earned $2.04 earnings per share. The company’s quarterly 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. On average, equities research analysts predict that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

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. The ex-dividend date of this dividend is Tuesday, February 24th. This represents a $5.20 annualized dividend and a yield of 2.3%. Johnson & Johnson’s dividend payout ratio (DPR) is presently 47.06%.

Analyst Ratings Changes

A number of research analysts have recently issued reports on JNJ shares. Weiss Ratings restated a “buy (b)” rating on shares of Johnson & Johnson in a research report on Wednesday. Scotiabank restated an “outperform” rating on shares of Johnson & Johnson in a report on Thursday, January 22nd. Morgan Stanley set a $262.00 price target on Johnson & Johnson and gave the stock an “overweight” rating in a report on Wednesday. UBS Group reissued a “buy” rating on shares of Johnson & Johnson in a research note on Monday, January 5th. Finally, Wall Street Zen raised Johnson & Johnson from a “hold” rating to a “buy” rating in a research note on Sunday, January 25th. One equities research 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 stock. Based on data from MarketBeat.com, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and an average target price of $233.05.

Trending Headlines about Johnson & Johnson

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.

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.