Mizuho Markets Americas LLC Boosts Stake in Johnson & Johnson $JNJ

Mizuho Markets Americas LLC increased its stake in Johnson & Johnson (NYSE:JNJ) by 5,278.8% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 89,664 shares of the company’s stock after acquiring an additional 87,997 shares during the period. Mizuho Markets Americas LLC’s holdings in Johnson & Johnson were worth $16,625,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the company. Evolution Wealth Management Inc. bought a new position in shares of Johnson & Johnson during the 2nd quarter valued at about $27,000. Clayton Financial Group LLC purchased a new stake in Johnson & Johnson in the third quarter worth approximately $28,000. Semmax Financial Advisors Inc. raised its stake in shares of Johnson & Johnson by 55.0% during the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after acquiring an additional 72 shares in the last quarter. GFG Capital LLC bought a new stake in shares of Johnson & Johnson in the 2nd quarter worth approximately $35,000. Finally, Signature Resources Capital Management LLC boosted its stake in shares of Johnson & Johnson by 262.9% in the 3rd quarter. Signature Resources Capital Management LLC now owns 254 shares of the company’s stock valued at $47,000 after purchasing an additional 184 shares in the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have weighed in on JNJ. Weiss Ratings reissued a “buy (b)” rating on shares of Johnson & Johnson in a research note on Friday, October 31st. Freedom Capital lowered Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 16th. Guggenheim boosted their price objective on Johnson & Johnson from $206.00 to $227.00 and gave the company a “buy” rating in a research report on Friday, December 5th. Argus set a $210.00 target price on shares of Johnson & Johnson in a report on Wednesday, October 15th. Finally, Bank of America upped their price target on shares of Johnson & Johnson from $204.00 to $220.00 and gave the company a “neutral” rating in a report on Monday, December 15th. Three analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $213.33.

Johnson & Johnson Price Performance

Shares of Johnson & Johnson stock opened at $218.12 on Thursday. The business has a 50 day moving average of $207.39 and a 200 day moving average of $188.27. Johnson & Johnson has a 52 week low of $141.50 and a 52 week high of $220.11. The company has a market cap of $525.52 billion, a PE ratio of 21.05, a P/E/G ratio of 2.24 and a beta of 0.34. The company has a quick ratio of 0.80, a current ratio of 1.07 and a debt-to-equity ratio of 0.50.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data on Wednesday, January 21st. The company reported $2.46 EPS for the quarter, hitting the consensus estimate of $2.46. Johnson & Johnson had a net margin of 27.26% and a return on equity of 32.73%. The business 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 business earned $2.04 EPS. The company’s revenue for the quarter was up 9.1% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. As a group, equities research analysts forecast that Johnson & Johnson will post 10.58 earnings per share for the current year.

Johnson & Johnson Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th will be paid a $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio (DPR) is presently 50.19%.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Q4 revenue beat and 2026 guidance above consensus — management raised FY2026 sales and EPS targets, signaling mid‑single‑digit organic growth and margin improvement. Johnson & Johnson reports Q4 and Full-Year 2025 results
• Positive Sentiment: MedTech and oncology drove top‑line strength (MedTech up mid‑single digits; strong Darzalex and other cancer drug growth), supporting the company’s revenue trajectory beyond STELARA. Johnson & Johnson Says Product Launches, Regulatory Approvals Drive Growth
• Positive Sentiment: Technicals and analyst sentiment remain constructive — MarketBeat highlights a trend‑following buy signal and rising analyst price targets, which could limit downside and support future upside. Johnson & Johnson Quietly Triggers a Trend Following Buy Signal
• Neutral Sentiment: EPS outcome was mixed: adjusted EPS roughly in line (small beat vs. some consensus figures) and margins broadly as expected — solid but not overpowering enough to eliminate near‑term concerns. Johnson & Johnson (JNJ) Tops Q4 Earnings and Revenue Estimates
• Negative Sentiment: Talc litigation advanced this week as plaintiffs cleared a key expert testimony hurdle — a reminder of legacy legal risk that can create episodic share pressure and potential liabilities. Johnson & Johnson Talc Plaintiffs Clear Key Expert Testimony Hurdle
• Negative Sentiment: STELARA sales plunged after loss of exclusivity and biosimilar competition (material YOY decline), which is a sizable headwind given STELARA’s previous revenue contribution. That dynamic is a key reason shares traded down despite the beat. J&J Stock Down Despite Q4 Earnings Beat, Oncology Drugs Drive Sales
• Negative Sentiment: Company flagged a hit from a recent drug‑pricing deal with the administration (described as “hundreds of millions” of dollars), which tempers net profit upside and adds near‑term uncertainty. Johnson & Johnson forecasts 2026 profit above Wall Street estimates

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.