iA Global Asset Management Inc. Increases Stock Holdings in Johnson & Johnson $JNJ

iA Global Asset Management Inc. boosted its stake in Johnson & Johnson (NYSE:JNJ) by 13.0% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 334,006 shares of the company’s stock after buying an additional 38,327 shares during the quarter. Johnson & Johnson makes up 0.8% of iA Global Asset Management Inc.’s investment portfolio, making the stock its 29th largest holding. iA Global Asset Management Inc.’s holdings in Johnson & Johnson were worth $61,931,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently made changes to their positions in the company. Evolution Wealth Management Inc. purchased a new position in Johnson & Johnson during the second quarter worth about $27,000. Clayton Financial Group LLC bought a new position in shares of Johnson & Johnson during the 3rd quarter worth approximately $28,000. Semmax Financial Advisors Inc. boosted its stake in shares of Johnson & Johnson by 55.0% in the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after buying an additional 72 shares during the last quarter. GFG Capital LLC purchased a new stake in shares of Johnson & Johnson during the second quarter valued at approximately $35,000. Finally, Signature Resources Capital Management LLC lifted its holdings in Johnson & Johnson by 262.9% during the third quarter. Signature Resources Capital Management LLC now owns 254 shares of the company’s stock worth $47,000 after acquiring an additional 184 shares during the period. Institutional investors own 69.55% of the company’s stock.

Analyst Upgrades and Downgrades

JNJ has been the subject of a number of recent analyst reports. UBS Group restated a “buy” rating on shares of Johnson & Johnson in a research note on Monday, January 5th. TD Cowen increased their price target on shares of Johnson & Johnson from $222.00 to $250.00 and gave the company a “buy” rating in a research report on Thursday. Daiwa Capital Markets raised shares of Johnson & Johnson from a “neutral” rating to an “outperform” rating and set a $203.00 price objective on the stock in a research report on Monday, October 20th. Stifel Nicolaus increased their target price on shares of Johnson & Johnson from $205.00 to $220.00 and gave the company a “hold” rating in a research report on Thursday. Finally, Leerink Partners raised their price target on shares of Johnson & Johnson from $201.00 to $232.00 and gave the stock a “market perform” rating in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and nine have given a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $226.18.

Johnson & Johnson Price Performance

JNJ opened at $220.29 on Friday. The company has a market capitalization of $530.74 billion, a price-to-earnings ratio of 19.94, a PEG ratio of 2.26 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. The firm has a 50-day moving average price of $208.35 and a 200-day moving average price of $189.16. Johnson & Johnson has a twelve month low of $141.50 and a twelve month high of $222.17.

Johnson & Johnson (NYSE:JNJ) last released 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 28.46% and a return on equity of 33.34%. The company had revenue of $24.56 billion during the quarter, compared to the consensus estimate of $24.14 billion. During the same period last year, the firm earned $2.04 EPS. Johnson & Johnson’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. Equities analysts expect that Johnson & Johnson will post 10.58 EPS for the current year.

Johnson & Johnson Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be paid a dividend of $1.30 per share. 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 payout ratio is presently 47.06%.

Key Johnson & Johnson News

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 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.