Plato Investment Management Ltd Increases Stock Position in Johnson & Johnson $JNJ

Plato Investment Management Ltd raised its position in shares of Johnson & Johnson (NYSE:JNJ) by 6.8% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 69,456 shares of the company’s stock after acquiring an additional 4,405 shares during the period. Johnson & Johnson makes up approximately 0.9% of Plato Investment Management Ltd’s holdings, making the stock its 14th biggest holding. Plato Investment Management Ltd’s holdings in Johnson & Johnson were worth $12,780,000 at the end of the most recent quarter.

Several other hedge funds have also recently made changes to their positions in JNJ. Evolution Wealth Management Inc. purchased a new position in Johnson & Johnson during the 2nd quarter valued at $27,000. Clayton Financial Group LLC bought a new stake in shares of Johnson & Johnson in the third quarter valued at about $28,000. Semmax Financial Advisors Inc. raised its holdings 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 valued at $31,000 after purchasing an additional 72 shares in the last quarter. GFG Capital LLC purchased a new stake in Johnson & Johnson during the second quarter worth $35,000. Finally, Compass Financial Services Inc lifted its stake in shares of Johnson & Johnson by 707.1% during the 3rd quarter. Compass Financial Services Inc now owns 226 shares of the company’s stock worth $42,000 after purchasing an additional 198 shares during the last quarter. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Key Johnson & Johnson News

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

• Positive Sentiment: JNJ reached new all‑time highs and technical indicators show strong buy interest, supporting momentum buyers and ETF inflows. Johnson & Johnson Is a Resilient Blue‑Chip Stock and It Just Hit New All‑Time Highs
• Positive Sentiment: RBC raised its price target to $255 and reiterated an Outperform, saying JNJ is positioned to manage legal overhang — a catalyst for investors focused on downside risk. RBC Sees Johnson & Johnson (JNJ) Well Positioned to Manage Legal Overhang
• Positive Sentiment: Regulatory approvals deepening JNJ’s oncology and medtech footprint bolster longer‑term growth expectations for the pipeline and portfolio. Johnson & Johnson Deepens Oncology And MedTech Footprint With New Approvals
• Positive Sentiment: Recent analyst upgrades drove short‑term buying (reports note JNJ trading up on upgrades), helping push the share price higher. Johnson & Johnson (NYSE:JNJ) Trading Up 1% on Analyst Upgrade
• Neutral Sentiment: Zacks and other market commentaries note elevated investor attention — useful context but not a direct catalyst beyond increasing volatility and flows. Johnson & Johnson (JNJ) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Analyst commentary (Globe & Mail) provides sector context and mixed views — some analysts remain bullish while others flag valuation concerns, creating a split consensus. Analysts Offer Insights on Healthcare Companies: Amgen (AMGN) and Johnson & Johnson (JNJ)
• Neutral Sentiment: Commentary questioning whether current pricing fully reflects JNJ’s refocused healthcare portfolio is worth watching for longer‑term positioning but isn’t an immediate sell signal. Is Johnson & Johnson (JNJ) Pricing Reflect Recent Healthcare Portfolio Focus?

Johnson & Johnson Stock Up 1.1%

NYSE JNJ opened at $240.30 on Friday. The business has a fifty day moving average price of $213.54 and a 200 day moving average price of $194.04. The company has a market cap of $578.95 billion, a P/E ratio of 21.75, a P/E/G ratio of 2.33 and a beta of 0.35. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.80 and a current ratio of 1.07. Johnson & Johnson has a one year low of $141.50 and a one year high of $240.94.

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

Johnson & Johnson Announces Dividend

The company also recently disclosed 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. The ex-dividend date of this dividend is Tuesday, February 24th. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.2%. Johnson & Johnson’s payout ratio is presently 47.06%.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the company. Morgan Stanley set a $262.00 price target on Johnson & Johnson and gave the stock an “overweight” rating in a research report on Wednesday, January 28th. UBS Group reiterated a “buy” rating on shares of Johnson & Johnson in a research note on Monday, January 5th. Citigroup lifted their target price on shares of Johnson & Johnson from $232.00 to $250.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Daiwa Securities Group boosted their price target on Johnson & Johnson from $203.00 to $237.00 and gave the company an “outperform” rating in a research note on Thursday, January 29th. Finally, Freedom Capital cut shares of Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 16th. 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 company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $233.73.

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.