iA Global Asset Management Inc. Has $61.93 Million Position in Johnson & Johnson $JNJ

iA Global Asset Management Inc. grew its position in shares of Johnson & Johnson (NYSE:JNJ) by 13.0% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 334,006 shares of the company’s stock after purchasing an additional 38,327 shares during the quarter. Johnson & Johnson makes up 0.8% of iA Global Asset Management Inc.’s holdings, making the stock its 29th biggest holding. iA Global Asset Management Inc.’s holdings in Johnson & Johnson were worth $61,931,000 at the end of the most recent reporting period.

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

Analyst Ratings Changes

A number of equities analysts have recently issued reports on JNJ shares. Daiwa Capital Markets upgraded Johnson & Johnson from a “neutral” rating to an “outperform” rating and set a $203.00 price objective for the company in a research report on Monday, October 20th. Bank of America raised their price target on shares of Johnson & Johnson from $220.00 to $221.00 and gave the stock a “neutral” rating in a report on Thursday. Royal Bank Of Canada set a $240.00 price target on shares of Johnson & Johnson in a research report on Wednesday, December 17th. Raymond James Financial increased their price target on Johnson & Johnson from $174.00 to $209.00 and gave the stock an “outperform” rating in a report on Wednesday, October 15th. Finally, The Goldman Sachs Group reiterated a “buy” rating and issued a $250.00 target price on shares of Johnson & Johnson in a report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat, Johnson & Johnson currently has an average rating of “Moderate Buy” and an average price target of $226.18.

Johnson & Johnson Stock Performance

Shares of Johnson & Johnson stock opened at $220.29 on Friday. The business has a 50-day simple moving average of $208.35 and a 200 day simple moving average of $189.16. Johnson & Johnson has a one year low of $141.50 and a one year high of $222.17. The company has a debt-to-equity ratio of 0.50, a current ratio of 1.07 and a quick ratio of 0.80. The firm 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.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data 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 the consensus estimate of $24.14 billion. During the same quarter in the previous year, the company posted $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, research analysts anticipate that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

The firm also recently disclosed 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. The ex-dividend date is Tuesday, February 24th. This represents a $5.20 annualized dividend and a yield of 2.4%. Johnson & Johnson’s dividend payout ratio is presently 47.06%.

Johnson & Johnson News Roundup

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 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.