Red Cedar Investment Management LLC Invests $981,000 in Johnson & Johnson $JNJ

Red Cedar Investment Management LLC acquired a new stake in shares of Johnson & Johnson (NYSE:JNJ) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 5,290 shares of the company’s stock, valued at approximately $981,000.

Several other large investors have also recently added to or reduced their stakes in JNJ. Evolution Wealth Management Inc. acquired a new position in shares of Johnson & Johnson during the second quarter valued at $27,000. Clayton Financial Group LLC bought a new stake in Johnson & Johnson in the 3rd quarter valued at about $28,000. Semmax Financial Advisors Inc. boosted its stake in Johnson & Johnson by 55.0% during 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 during the period. GFG Capital LLC bought a new position in Johnson & Johnson in the 2nd quarter worth about $35,000. Finally, Signature Resources Capital Management LLC increased its stake in shares of Johnson & Johnson by 262.9% in the third 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 during the period. 69.55% of the stock is owned by institutional investors and hedge funds.

Johnson & Johnson Trading Up 1.5%

Shares of Johnson & Johnson stock opened at $227.86 on Thursday. The business has a fifty day simple moving average of $209.77 and a 200-day simple moving average of $190.58. Johnson & Johnson has a fifty-two week low of $141.50 and a fifty-two week high of $228.57. The firm has a market cap of $548.99 billion, a price-to-earnings ratio of 20.62, a price-to-earnings-growth ratio of 2.18 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 results 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 firm had revenue of $24.56 billion for the quarter, compared to analysts’ expectations of $24.14 billion. During the same period in the previous year, the business earned $2.04 earnings per share. Johnson & Johnson’s revenue for the quarter was up 9.1% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. On average, equities analysts forecast that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th will be given a $1.30 dividend. The ex-dividend date is Tuesday, February 24th. This represents a $5.20 annualized dividend and a yield of 2.3%. Johnson & Johnson’s payout ratio is 47.06%.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the company. Johnson Rice set a $190.00 price objective on Johnson & Johnson and gave the stock a “hold” rating in a research report on Wednesday, October 22nd. HSBC reaffirmed a “buy” rating and set a $240.00 target price on shares of Johnson & Johnson in a research note on Wednesday, December 10th. Scotiabank reissued an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday, January 22nd. Guggenheim lifted their price objective on shares of Johnson & Johnson from $227.00 to $240.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. Finally, Loop Capital set a $220.00 target price on shares of Johnson & Johnson in a research report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $230.36.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Q4 beat and 2026 sales guidance — J&J reported a revenue beat for Q4 and set 2026 sales guidance of $100–$101 billion, citing growth in Innovative Medicines and MedTech that offsets Stelara LOE; management also provided FY‑2026 EPS guidance (11.43–11.63), which pulled forward street expectations and supports the stock. Should You Stay Invested in J&J Stock After Q4 Beat & Solid Guidance?
• Positive Sentiment: Company reiterates $100B+ 2026 sales target — Management emphasized accelerating growth in both pharmaceutical and MedTech segments on the earnings call, reinforcing the revenue target and giving investors more confidence in forward growth. J&J Targets $100B+ Sales in 2026 as Growth Accelerates in Both Units
• Positive Sentiment: FDA approval expands oncology franchise — The FDA approved DARZALEX FASPRO in a D‑VRd quadruplet regimen for newly diagnosed multiple myeloma patients who are transplant‑ineligible, marking another label expansion that strengthens J&J’s oncology footprint and recurring revenue potential. DARZALEX FASPRO®-based quadruplet regimen approved in the US
• Positive Sentiment: Analysts turn bullish and lift price targets — Firms including Guggenheim raised their outlook/price targets (example: PT to $240) and coverage commentary has trended bullish after the Q4 print and guide, which supports continued upside. Guggenheim Lifts Johnson & Johnson (JNJ) Outlook After Solid Q4 and 2026 Guide Johnson & Johnson Stock Forecast: Trending Bullish Among Analysts
• Neutral Sentiment: Unusual options activity — Traders bought ~37,990 call options (≈23% above typical daily call volume); this shows speculative/positioning interest but is not definitive about long‑term direction.
• Neutral Sentiment: Corporate philanthropy announced — J&J marked $100M of MedTech product donations since 2020, which is positive for ESG perception but unlikely to move fundamentals in the near term. Johnson & Johnson Marks $100 Million of MedTech Products Donated
• Negative Sentiment: Policy/regulatory cost risks — Coverage notes that potential policy/price‑control headwinds could increase costs or pressure pricing in parts of J&J’s business, a risk investors should watch that could temper margins or growth over time. JNJ Delivers Strong 2026 Guidance Even as Policy Costs Loom

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.