Canada Post Corp Registered Pension Plan Raises Stake in Johnson & Johnson $JNJ

Canada Post Corp Registered Pension Plan increased its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 176.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 200,812 shares of the company’s stock after acquiring an additional 128,189 shares during the period. Johnson & Johnson makes up 1.6% of Canada Post Corp Registered Pension Plan’s investment portfolio, making the stock its 11th largest holding. Canada Post Corp Registered Pension Plan’s holdings in Johnson & Johnson were worth $36,471,000 as of its most recent SEC filing.

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

Johnson & Johnson Price Performance

Shares of NYSE:JNJ opened at $240.30 on Friday. 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 stock has a market capitalization of $578.95 billion, a PE ratio of 21.75, a price-to-earnings-growth ratio of 2.33 and a beta of 0.35. The firm’s 50 day moving average price is $213.54 and its 200-day moving average price is $194.04. Johnson & Johnson has a twelve month low of $141.50 and a twelve month high of $240.94.

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

Johnson & Johnson Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be issued a $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date of this dividend is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio (DPR) is currently 47.06%.

Analysts Set New Price Targets

JNJ has been the topic of a number of research analyst reports. Argus upped their price target on Johnson & Johnson from $210.00 to $240.00 in a report on Friday, January 23rd. Wells Fargo & Company boosted their target price on Johnson & Johnson from $230.00 to $240.00 and gave the stock an “overweight” rating in a research report on Thursday, January 22nd. Barclays raised their price target on shares of Johnson & Johnson from $197.00 to $217.00 and gave the company an “equal weight” rating in a report on Tuesday, December 30th. Citigroup boosted their price objective on shares of Johnson & Johnson from $232.00 to $250.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. Finally, Guggenheim increased their price objective on shares of Johnson & Johnson from $227.00 to $240.00 and gave the company a “buy” rating in a research report on Friday, January 23rd. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat, Johnson & Johnson has a consensus rating of “Moderate Buy” and an average price target of $233.73.

Key Headlines Impacting Johnson & Johnson

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 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.