Dec 31, 2025 • The Globe and Mail
SOMEWHAT-BULLISH
How Is Boston Scientific's Cardiovascular Growth Path Shaping Up?
Boston Scientific's Cardiovascular segment, operating in a $50 billion market, anticipates nearly 9% growth through its long-range plan, driven by strong performance in Electrophysiology and Interventional Cardiology Therapies. The company expects to outpace overall market growth, with key products like WATCHMAN serving as significant growth engines, bolstered by positive clinical trial outcomes. While also highlighting recent developments from peers Medtronic and Johnson & Johnson, the article notes Boston Scientific's stock performance and a "Buy" rating from Zacks.
Dec 31, 2025 • Pharmaceutical Executive
BULLISH
JP Morgan 2026 Preview: Johnson & Johnson Prepares a Fireside Chat
Johnson & Johnson is set to host a fireside chat at the upcoming 44th Annual JP Morgan Healthcare Conference, where it may unveil significant acquisition plans for 2026. This follows strategic acquisitions in 2024 and 2025, including Intra-Cellular Therapies for $14.6 billion to bolster its neuroscience portfolio and Ambrx for nearly $2 billion to advance cancer treatment with ADC technology. These moves underscore J&J's focus on expanding its innovative medicine business and addressing critical unmet medical needs.
Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
PineStone Asset Management Inc. Sells 88,561 Shares of Johnson & Johnson $JNJ
PineStone Asset Management Inc. reduced its stake in Johnson & Johnson (NYSE:JNJ) by 4.1% in the third quarter, selling 88,561 shares and holding 2,090,409 shares worth $387.6 million. Several other institutional investors also modified their holdings of JNJ, while Wall Street analysts have issued mixed ratings on the stock with an average target price of $211.25. Johnson & Johnson recently declared a quarterly dividend of $1.30 per share.
Dec 31, 2025 • Defense World
SOMEWHAT-BULLISH
Armstrong Fleming & Moore Inc Purchases 37,650 Shares of T. Rowe Price Blue Chip Growth ETF $TCHP
Armstrong Fleming & Moore Inc significantly increased its holdings in T. Rowe Price Blue Chip Growth ETF (NYSEARCA:TCHP) by 8.6% in the third quarter, acquiring an additional 37,650 shares. The firm now owns 475,526 shares, making TCHP its largest holding and representing 1.45% of the ETF, valued at $23.24 million. Other institutional investors have also adjusted their positions in TCHP recently, with notable purchases and increases in holdings.
Dec 31, 2025 • The Globe and Mail
NEUTRAL
Barclays Keeps Their Hold Rating on Johnson & Johnson (JNJ)
Barclays analyst Matt Miksic reiterated a Hold rating on Johnson & Johnson (JNJ) with a $217.00 price target. This comes as the company reported strong Q3 revenues of $23.99 billion and a net profit of $5.15 billion, exceeding last year's figures. Insider sentiment is neutral, though one director recently purchased 1,250 shares.
Dec 31, 2025 • The Globe and Mail
NEUTRAL
Barclays Keeps Their Hold Rating on Johnson & Johnson (JNJ)
Barclays analyst Matt Miksic maintained a Hold rating on Johnson & Johnson (JNJ) with a $217.00 price target, and Goldman Sachs maintained a Buy rating. The company reported quarterly revenues of $23.99 billion and a net profit of $5.15 billion for the quarter ending September 28. Corporate insider sentiment on the stock is neutral, despite a recent insider purchase.