MassMutual Private Wealth & Trust FSB Has $37.45 Million Position in Johnson & Johnson $JNJ

MassMutual Private Wealth & Trust FSB lessened its position in Johnson & Johnson (NYSE:JNJ) by 1.5% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 201,994 shares of the company’s stock after selling 3,094 shares during the period. Johnson & Johnson comprises approximately 1.0% of MassMutual Private Wealth & Trust FSB’s holdings, making the stock its 25th biggest holding. MassMutual Private Wealth & Trust FSB’s holdings in Johnson & Johnson were worth $37,454,000 as of its most recent filing with the SEC.

Several other institutional investors have also recently added to or reduced their stakes in the company. Clark Asset Management LLC grew its stake in shares of Johnson & Johnson by 51.6% during the second quarter. Clark Asset Management LLC now owns 8,884 shares of the company’s stock valued at $1,357,000 after purchasing an additional 3,025 shares during the last quarter. Treasurer of the State of North Carolina lifted its holdings in Johnson & Johnson by 8.3% during the 2nd quarter. Treasurer of the State of North Carolina now owns 1,234,945 shares of the company’s stock worth $188,638,000 after buying an additional 94,957 shares in the last quarter. Avanza Fonder AB lifted its holdings in Johnson & Johnson by 2.9% during the 2nd quarter. Avanza Fonder AB now owns 234,647 shares of the company’s stock worth $35,842,000 after buying an additional 6,566 shares in the last quarter. Talbot Financial LLC increased its stake in shares of Johnson & Johnson by 4.6% in the 3rd quarter. Talbot Financial LLC now owns 138,424 shares of the company’s stock valued at $25,667,000 after buying an additional 6,143 shares during the period. Finally, Winnow Wealth LLC bought a new stake in shares of Johnson & Johnson during the second quarter worth $295,000. 69.55% of the stock is owned by institutional investors.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Barclays raised its JNJ price target on strength in key drugs, signaling analyst confidence in the company’s mid-term revenue drivers. Barclays Raises Johnson & Johnson (JNJ) Target on Strength in Key Drugs
• Positive Sentiment: Deal with the Trump administration gives JNJ tariff exemptions and accelerates a reported ~$55 billion plan to expand U.S. manufacturing — this reduces tariff risk, improves supply-chain resilience and could support margins over time. J&J Strikes Drug Pricing Deal With Trump, Gets Tariff Reprieve
• Positive Sentiment: Clinical and product-development catalysts: mid-stage success for nipocalimab in SLE and J&J MedTech’s Ottava surgical robot submission to the FDA could drive future revenue and sentiment if approvals/commercialization progress. J&J succeeds in mid-stage trial for SLE therapy Johnson & Johnson MedTech submits Ottava surgical robot to FDA
• Neutral Sentiment: Sector tailwind: healthcare stocks have been rallying and JNJ sits in many health-care ETFs, which can provide passive-buying support independent of company-specific news. This ETF Is Proof That the Healthcare Rebound Is Real
• Neutral Sentiment: Partnerships and collaborations (e.g., Lexeo on cardiac gene therapy) expand J&J’s pipeline exposure but are longer-term and incremental to near-term earnings. Lexeo Therapeutics Announces Research Collaboration with Johnson & Johnson
• Negative Sentiment: JNJ agreed to cut U.S. drug prices as part of the government deal — that creates near- and medium-term revenue/price pressure for affected medicines and is a headline risk for investors focused on margins. Johnson & Johnson reaches deal with US government to lower drug prices
• Negative Sentiment: Zacks trimmed several near-term EPS estimates (Q1–Q4 and FY2027) marginally — this reflects some analyst caution after the pricing agreement and contributes to downward pressure on the stock.

Johnson & Johnson Stock Down 0.6%

Shares of NYSE:JNJ opened at $204.47 on Friday. The company has a 50 day moving average price of $202.87 and a two-hundred day moving average price of $184.52. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.80 and a current ratio of 1.07. The company has a market capitalization of $492.62 billion, a PE ratio of 19.74, a PEG ratio of 2.11 and a beta of 0.34. Johnson & Johnson has a 52 week low of $140.68 and a 52 week high of $215.18.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings results on Wednesday, August 30th. The company reported $2.26 earnings per share for the quarter. Johnson & Johnson had a net margin of 27.26% and a return on equity of 32.73%. The company had revenue of $24.02 billion for the quarter. Johnson & Johnson has set its FY 2025 guidance at 10.800-10.900 EPS. Analysts forecast that Johnson & Johnson will post 10.58 earnings per share for the current 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 issued a $1.30 dividend. This represents a $5.20 annualized dividend and a dividend yield of 2.5%. The ex-dividend date is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio is 50.19%.

Analyst Upgrades and Downgrades

A number of analysts recently commented on JNJ shares. JPMorgan Chase & Co. lifted their price objective on Johnson & Johnson from $185.00 to $200.00 and gave the stock a “neutral” rating in a research report on Tuesday, September 16th. The Goldman Sachs Group lifted their price target on shares of Johnson & Johnson from $213.00 to $240.00 and gave the stock a “buy” rating in a research report on Thursday, December 18th. Stifel Nicolaus increased their price objective on shares of Johnson & Johnson from $165.00 to $190.00 and gave the company a “hold” rating in a report on Wednesday, October 15th. Guggenheim lifted their target price on shares of Johnson & Johnson from $206.00 to $227.00 and gave the stock a “buy” rating in a report on Friday, December 5th. Finally, Scotiabank began coverage on Johnson & Johnson in a research note on Thursday, November 13th. They issued a “sector outperform” rating and a $230.00 price target on the stock. Four analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and nine have issued a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $213.33.

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.