Nordwand Advisors LLC Trims Stock Position in Johnson & Johnson $JNJ

Nordwand Advisors LLC trimmed its holdings in Johnson & Johnson (NYSE:JNJ) by 85.7% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 47,946 shares of the company’s stock after selling 287,900 shares during the period. Johnson & Johnson makes up about 1.4% of Nordwand Advisors LLC’s holdings, making the stock its 19th largest holding. Nordwand Advisors LLC’s holdings in Johnson & Johnson were worth $8,890,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Evolution Wealth Management Inc. acquired a new position in Johnson & Johnson in the second quarter valued at about $27,000. Clayton Financial Group LLC acquired a new stake in shares of Johnson & Johnson in the third quarter valued at $28,000. Semmax Financial Advisors Inc. raised its holdings in shares of Johnson & Johnson by 55.0% in the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after buying an additional 72 shares during the period. GFG Capital LLC acquired a new position in Johnson & Johnson in the 2nd quarter valued at about $35,000. Finally, Signature Resources Capital Management LLC lifted its position in shares of Johnson & Johnson by 262.9% during the third quarter. Signature Resources Capital Management LLC now owns 254 shares of the company’s stock worth $47,000 after purchasing an additional 184 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson Stock Down 0.0%

Shares of NYSE:JNJ opened at $218.12 on Thursday. Johnson & Johnson has a 52-week low of $141.50 and a 52-week high of $220.11. The company has a market capitalization of $525.52 billion, a P/E ratio of 21.05, a P/E/G ratio of 2.24 and a beta of 0.34. The stock’s fifty day simple moving average is $207.39 and its 200-day simple moving average is $188.27. 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 announced its quarterly earnings data on Wednesday, January 21st. The company reported $2.46 EPS for the quarter, meeting analysts’ consensus estimates of $2.46. The business had revenue of $24.56 billion during the quarter, compared to the consensus estimate of $24.14 billion. Johnson & Johnson had a return on equity of 32.73% and a net margin of 27.26%.The business’s revenue for the quarter was up 9.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.04 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. As a group, equities research analysts forecast that Johnson & Johnson will post 10.58 earnings per share 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. Stockholders of record on Tuesday, February 24th will be given a $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio (DPR) is presently 50.19%.

Johnson & Johnson News Summary

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

• Positive Sentiment: Q4 revenue beat and 2026 guidance above consensus — management raised FY2026 sales and EPS targets, signaling mid?single?digit organic growth and margin improvement. Johnson & Johnson reports Q4 and Full-Year 2025 results
• Positive Sentiment: MedTech and oncology drove top?line strength (MedTech up mid?single digits; strong Darzalex and other cancer drug growth), supporting the company’s revenue trajectory beyond STELARA. Johnson & Johnson Says Product Launches, Regulatory Approvals Drive Growth
• Positive Sentiment: Technicals and analyst sentiment remain constructive — MarketBeat highlights a trend?following buy signal and rising analyst price targets, which could limit downside and support future upside. Johnson & Johnson Quietly Triggers a Trend Following Buy Signal
• Neutral Sentiment: EPS outcome was mixed: adjusted EPS roughly in line (small beat vs. some consensus figures) and margins broadly as expected — solid but not overpowering enough to eliminate near?term concerns. Johnson & Johnson (JNJ) Tops Q4 Earnings and Revenue Estimates
• Negative Sentiment: Talc litigation advanced this week as plaintiffs cleared a key expert testimony hurdle — a reminder of legacy legal risk that can create episodic share pressure and potential liabilities. Johnson & Johnson Talc Plaintiffs Clear Key Expert Testimony Hurdle
• Negative Sentiment: STELARA sales plunged after loss of exclusivity and biosimilar competition (material YOY decline), which is a sizable headwind given STELARA’s previous revenue contribution. That dynamic is a key reason shares traded down despite the beat. J&J Stock Down Despite Q4 Earnings Beat, Oncology Drugs Drive Sales
• Negative Sentiment: Company flagged a hit from a recent drug?pricing deal with the administration (described as “hundreds of millions” of dollars), which tempers net profit upside and adds near?term uncertainty. Johnson & Johnson forecasts 2026 profit above Wall Street estimates

Wall Street Analyst Weigh In

A number of analysts recently weighed in on the stock. Weiss Ratings restated a “buy (b)” rating on shares of Johnson & Johnson in a research note on Friday, October 31st. Argus set a $210.00 price target on Johnson & Johnson in a research note on Wednesday, October 15th. HSBC restated a “buy” rating and set a $240.00 target price on shares of Johnson & Johnson in a research note on Wednesday, December 10th. UBS Group reissued a “buy” rating on shares of Johnson & Johnson in a report on Monday, January 5th. Finally, Wall Street Zen downgraded Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, January 17th. Three investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Johnson & Johnson has a consensus rating of “Moderate Buy” and an average target price of $213.33.

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.