Stock Yards Bank & Trust Co. reduced its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 3.3% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 108,615 shares of the company’s stock after selling 3,651 shares during the quarter. Stock Yards Bank & Trust Co.’s holdings in Johnson & Johnson were worth $20,139,000 at the end of the most recent quarter.
A number of other institutional investors have also recently bought and sold shares of JNJ. Evolution Wealth Management Inc. bought a new position in shares of Johnson & Johnson in the 2nd quarter worth $27,000. Clayton Financial Group LLC bought a new position in Johnson & Johnson during the third quarter worth about $28,000. Semmax Financial Advisors Inc. grew its position in shares of Johnson & Johnson by 55.0% during the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after buying an additional 72 shares during the period. GFG Capital LLC bought a new stake in shares of Johnson & Johnson in the 2nd quarter valued at about $35,000. Finally, Signature Resources Capital Management LLC raised its position in shares of Johnson & Johnson by 262.9% in the 3rd quarter. Signature Resources Capital Management LLC now owns 254 shares of the company’s stock valued at $47,000 after acquiring an additional 184 shares during the period. Institutional investors and hedge funds own 69.55% of the company’s stock.
Analyst Ratings Changes
Several equities research analysts have commented on JNJ shares. Bank of America upped their target price on shares of Johnson & Johnson from $220.00 to $221.00 and gave the company a “neutral” rating in a research note on Thursday. Wells Fargo & Company upped their price objective on shares of Johnson & Johnson from $230.00 to $240.00 and gave the company an “overweight” rating in a research report on Thursday. Johnson Rice set a $190.00 price objective on Johnson & Johnson and gave the stock a “hold” rating in a research note on Wednesday, October 22nd. Scotiabank reissued an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday. Finally, Guggenheim increased their price target on Johnson & Johnson from $227.00 to $240.00 and gave the stock a “buy” rating in a report on Friday. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $224.82.
More Johnson & Johnson News
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: Q4 beat, stronger guidance and rising free cash flow: JNJ beat Q4 revenue and EPS expectations, raised FY outlook and guided to materially higher 2026 free cash flow (~$21B), which underpins analyst upgrades and ETF buying interest. ETFs to Buy Post JNJ’s Q4 Earnings Surprise & Bullish Cash Flow View
- Positive Sentiment: Large Scotiabank upgrade: Scotiabank moved to “sector outperform” and raised its target sharply (to $265), signaling confidence in J&J’s growth runway and boosting investor appetite. Johnson & Johnson (JNJ) Gets a Buy from Scotiabank
- Positive Sentiment: Multiple price target raises from analysts: Leerink (+$201?$232) and Sanford C. Bernstein (+$208?$225) (and others including Stifel, BofA) have nudged targets higher, reflecting the quarter and helping push sentiment positive. Leerink Raises Price Target Bernstein Raises Price Target
- Positive Sentiment: Technical/trend signals: MarketBeat highlights a trend?following buy signal after a post?earnings pullback — technical confirmation can attract momentum and institutional flows. Trend?Following Buy Signal
- Positive Sentiment: MedTech strength and product pipeline: MedTech sales growth, product launches and the OTTAVA robotic submission provide a potential high?growth stream beyond staples like Stelara. MedTech Growth & Product Launches
- Neutral Sentiment: Valuation checks: Coverage pieces are assessing JNJ’s valuation after the rally — some see limited near?term upside from current levels, which could temper aggressive buying. Valuation After Momentum
- Negative Sentiment: Talc litigation risk: A Special Master allowed plaintiffs’ expert testimony in the talc MDL, keeping litigation risk visible and a potential earnings/cash?flow overhang. Talc Litigation Update
Johnson & Johnson Stock Performance
JNJ opened at $220.29 on Friday. The company has a market capitalization of $530.74 billion, a price-to-earnings ratio of 19.94, a P/E/G ratio of 2.24 and a beta of 0.34. The business’s 50-day moving average price is $208.35 and its two-hundred day moving average price is $188.93. Johnson & Johnson has a 1 year low of $141.50 and a 1 year high of $222.17. The company has a debt-to-equity ratio of 0.50, a current ratio of 1.07 and a quick ratio of 0.80.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last released its earnings results on Wednesday, January 21st. The company reported $2.46 EPS for the quarter, meeting the consensus estimate of $2.46. Johnson & Johnson had a return on equity of 33.34% and a net margin of 28.46%.The firm had revenue of $24.56 billion for the quarter, compared to analysts’ expectations of $24.14 billion. During the same quarter in the previous year, the business posted $2.04 EPS. The business’s quarterly revenue 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. Equities analysts expect that Johnson & Johnson will post 10.58 EPS for the current fiscal year.
Johnson & Johnson Dividend Announcement
The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be given a $1.30 dividend. The ex-dividend date of this dividend is Tuesday, February 24th. This represents a $5.20 dividend on an annualized basis and a yield of 2.4%. Johnson & Johnson’s dividend payout ratio (DPR) is 47.06%.
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.
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