Whittier Trust Co. cut its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 3.1% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 184,380 shares of the company’s stock after selling 5,888 shares during the quarter. Whittier Trust Co.’s holdings in Johnson & Johnson were worth $34,781,000 as of its most recent SEC filing.
Several other institutional investors have also added to or reduced their stakes in JNJ. Brighton Jones LLC lifted its stake in shares of Johnson & Johnson by 13.9% in the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock valued at $7,502,000 after acquiring an additional 6,332 shares during the last quarter. United Bank grew its stake in shares of Johnson & Johnson by 110.7% in the first quarter. United Bank now owns 9,279 shares of the company’s stock worth $1,539,000 after purchasing an additional 4,876 shares during the last quarter. Sivia Capital Partners LLC lifted its holdings in Johnson & Johnson by 13.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after buying an additional 692 shares during the period. Wealth Group Ltd. increased its stake in shares of Johnson & Johnson by 12.8% in the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock valued at $226,000 after buying an additional 168 shares during the period. Finally, Patton Fund Management Inc. bought a new stake in Johnson & Johnson in the second quarter valued at approximately $218,000. 69.55% of the stock is currently owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades
A number of equities analysts recently weighed in on JNJ shares. Raymond James Financial lifted their target price on shares of Johnson & Johnson from $174.00 to $209.00 and gave the stock an “outperform” rating in a research note on Wednesday, October 15th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Johnson & Johnson in a research report on Friday, October 31st. Citigroup increased their target price on shares of Johnson & Johnson from $232.00 to $250.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Wall Street Zen raised shares of Johnson & Johnson from a “hold” rating to a “buy” rating in a research report on Sunday. Finally, Wolfe Research increased their price target on Johnson & Johnson from $225.00 to $240.00 and gave the company an “outperform” rating in a research report on Monday, January 5th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $230.36.
Trending Headlines about Johnson & Johnson
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: FDA approved a DARZALEX FASPRO®-based quadruplet regimen (D-VRd) for newly diagnosed, transplant?ineligible multiple myeloma patients — expands DARZALEX’s label into another front?line setting and could drive meaningful incremental biologics revenue over coming years. DARZALEX FASPRO® approval
- Positive Sentiment: Company set 2026 guidance above Street expectations and reiterated aggressive growth targets (JNJ is targeting $100B+ sales in 2026), supporting revenue upside and investor confidence in the medium term. J&J Targets $100B+ Sales in 2026
- Positive Sentiment: Analysts are turning more bullish: TipRanks notes rising analyst optimism and Guggenheim raised its price target to $240 after solid Q4 and the 2026 guide — analyst upgrades and higher PTs can help sustain buying momentum. TipRanks bullish trend Guggenheim lifts outlook
- Neutral Sentiment: Unusual options activity — traders bought ~37,990 calls (a ~23% rise vs typical daily call volume) which can amplify intraday moves but doesn’t guarantee sustained directional change. (Options volume report)
- Neutral Sentiment: Multiple investor?oriented writeups (Zacks, other outlets) highlight JNJ as a strong momentum/dividend name — supports retail interest but is commentary rather than new fundamental news. Zacks momentum piece
- Neutral Sentiment: Corporate philanthropy: J&J marked $100M of MedTech donations since 2020 — positive for ESG profile but limited direct impact on near?term earnings. MedTech donations
- Negative Sentiment: Headline risk from policy and cost pressures — coverage notes that rising policy costs could weigh on profitability despite strong guidance; keep an eye on regulatory/payer dynamics that could cap margin expansion. Policy costs loom
Johnson & Johnson Stock Performance
Shares of JNJ traded up $2.23 during mid-day trading on Wednesday, hitting $226.67. The stock had a trading volume of 974,119 shares, compared to its average volume of 8,993,431. The business has a fifty day moving average price of $209.28 and a 200-day moving average price of $190.32. Johnson & Johnson has a 52 week low of $141.50 and a 52 week high of $228.42. The firm has a market cap of $546.10 billion, a P/E ratio of 20.51, a PEG ratio of 2.15 and a beta of 0.34. 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 quarterly earnings data on Wednesday, January 21st. The company reported $2.46 earnings per share 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 analyst estimates of $24.14 billion. During the same period in the previous year, the business earned $2.04 EPS. Johnson & Johnson’s 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. On average, equities research analysts expect that Johnson & Johnson will post 10.58 EPS for the current year.
Johnson & Johnson Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th will be paid a dividend of $1.30 per share. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio is 47.06%.
Johnson & Johnson 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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