Toth Financial Advisory Corp Raises Holdings in Johnson & Johnson $JNJ

Toth Financial Advisory Corp boosted its stake in shares of Johnson & Johnson (NYSE:JNJ) by 8.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 71,201 shares of the company’s stock after buying an additional 5,664 shares during the period. Johnson & Johnson accounts for about 1.4% of Toth Financial Advisory Corp’s investment portfolio, making the stock its 17th biggest holding. Toth Financial Advisory Corp’s holdings in Johnson & Johnson were worth $13,202,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently made changes to their positions in JNJ. Norges Bank purchased a new position in Johnson & Johnson in the second quarter valued at about $4,877,174,000. Laurel Wealth Advisors LLC grew its position in shares of Johnson & Johnson by 15,040.6% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 7,420,699 shares of the company’s stock worth $1,133,512,000 after buying an additional 7,371,687 shares during the last quarter. Vanguard Group Inc. raised its stake in shares of Johnson & Johnson by 1.3% during the 2nd quarter. Vanguard Group Inc. now owns 237,047,859 shares of the company’s stock worth $36,209,060,000 after acquiring an additional 3,085,180 shares in the last quarter. Assenagon Asset Management S.A. lifted its position in Johnson & Johnson by 159.6% during the second quarter. Assenagon Asset Management S.A. now owns 4,159,260 shares of the company’s stock valued at $635,327,000 after acquiring an additional 2,557,388 shares during the last quarter. Finally, Kingstone Capital Partners Texas LLC acquired a new stake in Johnson & Johnson in the second quarter valued at approximately $401,420,000. 69.55% of the stock is owned by institutional investors.

Johnson & Johnson News Summary

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

• Positive Sentiment: FDA approves a subcutaneous version of Rybrevant (amivantamab) that reduces administration time from hours to minutes for EGFR‑mutated NSCLC — this materially improves patient convenience, may raise uptake vs. IV therapy and supports long‑term revenue potential for JNJ’s lung‑cancer franchise. J&J Wins FDA Nod for Subcutaneous Version of NSCLC Drug Rybrevant
• Positive Sentiment: FDA clears RYBREVANT FASPRO (amivantamab + hyaluronidase) as the first subcutaneous therapy across Rybrevant indications, enabling much shorter, simpler first‑line regimens when combined with LAZCLUZE — a regulatory win that supports commercial uptake and margins. U.S. FDA Approval of RYBREVANT FASPRO
• Positive Sentiment: JNJ’s MedTech unit won FDA clearance for the TRUFILL n‑BCA liquid embolic system to treat symptomatic chronic subdural hematoma (cSDH), expanding neurovascular indications and supporting device revenue growth. Johnson & Johnson Receives FDA Approval for TRUFILL n‑BCA
• Positive Sentiment: Media and investor sentiment is bullish: Jim Cramer highlighted JNJ’s oncology momentum and broader rotation into healthcare/defensive names, which can drive retail interest and support multiple expansion. Jim Cramer Couldn’t Stop Gushing About Johnson & Johnson (JNJ)’s Cancer Drugs
• Neutral Sentiment: Analyst/valuation commentary argues JNJ’s premium multiple is supported by accelerating growth and portfolio mix; useful context for longer‑term positioning but less likely to move near‑term price. Johnson and Johnson: Valuation Premium Justified By Accelerating Growth
• Neutral Sentiment: Macro note: rate cuts and dividend‑friendly ETF flows (e.g., mentions in MarketBeat pieces) can support demand for high‑quality dividend payers like JNJ, but impact is gradual. Rate Cuts Make These 3 Income ETFs More Attractive Than Ever
• Negative Sentiment: Near‑term pullback likely driven by profit‑taking after a large YTD move (shares are up significantly year‑to‑date); heavy volume suggests short‑term selling pressure despite positive catalysts.

Analysts Set New Price Targets

Several brokerages have recently commented on JNJ. BMO Capital Markets reiterated an “outperform” rating on shares of Johnson & Johnson in a report on Thursday, December 11th. Johnson Rice set a $190.00 target price on Johnson & Johnson and gave the company a “hold” rating in a research report on Wednesday, October 22nd. Daiwa America raised Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a report on Monday, October 20th. Citigroup boosted their price target on Johnson & Johnson from $215.00 to $232.00 and gave the stock a “buy” rating in a research note on Thursday, December 11th. Finally, Bank of America lifted their target price on shares of Johnson & Johnson from $204.00 to $220.00 and gave the stock a “neutral” rating in a research note on Monday, December 15th. Four equities research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $210.25.

Johnson & Johnson Trading Down 0.9%

Shares of NYSE:JNJ opened at $206.49 on Friday. 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 has a 52-week low of $140.68 and a 52-week high of $215.18. The stock has a market cap of $497.49 billion, a price-to-earnings ratio of 19.93, a PEG ratio of 2.24 and a beta of 0.36. The business has a 50-day moving average price of $198.10 and a 200-day moving average price of $179.19.

Johnson & Johnson (NYSE:JNJ) last issued its earnings results on Wednesday, August 30th. The company reported $2.26 EPS for the quarter. Johnson & Johnson had a return on equity of 32.73% and a net margin of 27.26%.The firm had revenue of $24.02 billion for the quarter. Equities analysts predict that Johnson & Johnson will post 10.58 EPS for the current year.

Johnson & Johnson Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, December 9th. Stockholders of record on Tuesday, November 25th were paid a $1.30 dividend. The ex-dividend date was Tuesday, November 25th. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.5%. Johnson & Johnson’s dividend payout ratio is presently 50.19%.

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.