Coho Partners Ltd. Trims Position in Johnson & Johnson $JNJ

Coho Partners Ltd. lowered its position in Johnson & Johnson (NYSE:JNJ) by 43.3% in the third quarter, Holdings Channel.com reports. The institutional investor owned 174,469 shares of the company’s stock after selling 133,505 shares during the period. Johnson & Johnson makes up about 4.2% of Coho Partners Ltd.’s portfolio, making the stock its 9th largest position. Coho Partners Ltd.’s holdings in Johnson & Johnson were worth $32,350,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Evolution Wealth Management Inc. acquired a new stake in shares of Johnson & Johnson during the second quarter worth about $27,000. Semmax Financial Advisors Inc. increased its stake in 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 purchasing an additional 72 shares in the last quarter. GFG Capital LLC acquired a new stake in Johnson & Johnson during the 2nd quarter worth approximately $35,000. 1248 Management LLC acquired a new position in shares of Johnson & Johnson in the first quarter valued at approximately $48,000. Finally, Vermillion & White Wealth Management Group LLC increased its position in shares of Johnson & Johnson by 66.4% during the second quarter. Vermillion & White Wealth Management Group LLC now owns 376 shares of the company’s stock worth $57,000 after acquiring an additional 150 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors.

Johnson & Johnson Stock Down 0.8%

JNJ stock opened at $205.72 on Wednesday. The company has a market cap of $495.64 billion, a price-to-earnings ratio of 19.86, a P/E/G ratio of 2.25 and a beta of 0.36. Johnson & Johnson has a twelve month low of $140.68 and a twelve month high of $215.18. The business has a 50 day moving average price of $198.72 and a two-hundred day moving average price of $180.11. 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, August 30th. The company reported $2.26 earnings per share (EPS) for the quarter. Johnson & Johnson had a return on equity of 32.73% and a net margin of 27.26%.The company had revenue of $24.02 billion for the quarter. Analysts anticipate that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

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

Analyst Ratings Changes

Several research firms recently commented on JNJ. Loop Capital set a $190.00 price objective on shares of Johnson & Johnson in a research report on Wednesday, October 22nd. Johnson Rice set a $190.00 price objective on Johnson & Johnson and gave the stock a “hold” rating in a research report on Wednesday, October 22nd. Bank of America lifted their target price on Johnson & Johnson from $204.00 to $220.00 and gave the company a “neutral” rating in a research report on Monday, December 15th. Morgan Stanley upped their price target on Johnson & Johnson from $190.00 to $197.00 and gave the stock an “equal weight” rating in a research report on Friday, December 12th. Finally, Cowen reiterated a “buy” rating on shares of Johnson & Johnson in a report on Tuesday, October 14th. Four investment analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and nine have given a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $210.25.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: EU approval for Tremfya in pediatric plaque psoriasis expands J&J’s label for a high‑margin immunology drug and makes it the first IL‑23 inhibitor cleared for a pediatric indication — a potential sales tailwind. JNJ’s Tremfya Gets EU Approval for Pediatric Plaque Psoriasis
• Positive Sentiment: FDA cleared a subcutaneous formulation of Rybrevant for NSCLC, improving patient convenience and potentially increasing uptake in oncology markets — helpful for medium‑term revenue growth. J&J Wins FDA Nod for Subcutaneous Version of NSCLC Drug Rybrevant (Revised)
• Positive Sentiment: Analyst coverage is favorable: JNJ is being highlighted in high‑yield and defensive stock roundups for 2026, supporting demand from income and defensive investors. Top 5 High-Yield S&P 500 Stocks to Buy for Reliable Returns in 2026
• Neutral Sentiment: Market attention is building ahead of J&J’s next quarterly earnings — analysts expect continued strength from new drug launches and pipeline momentum but legal overhang remains a wildcard. What to Expect From Johnson & Johnson’s Next Quarterly Earnings Report
• Negative Sentiment: A Baltimore jury awarded roughly $1.5–1.56 billion to a plaintiff in a talc‑asbestos mesothelioma case — the largest single‑plaintiff talc award against J&J to date. The company says it will appeal, but the verdict re‑raises litigation risk, potential cash/outflow concerns and investor anxiety given tens of thousands of remaining talc suits. J&J vows appeal after US jury hits it with record $1.5 billion talc cancer award

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.