Johnson & Johnson $JNJ Shares Sold by BigSur Wealth Management LLC

BigSur Wealth Management LLC trimmed its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 33.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 5,532 shares of the company’s stock after selling 2,800 shares during the period. BigSur Wealth Management LLC’s holdings in Johnson & Johnson were worth $1,026,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in JNJ. Evolution Wealth Management Inc. acquired a new stake in Johnson & Johnson during the 2nd quarter worth about $27,000. Semmax Financial Advisors Inc. boosted its stake in shares of Johnson & Johnson by 55.0% in the second 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 last quarter. GFG Capital LLC acquired a new stake in Johnson & Johnson during the second quarter worth about $35,000. 1248 Management LLC purchased a new position in Johnson & Johnson during the first quarter valued at approximately $48,000. Finally, Vermillion & White Wealth Management Group LLC boosted its position in Johnson & Johnson by 66.4% in the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 376 shares of the company’s stock worth $57,000 after purchasing an additional 150 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Wall Street Analyst Weigh In

JNJ has been the subject of several analyst reports. Wall Street Zen upgraded shares of Johnson & Johnson from a “hold” rating to a “buy” rating in a research note on Saturday, September 13th. Guggenheim lifted their price objective on shares of Johnson & Johnson from $206.00 to $227.00 and gave the company a “buy” rating in a report on Friday, December 5th. Argus set a $210.00 target price on shares of Johnson & Johnson in a research note on Wednesday, October 15th. UBS Group lifted their price target on Johnson & Johnson from $190.00 to $214.00 and gave the company a “buy” rating in a research note on Tuesday, October 14th. Finally, Cowen reiterated a “buy” rating on shares of Johnson & Johnson in a research report on Tuesday, October 14th. Four research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat, Johnson & Johnson has an average rating of “Moderate Buy” and a consensus 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

Johnson & Johnson Stock Performance

Shares of NYSE:JNJ opened at $205.72 on Wednesday. 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 has a 1 year low of $140.68 and a 1 year high of $215.18. The firm has a market capitalization of $495.64 billion, a PE ratio of 19.86, a P/E/G ratio of 2.25 and a beta of 0.36. The business’s 50 day moving average price is $198.72 and its 200-day moving average price is $180.11.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data on Wednesday, August 30th. The company reported $2.26 earnings per share 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. As a group, equities research analysts expect that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

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

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.