Commonwealth Equity Services LLC Cuts Stock Holdings in Johnson & Johnson $JNJ

Commonwealth Equity Services LLC cut its stake in shares of Johnson & Johnson (NYSE:JNJ) by 9.0% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 1,456,361 shares of the company’s stock after selling 143,381 shares during the period. Commonwealth Equity Services LLC’s holdings in Johnson & Johnson were worth $270,038,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in JNJ. Evolution Wealth Management Inc. acquired a new position in shares of Johnson & Johnson in the 2nd quarter valued at about $27,000. Clayton Financial Group LLC acquired a new position in Johnson & Johnson during the third quarter valued at approximately $28,000. Semmax Financial Advisors Inc. lifted its position in Johnson & Johnson by 55.0% during the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after buying an additional 72 shares in the last quarter. GFG Capital LLC purchased a new stake in Johnson & Johnson during the second quarter worth approximately $35,000. Finally, Signature Resources Capital Management LLC increased its position in shares of Johnson & Johnson by 262.9% in the third quarter. Signature Resources Capital Management LLC now owns 254 shares of the company’s stock worth $47,000 after acquiring an additional 184 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Analysts Set New Price Targets

A number of analysts recently weighed in on the stock. HSBC reaffirmed a “buy” rating and set a $240.00 price target on shares of Johnson & Johnson in a research report on Wednesday, December 10th. Sanford C. Bernstein increased their target price on Johnson & Johnson from $172.00 to $193.00 and gave the company a “market perform” rating in a research note on Monday, October 6th. Loop Capital set a $190.00 target price on Johnson & Johnson in a report on Wednesday, October 22nd. Johnson Rice set a $190.00 price target on Johnson & Johnson and gave the stock a “hold” rating in a report on Wednesday, October 22nd. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Johnson & Johnson in a research note on Friday, October 31st. Four analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $212.62.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Phase‑2 success for nipocalimab and plan to start Phase‑3 — J&J reported topline JASMINE results showing nipocalimab met primary and key secondary endpoints in systemic lupus erythematosus (SLE), including signals for steroid‑sparing benefit; management will advance the program into Phase‑3, which materially derisks a late‑stage pipeline opportunity and supports future revenue upside. Johnson & Johnson unveils new data showing nipocalimab is the first and only investigational FcRn blocker…
• Positive Sentiment: MedTech regulatory progress — Johnson & Johnson MedTech submitted its Ottava surgical robot to the U.S. FDA, signaling potential future product rollout in a higher‑growth surgical robotics market and strengthening the medtech revenue runway. Johnson & Johnson MedTech submits Ottava surgical robot to FDA
• Positive Sentiment: EMA filing for Tecvayli + Darzalex combo — J&J submitted an application to the European Medicines Agency for teclistamab (Tecvayli) in combination with daratumumab (Darzalex) SC for relapsed/refractory multiple myeloma, which could expand label/use and drive incremental oncology sales in Europe. Johnson & Johnson submits application to the European Medicines Agency for TECVAYLI® (teclistamab)…
• Positive Sentiment: Broker support lifts sentiment — Wolfe Research raised its JNJ price target to $240 and Barclays raised its target to $217 (while keeping an Equal Weight), and Scotiabank maintained a Buy rating; these actions provide incremental credibility to upside views and can attract institutional flows. Wolfe Research Increases Johnson & Johnson Price Target to $240.00
• Neutral Sentiment: Market commentary on valuation and recent run-up — Several pieces assess whether J&J remains attractive after a strong one‑year gain and include it on dividend‑growth lists; these articles frame investor debate over valuation versus defensive dividend appeal rather than introduce new fundamental catalysts. Is Johnson & Johnson (JNJ) Still Attractive After A 44% One Year Share Price Gain
• Neutral Sentiment: Analyst/sector comparisons and themes — Industry write‑ups compare JNJ vs. peers (e.g., AstraZeneca), and broader analyst blogs highlight AI and medtech trends; useful for positioning but less likely to move the stock near‑term than the clinical/regulatory news. The Zacks Analyst Blog: Eli Lilly, Medtronic, Intuitive Surgical, Regeneron and Johnson & Johnson

Johnson & Johnson Price Performance

Shares of JNJ stock opened at $207.47 on Thursday. The firm has a fifty day moving average of $202.23 and a two-hundred day moving average of $184.00. The firm has a market cap of $499.85 billion, a P/E ratio of 20.03, a P/E/G ratio of 2.10 and a beta of 0.34. Johnson & Johnson has a 1-year low of $140.68 and a 1-year high of $215.18. 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) last issued its quarterly earnings results on Wednesday, August 30th. The company reported $2.26 EPS for the quarter. Johnson & Johnson had a net margin of 27.26% and a return on equity of 32.73%. The business had revenue of $24.02 billion for the quarter. As a group, research analysts anticipate that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be paid a dividend of $1.30 per share. The ex-dividend date is Tuesday, February 24th. This represents a $5.20 annualized dividend and a yield of 2.5%. Johnson & Johnson’s dividend payout ratio (DPR) is 50.19%.

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.