Daymark Wealth Partners LLC Has $39.44 Million Stake in Johnson & Johnson $JNJ

Daymark Wealth Partners LLC grew its holdings in Johnson & Johnson (NYSE:JNJ) by 6.9% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 212,719 shares of the company’s stock after purchasing an additional 13,662 shares during the quarter. Johnson & Johnson comprises about 1.3% of Daymark Wealth Partners LLC’s investment portfolio, making the stock its 12th largest position. Daymark Wealth Partners LLC’s holdings in Johnson & Johnson were worth $39,442,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in JNJ. Crown Wealth Group LLC grew its holdings in Johnson & Johnson by 5.7% during the 3rd quarter. Crown Wealth Group LLC now owns 2,068 shares of the company’s stock worth $383,000 after acquiring an additional 111 shares during the last quarter. Centennial Wealth Advisory LLC raised its stake in shares of Johnson & Johnson by 11.2% in the third quarter. Centennial Wealth Advisory LLC now owns 2,235 shares of the company’s stock worth $415,000 after acquiring an additional 226 shares during the last quarter. Letson Investment Management Inc. lifted its position in shares of Johnson & Johnson by 0.3% during the third quarter. Letson Investment Management Inc. now owns 79,060 shares of the company’s stock worth $14,659,000 after purchasing an additional 240 shares in the last quarter. Railway Pension Investments Ltd grew its stake in shares of Johnson & Johnson by 57.4% during the third quarter. Railway Pension Investments Ltd now owns 1,051,236 shares of the company’s stock valued at $194,920,000 after purchasing an additional 383,400 shares during the last quarter. Finally, Leslie Global Wealth LLC increased its holdings in shares of Johnson & Johnson by 13.2% in the third quarter. Leslie Global Wealth LLC now owns 1,875 shares of the company’s stock valued at $348,000 after purchasing an additional 218 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research analysts have issued reports on the company. HSBC reaffirmed a “buy” rating and set a $240.00 price objective on shares of Johnson & Johnson in a report on Wednesday, December 10th. Wall Street Zen upgraded Johnson & Johnson from a “hold” rating to a “buy” rating in a report on Saturday, September 13th. Weiss Ratings reissued a “buy (b)” rating on shares of Johnson & Johnson in a report on Friday, October 31st. Argus set a $210.00 target price on shares of Johnson & Johnson in a research report on Wednesday, October 15th. Finally, Raymond James Financial raised their target price on shares of Johnson & Johnson from $174.00 to $209.00 and gave the company an “outperform” rating in a research note on Wednesday, October 15th. Four analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $212.62.

Johnson & Johnson Price Performance

Johnson & Johnson stock opened at $207.47 on Thursday. The company has a current ratio of 1.07, a quick ratio of 0.80 and a debt-to-equity ratio of 0.50. The firm has a market capitalization of $499.85 billion, a P/E ratio of 20.03, a PEG ratio of 2.10 and a beta of 0.34. The business has a 50-day moving average of $202.23 and a 200-day moving average of $184.00. Johnson & Johnson has a 1 year low of $140.68 and a 1 year high of $215.18.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data on Wednesday, August 30th. The company reported $2.26 earnings per share 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. On average, equities analysts anticipate 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 will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be 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 is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio (DPR) is presently 50.19%.

Key Stories Impacting 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 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.