Cerity Partners LLC Sells 28,920 Shares of Johnson & Johnson $JNJ

Cerity Partners LLC reduced its stake in shares of Johnson & Johnson (NYSE:JNJ) by 1.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,782,644 shares of the company’s stock after selling 28,920 shares during the period. Johnson & Johnson accounts for approximately 0.5% of Cerity Partners LLC’s portfolio, making the stock its 29th biggest holding. Cerity Partners LLC’s holdings in Johnson & Johnson were worth $330,571,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in JNJ. Evolution Wealth Management Inc. bought a new position in shares of Johnson & Johnson in the 2nd quarter valued at approximately $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. raised its position 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 valued at $31,000 after purchasing an additional 72 shares during the period. GFG Capital LLC acquired a new stake in shares of Johnson & Johnson in the second quarter worth $35,000. Finally, Signature Resources Capital Management LLC boosted its holdings in shares of Johnson & Johnson by 262.9% during the 3rd quarter. Signature Resources Capital Management LLC now owns 254 shares of the company’s stock worth $47,000 after buying an additional 184 shares during the period. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson Stock Performance

JNJ opened at $204.47 on Friday. The stock’s 50 day simple moving average is $202.87 and its 200-day simple moving average is $184.52. 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 stock has a market cap of $492.62 billion, a PE ratio of 19.74, a P/E/G ratio of 2.11 and a beta of 0.34. Johnson & Johnson has a 1 year low of $140.68 and a 1 year high of $215.18.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings results 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 firm had revenue of $24.02 billion for the quarter. Johnson & Johnson has set its FY 2025 guidance at 10.800-10.900 EPS. Sell-side analysts forecast that Johnson & Johnson will post 10.58 EPS for the current year.

Johnson & Johnson Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be given a $1.30 dividend. 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 is 50.19%.

Johnson & Johnson News Summary

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

• Positive Sentiment: Barclays raised its JNJ price target on strength in key drugs, signaling analyst confidence in the company’s mid-term revenue drivers. Barclays Raises Johnson & Johnson (JNJ) Target on Strength in Key Drugs
• Positive Sentiment: Deal with the Trump administration gives JNJ tariff exemptions and accelerates a reported ~$55 billion plan to expand U.S. manufacturing — this reduces tariff risk, improves supply-chain resilience and could support margins over time. J&J Strikes Drug Pricing Deal With Trump, Gets Tariff Reprieve
• Positive Sentiment: Clinical and product-development catalysts: mid-stage success for nipocalimab in SLE and J&J MedTech’s Ottava surgical robot submission to the FDA could drive future revenue and sentiment if approvals/commercialization progress. J&J succeeds in mid-stage trial for SLE therapy Johnson & Johnson MedTech submits Ottava surgical robot to FDA
• Neutral Sentiment: Sector tailwind: healthcare stocks have been rallying and JNJ sits in many health-care ETFs, which can provide passive-buying support independent of company-specific news. This ETF Is Proof That the Healthcare Rebound Is Real
• Neutral Sentiment: Partnerships and collaborations (e.g., Lexeo on cardiac gene therapy) expand J&J’s pipeline exposure but are longer-term and incremental to near-term earnings. Lexeo Therapeutics Announces Research Collaboration with Johnson & Johnson
• Negative Sentiment: JNJ agreed to cut U.S. drug prices as part of the government deal — that creates near- and medium-term revenue/price pressure for affected medicines and is a headline risk for investors focused on margins. Johnson & Johnson reaches deal with US government to lower drug prices
• Negative Sentiment: Zacks trimmed several near-term EPS estimates (Q1–Q4 and FY2027) marginally — this reflects some analyst caution after the pricing agreement and contributes to downward pressure on the stock.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on JNJ. The Goldman Sachs Group boosted their target price on shares of Johnson & Johnson from $213.00 to $240.00 and gave the stock a “buy” rating in a research report on Thursday, December 18th. Royal Bank Of Canada set a $240.00 price objective on Johnson & Johnson in a research note on Wednesday, December 17th. Sanford C. Bernstein increased their target price on Johnson & Johnson from $193.00 to $208.00 and gave the company a “market perform” rating in a research note on Friday. Cowen reaffirmed a “buy” rating on shares of Johnson & Johnson in a report on Tuesday, October 14th. Finally, Wolfe Research upped their price target on Johnson & Johnson from $225.00 to $240.00 and gave the stock an “outperform” rating in a report on Monday, January 5th. Four investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $213.33.

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.