CX Institutional Purchases 5,165 Shares of Johnson & Johnson $JNJ

CX Institutional boosted its position in Johnson & Johnson (NYSE:JNJ) by 8.1% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 69,257 shares of the company’s stock after acquiring an additional 5,165 shares during the period. CX Institutional’s holdings in Johnson & Johnson were worth $12,842,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in JNJ. Strategic Blueprint LLC raised its position in shares of Johnson & Johnson by 2.7% in the third quarter. Strategic Blueprint LLC now owns 14,081 shares of the company’s stock valued at $2,611,000 after purchasing an additional 373 shares during the period. Childress Capital Advisors LLC grew its stake in Johnson & Johnson by 16.3% in the 3rd quarter. Childress Capital Advisors LLC now owns 15,119 shares of the company’s stock valued at $2,803,000 after buying an additional 2,115 shares in the last quarter. Park Avenue Securities LLC raised its holdings in Johnson & Johnson by 2.7% during the 3rd quarter. Park Avenue Securities LLC now owns 86,704 shares of the company’s stock valued at $16,077,000 after acquiring an additional 2,303 shares during the period. Integral Investment Advisors Inc. lifted its position in shares of Johnson & Johnson by 0.8% during the third quarter. Integral Investment Advisors Inc. now owns 17,041 shares of the company’s stock worth $3,160,000 after acquiring an additional 133 shares in the last quarter. Finally, Sivik Global Healthcare LLC bought a new position in shares of Johnson & Johnson in the third quarter worth $4,636,000. Institutional investors own 69.55% of the company’s stock.

Analyst Ratings Changes

A number of research firms recently issued reports on JNJ. Cowen reiterated a “buy” rating on shares of Johnson & Johnson in a research note on Tuesday, October 14th. Stifel Nicolaus upped their price target on Johnson & Johnson from $165.00 to $190.00 and gave the company a “hold” rating in a research report on Wednesday, October 15th. Daiwa America upgraded shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research report on Monday, October 20th. The Goldman Sachs Group upped their target price on shares of Johnson & Johnson from $213.00 to $240.00 and gave the stock a “buy” rating in a report on Thursday, December 18th. Finally, Wolfe Research increased their target price on shares of Johnson & Johnson from $225.00 to $240.00 and gave the stock an “outperform” rating in a research note on Monday, January 5th. Four analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $213.33.

Johnson & Johnson Stock Down 0.6%

JNJ stock opened at $204.47 on Friday. The company’s 50 day moving average is $202.87 and its 200 day moving average is $184.75. The stock has a market cap of $492.62 billion, a price-to-earnings ratio of 19.74, a price-to-earnings-growth ratio of 2.10 and a beta of 0.34. The company has a current ratio of 1.07, a quick ratio of 0.80 and a debt-to-equity ratio of 0.50. 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 results on Wednesday, August 30th. The company reported $2.26 EPS for the quarter. The business had revenue of $24.02 billion during the quarter. Johnson & Johnson had a net margin of 27.26% and a return on equity of 32.73%. Johnson & Johnson has set its FY 2025 guidance at 10.800-10.900 EPS. Sell-side analysts predict that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

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

Key Johnson & Johnson News

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.

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.