Amalgamated Bank decreased its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 1.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 470,031 shares of the company’s stock after selling 7,831 shares during the quarter. Johnson & Johnson comprises 0.6% of Amalgamated Bank’s holdings, making the stock its 22nd largest holding. Amalgamated Bank’s holdings in Johnson & Johnson were worth $87,153,000 at the end of the most recent reporting period.
A number of other large investors also recently modified their holdings of the company. Vanguard Group Inc. raised its holdings in Johnson & Johnson by 1.3% during the second quarter. Vanguard Group Inc. now owns 237,047,859 shares of the company’s stock worth $36,209,060,000 after buying an additional 3,085,180 shares during the last quarter. Geode Capital Management LLC increased its position in shares of Johnson & Johnson by 2.1% during the second quarter. Geode Capital Management LLC now owns 60,609,476 shares of the company’s stock worth $9,227,988,000 after acquiring an additional 1,225,676 shares in the last quarter. Norges Bank acquired a new stake in shares of Johnson & Johnson in the 2nd quarter worth about $4,877,174,000. Bank of New York Mellon Corp lifted its position in Johnson & Johnson by 2.7% in the 2nd quarter. Bank of New York Mellon Corp now owns 23,802,503 shares of the company’s stock valued at $3,635,832,000 after acquiring an additional 620,039 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. boosted its stake in Johnson & Johnson by 0.3% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 18,951,337 shares of the company’s stock valued at $2,894,979,000 after purchasing an additional 52,074 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors.
Analyst Upgrades and Downgrades
Several analysts have recently commented on JNJ shares. Daiwa Capital Markets raised Johnson & Johnson from a “neutral” rating to an “outperform” rating and set a $203.00 price objective for the company in a research note on Monday, October 20th. Daiwa America raised Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research report on Monday, October 20th. The Goldman Sachs Group raised their price objective on Johnson & Johnson from $213.00 to $240.00 and gave the company a “buy” rating in a research note on Thursday, December 18th. Cowen reiterated a “buy” rating on shares of Johnson & Johnson in a research note on Tuesday, October 14th. Finally, Wells Fargo & Company raised their price target on shares of Johnson & Johnson from $212.00 to $230.00 and gave the company an “overweight” rating in a research report on Friday, December 12th. Four equities research 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 company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $213.33.
Trending Headlines about Johnson & Johnson
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: Positive Phase 3 results for CAPLYTA (major psychiatric drug) showed stronger remission outcomes, lifting biotech/pharma sentiment around JNJ. CAPLYTA Shows Stronger Remission Results in Phase 3 MDD Data, JNJ Says
- Positive Sentiment: Robotic surgery business and a recent regulatory submission are cited as supporting JNJ’s dividend-growth outlook, reinforcing income-investor interest. Robotic surgery fuels Johnson & Johnson dividend growth outlook
- Positive Sentiment: High-profile bullish coverage: Jim Cramer has been increasingly positive on JNJ, noting strength in the cancer portfolio and framing JNJ as a core holding — a boost to retail sentiment. Jim Cramer Says He Was Wrong for Selling Johnson & Johnson for the Charitable Trust
- Positive Sentiment: Market commentary points to JNJ nearing a 52-week high as CAPLYTA data and earnings momentum lift near-term upside expectations. Johnson & Johnson Near 52-Week High As CAPLYTA Data Boosts Sentiment
- Neutral Sentiment: Analyst previews ahead of Q4 (earnings due Jan 21) are broadly constructive — core pharma and MedTech strength cited, but Q4/2026 guidance is the key near-term catalyst. Johnson & Johnson Q4 preview: Strength in core portfolio keeps analysts bullish
- Neutral Sentiment: Coverage pieces detail ways to generate income from JNJ shares and options ahead of earnings — increased retail/options activity could amplify intraday moves. How To Earn $500 A Month From Johnson & Johnson Stock Ahead Of Q4 Earnings
- Neutral Sentiment: Index/sector coverage notes JNJ’s MedTech reach on Dow-related indices — supportive for passive flows but not an immediate price catalyst. Johnson & Johnson (NYSE:JNJ) Dow Jones Index Medical Technology Reach
- Negative Sentiment: Broader market “risk-off” (Davos/Trump headlines) pressured US equities today, which weighed on JNJ despite company-specific gains. Markets Switch to “Risk-Off” Ahead of Trump at Davos
- Negative Sentiment: Analysts and previews flag near-term risks: Stelara biosimilar competition and China headwinds could pressure growth and margin recovery in 2026. Should You Buy, Sell or Hold J&J Stock Ahead of Q4 Results?
- Negative Sentiment: Outlook risk: commentary warns 2026 guidance will be a big test for JNJ’s valuation — missed targets or cautious guidance could trigger a pullback. Johnson & Johnson’s $10 Billion Test: 2026 Outlook Could Make Or Break JNJ Heading Into Q4
Johnson & Johnson Stock Performance
NYSE JNJ opened at $218.09 on Wednesday. The company has a market capitalization of $525.43 billion, a PE ratio of 21.05, a price-to-earnings-growth ratio of 2.25 and a beta of 0.34. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.80 and a current ratio of 1.07. Johnson & Johnson has a 52-week low of $141.50 and a 52-week high of $220.11. The company has a 50-day simple moving average of $206.92 and a 200 day simple moving average of $188.05.
Johnson & Johnson Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be issued a $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date of this dividend is Tuesday, February 24th. Johnson & Johnson’s payout ratio is 50.19%.
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.
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