Cheviot Value Management LLC Sells 2,568 Shares of Johnson & Johnson $JNJ

Cheviot Value Management LLC lessened its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 1.5% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 169,962 shares of the company’s stock after selling 2,568 shares during the period. Johnson & Johnson accounts for approximately 3.4% of Cheviot Value Management LLC’s investment portfolio, making the stock its 7th biggest holding. Cheviot Value Management LLC’s holdings in Johnson & Johnson were worth $31,771,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. SOA Wealth Advisors LLC. raised its stake in Johnson & Johnson by 0.7% during the 3rd quarter. SOA Wealth Advisors LLC. now owns 7,392 shares of the company’s stock valued at $1,371,000 after acquiring an additional 53 shares during the last quarter. Ethos Financial Group LLC boosted its position in shares of Johnson & Johnson by 0.6% during the 3rd quarter. Ethos Financial Group LLC now owns 9,110 shares of the company’s stock worth $1,689,000 after purchasing an additional 53 shares in the last quarter. Heritage Oak Wealth Advisors LLC boosted its holdings in Johnson & Johnson by 3.5% during the third quarter. Heritage Oak Wealth Advisors LLC now owns 1,639 shares of the company’s stock worth $304,000 after buying an additional 55 shares in the last quarter. Lifestyle Asset Management Inc. grew its holdings in shares of Johnson & Johnson by 3.4% in the 3rd quarter. Lifestyle Asset Management Inc. now owns 1,683 shares of the company’s stock worth $312,000 after acquiring an additional 56 shares during the period. Finally, Wynn Capital LLC grew its holdings in Johnson & Johnson by 0.4% in the third quarter. Wynn Capital LLC now owns 15,930 shares of the company’s stock valued at $2,954,000 after purchasing an additional 57 shares during the last quarter. 69.55% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

JNJ has been the topic of several recent research reports. Royal Bank Of Canada set a $240.00 price objective on Johnson & Johnson in a research report on Wednesday, December 17th. Wells Fargo & Company lifted their price objective on Johnson & Johnson from $230.00 to $240.00 and gave the company an “overweight” rating in a research note on Thursday, January 22nd. The Goldman Sachs Group reaffirmed a “buy” rating and set a $250.00 price target on shares of Johnson & Johnson in a research report on Thursday, January 22nd. TD Cowen boosted their target price on shares of Johnson & Johnson from $222.00 to $250.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. Finally, UBS Group restated a “buy” rating on shares of Johnson & Johnson in a research note on Monday, January 5th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $230.36.

Johnson & Johnson Trading Up 1.4%

Shares of Johnson & Johnson stock opened at $224.50 on Wednesday. Johnson & Johnson has a fifty-two week low of $141.50 and a fifty-two week high of $225.50. The company has a quick ratio of 0.80, a current ratio of 1.07 and a debt-to-equity ratio of 0.50. The firm has a market cap of $540.88 billion, a price-to-earnings ratio of 20.32, a price-to-earnings-growth ratio of 2.15 and a beta of 0.34. The business has a fifty day simple moving average of $209.28 and a 200-day simple moving average of $190.32.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings results on Wednesday, January 21st. The company reported $2.46 earnings per share for the quarter, meeting analysts’ consensus estimates of $2.46. The business had revenue of $24.56 billion during the quarter, compared to analyst estimates of $24.14 billion. Johnson & Johnson had a return on equity of 33.34% and a net margin of 28.46%.Johnson & Johnson’s revenue for the quarter was up 9.1% on a year-over-year basis. During the same quarter last year, the company posted $2.04 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. On average, equities analysts forecast that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th will be given a $1.30 dividend. This represents a $5.20 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend is Tuesday, February 24th. Johnson & Johnson’s payout ratio is currently 47.06%.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Management issued strong FY‑2026 guidance and highlighted accelerating growth, which lifts forward earnings and revenue expectations for JNJ. JNJ Delivers Strong 2026 Guidance Even as Policy Costs Loom
• Positive Sentiment: FDA approved a DARZALEX FASPRO®‑based quadruplet (D‑VRd) for newly diagnosed, transplant‑ineligible multiple myeloma — expands label, reinforces DARZALEX as foundational therapy and supports longer‑term oncology sales growth. DARZALEX FASPRO®-based quadruplet regimen approved in the U.S.
• Positive Sentiment: Guggenheim raised J&J’s price target (to $240) after the solid Q4 results and the strong 2026 guide, signaling buy‑side confidence and potential upward pressure from analysts. Guggenheim Lifts Johnson & Johnson (JNJ) Outlook After Solid Q4 and 2026 Guide
• Positive Sentiment: Unusually large call‑option volume (about 37,990 calls, ~23% above average) suggests short‑term bullish positioning by traders and potential added upside momentum in the stock.
• Neutral Sentiment: J&J reported corporate social impact activity — $100M of MedTech donations since 2020 and an additional $20M commitment — positive for brand/ESG but unlikely to move near‑term fundamentals. Johnson & Johnson Marks $100 Million of MedTech Products Donated Since 2020
• Neutral Sentiment: Analyst/commentary pieces (Zacks, coverage on momentum and trending status) highlight market interest and technical strength; useful for sentiment but not a direct catalyst. J&J Targets $100B+ Sales in 2026 as Growth Accelerates in Both Units
• Negative Sentiment: Management flagged potential policy and reimbursement headwinds that could raise costs or pressure margins in certain markets — a risk to near‑term profitability if issues intensify. JNJ Delivers Strong 2026 Guidance Even as Policy Costs Loom

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.