Exchange Bank Increases Stake in Johnson & Johnson $JNJ

Exchange Bank boosted its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 18.3% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 29,855 shares of the company’s stock after purchasing an additional 4,623 shares during the period. Johnson & Johnson accounts for approximately 3.8% of Exchange Bank’s portfolio, making the stock its 2nd biggest position. Exchange Bank’s holdings in Johnson & Johnson were worth $5,536,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of JNJ. Vanguard Group Inc. raised its stake in shares of Johnson & Johnson by 1.3% during the 2nd quarter. Vanguard Group Inc. now owns 237,047,859 shares of the company’s stock worth $36,209,060,000 after purchasing an additional 3,085,180 shares in the last quarter. Geode Capital Management LLC raised its holdings in Johnson & Johnson by 2.1% in the 2nd quarter. Geode Capital Management LLC now owns 60,609,476 shares of the company’s stock valued at $9,227,988,000 after acquiring an additional 1,225,676 shares during the period. Norges Bank bought a new stake in Johnson & Johnson in the 2nd quarter valued at $4,877,174,000. Bank of New York Mellon Corp boosted its position in shares of Johnson & Johnson by 2.7% in the second 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 during the period. Finally, Charles Schwab Investment Management Inc. boosted its holdings in Johnson & Johnson by 0.3% in 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 period. Institutional investors and hedge funds own 69.55% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on the stock. Wall Street Zen raised shares of Johnson & Johnson from a “hold” rating to a “buy” rating in a research report on Sunday. 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. Wells Fargo & Company lifted their target price on Johnson & Johnson from $230.00 to $240.00 and gave the stock an “overweight” rating in a report on Thursday, January 22nd. Raymond James Financial upped their price objective 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. Finally, Citigroup lifted their target price on Johnson & Johnson from $232.00 to $250.00 and gave the stock a “buy” rating in a report on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $230.36.

More Johnson & Johnson News

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

Johnson & Johnson Price Performance

Johnson & Johnson stock opened at $224.50 on Wednesday. Johnson & Johnson has a 12 month low of $141.50 and a 12 month high of $225.50. 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 business’s 50 day simple moving average is $209.28 and its 200 day simple moving average is $190.32. The company has a market cap of $540.88 billion, a price-to-earnings ratio of 20.32, a PEG ratio of 2.15 and a beta of 0.34.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings results on Wednesday, January 21st. The company reported $2.46 EPS for the quarter, meeting analysts’ consensus estimates of $2.46. The company had revenue of $24.56 billion for the quarter, compared to analysts’ expectations of $24.14 billion. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.34%. Johnson & Johnson’s revenue was up 9.1% compared to the same quarter last year. During the same period in the prior year, the company posted $2.04 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. Sell-side analysts forecast that Johnson & Johnson will post 10.58 EPS for the current year.

Johnson & Johnson Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders 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 annualized dividend and a dividend yield of 2.3%. Johnson & Johnson’s dividend payout ratio (DPR) is 47.06%.

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.