First Citizens Bank & Trust Co. Has $10.63 Million Holdings in Johnson & Johnson $JNJ

First Citizens Bank & Trust Co. trimmed its stake in Johnson & Johnson (NYSE:JNJ) by 5.5% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 57,328 shares of the company’s stock after selling 3,354 shares during the period. First Citizens Bank & Trust Co.’s holdings in Johnson & Johnson were worth $10,630,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of JNJ. Evolution Wealth Management Inc. acquired a new position in shares of Johnson & Johnson in the second quarter worth approximately $27,000. Clayton Financial Group LLC bought a new position in Johnson & Johnson during the 3rd quarter worth approximately $28,000. Semmax Financial Advisors Inc. boosted its stake in shares of Johnson & Johnson by 55.0% in the 2nd 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 last quarter. GFG Capital LLC acquired a new stake in shares of Johnson & Johnson during the second quarter worth $35,000. Finally, Signature Resources Capital Management LLC raised its stake in Johnson & Johnson by 262.9% during the third 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 last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of brokerages have weighed in on JNJ. HSBC reiterated a “buy” rating and set a $240.00 price target on shares of Johnson & Johnson in a report on Wednesday, December 10th. Guggenheim raised their target price on Johnson & Johnson from $227.00 to $240.00 and gave the stock a “buy” rating in a research note on Friday. Citigroup boosted their price target on Johnson & Johnson from $232.00 to $250.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Wells Fargo & Company raised their price objective on shares of Johnson & Johnson from $230.00 to $240.00 and gave the stock an “overweight” rating in a research report on Thursday, January 22nd. Finally, Raymond James Financial lifted 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. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat.com, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and an average price target of $230.36.

Key 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 Stock Performance

NYSE JNJ opened at $224.50 on Wednesday. The company has a market cap of $540.88 billion, a P/E ratio of 20.32, a PEG ratio of 2.15 and a beta of 0.34. The company has a fifty day simple moving average of $209.28 and a 200 day simple moving average of $190.32. 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 12-month low of $141.50 and a 12-month high of $225.50.

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

Johnson & Johnson Announces Dividend

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 paid a $1.30 dividend. The ex-dividend date of this dividend is Tuesday, February 24th. This represents a $5.20 annualized dividend and a dividend yield of 2.3%. Johnson & Johnson’s dividend payout ratio is 47.06%.

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.