AE Wealth Management LLC Boosts Stake in Johnson & Johnson $JNJ

AE Wealth Management LLC grew its stake in shares of Johnson & Johnson (NYSE:JNJ) by 11.6% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 481,429 shares of the company’s stock after buying an additional 50,030 shares during the period. AE Wealth Management LLC’s holdings in Johnson & Johnson were worth $89,267,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Evolution Wealth Management Inc. purchased a new position in shares of Johnson & Johnson during the second quarter valued at approximately $27,000. Clayton Financial Group LLC acquired a new position in Johnson & Johnson in the 3rd quarter valued at $28,000. Semmax Financial Advisors Inc. lifted its stake in shares of Johnson & Johnson by 55.0% during the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after purchasing an additional 72 shares during the period. 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 increased its stake in Johnson & Johnson by 262.9% in the third quarter. Signature Resources Capital Management LLC now owns 254 shares of the company’s stock valued at $47,000 after purchasing an additional 184 shares during the last quarter. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: CHMP (European regulator) issued a positive opinion for AKEEGA (niraparib + abiraterone) for BRCA1/2-mutant metastatic hormone-sensitive prostate cancer — regulatory progress supports a new oncology revenue stream and raises upside to J&J’s pharma growth outlook. Read More.
• Positive Sentiment: Daiwa Capital Markets raised its JNJ price target to $237 and kept an Outperform rating, signaling buy-side confidence in near-term upside. Read More.
• Positive Sentiment: Morgan Stanley upgraded J&J citing a stronger growth outlook; that upgrade (and related coverage noting fresh annual highs) helped lift sentiment earlier in the session. Read More.
• Positive Sentiment: Scotiabank raised its target to $265 after J&J’s solid quarterly results and reiterated Outperform — another signals of analyst bullishness post-Q4. Read More.
• Neutral Sentiment: Wall Street coverage is broadly positive but measured — several outlets summarized consensus analyst targets and noted JNJ’s strong 12‑month performance; analysts remain cautiously optimistic rather than uniformly exuberant. Read More.
• Neutral Sentiment: Unusually high options volume was reported, indicating elevated trader interest and potential short‑term volatility; this is activity-driven rather than a directional fundamental change. Read More.
• Positive Sentiment: A U.S. judge dismissed a fraud lawsuit over J&J’s talc bankruptcy strategy, removing one near-term legal overhang — a favorable court outcome for liability risk. Read More.
• Negative Sentiment: Analysts and legal commentators warn the talc saga isn’t fully settled — a Seeking Alpha piece cautions that dismissal of a fraud claim doesn’t end broader talc litigation, keeping potential legal risk on the radar. Read More.
• Negative Sentiment: Insider selling: reports show the CEO sold roughly $22M in shares after Q4 results — raises governance/perception questions for some investors despite company explanations. Read More.

Johnson & Johnson Stock Performance

Shares of JNJ stock opened at $227.10 on Friday. 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 company has a market cap of $547.16 billion, a PE ratio of 20.55, a P/E/G ratio of 2.21 and a beta of 0.34. The company’s fifty day simple moving average is $210.72 and its 200-day simple moving average is $191.32. Johnson & Johnson has a 52 week low of $141.50 and a 52 week high of $230.00.

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

Johnson & Johnson Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be issued a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a dividend yield of 2.3%. The ex-dividend date is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio (DPR) is presently 47.06%.

Wall Street Analyst Weigh In

JNJ has been the topic of a number of research analyst reports. Johnson Rice set a $190.00 price target on Johnson & Johnson and gave the stock a “hold” rating in a research note on Wednesday, October 22nd. Daiwa Capital Markets raised their target price on shares of Johnson & Johnson from $203.00 to $237.00 and gave the stock an “outperform” rating in a research report on Thursday. Sanford C. Bernstein upped their price target on shares of Johnson & Johnson from $208.00 to $225.00 and gave the stock a “market perform” rating in a research report on Friday, January 23rd. Raymond James Financial increased their price target on shares of Johnson & Johnson from $174.00 to $209.00 and gave the stock an “outperform” rating in a research note on Wednesday, October 15th. Finally, The Goldman Sachs Group reissued a “buy” rating and set a $250.00 price objective on shares of Johnson & Johnson in a research note on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $231.91.

Johnson & Johnson 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.