Fidelis Capital Partners LLC Has $6.93 Million Holdings in Johnson & Johnson $JNJ

Fidelis Capital Partners LLC increased its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 14.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 37,346 shares of the company’s stock after purchasing an additional 4,615 shares during the period. Fidelis Capital Partners LLC’s holdings in Johnson & Johnson were worth $6,925,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Brighton Jones LLC boosted its position in shares of Johnson & Johnson by 13.9% during the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock worth $7,502,000 after buying an additional 6,332 shares during the period. United Bank boosted its position in Johnson & Johnson by 110.7% during the 1st quarter. United Bank now owns 9,279 shares of the company’s stock worth $1,539,000 after acquiring an additional 4,876 shares during the last quarter. Sivia Capital Partners LLC grew its stake in shares of Johnson & Johnson by 13.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after acquiring an additional 692 shares in the last quarter. Wealth Group Ltd. raised its holdings in shares of Johnson & Johnson by 12.8% in the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock valued at $226,000 after purchasing an additional 168 shares during the last quarter. Finally, Impact Capital Partners LLC lifted its position in shares of Johnson & Johnson by 1.8% in the second quarter. Impact Capital Partners LLC now owns 23,987 shares of the company’s stock worth $3,664,000 after purchasing an additional 414 shares in the last quarter. 69.55% of the stock is owned by institutional investors.

Johnson & Johnson Stock Down 0.1%

Shares of JNJ 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 stock has a market capitalization 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 firm’s 50 day moving average is $210.72 and its 200-day moving average is $191.32. Johnson & Johnson has a 12 month low of $141.50 and a 12 month high of $230.00.

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

Johnson & Johnson Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders 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 yield of 2.3%. The ex-dividend date of this dividend is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio is presently 47.06%.

More Johnson & Johnson News

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.

Analyst Upgrades and Downgrades

JNJ has been the subject of several analyst reports. Weiss Ratings restated a “buy (b)” rating on shares of Johnson & Johnson in a report on Wednesday. Wells Fargo & Company raised their price target on Johnson & Johnson from $230.00 to $240.00 and gave the company an “overweight” rating in a research note on Thursday, January 22nd. Citigroup upped their price objective on Johnson & Johnson from $232.00 to $250.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Bank of America raised their target price on shares of Johnson & Johnson from $220.00 to $221.00 and gave the company a “neutral” rating in a research note on Thursday, January 22nd. Finally, UBS Group reaffirmed a “buy” rating on shares of Johnson & Johnson in a research report on Monday, January 5th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat, Johnson & Johnson has an average rating of “Moderate Buy” and a consensus price target of $231.91.

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.