Flossbach Von Storch SE Decreases Stock Holdings in Johnson & Johnson $JNJ

Flossbach Von Storch SE lowered its position in shares of Johnson & Johnson (NYSE:JNJ) by 52.8% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 2,995,174 shares of the company’s stock after selling 3,347,823 shares during the quarter. Johnson & Johnson accounts for about 2.2% of Flossbach Von Storch SE’s holdings, making the stock its 18th biggest holding. Flossbach Von Storch SE’s holdings in Johnson & Johnson were worth $555,365,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of the company. SOA Wealth Advisors LLC. increased its stake in shares of Johnson & Johnson by 0.7% during the third quarter. SOA Wealth Advisors LLC. now owns 7,392 shares of the company’s stock valued at $1,371,000 after buying an additional 53 shares during the period. Ethos Financial Group LLC boosted its holdings in Johnson & Johnson by 0.6% in the third quarter. Ethos Financial Group LLC now owns 9,110 shares of the company’s stock valued at $1,689,000 after acquiring an additional 53 shares in the last quarter. Heritage Oak Wealth Advisors LLC increased its position in Johnson & Johnson by 3.5% during the 3rd quarter. Heritage Oak Wealth Advisors LLC now owns 1,639 shares of the company’s stock valued at $304,000 after purchasing an additional 55 shares during the period. Investor s Fiduciary Advisor Network LLC raised its holdings in Johnson & Johnson by 0.8% in the 3rd quarter. Investor s Fiduciary Advisor Network LLC now owns 6,905 shares of the company’s stock worth $1,280,000 after purchasing an additional 55 shares in the last quarter. Finally, Lifestyle Asset Management Inc. lifted its position 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 purchasing an additional 56 shares during the period. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Johnson & Johnson News Summary

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 Price Performance

Shares of NYSE:JNJ opened at $227.10 on Friday. The business has a fifty day moving average price of $210.72 and a 200-day moving average price of $191.32. The company has a debt-to-equity ratio of 0.50, a current ratio of 1.07 and a quick ratio of 0.80. The company has a market capitalization of $547.16 billion, a PE ratio of 20.55, a PEG ratio of 2.21 and a beta of 0.34. Johnson & Johnson has a 1-year low of $141.50 and a 1-year high of $230.00.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data on Wednesday, January 21st. The company reported $2.46 EPS for the quarter, meeting the consensus estimate of $2.46. The company had revenue of $24.56 billion for the quarter, compared to the consensus estimate 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 for the quarter was up 9.1% on a year-over-year basis. During the same period in the prior year, the firm posted $2.04 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. As a group, equities analysts expect that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be given a dividend of $1.30 per share. 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 (DPR) is 47.06%.

Analysts Set New Price Targets

Several brokerages recently issued reports on JNJ. Barclays boosted their price target on shares of Johnson & Johnson from $197.00 to $217.00 and gave the company an “equal weight” rating in a research report on Tuesday, December 30th. HSBC reissued a “buy” rating and issued a $240.00 target price on shares of Johnson & Johnson in a research report on Wednesday, December 10th. Guggenheim lifted their price target on Johnson & Johnson from $227.00 to $240.00 and gave the company a “buy” rating in a research report on Friday, January 23rd. Daiwa Capital Markets upped their price target on Johnson & Johnson from $203.00 to $237.00 and gave the stock an “outperform” rating in a research note on Thursday. Finally, Wells Fargo & Company raised their price objective on Johnson & Johnson from $230.00 to $240.00 and gave the company an “overweight” rating in a research report on Thursday, January 22nd. One 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 stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $231.91.

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.