Johnson & Johnson $JNJ Stake Raised by one8zero8 LLC

one8zero8 LLC increased its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 4.2% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 64,858 shares of the company’s stock after acquiring an additional 2,588 shares during the period. Johnson & Johnson makes up about 2.6% of one8zero8 LLC’s portfolio, making the stock its 8th largest holding. one8zero8 LLC’s holdings in Johnson & Johnson were worth $12,026,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Evolution Wealth Management Inc. purchased a new stake in Johnson & Johnson in the 2nd quarter worth $27,000. Clayton Financial Group LLC purchased a new position in Johnson & Johnson during the third quarter valued at $28,000. Semmax Financial Advisors Inc. increased its stake in shares of Johnson & Johnson by 55.0% during the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after purchasing an additional 72 shares in the last quarter. GFG Capital LLC acquired a new position in shares of Johnson & Johnson during the 2nd quarter worth about $35,000. Finally, Signature Resources Capital Management LLC lifted its stake in Johnson & Johnson by 262.9% in the 3rd quarter. Signature Resources Capital Management LLC now owns 254 shares of the company’s stock valued at $47,000 after buying an additional 184 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have commented on JNJ. The Goldman Sachs Group reiterated a “buy” rating and set a $250.00 price objective on shares of Johnson & Johnson in a research note on Thursday, January 22nd. Royal Bank Of Canada set a $240.00 price target on Johnson & Johnson in a research report on Wednesday, December 17th. Loop Capital set a $220.00 price objective on Johnson & Johnson in a research note on Tuesday. Barclays lifted their target price on shares of Johnson & Johnson from $197.00 to $217.00 and gave the stock an “equal weight” rating in a research note on Tuesday, December 30th. Finally, BMO Capital Markets reiterated an “outperform” rating on shares of Johnson & Johnson in a research report on Thursday, December 11th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $231.91.

Johnson & Johnson Stock Down 0.1%

Shares of JNJ opened at $227.10 on Friday. Johnson & Johnson has a 52-week low of $141.50 and a 52-week high of $230.00. The company has a quick ratio of 0.80, a current ratio of 1.07 and a debt-to-equity ratio of 0.50. The stock has a fifty day simple moving average of $210.72 and a two-hundred day simple moving average of $191.32. The company has a market capitalization of $547.16 billion, a PE ratio of 20.55, a price-to-earnings-growth ratio of 2.21 and a beta of 0.34.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data on Wednesday, January 21st. The company reported $2.46 earnings per share (EPS) for the quarter, meeting 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 analyst estimates of $24.14 billion. During the same quarter in the prior year, the firm posted $2.04 earnings per share. Johnson & Johnson’s quarterly 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 analysts forecast that Johnson & Johnson will post 10.58 EPS for the current year.

Johnson & Johnson Dividend Announcement

The company also recently declared 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. This represents a $5.20 annualized dividend and a dividend yield of 2.3%. The ex-dividend date of this dividend is Tuesday, February 24th. Johnson & Johnson’s 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.

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.