Patton Albertson Miller Group LLC Raises Holdings in Johnson & Johnson $JNJ

Patton Albertson Miller Group LLC grew its holdings in Johnson & Johnson (NYSE:JNJ) by 11.0% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 28,692 shares of the company’s stock after buying an additional 2,844 shares during the quarter. Patton Albertson Miller Group LLC’s holdings in Johnson & Johnson were worth $5,320,000 at the end of the most recent reporting period.

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

Key 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 research reports. TD Cowen lifted their price objective on Johnson & Johnson from $222.00 to $250.00 and gave the stock a “buy” rating in a report on Thursday, January 22nd. BMO Capital Markets reaffirmed an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday, December 11th. Wells Fargo & Company increased their price objective on shares of Johnson & Johnson from $230.00 to $240.00 and gave the company an “overweight” rating in a research note on Thursday, January 22nd. Raymond James Financial lifted their target price on shares of Johnson & Johnson from $174.00 to $209.00 and gave the stock an “outperform” rating in a research report on Wednesday, October 15th. Finally, UBS Group reiterated a “buy” rating on shares of Johnson & Johnson in a research report on Monday, January 5th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued 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 a consensus price target of $231.91.

Johnson & Johnson Stock Performance

Shares of JNJ opened at $227.10 on Friday. Johnson & Johnson has a 1 year low of $141.50 and a 1 year high of $230.00. The company’s 50 day simple moving average is $210.72 and its 200 day simple moving average is $191.32. The company has a market capitalization of $547.16 billion, a price-to-earnings ratio of 20.55, a PEG ratio of 2.21 and a beta of 0.34. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.80 and a current ratio of 1.07.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Wednesday, January 21st. The company reported $2.46 earnings per share for the quarter, meeting the consensus estimate of $2.46. Johnson & Johnson had a return on equity of 33.34% and a net margin of 28.46%.The company had revenue of $24.56 billion during the quarter, compared to the consensus estimate of $24.14 billion. During the same period in the previous year, the firm posted $2.04 EPS. Johnson & Johnson’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. On average, sell-side analysts predict that Johnson & Johnson will post 10.58 EPS for the current year.

Johnson & Johnson Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th will be paid 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 (DPR) is presently 47.06%.

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.