Everett Harris & Co. CA trimmed its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 1.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 479,456 shares of the company’s stock after selling 5,055 shares during the quarter. Johnson & Johnson accounts for 1.1% of Everett Harris & Co. CA’s portfolio, making the stock its 19th largest position. Everett Harris & Co. CA’s holdings in Johnson & Johnson were worth $88,901,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds have also recently bought and sold shares of the company. Norges Bank bought a new position in shares of Johnson & Johnson during the 2nd quarter worth approximately $4,877,174,000. Laurel Wealth Advisors LLC raised its stake in Johnson & Johnson by 15,040.6% during the second quarter. Laurel Wealth Advisors LLC now owns 7,420,699 shares of the company’s stock worth $1,133,512,000 after acquiring an additional 7,371,687 shares in the last quarter. Vanguard Group Inc. lifted its holdings in shares of Johnson & Johnson by 1.3% during the second quarter. Vanguard Group Inc. now owns 237,047,859 shares of the company’s stock valued at $36,209,060,000 after acquiring an additional 3,085,180 shares during the period. Geode Capital Management LLC boosted its stake in shares of Johnson & Johnson by 2.1% in the 2nd quarter. Geode Capital Management LLC now owns 60,609,476 shares of the company’s stock valued at $9,227,988,000 after purchasing an additional 1,225,676 shares in the last quarter. Finally, Legal & General Group Plc grew its holdings in shares of Johnson & Johnson by 6.2% in the 2nd quarter. Legal & General Group Plc now owns 18,917,274 shares of the company’s stock worth $2,889,614,000 after purchasing an additional 1,097,855 shares during the last quarter. Institutional investors own 69.55% of the company’s stock.
Trending Headlines about 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 Trading Down 0.1%
Johnson & Johnson (NYSE:JNJ – Get Free Report) last announced its quarterly earnings data on Wednesday, January 21st. The company reported $2.46 EPS for the quarter, hitting analysts’ consensus estimates of $2.46. Johnson & Johnson had a return on equity of 33.34% and a net margin of 28.46%.The firm had revenue of $24.56 billion during the quarter, compared to analyst estimates of $24.14 billion. During the same period last year, the company earned $2.04 earnings per share. The company’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 expect that Johnson & Johnson will post 10.58 EPS for the current year.
Johnson & Johnson Dividend Announcement
The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be issued a $1.30 dividend. This represents a $5.20 annualized dividend and a yield of 2.3%. The ex-dividend date is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio is currently 47.06%.
Analyst Upgrades and Downgrades
A number of equities analysts have commented on JNJ shares. Loop Capital set a $220.00 price target on shares of Johnson & Johnson in a research report on Tuesday. Scotiabank reissued an “outperform” rating on shares of Johnson & Johnson in a report on Thursday, January 22nd. BMO Capital Markets reaffirmed an “outperform” rating on shares of Johnson & Johnson in a report on Thursday, December 11th. Morgan Stanley set a $262.00 price objective on Johnson & Johnson and gave the company an “overweight” rating in a research report on Wednesday. Finally, Citigroup increased their target price on Johnson & Johnson from $232.00 to $250.00 and gave the stock a “buy” rating in a report on Thursday, January 22nd. One 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 company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $233.05.
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.
Further Reading
- Five stocks we like better than Johnson & Johnson
- Stock market legend warns: “An Ominous Day Is Coming for the Markets…”
- Another reason you need to own gold… [running out]
- Trump’s Final Shocking Act Begins February 24
- NEW: Gold makes history
- Deutsche Bank Just Raised Their Gold Target to $6,000
Want to see what other hedge funds are holding JNJ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Johnson & Johnson (NYSE:JNJ – Free Report).
Receive News & Ratings for Johnson & Johnson Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Johnson & Johnson and related companies with MarketBeat.com's FREE daily email newsletter.
