Johnson & Johnson $JNJ is Winnow Wealth LLC’s 10th Largest Position

Winnow Wealth LLC grew its position in shares of Johnson & Johnson (NYSE:JNJ) by 374.4% during the third quarter, Holdings Channel reports. The fund owned 9,174 shares of the company’s stock after purchasing an additional 7,240 shares during the period. Johnson & Johnson makes up about 1.3% of Winnow Wealth LLC’s holdings, making the stock its 10th biggest holding. Winnow Wealth LLC’s holdings in Johnson & Johnson were worth $1,706,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Clark Asset Management LLC boosted its stake in Johnson & Johnson by 51.6% in the 2nd quarter. Clark Asset Management LLC now owns 8,884 shares of the company’s stock worth $1,357,000 after purchasing an additional 3,025 shares in the last quarter. AustralianSuper Pty Ltd raised its holdings in Johnson & Johnson by 632.0% in the third quarter. AustralianSuper Pty Ltd now owns 89,183 shares of the company’s stock worth $16,536,000 after buying an additional 77,000 shares during the last quarter. Treasurer of the State of North Carolina lifted its stake in shares of Johnson & Johnson by 8.3% in the second quarter. Treasurer of the State of North Carolina now owns 1,234,945 shares of the company’s stock worth $188,638,000 after buying an additional 94,957 shares in the last quarter. Talbot Financial LLC grew its holdings in shares of Johnson & Johnson by 4.6% during the third quarter. Talbot Financial LLC now owns 138,424 shares of the company’s stock valued at $25,667,000 after buying an additional 6,143 shares during the last quarter. Finally, Liberty One Investment Management LLC raised its holdings in Johnson & Johnson by 83.9% in the 3rd quarter. Liberty One Investment Management LLC now owns 366,813 shares of the company’s stock worth $68,040,000 after acquiring an additional 167,353 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have commented on the company. Wells Fargo & Company increased their target price on Johnson & Johnson from $230.00 to $240.00 and gave the company an “overweight” rating in a research note on Thursday, January 22nd. Sanford C. Bernstein increased their price objective on Johnson & Johnson from $208.00 to $225.00 and gave the company a “market perform” rating in a research report on Friday, January 23rd. Daiwa Capital Markets boosted their target price on Johnson & Johnson from $203.00 to $237.00 and gave the stock an “outperform” rating in a research report on Thursday. Morgan Stanley set a $262.00 price target on shares of Johnson & Johnson and gave the company an “overweight” rating in a report on Wednesday. Finally, Citigroup lifted their price target on shares of Johnson & Johnson from $232.00 to $250.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $233.05.

Johnson & Johnson News Roundup

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 Stock Down 0.1%

Shares of JNJ stock opened at $227.10 on Friday. The company has a 50 day simple moving average of $210.72 and a two-hundred day simple moving average of $191.57. The stock has a market cap of $547.16 billion, a P/E ratio of 20.55, a P/E/G ratio of 2.21 and a beta of 0.34. Johnson & Johnson has a 12 month low of $141.50 and a 12 month high of $230.00. The company has a current ratio of 1.07, a quick ratio of 0.80 and a debt-to-equity ratio of 0.50.

Johnson & Johnson (NYSE:JNJ) last issued 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 the consensus estimate of $24.14 billion. During the same quarter in the previous year, the firm posted $2.04 EPS. The company’s revenue for the quarter 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. On average, research analysts expect that Johnson & Johnson will post 10.58 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th will be paid a $1.30 dividend. 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%.

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.