Johnson & Johnson $JNJ Shares Sold by Tandem Investment Advisors Inc.

Tandem Investment Advisors Inc. lowered its position in Johnson & Johnson (NYSE:JNJ) by 2.7% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 281,900 shares of the company’s stock after selling 7,761 shares during the quarter. Johnson & Johnson makes up 1.8% of Tandem Investment Advisors Inc.’s investment portfolio, making the stock its 25th biggest position. Tandem Investment Advisors Inc.’s holdings in Johnson & Johnson were worth $52,270,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of the business. Norges Bank acquired a new position in shares of Johnson & Johnson in the 2nd quarter valued at approximately $4,877,174,000. Laurel Wealth Advisors LLC increased its stake in shares of Johnson & Johnson by 15,040.6% in the second quarter. Laurel Wealth Advisors LLC now owns 7,420,699 shares of the company’s stock worth $1,133,512,000 after buying an additional 7,371,687 shares during the last quarter. Vanguard Group Inc. raised its holdings in Johnson & Johnson by 1.3% in 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 in the last quarter. Geode Capital Management LLC boosted its stake in Johnson & Johnson by 2.1% during 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 acquiring an additional 1,225,676 shares during the last quarter. Finally, Legal & General Group Plc grew its holdings in Johnson & Johnson by 6.2% during the 2nd quarter. Legal & General Group Plc now owns 18,917,274 shares of the company’s stock worth $2,889,614,000 after acquiring an additional 1,097,855 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

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.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on JNJ shares. Bank of America increased their price target on shares of Johnson & Johnson from $220.00 to $221.00 and gave the stock a “neutral” rating in a research report on Thursday, January 22nd. Royal Bank Of Canada set a $240.00 target price on Johnson & Johnson in a report on Wednesday, December 17th. Morgan Stanley set a $262.00 price target on Johnson & Johnson and gave the company an “overweight” rating in a report on Wednesday. Johnson Rice set a $190.00 price target on Johnson & Johnson and gave the company a “hold” rating in a research report on Wednesday, October 22nd. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Johnson & Johnson in a report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Johnson & Johnson has a consensus rating of “Moderate Buy” and a consensus target price of $233.05.

Johnson & Johnson Trading Down 0.1%

Shares of NYSE JNJ opened at $227.10 on Friday. Johnson & Johnson has a 12-month low of $141.50 and a 12-month high of $230.00. The company has a market cap of $547.16 billion, a price-to-earnings ratio of 20.55, a price-to-earnings-growth ratio of 2.21 and a beta of 0.34. The company has a current ratio of 1.07, a quick ratio of 0.80 and a debt-to-equity ratio of 0.50. The stock’s 50 day simple moving average is $210.72 and its 200 day simple moving average is $191.57.

Johnson & Johnson (NYSE:JNJ) last issued 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 the consensus estimate of $24.14 billion. During the same period in the prior year, the business earned $2.04 EPS. The firm’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. Equities research analysts expect that Johnson & Johnson will post 10.58 EPS for the current year.

Johnson & Johnson Announces Dividend

The company 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 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio (DPR) is 47.06%.

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.