Townsquare Capital LLC Reduces Stake in Johnson & Johnson $JNJ

Townsquare Capital LLC lessened its position in shares of Johnson & Johnson (NYSE:JNJ) by 17.2% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 47,176 shares of the company’s stock after selling 9,801 shares during the quarter. Johnson & Johnson accounts for 1.3% of Townsquare Capital LLC’s portfolio, making the stock its 13th biggest holding. Townsquare Capital LLC’s holdings in Johnson & Johnson were worth $8,747,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Argent Advisors Inc. grew its stake in shares of Johnson & Johnson by 5.7% during the 3rd quarter. Argent Advisors Inc. now owns 20,367 shares of the company’s stock valued at $3,776,000 after purchasing an additional 1,100 shares during the period. Trifecta Capital Advisors LLC grew its position in Johnson & Johnson by 3.2% during the third quarter. Trifecta Capital Advisors LLC now owns 4,148 shares of the company’s stock valued at $769,000 after buying an additional 127 shares during the period. Cahill Financial Advisors Inc. increased its holdings in Johnson & Johnson by 23.9% during the third quarter. Cahill Financial Advisors Inc. now owns 4,108 shares of the company’s stock valued at $762,000 after buying an additional 792 shares during the last quarter. IFC Advisors LLC raised its position in Johnson & Johnson by 7.6% in the third quarter. IFC Advisors LLC now owns 2,880 shares of the company’s stock worth $534,000 after acquiring an additional 203 shares during the period. Finally, Banyan Capital Management Inc. purchased a new position in shares of Johnson & Johnson during the 3rd quarter worth $714,000. 69.55% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities research analysts have recently commented on the company. TD Cowen upped their price objective on Johnson & Johnson from $222.00 to $250.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. HSBC upped their price target on Johnson & Johnson from $240.00 to $265.00 and gave the stock a “buy” rating in a research report on Friday. Royal Bank Of Canada set a $240.00 price objective on Johnson & Johnson in a research report on Wednesday, December 17th. Morgan Stanley set a $262.00 price objective on Johnson & Johnson and gave the company an “overweight” rating in a research note on Wednesday. Finally, Wall Street Zen upgraded shares of Johnson & Johnson from a “hold” rating to a “buy” rating in a research note on Sunday, January 25th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target 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 Performance

NYSE JNJ opened at $227.10 on Friday. The company has a quick ratio of 0.80, a current ratio of 1.07 and a debt-to-equity ratio of 0.50. Johnson & Johnson has a twelve month low of $141.50 and a twelve month high of $230.00. The business has a 50-day moving average price of $210.72 and a 200-day moving average price of $191.57. The firm 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.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings results 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 company had revenue of $24.56 billion for the quarter, compared to analysts’ expectations of $24.14 billion. During the same period in the previous year, the firm earned $2.04 EPS. The firm’s revenue 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. As a group, equities research analysts predict that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be paid a dividend of $1.30 per share. This represents a $5.20 annualized dividend 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%.

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.