Welch & Forbes LLC Sells 11,287 Shares of Johnson & Johnson $JNJ

Welch & Forbes LLC reduced its stake in Johnson & Johnson (NYSE:JNJ) by 1.6% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 675,855 shares of the company’s stock after selling 11,287 shares during the period. Johnson & Johnson makes up 1.5% of Welch & Forbes LLC’s portfolio, making the stock its 14th largest holding. Welch & Forbes LLC’s holdings in Johnson & Johnson were worth $125,317,000 as of its most recent filing with the SEC.

Other institutional investors have also recently made changes to their positions in the company. Winnow Wealth LLC increased its holdings in shares of Johnson & Johnson by 374.4% in the third quarter. Winnow Wealth LLC now owns 9,174 shares of the company’s stock worth $1,706,000 after purchasing an additional 7,240 shares during the last quarter. Hoge Financial Services LLC grew its holdings in Johnson & Johnson by 11.2% during the 3rd quarter. Hoge Financial Services LLC now owns 1,536 shares of the company’s stock valued at $285,000 after buying an additional 155 shares in the last quarter. Cornerstone Wealth Management LLC grew its holdings in Johnson & Johnson by 1.6% during the 3rd quarter. Cornerstone Wealth Management LLC now owns 56,104 shares of the company’s stock valued at $10,403,000 after buying an additional 898 shares in the last quarter. AlphaQuest LLC increased its stake in Johnson & Johnson by 139.3% in the 3rd quarter. AlphaQuest LLC now owns 26,874 shares of the company’s stock worth $4,983,000 after acquiring an additional 15,645 shares during the last quarter. Finally, Argent Advisors Inc. raised its holdings 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 worth $3,776,000 after acquiring an additional 1,100 shares in the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Price Performance

Johnson & Johnson stock opened at $227.10 on Friday. The stock 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 firm has a 50-day moving average of $210.72 and a two-hundred day moving average of $191.57. Johnson & Johnson has a 1 year low of $141.50 and a 1 year high of $230.00. The company has a debt-to-equity ratio of 0.50, a current ratio of 1.07 and a quick ratio of 0.80.

Johnson & Johnson (NYSE:JNJ) last issued its earnings results on Wednesday, January 21st. The company reported $2.46 earnings per share for the quarter, hitting the consensus estimate of $2.46. Johnson & Johnson had a return on equity of 33.34% and a net margin of 28.46%.The business had revenue of $24.56 billion during the quarter, compared to analysts’ expectations of $24.14 billion. During the same period in the prior year, the business earned $2.04 EPS. The business’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 forecast that Johnson & Johnson will post 10.58 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

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 paid a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a dividend yield of 2.3%. The ex-dividend date is Tuesday, February 24th. Johnson & Johnson’s payout ratio is 47.06%.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on JNJ shares. The Goldman Sachs Group restated a “buy” rating and issued a $250.00 price target on shares of Johnson & Johnson in a research report on Thursday, January 22nd. Wolfe Research boosted their target price on shares of Johnson & Johnson from $225.00 to $240.00 and gave the stock an “outperform” rating in a report on Monday, January 5th. Loop Capital set a $220.00 price target on shares of Johnson & Johnson in a report on Tuesday. Guggenheim lifted their price target on Johnson & Johnson from $227.00 to $240.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. Finally, Wells Fargo & Company upped their price objective on Johnson & Johnson from $230.00 to $240.00 and gave the company an “overweight” rating in a research report on Thursday, January 22nd. One investment 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 stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $233.05.

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.

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.