Johnson & Johnson $JNJ Shares Sold by Birmingham Capital Management Co. Inc. AL

Birmingham Capital Management Co. Inc. AL trimmed its position in Johnson & Johnson (NYSE:JNJ) by 7.1% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 29,494 shares of the company’s stock after selling 2,254 shares during the period. Johnson & Johnson makes up approximately 2.5% of Birmingham Capital Management Co. Inc. AL’s portfolio, making the stock its 12th largest holding. Birmingham Capital Management Co. Inc. AL’s holdings in Johnson & Johnson were worth $5,469,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently made changes to their positions in the company. Clark Asset Management LLC lifted its holdings in Johnson & Johnson by 51.6% during the 2nd quarter. Clark Asset Management LLC now owns 8,884 shares of the company’s stock worth $1,357,000 after buying an additional 3,025 shares during the last quarter. AustralianSuper Pty Ltd lifted its stake in Johnson & Johnson by 632.0% during the third quarter. AustralianSuper Pty Ltd now owns 89,183 shares of the company’s stock worth $16,536,000 after purchasing an additional 77,000 shares during the last quarter. J.W. Cole Advisors Inc. boosted its holdings in Johnson & Johnson by 2.2% in the third quarter. J.W. Cole Advisors Inc. now owns 130,934 shares of the company’s stock worth $24,278,000 after purchasing an additional 2,769 shares during the period. Treasurer of the State of North Carolina increased its stake in Johnson & Johnson by 8.3% during the second quarter. Treasurer of the State of North Carolina now owns 1,234,945 shares of the company’s stock valued at $188,638,000 after purchasing an additional 94,957 shares during the last quarter. Finally, National Pension Service raised its holdings in shares of Johnson & Johnson by 3.2% during the third quarter. National Pension Service now owns 4,926,569 shares of the company’s stock worth $913,484,000 after purchasing an additional 151,707 shares during the period. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson Stock Up 1.1%

JNJ stock opened at $240.30 on Friday. The firm’s 50-day moving average is $213.54 and its two-hundred day moving average is $193.86. 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 company has a market capitalization of $578.95 billion, a price-to-earnings ratio of 21.75, a price-to-earnings-growth ratio of 2.31 and a beta of 0.35. Johnson & Johnson has a 52 week low of $141.50 and a 52 week high of $240.94.

Johnson & Johnson (NYSE:JNJ) last announced its earnings results on Wednesday, January 21st. The company reported $2.46 EPS for the quarter, hitting the consensus estimate of $2.46. The firm had revenue of $24.56 billion for the quarter, compared to analysts’ expectations of $24.14 billion. Johnson & Johnson had a return on equity of 33.34% and a net margin of 28.46%.The firm’s quarterly revenue was up 9.1% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.04 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. On average, analysts forecast that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

The company 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. The ex-dividend date of this dividend is Tuesday, February 24th. This represents a $5.20 annualized dividend and a yield of 2.2%. Johnson & Johnson’s dividend payout ratio (DPR) is currently 47.06%.

Analysts Set New Price Targets

Several research analysts have recently commented on the stock. HSBC lifted their price target on shares of Johnson & Johnson from $240.00 to $265.00 and gave the company a “buy” rating in a report on Friday, January 30th. Morgan Stanley set a $262.00 target price on Johnson & Johnson and gave the company an “overweight” rating in a research note on Wednesday, January 28th. Barclays upped their target price on Johnson & Johnson from $197.00 to $217.00 and gave the company an “equal weight” rating in a report on Tuesday, December 30th. Stifel Nicolaus raised their price target on Johnson & Johnson from $205.00 to $220.00 and gave the stock a “hold” rating in a report on Thursday, January 22nd. Finally, Guggenheim upped their price objective on Johnson & Johnson from $227.00 to $240.00 and gave the stock a “buy” rating in a research note on Friday, January 23rd. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $233.73.

Key Stories Impacting Johnson & Johnson

Here are the key news stories impacting Johnson & Johnson this week:

• Positive Sentiment: JNJ reached new all‑time highs and technical indicators show strong buy interest, supporting momentum buyers and ETF inflows. Johnson & Johnson Is a Resilient Blue‑Chip Stock and It Just Hit New All‑Time Highs
• Positive Sentiment: RBC raised its price target to $255 and reiterated an Outperform, saying JNJ is positioned to manage legal overhang — a catalyst for investors focused on downside risk. RBC Sees Johnson & Johnson (JNJ) Well Positioned to Manage Legal Overhang
• Positive Sentiment: Regulatory approvals deepening JNJ’s oncology and medtech footprint bolster longer‑term growth expectations for the pipeline and portfolio. Johnson & Johnson Deepens Oncology And MedTech Footprint With New Approvals
• Positive Sentiment: Recent analyst upgrades drove short‑term buying (reports note JNJ trading up on upgrades), helping push the share price higher. Johnson & Johnson (NYSE:JNJ) Trading Up 1% on Analyst Upgrade
• Neutral Sentiment: Zacks and other market commentaries note elevated investor attention — useful context but not a direct catalyst beyond increasing volatility and flows. Johnson & Johnson (JNJ) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Analyst commentary (Globe & Mail) provides sector context and mixed views — some analysts remain bullish while others flag valuation concerns, creating a split consensus. Analysts Offer Insights on Healthcare Companies: Amgen (AMGN) and Johnson & Johnson (JNJ)
• Neutral Sentiment: Commentary questioning whether current pricing fully reflects JNJ’s refocused healthcare portfolio is worth watching for longer‑term positioning but isn’t an immediate sell signal. Is Johnson & Johnson (JNJ) Pricing Reflect Recent Healthcare Portfolio Focus?

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.