Wells Trecaso Financial Group LLC Has $5.70 Million Stake in Johnson & Johnson $JNJ

Wells Trecaso Financial Group LLC reduced its stake in Johnson & Johnson (NYSE:JNJ) by 41.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 30,739 shares of the company’s stock after selling 22,147 shares during the period. Johnson & Johnson makes up approximately 2.7% of Wells Trecaso Financial Group LLC’s investment portfolio, making the stock its 13th biggest position. Wells Trecaso Financial Group LLC’s holdings in Johnson & Johnson were worth $5,699,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. SOA Wealth Advisors LLC. grew its stake in Johnson & Johnson by 0.7% during the third quarter. SOA Wealth Advisors LLC. now owns 7,392 shares of the company’s stock worth $1,371,000 after buying an additional 53 shares in the last quarter. Ethos Financial Group LLC lifted its holdings in shares of Johnson & Johnson by 0.6% during the 3rd quarter. Ethos Financial Group LLC now owns 9,110 shares of the company’s stock worth $1,689,000 after acquiring an additional 53 shares during the period. Heritage Oak Wealth Advisors LLC boosted its position in shares of Johnson & Johnson by 3.5% during the 3rd quarter. Heritage Oak Wealth Advisors LLC now owns 1,639 shares of the company’s stock worth $304,000 after acquiring an additional 55 shares in the last quarter. Investor s Fiduciary Advisor Network LLC increased its stake in Johnson & Johnson by 0.8% in the third quarter. Investor s Fiduciary Advisor Network LLC now owns 6,905 shares of the company’s stock valued at $1,280,000 after acquiring an additional 55 shares during the last quarter. Finally, Lifestyle Asset Management Inc. raised its position in Johnson & Johnson by 3.4% during the third quarter. Lifestyle Asset Management Inc. now owns 1,683 shares of the company’s stock valued at $312,000 after purchasing an additional 56 shares in the last quarter. Institutional investors own 69.55% of the company’s stock.

Key Headlines 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?

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on the company. Royal Bank Of Canada raised their target price on Johnson & Johnson from $240.00 to $255.00 and gave the company an “outperform” rating in a report on Tuesday. Sanford C. Bernstein raised their price objective on Johnson & Johnson from $208.00 to $225.00 and gave the company a “market perform” rating in a research note on Friday, January 23rd. Freedom Capital downgraded Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 16th. TD Cowen raised their price target on shares of Johnson & Johnson from $222.00 to $250.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Finally, BMO Capital Markets reaffirmed an “outperform” rating on shares of Johnson & Johnson in a report on Thursday, December 11th. One 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, Johnson & Johnson has a consensus rating of “Moderate Buy” and a consensus price target of $233.73.

Johnson & Johnson Trading Up 1.1%

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

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

Johnson & Johnson Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th will be given a $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date is Tuesday, February 24th. Johnson & Johnson’s payout ratio 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.