Beckerman Institutional LLC Acquires Shares of 2,195 Johnson & Johnson $JNJ

Beckerman Institutional LLC acquired a new stake in Johnson & Johnson (NYSE:JNJ) in the third quarter, Holdings Channel reports. The institutional investor acquired 2,195 shares of the company’s stock, valued at approximately $407,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in JNJ. Vanguard Group Inc. lifted its holdings in shares of 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 purchasing an additional 3,085,180 shares in the last quarter. Geode Capital Management LLC increased its stake in shares of Johnson & Johnson by 2.1% during the 2nd quarter. Geode Capital Management LLC now owns 60,609,476 shares of the company’s stock worth $9,227,988,000 after purchasing an additional 1,225,676 shares during the last quarter. Norges Bank bought a new stake in Johnson & Johnson in the second quarter valued at approximately $4,877,174,000. Bank of New York Mellon Corp boosted its position in Johnson & Johnson by 3.5% during the third quarter. Bank of New York Mellon Corp now owns 24,637,649 shares of the company’s stock worth $4,568,313,000 after purchasing an additional 835,146 shares during the period. Finally, Charles Schwab Investment Management Inc. grew its stake in Johnson & Johnson by 0.3% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 18,951,337 shares of the company’s stock valued at $2,894,979,000 after buying an additional 52,074 shares during the last quarter. 69.55% of the stock is owned by institutional investors.

Key Johnson & Johnson News

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 Trading Up 1.1%

NYSE:JNJ opened at $240.30 on Monday. The firm has a 50-day moving average of $213.54 and a 200-day moving average of $194.21. Johnson & Johnson has a one year low of $141.50 and a one year high of $240.94. The company has a market cap of $578.95 billion, a PE ratio of 21.75, a PEG ratio of 2.33 and a beta of 0.35. 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 quarterly earnings data on Wednesday, January 21st. The company reported $2.46 earnings per share for the quarter, meeting the consensus estimate of $2.46. The business 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 business’s revenue was up 9.1% on a year-over-year basis. During the same period last year, the business earned $2.04 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. As a group, equities research analysts expect that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The business 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 dividend of $1.30 per share. This represents a $5.20 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio (DPR) is 47.06%.

Wall Street Analysts Forecast Growth

JNJ has been the subject of a number of research reports. Johnson Rice set a $190.00 target price on Johnson & Johnson and gave the stock a “hold” rating in a report on Wednesday, October 22nd. Weiss Ratings reissued a “buy (b)” rating on shares of Johnson & Johnson in a research note on Wednesday, January 28th. UBS Group restated a “buy” rating on shares of Johnson & Johnson in a research report on Monday, January 5th. Raymond James Financial boosted their price objective on shares of Johnson & Johnson from $174.00 to $209.00 and gave the stock an “outperform” rating in a research note on Wednesday, October 15th. Finally, Morgan Stanley set a $262.00 price target on shares of Johnson & Johnson and gave the stock an “overweight” rating in a research report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $233.73.

Johnson & Johnson Company 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.