Johnson & Johnson $JNJ Shares Sold by New York Life Investment Management LLC

New York Life Investment Management LLC trimmed its position in Johnson & Johnson (NYSE:JNJ) by 1.1% during the third quarter, Holdings Channel.com reports. The firm owned 328,841 shares of the company’s stock after selling 3,790 shares during the period. New York Life Investment Management LLC’s holdings in Johnson & Johnson were worth $60,974,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Vanguard Group Inc. increased its stake in 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 during the last quarter. Geode Capital Management LLC boosted its holdings in shares of Johnson & Johnson by 2.1% in the 2nd quarter. Geode Capital Management LLC now owns 60,609,476 shares of the company’s stock valued at $9,227,988,000 after buying an additional 1,225,676 shares in the last quarter. Norges Bank purchased a new position in shares of Johnson & Johnson in the 2nd quarter valued at $4,877,174,000. Bank of New York Mellon Corp raised its stake in Johnson & Johnson by 3.5% during the 3rd quarter. Bank of New York Mellon Corp now owns 24,637,649 shares of the company’s stock worth $4,568,313,000 after acquiring an additional 835,146 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. lifted its position in Johnson & Johnson by 0.3% in the second quarter. Charles Schwab Investment Management Inc. now owns 18,951,337 shares of the company’s stock valued at $2,894,979,000 after acquiring an additional 52,074 shares during the last quarter. 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 Monday. The stock has a market capitalization of $578.95 billion, a PE ratio of 21.75, a price-to-earnings-growth ratio of 2.33 and a beta of 0.35. The company has a fifty day moving average of $213.54 and a 200-day moving average of $194.21. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.80 and a current ratio of 1.07. Johnson & Johnson has a one year low of $141.50 and a one year high of $240.94.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings results on Wednesday, January 21st. The company reported $2.46 earnings per share (EPS) for the quarter, hitting the consensus estimate of $2.46. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.34%. The firm 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 company posted $2.04 earnings per share. The firm’s revenue for the quarter was up 9.1% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. As a group, analysts expect that Johnson & Johnson will post 10.58 EPS for the current year.

Johnson & Johnson Dividend Announcement

The firm 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 of this dividend is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio is currently 47.06%.

Analyst Upgrades and Downgrades

JNJ has been the topic of a number of research analyst reports. Wolfe Research lifted their target price on Johnson & Johnson from $225.00 to $240.00 and gave the stock an “outperform” rating in a research report on Monday, January 5th. 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. Weiss Ratings reissued a “buy (b)” rating on shares of Johnson & Johnson in a report on Wednesday, January 28th. BMO Capital Markets reaffirmed an “outperform” rating on shares of Johnson & Johnson in a report on Thursday, December 11th. Finally, UBS Group reiterated a “buy” rating on shares of Johnson & Johnson in a research note on Monday, January 5th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $233.73.

Trending Headlines about 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?

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.