Beaumont Financial Advisors LLC Cuts Stock Holdings in Johnson & Johnson $JNJ

Beaumont Financial Advisors LLC lowered its holdings in Johnson & Johnson (NYSE:JNJ) by 5.6% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 118,215 shares of the company’s stock after selling 6,993 shares during the quarter. Johnson & Johnson makes up 1.6% of Beaumont Financial Advisors LLC’s portfolio, making the stock its 19th biggest position. Beaumont Financial Advisors LLC’s holdings in Johnson & Johnson were worth $24,465,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of JNJ. Abich Financial Wealth Management LLC bought a new position in Johnson & Johnson in the third quarter worth approximately $26,000. Clayton Financial Group LLC bought a new stake in Johnson & Johnson during the 3rd quarter valued at $28,000. Evolution Wealth Management Inc. purchased a new position in shares of Johnson & Johnson in the 2nd quarter valued at $27,000. Semmax Financial Advisors Inc. increased its holdings in shares of Johnson & Johnson by 55.0% in the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after acquiring an additional 72 shares during the period. Finally, Turning Point Benefit Group Inc. bought a new position in shares of Johnson & Johnson in the 3rd quarter worth $41,000. 69.55% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on JNJ. Loop Capital set a $220.00 price objective on Johnson & Johnson in a research report on Tuesday, January 27th. Citigroup boosted their target price on shares of Johnson & Johnson from $250.00 to $274.00 and gave the stock a “buy” rating in a report on Wednesday, March 11th. Guggenheim increased their price target on shares of Johnson & Johnson from $227.00 to $240.00 and gave the company a “buy” rating in a research report on Friday, January 23rd. Bank of America restated a “neutral” rating on shares of Johnson & Johnson in a report on Monday, March 2nd. Finally, Wolfe Research boosted their price objective on shares of Johnson & Johnson from $225.00 to $240.00 and gave the stock an “outperform” rating in a research note on Monday, January 5th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and nine have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $236.91.

Johnson & Johnson Stock Down 0.0%

Shares of JNJ stock opened at $242.93 on Friday. The stock’s fifty day moving average price is $239.86 and its 200 day moving average price is $213.00. Johnson & Johnson has a 1-year low of $141.50 and a 1-year high of $251.71. The company has a market cap of $585.11 billion, a price-to-earnings ratio of 21.98, a price-to-earnings-growth ratio of 2.41 and a beta of 0.34. The company has a debt-to-equity ratio of 0.48, a current ratio of 1.03 and a quick ratio of 0.77.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings results on Saturday, January 31st. The company reported $2.46 EPS for the quarter. The company had revenue of $24.28 billion during the quarter. Johnson & Johnson had a return on equity of 33.04% and a net margin of 28.46%. On average, research analysts expect that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Insider Activity

In related news, EVP Timothy Schmid sold 22,623 shares of the stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $244.33, for a total value of $5,527,477.59. Following the completion of the transaction, the executive vice president directly owned 26,769 shares of the company’s stock, valued at $6,540,469.77. This trade represents a 45.80% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of Johnson & Johnson stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the completion of the sale, the executive vice president owned 23,003 shares of the company’s stock, valued at $5,598,700.17. This trade represents a 21.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 30,142 shares of company stock worth $7,360,528. Corporate insiders own 0.16% of the company’s stock.

Key Johnson & Johnson News

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

• Positive Sentiment: Royalty Pharma signed a $500M R&D deal with J&J to support an experimental autoimmune antibody — a meaningful near‑term collaboration and capital inflow that supports JNJ’s pipeline value. Royalty Pharma, Johnson & Johnson Strike $500M Autoimmune Drug Deal
• Positive Sentiment: New randomized controlled trial data presented at ACC 2026 and published in JACC bolster JNJ’s pharma/MedTech credibility — supports revenue upside from adoption of cardiovascular products. Why Johnson & Johnson (JNJ) Is One of the Best Pharma Stocks to Invest in Now
• Positive Sentiment: Analysts and dividend trackers expect J&J to announce another dividend increase in April, reinforcing its income profile for income‑oriented investors. 7 Dividend Increases Expected In April 2026
• Neutral Sentiment: JNJ has become a trending stock on retail/analysis platforms, increasing attention and trading flows but not necessarily changing fundamentals. Johnson & Johnson (JNJ) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: JNJ’s history of earnings beats and solid margins keeps expectations elevated; investors will watch the next report closely for confirmation. Will Johnson & Johnson (JNJ) Beat Estimates Again in Its Next Earnings Report?
• Negative Sentiment: MedTech preview notes China weakness as a potential headwind for Q1 MedTech revenue — regional softness could pressure sales versus expectations. JNJ Q1 MedTech Preview: Key Drivers and China Headwinds to Watch
• Negative Sentiment: After a ~61% one‑year rally, some outlets question valuation and whether upside is limited from current levels — valuation concerns can amplify selling on weakness. Is It Too Late To Consider Johnson & Johnson (JNJ) After Its 61% One-Year Surge?
• Negative Sentiment: Bridgewater’s Ray Dalio trimming his JNJ stake was reported — large-manager trimming can be read negatively by some investors even if position sizes are modest. Johnson & Johnson (JNJ): Billionaire Ray Dalio Trims Position

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.