Private Wealth Asset Management LLC Decreases Stake in Johnson & Johnson $JNJ

Private Wealth Asset Management LLC trimmed its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 25.9% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 18,665 shares of the company’s stock after selling 6,531 shares during the quarter. Private Wealth Asset Management LLC’s holdings in Johnson & Johnson were worth $3,461,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently bought and sold shares of JNJ. Clayton Financial Group LLC acquired a new position in Johnson & Johnson in the third quarter worth about $28,000. Evolution Wealth Management Inc. acquired a new position in shares of Johnson & Johnson in the 2nd quarter worth approximately $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 last quarter. GFG Capital LLC acquired a new stake in shares of Johnson & Johnson during the 2nd quarter valued at approximately $35,000. Finally, Signature Resources Capital Management LLC lifted its stake in Johnson & Johnson by 262.9% during the third quarter. Signature Resources Capital Management LLC now owns 254 shares of the company’s stock worth $47,000 after purchasing an additional 184 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Stock Down 0.1%

NYSE:JNJ opened at $227.10 on Friday. The business’s fifty day moving average price is $210.72 and its 200 day moving average price is $191.32. The firm has a market capitalization of $547.16 billion, a price-to-earnings ratio of 20.55, a PEG ratio of 2.21 and a beta of 0.34. The company has a current ratio of 1.07, a quick ratio of 0.80 and a debt-to-equity ratio of 0.50. Johnson & Johnson has a 1-year low of $141.50 and a 1-year high of $230.00.

Johnson & Johnson (NYSE:JNJ) last released its earnings results on Wednesday, January 21st. The company reported $2.46 earnings per share for the quarter, meeting the consensus estimate of $2.46. The company 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 for the quarter was up 9.1% on a year-over-year basis. During the same quarter in the previous year, the business posted $2.04 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. On average, sell-side analysts forecast that Johnson & Johnson will post 10.58 earnings per share 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. Shareholders of record on Tuesday, February 24th will be paid a $1.30 dividend. This represents a $5.20 annualized dividend and a yield of 2.3%. The ex-dividend date is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio is currently 47.06%.

Analyst Ratings Changes

Several research analysts have recently commented on JNJ shares. Citigroup lifted their price target on shares of Johnson & Johnson from $232.00 to $250.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. Leerink Partners increased their price target on Johnson & Johnson from $201.00 to $232.00 and gave the stock a “market perform” rating in a research note on Thursday, January 22nd. UBS Group reiterated a “buy” rating on shares of Johnson & Johnson in a research note on Monday, January 5th. BMO Capital Markets reaffirmed an “outperform” rating on shares of Johnson & Johnson in a report on Thursday, December 11th. Finally, TD Cowen increased their price objective on Johnson & Johnson from $222.00 to $250.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and a consensus target price of $231.91.

More Johnson & Johnson News

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

• Positive Sentiment: CHMP (European regulator) issued a positive opinion for AKEEGA (niraparib + abiraterone) for BRCA1/2-mutant metastatic hormone-sensitive prostate cancer — regulatory progress supports a new oncology revenue stream and raises upside to J&J’s pharma growth outlook. Read More.
• Positive Sentiment: Daiwa Capital Markets raised its JNJ price target to $237 and kept an Outperform rating, signaling buy-side confidence in near-term upside. Read More.
• Positive Sentiment: Morgan Stanley upgraded J&J citing a stronger growth outlook; that upgrade (and related coverage noting fresh annual highs) helped lift sentiment earlier in the session. Read More.
• Positive Sentiment: Scotiabank raised its target to $265 after J&J’s solid quarterly results and reiterated Outperform — another signals of analyst bullishness post-Q4. Read More.
• Neutral Sentiment: Wall Street coverage is broadly positive but measured — several outlets summarized consensus analyst targets and noted JNJ’s strong 12‑month performance; analysts remain cautiously optimistic rather than uniformly exuberant. Read More.
• Neutral Sentiment: Unusually high options volume was reported, indicating elevated trader interest and potential short‑term volatility; this is activity-driven rather than a directional fundamental change. Read More.
• Positive Sentiment: A U.S. judge dismissed a fraud lawsuit over J&J’s talc bankruptcy strategy, removing one near-term legal overhang — a favorable court outcome for liability risk. Read More.
• Negative Sentiment: Analysts and legal commentators warn the talc saga isn’t fully settled — a Seeking Alpha piece cautions that dismissal of a fraud claim doesn’t end broader talc litigation, keeping potential legal risk on the radar. Read More.
• Negative Sentiment: Insider selling: reports show the CEO sold roughly $22M in shares after Q4 results — raises governance/perception questions for some investors despite company explanations. Read More.

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.