BigSur Wealth Management LLC Lowers Stock Holdings in Johnson & Johnson $JNJ

BigSur Wealth Management LLC cut its stake in shares of Johnson & Johnson (NYSE:JNJ) by 33.6% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 5,532 shares of the company’s stock after selling 2,800 shares during the quarter. BigSur Wealth Management LLC’s holdings in Johnson & Johnson were worth $1,026,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. Lifestyle Asset Management Inc. raised its position in Johnson & Johnson by 3.4% during the 3rd 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. Wynn Capital LLC increased its stake in shares of Johnson & Johnson by 0.4% during the third quarter. Wynn Capital LLC now owns 15,930 shares of the company’s stock valued at $2,954,000 after buying an additional 57 shares during the period. W.H. Cornerstone Investments Inc. raised its holdings in shares of Johnson & Johnson by 0.7% in the second quarter. W.H. Cornerstone Investments Inc. now owns 7,896 shares of the company’s stock valued at $1,206,000 after acquiring an additional 58 shares in the last quarter. YANKCOM Partnership lifted its stake in Johnson & Johnson by 0.8% in the second quarter. YANKCOM Partnership now owns 7,042 shares of the company’s stock worth $1,076,000 after acquiring an additional 58 shares during the period. Finally, Greenup Street Wealth Management LLC grew its holdings in Johnson & Johnson by 3.1% during the 2nd quarter. Greenup Street Wealth Management LLC now owns 2,021 shares of the company’s stock worth $309,000 after acquiring an additional 60 shares in the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Johnson & Johnson News Roundup

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

• Positive Sentiment: EU approval for Tremfya in pediatric plaque psoriasis expands J&J’s label for a high‑margin immunology drug and makes it the first IL‑23 inhibitor cleared for a pediatric indication — a potential sales tailwind. JNJ’s Tremfya Gets EU Approval for Pediatric Plaque Psoriasis
• Positive Sentiment: FDA cleared a subcutaneous formulation of Rybrevant for NSCLC, improving patient convenience and potentially increasing uptake in oncology markets — helpful for medium‑term revenue growth. J&J Wins FDA Nod for Subcutaneous Version of NSCLC Drug Rybrevant (Revised)
• Positive Sentiment: Analyst coverage is favorable: JNJ is being highlighted in high‑yield and defensive stock roundups for 2026, supporting demand from income and defensive investors. Top 5 High-Yield S&P 500 Stocks to Buy for Reliable Returns in 2026
• Neutral Sentiment: Market attention is building ahead of J&J’s next quarterly earnings — analysts expect continued strength from new drug launches and pipeline momentum but legal overhang remains a wildcard. What to Expect From Johnson & Johnson’s Next Quarterly Earnings Report
• Negative Sentiment: A Baltimore jury awarded roughly $1.5–1.56 billion to a plaintiff in a talc‑asbestos mesothelioma case — the largest single‑plaintiff talc award against J&J to date. The company says it will appeal, but the verdict re‑raises litigation risk, potential cash/outflow concerns and investor anxiety given tens of thousands of remaining talc suits. J&J vows appeal after US jury hits it with record $1.5 billion talc cancer award

Johnson & Johnson Price Performance

Shares of JNJ stock opened at $205.72 on Wednesday. The firm has a market capitalization of $495.64 billion, a price-to-earnings ratio of 19.86, a PEG ratio of 2.25 and a beta of 0.36. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.80 and a current ratio of 1.07. The stock’s 50-day simple moving average is $198.72 and its 200-day simple moving average is $180.11. Johnson & Johnson has a fifty-two week low of $140.68 and a fifty-two week high of $215.18.

Johnson & Johnson (NYSE:JNJ) last released its earnings results on Wednesday, August 30th. The company reported $2.26 EPS for the quarter. Johnson & Johnson had a net margin of 27.26% and a return on equity of 32.73%. The company had revenue of $24.02 billion during the quarter. As a group, equities analysts forecast that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, December 9th. Investors of record on Tuesday, November 25th were given a $1.30 dividend. This represents a $5.20 annualized dividend and a dividend yield of 2.5%. The ex-dividend date of this dividend was Tuesday, November 25th. Johnson & Johnson’s dividend payout ratio is presently 50.19%.

Analyst Upgrades and Downgrades

JNJ has been the subject of several research reports. Cowen reaffirmed a “buy” rating on shares of Johnson & Johnson in a research report on Tuesday, October 14th. HSBC reaffirmed a “buy” rating and set a $240.00 target price on shares of Johnson & Johnson in a research report on Wednesday, December 10th. Scotiabank started coverage on Johnson & Johnson in a research report on Thursday, November 13th. They issued a “sector outperform” rating and a $230.00 price target for the company. Sanford C. Bernstein raised their price objective on Johnson & Johnson from $172.00 to $193.00 and gave the company a “market perform” rating in a research report on Monday, October 6th. Finally, Wells Fargo & Company lifted their target price on Johnson & Johnson from $212.00 to $230.00 and gave the company an “overweight” rating in a research note on Friday, December 12th. Four analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $210.25.

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.