Coho Partners Ltd. Sells 133,505 Shares of Johnson & Johnson $JNJ

Coho Partners Ltd. reduced its stake in shares of Johnson & Johnson (NYSE:JNJ) by 43.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 174,469 shares of the company’s stock after selling 133,505 shares during the quarter. Johnson & Johnson accounts for 4.2% of Coho Partners Ltd.’s portfolio, making the stock its 9th largest position. Coho Partners Ltd.’s holdings in Johnson & Johnson were worth $32,350,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently made changes to their positions in the company. Brighton Jones LLC boosted its position in Johnson & Johnson by 13.9% in the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock valued at $7,502,000 after buying an additional 6,332 shares in the last quarter. United Bank raised its stake in shares of Johnson & Johnson by 110.7% in the first quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after acquiring an additional 4,876 shares during the last quarter. Nicolet Bankshares Inc. grew its position in Johnson & Johnson by 4.2% during the 1st quarter. Nicolet Bankshares Inc. now owns 8,889 shares of the company’s stock worth $1,474,000 after acquiring an additional 359 shares during the last quarter. Redwood Investment Management LLC increased its holdings in Johnson & Johnson by 60.1% during the 1st quarter. Redwood Investment Management LLC now owns 9,587 shares of the company’s stock valued at $1,590,000 after purchasing an additional 3,599 shares in the last quarter. Finally, Quadcap Wealth Management LLC raised its position in Johnson & Johnson by 4.8% in the 1st quarter. Quadcap Wealth Management LLC now owns 14,896 shares of the company’s stock valued at $2,470,000 after purchasing an additional 679 shares during the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have recently commented on JNJ. Barclays increased their target price on Johnson & Johnson from $176.00 to $197.00 and gave the stock an “equal weight” rating in a report on Tuesday, December 2nd. Loop Capital set a $190.00 price objective on shares of Johnson & Johnson in a report on Wednesday, October 22nd. Cowen reaffirmed a “buy” rating on shares of Johnson & Johnson in a research note on Tuesday, October 14th. Argus set a $210.00 price target on shares of Johnson & Johnson in a research note on Wednesday, October 15th. Finally, Sanford C. Bernstein boosted their price objective on shares of Johnson & Johnson from $172.00 to $193.00 and gave the stock a “market perform” rating in a research report on Monday, October 6th. Four analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $210.25.

More Johnson & Johnson News

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 Trading Down 0.8%

JNJ opened at $205.72 on Wednesday. The firm has a 50 day simple moving average of $198.72 and a 200 day simple moving average of $180.11. Johnson & Johnson has a fifty-two week low of $140.68 and a fifty-two week high of $215.18. The company has a market cap of $495.64 billion, a price-to-earnings ratio of 19.86, a price-to-earnings-growth ratio of 2.25 and a beta of 0.36. 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 released its earnings results on Wednesday, August 30th. The company reported $2.26 EPS for the quarter. The firm had revenue of $24.02 billion during the quarter. Johnson & Johnson had a net margin of 27.26% and a return on equity of 32.73%. On average, sell-side analysts anticipate that Johnson & Johnson will post 10.58 earnings per share for the current year.

Johnson & Johnson Announces Dividend

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

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.