Daymark Wealth Partners LLC Has $39.44 Million Position in Johnson & Johnson $JNJ

Daymark Wealth Partners LLC lifted its stake in Johnson & Johnson (NYSE:JNJ) by 6.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 212,719 shares of the company’s stock after acquiring an additional 13,662 shares during the quarter. Johnson & Johnson makes up 1.3% of Daymark Wealth Partners LLC’s portfolio, making the stock its 12th biggest holding. Daymark Wealth Partners LLC’s holdings in Johnson & Johnson were worth $39,442,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of the company. Clark Asset Management LLC boosted its stake in Johnson & Johnson by 51.6% during the 2nd quarter. Clark Asset Management LLC now owns 8,884 shares of the company’s stock valued at $1,357,000 after purchasing an additional 3,025 shares during the period. Treasurer of the State of North Carolina lifted its holdings in shares of Johnson & Johnson by 8.3% during the second quarter. Treasurer of the State of North Carolina now owns 1,234,945 shares of the company’s stock worth $188,638,000 after buying an additional 94,957 shares during the last quarter. Avanza Fonder AB boosted its position in shares of Johnson & Johnson by 2.9% in the second quarter. Avanza Fonder AB now owns 234,647 shares of the company’s stock valued at $35,842,000 after acquiring an additional 6,566 shares during the period. Talbot Financial LLC grew its stake in shares of Johnson & Johnson by 4.6% in the third quarter. Talbot Financial LLC now owns 138,424 shares of the company’s stock worth $25,667,000 after acquiring an additional 6,143 shares during the last quarter. Finally, Winnow Wealth LLC bought a new position in Johnson & Johnson during the second quarter worth $295,000. Institutional investors and hedge funds own 69.55% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have weighed in on the stock. Stifel Nicolaus increased their price target on shares of Johnson & Johnson from $165.00 to $190.00 and gave the company a “hold” rating in a report on Wednesday, October 15th. BMO Capital Markets reiterated an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday, December 11th. Barclays boosted their price target on Johnson & Johnson from $197.00 to $217.00 and gave the company an “equal weight” rating in a research note on Tuesday, December 30th. Wells Fargo & Company raised their price objective on Johnson & Johnson from $212.00 to $230.00 and gave the stock an “overweight” rating in a research report on Friday, December 12th. Finally, Morgan Stanley boosted their price objective on Johnson & Johnson from $190.00 to $197.00 and gave the company an “equal weight” rating in a research report on Friday, December 12th. Four research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $212.62.

Johnson & Johnson News Summary

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

• Positive Sentiment: Phase‑2 success for nipocalimab and plan to start Phase‑3 — J&J reported topline JASMINE results showing nipocalimab met primary and key secondary endpoints in systemic lupus erythematosus (SLE), including signals for steroid‑sparing benefit; management will advance the program into Phase‑3, which materially derisks a late‑stage pipeline opportunity and supports future revenue upside. Johnson & Johnson unveils new data showing nipocalimab is the first and only investigational FcRn blocker…
• Positive Sentiment: MedTech regulatory progress — Johnson & Johnson MedTech submitted its Ottava surgical robot to the U.S. FDA, signaling potential future product rollout in a higher‑growth surgical robotics market and strengthening the medtech revenue runway. Johnson & Johnson MedTech submits Ottava surgical robot to FDA
• Positive Sentiment: EMA filing for Tecvayli + Darzalex combo — J&J submitted an application to the European Medicines Agency for teclistamab (Tecvayli) in combination with daratumumab (Darzalex) SC for relapsed/refractory multiple myeloma, which could expand label/use and drive incremental oncology sales in Europe. Johnson & Johnson submits application to the European Medicines Agency for TECVAYLI® (teclistamab)…
• Positive Sentiment: Broker support lifts sentiment — Wolfe Research raised its JNJ price target to $240 and Barclays raised its target to $217 (while keeping an Equal Weight), and Scotiabank maintained a Buy rating; these actions provide incremental credibility to upside views and can attract institutional flows. Wolfe Research Increases Johnson & Johnson Price Target to $240.00
• Neutral Sentiment: Market commentary on valuation and recent run-up — Several pieces assess whether J&J remains attractive after a strong one‑year gain and include it on dividend‑growth lists; these articles frame investor debate over valuation versus defensive dividend appeal rather than introduce new fundamental catalysts. Is Johnson & Johnson (JNJ) Still Attractive After A 44% One Year Share Price Gain
• Neutral Sentiment: Analyst/sector comparisons and themes — Industry write‑ups compare JNJ vs. peers (e.g., AstraZeneca), and broader analyst blogs highlight AI and medtech trends; useful for positioning but less likely to move the stock near‑term than the clinical/regulatory news. The Zacks Analyst Blog: Eli Lilly, Medtronic, Intuitive Surgical, Regeneron and Johnson & Johnson

Johnson & Johnson Trading Up 1.3%

JNJ stock opened at $207.47 on Thursday. Johnson & Johnson has a 1-year low of $140.68 and a 1-year high of $215.18. The company has a current ratio of 1.07, a quick ratio of 0.80 and a debt-to-equity ratio of 0.50. The business’s 50 day moving average is $202.23 and its 200-day moving average is $184.00. The firm has a market cap of $499.85 billion, a P/E ratio of 20.03, a P/E/G ratio of 2.10 and a beta of 0.34.

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

Johnson & Johnson Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be given a dividend of $1.30 per share. The ex-dividend date is Tuesday, February 24th. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.5%. Johnson & Johnson’s dividend payout ratio (DPR) is 50.19%.

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.