Johnson & Johnson $JNJ Shares Sold by Cerity Partners LLC

Cerity Partners LLC lowered its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 1.6% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,782,644 shares of the company’s stock after selling 28,920 shares during the period. Johnson & Johnson makes up 0.5% of Cerity Partners LLC’s holdings, making the stock its 29th largest position. Cerity Partners LLC owned approximately 0.07% of Johnson & Johnson worth $330,571,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of JNJ. Clayton Financial Group LLC acquired a new position in shares of Johnson & Johnson during the third quarter valued at approximately $28,000. Evolution Wealth Management Inc. acquired a new position in Johnson & Johnson during the second quarter worth about $27,000. Semmax Financial Advisors Inc. lifted its holdings in 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 position in shares of Johnson & Johnson in the 2nd quarter worth approximately $35,000. Finally, Signature Resources Capital Management LLC grew its stake in shares of Johnson & Johnson by 262.9% in the 3rd 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. 69.55% of the stock is owned by institutional investors and hedge funds.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Barclays raised its JNJ price target on strength in key drugs, signaling analyst confidence in the company’s mid-term revenue drivers. Barclays Raises Johnson & Johnson (JNJ) Target on Strength in Key Drugs
• Positive Sentiment: Deal with the Trump administration gives JNJ tariff exemptions and accelerates a reported ~$55 billion plan to expand U.S. manufacturing — this reduces tariff risk, improves supply-chain resilience and could support margins over time. J&J Strikes Drug Pricing Deal With Trump, Gets Tariff Reprieve
• Positive Sentiment: Clinical and product-development catalysts: mid-stage success for nipocalimab in SLE and J&J MedTech’s Ottava surgical robot submission to the FDA could drive future revenue and sentiment if approvals/commercialization progress. J&J succeeds in mid-stage trial for SLE therapy Johnson & Johnson MedTech submits Ottava surgical robot to FDA
• Neutral Sentiment: Sector tailwind: healthcare stocks have been rallying and JNJ sits in many health-care ETFs, which can provide passive-buying support independent of company-specific news. This ETF Is Proof That the Healthcare Rebound Is Real
• Neutral Sentiment: Partnerships and collaborations (e.g., Lexeo on cardiac gene therapy) expand J&J’s pipeline exposure but are longer-term and incremental to near-term earnings. Lexeo Therapeutics Announces Research Collaboration with Johnson & Johnson
• Negative Sentiment: JNJ agreed to cut U.S. drug prices as part of the government deal — that creates near- and medium-term revenue/price pressure for affected medicines and is a headline risk for investors focused on margins. Johnson & Johnson reaches deal with US government to lower drug prices
• Negative Sentiment: Zacks trimmed several near-term EPS estimates (Q1–Q4 and FY2027) marginally — this reflects some analyst caution after the pricing agreement and contributes to downward pressure on the stock.

Analyst Ratings Changes

JNJ has been the subject of a number of research reports. Scotiabank assumed coverage on shares of Johnson & Johnson in a report on Thursday, November 13th. They set a “sector outperform” rating and a $230.00 target price for the company. Daiwa America raised Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research note on Monday, October 20th. Citigroup lifted their target price on Johnson & Johnson from $215.00 to $232.00 and gave the stock a “buy” rating in a report on Thursday, December 11th. Weiss Ratings reiterated a “buy (b)” rating on shares of Johnson & Johnson in a research report on Friday, October 31st. Finally, Wall Street Zen upgraded Johnson & Johnson from a “hold” rating to a “buy” rating in a report on Saturday, September 13th. Four equities 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 stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $213.33.

Johnson & Johnson Price Performance

NYSE JNJ opened at $204.47 on Friday. The company has a debt-to-equity ratio of 0.50, a current ratio of 1.07 and a quick ratio of 0.80. The firm has a market capitalization of $492.62 billion, a price-to-earnings ratio of 19.74, a price-to-earnings-growth ratio of 2.11 and a beta of 0.34. The company has a 50 day simple moving average of $202.87 and a 200-day simple moving average of $184.52. Johnson & Johnson has a 52-week low of $140.68 and a 52-week high of $215.18.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data on Wednesday, August 30th. The company reported $2.26 earnings per share for the quarter. The firm had revenue of $24.02 billion for the quarter. Johnson & Johnson had a net margin of 27.26% and a return on equity of 32.73%. Johnson & Johnson has set its FY 2025 guidance at 10.800-10.900 EPS. Equities research analysts predict 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. Shareholders of record on Tuesday, February 24th will be given a $1.30 dividend. This represents a $5.20 annualized dividend and a yield of 2.5%. The ex-dividend date of this dividend is Tuesday, February 24th. 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.