Birch Hill Investment Advisors LLC Sells 12,895 Shares of Johnson & Johnson $JNJ

Birch Hill Investment Advisors LLC trimmed its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 8.5% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 138,455 shares of the company’s stock after selling 12,895 shares during the quarter. Birch Hill Investment Advisors LLC’s holdings in Johnson & Johnson were worth $25,672,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of JNJ. Clayton Financial Group LLC bought a new stake in shares of Johnson & Johnson during the 3rd quarter worth $28,000. Evolution Wealth Management Inc. purchased a new stake in Johnson & Johnson during the second quarter worth about $27,000. Semmax Financial Advisors Inc. raised its position in Johnson & Johnson by 55.0% in the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after acquiring an additional 72 shares during the period. GFG Capital LLC purchased a new position in Johnson & Johnson in the second quarter valued at about $35,000. Finally, Signature Resources Capital Management LLC grew its position in shares of Johnson & Johnson by 262.9% during the 3rd quarter. Signature Resources Capital Management LLC now owns 254 shares of the company’s stock valued at $47,000 after acquiring an additional 184 shares during the period. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on JNJ shares. UBS Group reaffirmed a “buy” rating on shares of Johnson & Johnson in a report on Monday, January 5th. Weiss Ratings restated a “buy (b)” rating on shares of Johnson & Johnson in a research note on Friday, October 31st. Morgan Stanley increased their price target on Johnson & Johnson from $190.00 to $197.00 and gave the stock an “equal weight” rating in a research note on Friday, December 12th. Sanford C. Bernstein lifted their price objective on Johnson & Johnson from $193.00 to $208.00 and gave the stock a “market perform” rating in a report on Friday. Finally, Stifel Nicolaus upped their price objective 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. Four research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $213.33.

More Johnson & Johnson News

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.

Johnson & Johnson Stock Performance

Shares of JNJ opened at $204.47 on Monday. Johnson & Johnson has a 52-week low of $140.68 and a 52-week high of $215.18. The stock’s 50-day simple moving average is $202.87 and its 200 day simple moving average is $184.98. 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 has a market capitalization of $492.62 billion, a price-to-earnings ratio of 19.74, a price-to-earnings-growth ratio of 2.10 and a beta of 0.34.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings results on Wednesday, August 30th. The company reported $2.26 earnings per share for the quarter. Johnson & Johnson had a return on equity of 32.73% and a net margin of 27.26%.The firm had revenue of $24.02 billion for the quarter. Johnson & Johnson has set its FY 2025 guidance at 10.800-10.900 EPS. Research analysts forecast that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

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 paid a $1.30 dividend. The ex-dividend date is Tuesday, February 24th. This represents a $5.20 annualized dividend and a yield of 2.5%. Johnson & Johnson’s dividend payout ratio is currently 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.