Invested Advisors Buys New Stake in Johnson & Johnson $JNJ

Invested Advisors purchased a new stake in Johnson & Johnson (NYSE:JNJ) in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor purchased 6,597 shares of the company’s stock, valued at approximately $1,223,000. Johnson & Johnson makes up about 1.7% of Invested Advisors’ investment portfolio, making the stock its 14th largest holding.

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

Key Headlines Impacting Johnson & Johnson

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 Price Performance

NYSE JNJ opened at $204.47 on Monday. Johnson & Johnson has a 1 year low of $140.68 and a 1 year high of $215.18. The business’s fifty day moving average is $202.87 and its two-hundred day moving average is $184.98. The stock has a market capitalization of $492.62 billion, a P/E ratio of 19.74, a P/E/G ratio of 2.10 and a beta of 0.34. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.80 and a current ratio of 1.07.

Johnson & Johnson (NYSE:JNJ) last issued its earnings results on Wednesday, August 30th. The company reported $2.26 earnings per share (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 for the quarter. Johnson & Johnson has set its FY 2025 guidance at 10.800-10.900 EPS. On average, research analysts forecast that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

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

Analysts Set New Price Targets

Several equities analysts have commented on the stock. Wells Fargo & Company raised their target price on shares of Johnson & Johnson from $212.00 to $230.00 and gave the company an “overweight” rating in a research note on Friday, December 12th. Cowen reiterated a “buy” rating on shares of Johnson & Johnson in a report on Tuesday, October 14th. Argus set a $210.00 target price on Johnson & Johnson in a report on Wednesday, October 15th. Raymond James Financial increased their price target on Johnson & Johnson from $174.00 to $209.00 and gave the company an “outperform” rating in a research note on Wednesday, October 15th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Johnson & Johnson in a research note on Friday, October 31st. Four investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $213.33.

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.