First Horizon Corp Takes $26.66 Million Position in Johnson & Johnson $JNJ

First Horizon Corp bought a new position in shares of Johnson & Johnson (NYSE:JNJ) in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund bought 143,770 shares of the company’s stock, valued at approximately $26,658,000. Johnson & Johnson accounts for about 1.3% of First Horizon Corp’s holdings, making the stock its 15th largest holding.

Several other large investors have also recently bought and sold shares of the stock. Brighton Jones LLC lifted its holdings in shares of Johnson & Johnson by 13.9% during the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock worth $7,502,000 after buying an additional 6,332 shares in the last quarter. United Bank increased its position in Johnson & Johnson by 110.7% during the first quarter. United Bank now owns 9,279 shares of the company’s stock worth $1,539,000 after acquiring an additional 4,876 shares during the period. Triumph Capital Management raised its stake in Johnson & Johnson by 27.2% in the 2nd quarter. Triumph Capital Management now owns 3,260 shares of the company’s stock worth $498,000 after purchasing an additional 697 shares in the last quarter. First Bank & Trust boosted its holdings in Johnson & Johnson by 24.5% in the 2nd quarter. First Bank & Trust now owns 12,977 shares of the company’s stock valued at $1,982,000 after purchasing an additional 2,556 shares during the period. Finally, Krilogy Financial LLC grew its position in shares of Johnson & Johnson by 20.4% during the 2nd quarter. Krilogy Financial LLC now owns 14,314 shares of the company’s stock worth $2,186,000 after purchasing an additional 2,421 shares in the last quarter. 69.55% of the stock is owned by institutional investors.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Phase 3 MajesTEC-9 topline: TECVAYLI (teclistamab) monotherapy showed a 71% reduction in risk of progression or death and a 40% reduction in risk of death versus standard of care in early-relapse, largely anti‑CD38/lenalidomide‑refractory myeloma — a potentially significant new earlier-line oncology opportunity that can drive revenue and R&D upside. TECVAYLI® monotherapy demonstrates superior progression-free and overall survival versus standard of care as early as first relapse in patients with multiple myeloma predominantly refractory to anti-CD38 therapy and lenalidomide
• Positive Sentiment: Delaware court orders recalculation of damages in Auris/robotics case — the state’s top court overturned part of a ~$1B award and ordered a recalculation that could materially reduce J&J’s payout exposure, lowering legal risk on the balance sheet. Court Orders Recalculation Of Damages In Johnson & Johnson Auris Case
• Positive Sentiment: MedTech momentum: Zacks highlights growth driven by cardiovascular strength and new product rollouts, supporting the MedTech segment’s contribution even as China weakness lingers — a constructive signal for recurring revenue. What’s Powering J&J’s MedTech Growth Ahead of Q4 Release?
• Positive Sentiment: Psychiatry pipeline/data: New CAPLYTA and SPRAVATO analyses being presented at ACNP reinforce J&J’s CNS franchise and could support future label or adoption upside. Johnson & Johnson elevates leadership in depression with new data at 2026 American College of Neuropsychopharmacology Annual Meeting
• Neutral Sentiment: Company expected to report quarterly results this week — keep an eye on guidance, MedTech trends and margins; earnings timing may create short-term volatility but is routine. Johnson & Johnson (JNJ) Projected to Post Quarterly Earnings on Wednesday
• Neutral Sentiment: Investor attention spikes: Zacks notes heavy search/interest in JNJ — increased attention can amplify moves around data and earnings. Investors Heavily Search Johnson & Johnson (JNJ): Here is What You Need to Know
• Neutral Sentiment: Dividend visibility: JNJ features in dividend-focused lists (Dogs of the Dow coverage); this underpins income investor interest but is unlikely to move shares materially on its own. The Dogs of the Dow: 10 Downtrodden Dividends Paying Out Up to 6.8%
• Negative Sentiment: Zacks preview flags J&J may lack the setup for an earnings beat next week — if results or guidance disappoint, that could reverse some of today’s gains. Johnson & Johnson (JNJ) Reports Next Week: Wall Street Expects Earnings Growth

Wall Street Analysts Forecast Growth

JNJ has been the subject of several recent research reports. Citigroup boosted their price target on Johnson & Johnson from $215.00 to $232.00 and gave the company a “buy” rating in a research note on Thursday, December 11th. Sanford C. Bernstein upped their target price on Johnson & Johnson from $193.00 to $208.00 and gave the company a “market perform” rating in a research report on Friday, January 9th. Daiwa America raised Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a report on Monday, October 20th. BMO Capital Markets reaffirmed an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday, December 11th. Finally, Scotiabank started coverage on shares of Johnson & Johnson in a research report on Thursday, November 13th. They set a “sector outperform” rating and a $230.00 price objective for the company. Four equities 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’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $213.33.

Johnson & Johnson Price Performance

Shares of JNJ stock opened at $218.53 on Thursday. The company has a quick ratio of 0.80, a current ratio of 1.07 and a debt-to-equity ratio of 0.50. Johnson & Johnson has a twelve month low of $141.50 and a twelve month high of $218.86. The company has a market cap of $526.51 billion, a P/E ratio of 21.09, a P/E/G ratio of 2.19 and a beta of 0.34. The business has a fifty day simple moving average of $204.52 and a 200 day simple moving average of $186.04.

Johnson & Johnson (NYSE:JNJ) last released its earnings results on Tuesday, October 14th. The company reported $2.80 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.76 by $0.04. The firm had revenue of $23.99 billion for the quarter, compared to analysts’ expectations of $23.73 billion. Johnson & Johnson had a return on equity of 32.73% and a net margin of 27.26%.The business’s revenue for the quarter was up 6.8% on a year-over-year basis. During the same quarter in the previous year, the business posted $2.42 earnings per share. On average, sell-side analysts forecast that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be issued a dividend of $1.30 per share. The ex-dividend date of this dividend is Tuesday, February 24th. This represents a $5.20 annualized dividend and a dividend yield of 2.4%. Johnson & Johnson’s payout ratio is 50.19%.

About Johnson & Johnson

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.