Donoghue Forlines LLC Grows Holdings in Johnson & Johnson $JNJ

Donoghue Forlines LLC grew its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 119.4% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 20,816 shares of the company’s stock after buying an additional 11,328 shares during the quarter. Johnson & Johnson accounts for about 1.2% of Donoghue Forlines LLC’s holdings, making the stock its 8th biggest position. Donoghue Forlines LLC’s holdings in Johnson & Johnson were worth $3,860,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Vanguard Group Inc. increased its holdings in Johnson & Johnson by 1.3% during the 2nd quarter. Vanguard Group Inc. now owns 237,047,859 shares of the company’s stock worth $36,209,060,000 after purchasing an additional 3,085,180 shares in the last quarter. Geode Capital Management LLC grew its holdings in Johnson & Johnson by 2.1% during the second quarter. Geode Capital Management LLC now owns 60,609,476 shares of the company’s stock worth $9,227,988,000 after buying an additional 1,225,676 shares in the last quarter. Norges Bank purchased a new stake in Johnson & Johnson in the 2nd quarter valued at $4,877,174,000. Bank of New York Mellon Corp lifted its stake in Johnson & Johnson by 2.7% during the 2nd quarter. Bank of New York Mellon Corp now owns 23,802,503 shares of the company’s stock valued at $3,635,832,000 after acquiring an additional 620,039 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. boosted its holdings in Johnson & Johnson by 0.3% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 18,951,337 shares of the company’s stock worth $2,894,979,000 after acquiring an additional 52,074 shares during the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson Stock Down 0.3%

JNJ opened at $218.09 on Wednesday. Johnson & Johnson has a twelve month low of $141.50 and a twelve month high of $220.11. The company’s 50-day moving average price is $206.92 and its two-hundred day moving average price is $188.05. The stock has a market cap of $525.43 billion, a price-to-earnings ratio of 21.05, a PEG ratio of 2.25 and a beta of 0.34. 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 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 issued a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a yield of 2.4%. The ex-dividend date of this dividend is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio is 50.19%.

Johnson & Johnson News Summary

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

• Positive Sentiment: Positive Phase 3 results for CAPLYTA (major psychiatric drug) showed stronger remission outcomes, lifting biotech/pharma sentiment around JNJ. CAPLYTA Shows Stronger Remission Results in Phase 3 MDD Data, JNJ Says
• Positive Sentiment: Robotic surgery business and a recent regulatory submission are cited as supporting JNJ’s dividend-growth outlook, reinforcing income-investor interest. Robotic surgery fuels Johnson & Johnson dividend growth outlook
• Positive Sentiment: High-profile bullish coverage: Jim Cramer has been increasingly positive on JNJ, noting strength in the cancer portfolio and framing JNJ as a core holding — a boost to retail sentiment. Jim Cramer Says He Was Wrong for Selling Johnson & Johnson for the Charitable Trust
• Positive Sentiment: Market commentary points to JNJ nearing a 52-week high as CAPLYTA data and earnings momentum lift near-term upside expectations. Johnson & Johnson Near 52-Week High As CAPLYTA Data Boosts Sentiment
• Neutral Sentiment: Analyst previews ahead of Q4 (earnings due Jan 21) are broadly constructive — core pharma and MedTech strength cited, but Q4/2026 guidance is the key near-term catalyst. Johnson & Johnson Q4 preview: Strength in core portfolio keeps analysts bullish
• Neutral Sentiment: Coverage pieces detail ways to generate income from JNJ shares and options ahead of earnings — increased retail/options activity could amplify intraday moves. How To Earn $500 A Month From Johnson & Johnson Stock Ahead Of Q4 Earnings
• Neutral Sentiment: Index/sector coverage notes JNJ’s MedTech reach on Dow-related indices — supportive for passive flows but not an immediate price catalyst. Johnson & Johnson (NYSE:JNJ) Dow Jones Index Medical Technology Reach
• Negative Sentiment: Broader market “risk-off” (Davos/Trump headlines) pressured US equities today, which weighed on JNJ despite company-specific gains. Markets Switch to “Risk-Off” Ahead of Trump at Davos
• Negative Sentiment: Analysts and previews flag near-term risks: Stelara biosimilar competition and China headwinds could pressure growth and margin recovery in 2026. Should You Buy, Sell or Hold J&J Stock Ahead of Q4 Results?
• Negative Sentiment: Outlook risk: commentary warns 2026 guidance will be a big test for JNJ’s valuation — missed targets or cautious guidance could trigger a pullback. Johnson & Johnson’s $10 Billion Test: 2026 Outlook Could Make Or Break JNJ Heading Into Q4

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on JNJ shares. Citigroup raised their price target on shares of Johnson & Johnson from $215.00 to $232.00 and gave the company a “buy” rating in a research report on Thursday, December 11th. Bank of America increased their price objective on shares of Johnson & Johnson from $204.00 to $220.00 and gave the company a “neutral” rating in a research note on Monday, December 15th. Sanford C. Bernstein boosted their target price on Johnson & Johnson from $193.00 to $208.00 and gave the stock a “market perform” rating in a research note on Friday, January 9th. Wall Street Zen downgraded Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Saturday. Finally, Morgan Stanley boosted their price objective on Johnson & Johnson from $190.00 to $197.00 and gave the stock an “equal weight” rating in a research report on Friday, December 12th. Four investment 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’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average 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.