Cooke & Bieler LP Has $121.24 Million Stock Holdings in Johnson & Johnson $JNJ

Cooke & Bieler LP cut its holdings in Johnson & Johnson (NYSE:JNJ) by 12.4% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 653,881 shares of the company’s stock after selling 92,614 shares during the period. Cooke & Bieler LP’s holdings in Johnson & Johnson were worth $121,243,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Tufton Capital Management grew its stake in shares of Johnson & Johnson by 0.3% in the third quarter. Tufton Capital Management now owns 55,363 shares of the company’s stock valued at $10,265,000 after buying an additional 177 shares in the last quarter. Monte Financial Group LLC lifted its stake in shares of Johnson & Johnson by 0.5% during the 3rd quarter. Monte Financial Group LLC now owns 36,885 shares of the company’s stock worth $6,839,000 after buying an additional 193 shares during the last quarter. Copia Wealth Management grew its holdings in Johnson & Johnson by 880.0% in the 3rd quarter. Copia Wealth Management now owns 294 shares of the company’s stock valued at $55,000 after buying an additional 264 shares in the last quarter. Grove Street Fiduciary LLC bought a new position in Johnson & Johnson during the 3rd quarter worth $230,000. Finally, Avantax Planning Partners Inc. raised its stake in Johnson & Johnson by 3.4% in the 3rd quarter. Avantax Planning Partners Inc. now owns 48,897 shares of the company’s stock worth $9,067,000 after purchasing an additional 1,628 shares in the last quarter. Institutional investors 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: Management issued strong FY‑2026 guidance and highlighted accelerating growth, which lifts forward earnings and revenue expectations for JNJ. JNJ Delivers Strong 2026 Guidance Even as Policy Costs Loom
• Positive Sentiment: FDA approved a DARZALEX FASPRO®‑based quadruplet (D‑VRd) for newly diagnosed, transplant‑ineligible multiple myeloma — expands label, reinforces DARZALEX as foundational therapy and supports longer‑term oncology sales growth. DARZALEX FASPRO®-based quadruplet regimen approved in the U.S.
• Positive Sentiment: Guggenheim raised J&J’s price target (to $240) after the solid Q4 results and the strong 2026 guide, signaling buy‑side confidence and potential upward pressure from analysts. Guggenheim Lifts Johnson & Johnson (JNJ) Outlook After Solid Q4 and 2026 Guide
• Positive Sentiment: Unusually large call‑option volume (about 37,990 calls, ~23% above average) suggests short‑term bullish positioning by traders and potential added upside momentum in the stock.
• Neutral Sentiment: J&J reported corporate social impact activity — $100M of MedTech donations since 2020 and an additional $20M commitment — positive for brand/ESG but unlikely to move near‑term fundamentals. Johnson & Johnson Marks $100 Million of MedTech Products Donated Since 2020
• Neutral Sentiment: Analyst/commentary pieces (Zacks, coverage on momentum and trending status) highlight market interest and technical strength; useful for sentiment but not a direct catalyst. J&J Targets $100B+ Sales in 2026 as Growth Accelerates in Both Units
• Negative Sentiment: Management flagged potential policy and reimbursement headwinds that could raise costs or pressure margins in certain markets — a risk to near‑term profitability if issues intensify. JNJ Delivers Strong 2026 Guidance Even as Policy Costs Loom

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on the company. BMO Capital Markets reaffirmed an “outperform” rating on shares of Johnson & Johnson in a report on Thursday, December 11th. Freedom Capital downgraded shares of Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 16th. HSBC reissued a “buy” rating and set a $240.00 price objective on shares of Johnson & Johnson in a report on Wednesday, December 10th. Johnson Rice set a $190.00 target price on shares of Johnson & Johnson and gave the stock a “hold” rating in a research report on Wednesday, October 22nd. Finally, Stifel Nicolaus lifted their target price on Johnson & Johnson from $205.00 to $220.00 and gave the stock a “hold” rating in a report on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have given a Hold rating to the company. According to MarketBeat, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and a consensus price target of $230.36.

Johnson & Johnson Stock Up 1.4%

Shares of NYSE:JNJ opened at $224.50 on Wednesday. The business’s 50 day simple moving average is $209.28 and its two-hundred day simple moving average is $190.32. Johnson & Johnson has a 52-week low of $141.50 and a 52-week high of $225.50. 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 firm has a market cap of $540.88 billion, a P/E ratio of 20.32, a PEG ratio of 2.15 and a beta of 0.34.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings results on Wednesday, January 21st. The company reported $2.46 EPS for the quarter, meeting analysts’ consensus estimates of $2.46. The business had revenue of $24.56 billion during the quarter, compared to analyst estimates of $24.14 billion. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.34%. Johnson & Johnson’s quarterly revenue was up 9.1% on a year-over-year basis. During the same quarter in the previous year, the business posted $2.04 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. As a group, research analysts forecast that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th will be issued a $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio (DPR) is currently 47.06%.

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.