First Citizens Bank & Trust Co. Sells 3,354 Shares of Johnson & Johnson $JNJ

First Citizens Bank & Trust Co. lessened its position in shares of Johnson & Johnson (NYSE:JNJ) by 5.5% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 57,328 shares of the company’s stock after selling 3,354 shares during the period. First Citizens Bank & Trust Co.’s holdings in Johnson & Johnson were worth $10,630,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Evolution Wealth Management Inc. bought a new position in Johnson & Johnson during the 2nd quarter worth $27,000. Clayton Financial Group LLC bought a new position in Johnson & Johnson during the third quarter worth about $28,000. Semmax Financial Advisors Inc. raised its stake in Johnson & Johnson by 55.0% in the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after purchasing an additional 72 shares in the last quarter. GFG Capital LLC bought a new stake in Johnson & Johnson in the 2nd 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 worth $47,000 after purchasing an additional 184 shares in the last quarter. Institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Price Performance

Shares of NYSE:JNJ opened at $224.50 on Wednesday. Johnson & Johnson has a one year low of $141.50 and a one year high of $225.50. The company has a debt-to-equity ratio of 0.50, a current ratio of 1.07 and a quick ratio of 0.80. The company has a market cap of $540.88 billion, a price-to-earnings ratio of 20.32, a PEG ratio of 2.15 and a beta of 0.34. The firm has a 50 day simple moving average of $209.28 and a 200 day simple moving average of $190.32.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings results on Wednesday, January 21st. The company reported $2.46 earnings per share (EPS) for the quarter, hitting the consensus estimate of $2.46. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.34%. The company had revenue of $24.56 billion during the quarter, compared to the consensus estimate of $24.14 billion. During the same period in the prior year, the business earned $2.04 earnings per share. The company’s revenue for the quarter was up 9.1% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. Research analysts predict that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

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

Analysts Set New Price Targets

Several equities research analysts recently issued reports on JNJ shares. Weiss Ratings reiterated a “buy (b)” rating on shares of Johnson & Johnson in a research note on Friday, October 31st. Freedom Capital downgraded Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 16th. UBS Group reaffirmed a “buy” rating on shares of Johnson & Johnson in a research note on Monday, January 5th. TD Cowen increased their price objective on shares of Johnson & Johnson from $222.00 to $250.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Finally, Sanford C. Bernstein boosted their target price on shares of Johnson & Johnson from $208.00 to $225.00 and gave the company a “market perform” rating in a research report on Friday, January 23rd. One 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 stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $230.36.

Key Johnson & Johnson News

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

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.