Ballentine Partners LLC Buys 2,866 Shares of Johnson & Johnson $JNJ

Ballentine Partners LLC increased its stake in shares of Johnson & Johnson (NYSE:JNJ) by 5.5% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 54,593 shares of the company’s stock after purchasing an additional 2,866 shares during the period. Ballentine Partners LLC’s holdings in Johnson & Johnson were worth $10,123,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Evolution Wealth Management Inc. bought a new position in shares of Johnson & Johnson during the 2nd quarter valued at $27,000. Clayton Financial Group LLC purchased a new stake in Johnson & Johnson during the third quarter valued at $28,000. Semmax Financial Advisors Inc. lifted its holdings in Johnson & Johnson by 55.0% in the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after acquiring an additional 72 shares during the period. GFG Capital LLC purchased a new position in Johnson & Johnson in the second quarter worth about $35,000. Finally, Signature Resources Capital Management LLC increased 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 valued at $47,000 after purchasing an additional 184 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Stock Down 0.2%

JNJ opened at $227.17 on Friday. The stock has a market cap of $547.31 billion, a price-to-earnings ratio of 20.56, a price-to-earnings-growth ratio of 2.21 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. The firm’s fifty day moving average is $210.25 and its 200 day moving average is $190.83. Johnson & Johnson has a fifty-two week low of $141.50 and a fifty-two week high of $230.00.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Wednesday, January 21st. The company reported $2.46 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $2.46. Johnson & Johnson had a return on equity of 33.34% and a net margin of 28.46%.The business had revenue of $24.56 billion during the quarter, compared to analyst estimates of $24.14 billion. During the same quarter in the prior year, the business posted $2.04 EPS. Johnson & Johnson’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. On average, sell-side analysts forecast that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th will be paid a $1.30 dividend. This represents a $5.20 annualized dividend and a yield of 2.3%. The ex-dividend date is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio is presently 47.06%.

More Johnson & Johnson News

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

• Positive Sentiment: Key legal risk reduced — a U.S. judge dismissed a lawsuit alleging J&J committed fraud by repeatedly trying to use a shell company’s bankruptcy to resolve talc claims, removing one potential overhang on the stock. US judge tosses lawsuit accusing J&J of fraud over talc bankruptcy strategy
• Positive Sentiment: Analyst bullishness and higher targets after Q4 — Scotiabank raised its JNJ price target to $265 (from $230) and reiterated an Outperform rating following the quarter, supporting upside expectations. Scotiabank Raises Johnson & Johnson Target
• Positive Sentiment: Fund and analyst endorsements reinforce momentum — coverage from Barron’s, Zacks and bullish analyst notes highlight J&J’s Q4 beat, solid guidance and growth drivers in Innovative Medicine and MedTech. These narratives help justify recent multiple expansion and investor interest. This Winning Fund Pro Likes J&J
• Neutral Sentiment: Unusually high options volume — trading flow shows elevated speculative or hedging activity, which can amplify short‑term volatility but doesn’t change fundamentals. Monitor open interest and put/call skew for directional cues. Johnson & Johnson Sees Unusually High Options Volume
• Negative Sentiment: Insider selling — CEO Joaquin Duato recently sold roughly $22M in JNJ stock days after the quarter, which can be perceived negatively by investors despite possible pre‑arranged sale plans; worth watching for follow‑up disclosures. CEO Dumps $22M in Stock Post Q4

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on the stock. Bank of America raised their price objective on shares of Johnson & Johnson from $220.00 to $221.00 and gave the stock a “neutral” rating in a report on Thursday, January 22nd. Barclays increased their price target on shares of Johnson & Johnson from $197.00 to $217.00 and gave the stock an “equal weight” rating in a research report on Tuesday, December 30th. Citigroup boosted their price objective on shares of Johnson & Johnson from $232.00 to $250.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. Wolfe Research raised their target price on Johnson & Johnson from $225.00 to $240.00 and gave the stock an “outperform” rating in a report on Monday, January 5th. Finally, Raymond James Financial boosted their price target on Johnson & Johnson from $174.00 to $209.00 and gave the company an “outperform” rating in a report on Wednesday, October 15th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat, Johnson & Johnson has an average rating of “Moderate Buy” and an average price target of $230.36.

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.