Bank of New York Mellon Corp Acquires 835,146 Shares of Johnson & Johnson $JNJ

Bank of New York Mellon Corp grew its holdings in Johnson & Johnson (NYSE:JNJ) by 3.5% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 24,637,649 shares of the company’s stock after purchasing an additional 835,146 shares during the period. Johnson & Johnson makes up about 0.8% of Bank of New York Mellon Corp’s portfolio, making the stock its 15th biggest position. Bank of New York Mellon Corp owned about 1.02% of Johnson & Johnson worth $4,568,313,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Brighton Jones LLC boosted its position in Johnson & Johnson by 13.9% in the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock valued at $7,502,000 after buying an additional 6,332 shares in the last quarter. United Bank lifted its stake in shares of Johnson & Johnson by 110.7% in the 1st quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after acquiring an additional 4,876 shares during the last quarter. Sivia Capital Partners LLC grew its position in Johnson & Johnson by 13.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after acquiring an additional 692 shares during the last quarter. Wealth Group Ltd. increased its holdings in Johnson & Johnson by 12.8% in the 2nd quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock worth $226,000 after purchasing an additional 168 shares in the last quarter. Finally, Trivium Point Advisory LLC raised its position in Johnson & Johnson by 11.2% in the second quarter. Trivium Point Advisory LLC now owns 11,231 shares of the company’s stock valued at $1,716,000 after purchasing an additional 1,131 shares during the last quarter. Institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Stock Performance

Shares of JNJ opened at $227.17 on Friday. The company has a current ratio of 1.07, a quick ratio of 0.80 and a debt-to-equity ratio of 0.50. The firm’s fifty day simple moving average is $210.25 and its two-hundred day simple moving average is $190.83. Johnson & Johnson has a 12 month low of $141.50 and a 12 month high of $230.00. The stock has a market capitalization of $547.31 billion, a P/E ratio of 20.56, a price-to-earnings-growth ratio of 2.21 and a beta of 0.34.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data on Wednesday, January 21st. The company reported $2.46 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $2.46. Johnson & Johnson had a return on equity of 33.34% and a net margin of 28.46%.The company had revenue of $24.56 billion for the quarter, compared to the consensus estimate of $24.14 billion. During the same period in the previous year, the business earned $2.04 EPS. The firm’s revenue 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. As a group, analysts predict that Johnson & Johnson will post 10.58 EPS for the current year.

Johnson & Johnson Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th will be given 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 2.3%. Johnson & Johnson’s dividend payout ratio (DPR) is 47.06%.

Analyst Ratings Changes

Several research analysts have recently issued reports on the company. Leerink Partners upped their price objective on Johnson & Johnson from $201.00 to $232.00 and gave the company a “market perform” rating in a research note on Thursday, January 22nd. Raymond James Financial upped their price target on shares of Johnson & Johnson from $174.00 to $209.00 and gave the company an “outperform” rating in a research report on Wednesday, October 15th. Wall Street Zen upgraded shares of Johnson & Johnson from a “hold” rating to a “buy” rating in a report on Sunday, January 25th. Loop Capital set a $220.00 price objective on Johnson & Johnson in a report on Tuesday. Finally, HSBC reaffirmed a “buy” rating and set a $240.00 target price on shares of Johnson & Johnson in a report on Wednesday, December 10th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $230.36.

Key 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

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.