Flossbach Von Storch SE Sells 3,347,823 Shares of Johnson & Johnson $JNJ

Flossbach Von Storch SE decreased its holdings in Johnson & Johnson (NYSE:JNJ) by 52.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,995,174 shares of the company’s stock after selling 3,347,823 shares during the period. Johnson & Johnson accounts for about 2.2% of Flossbach Von Storch SE’s holdings, making the stock its 18th biggest position. Flossbach Von Storch SE owned 0.12% of Johnson & Johnson worth $555,365,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Clark Asset Management LLC boosted its stake in Johnson & Johnson by 51.6% in the 2nd quarter. Clark Asset Management LLC now owns 8,884 shares of the company’s stock worth $1,357,000 after purchasing an additional 3,025 shares during the period. Treasurer of the State of North Carolina lifted its holdings in shares of Johnson & Johnson by 8.3% in the second quarter. Treasurer of the State of North Carolina now owns 1,234,945 shares of the company’s stock worth $188,638,000 after buying an additional 94,957 shares in the last quarter. Talbot Financial LLC boosted its position in shares of Johnson & Johnson by 4.6% in the third quarter. Talbot Financial LLC now owns 138,424 shares of the company’s stock valued at $25,667,000 after acquiring an additional 6,143 shares during the period. Liberty One Investment Management LLC grew its stake in Johnson & Johnson by 83.9% during the third quarter. Liberty One Investment Management LLC now owns 366,813 shares of the company’s stock valued at $68,040,000 after acquiring an additional 167,353 shares in the last quarter. Finally, Invested Advisors bought a new stake in Johnson & Johnson during the 3rd quarter worth approximately $1,223,000. 69.55% of the stock is owned by institutional investors.

Johnson & Johnson Stock Down 0.1%

Shares of JNJ opened at $227.10 on Friday. Johnson & Johnson has a 1 year low of $141.50 and a 1 year high of $230.00. 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 stock has a 50 day simple moving average of $210.72 and a two-hundred day simple moving average of $191.32. The firm has a market cap of $547.16 billion, a P/E ratio of 20.55, a P/E/G 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 for the quarter, hitting analysts’ consensus estimates of $2.46. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.34%. The firm had revenue of $24.56 billion during the quarter, compared to analyst estimates of $24.14 billion. During the same period in the previous year, the business posted $2.04 EPS. The business’s quarterly revenue was up 9.1% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. On average, analysts forecast that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

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 issued a $1.30 dividend. The ex-dividend date is Tuesday, February 24th. This represents a $5.20 annualized dividend and a dividend yield of 2.3%. Johnson & Johnson’s payout ratio is currently 47.06%.

Johnson & Johnson News Summary

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

• Positive Sentiment: CHMP (European regulator) issued a positive opinion for AKEEGA (niraparib + abiraterone) for BRCA1/2-mutant metastatic hormone-sensitive prostate cancer — regulatory progress supports a new oncology revenue stream and raises upside to J&J’s pharma growth outlook. Read More.
• Positive Sentiment: Daiwa Capital Markets raised its JNJ price target to $237 and kept an Outperform rating, signaling buy-side confidence in near-term upside. Read More.
• Positive Sentiment: Morgan Stanley upgraded J&J citing a stronger growth outlook; that upgrade (and related coverage noting fresh annual highs) helped lift sentiment earlier in the session. Read More.
• Positive Sentiment: Scotiabank raised its target to $265 after J&J’s solid quarterly results and reiterated Outperform — another signals of analyst bullishness post-Q4. Read More.
• Neutral Sentiment: Wall Street coverage is broadly positive but measured — several outlets summarized consensus analyst targets and noted JNJ’s strong 12‑month performance; analysts remain cautiously optimistic rather than uniformly exuberant. Read More.
• Neutral Sentiment: Unusually high options volume was reported, indicating elevated trader interest and potential short‑term volatility; this is activity-driven rather than a directional fundamental change. Read More.
• Positive Sentiment: A U.S. judge dismissed a fraud lawsuit over J&J’s talc bankruptcy strategy, removing one near-term legal overhang — a favorable court outcome for liability risk. Read More.
• Negative Sentiment: Analysts and legal commentators warn the talc saga isn’t fully settled — a Seeking Alpha piece cautions that dismissal of a fraud claim doesn’t end broader talc litigation, keeping potential legal risk on the radar. Read More.
• Negative Sentiment: Insider selling: reports show the CEO sold roughly $22M in shares after Q4 results — raises governance/perception questions for some investors despite company explanations. Read More.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on the stock. Leerink Partners boosted their price target on shares of Johnson & Johnson from $201.00 to $232.00 and gave the company a “market perform” rating in a research report on Thursday, January 22nd. Wolfe Research boosted their target price on Johnson & Johnson from $225.00 to $240.00 and gave the stock an “outperform” rating in a research report on Monday, January 5th. TD Cowen raised their price target on Johnson & Johnson from $222.00 to $250.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. Raymond James Financial boosted their price objective on Johnson & Johnson from $174.00 to $209.00 and gave the stock an “outperform” rating in a report on Wednesday, October 15th. Finally, Stifel Nicolaus raised their target price on shares of Johnson & Johnson from $205.00 to $220.00 and gave the company a “hold” rating in a research note on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $231.91.

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.