Johnson & Johnson $JNJ is Addison Capital Co’s 10th Largest Position

Addison Capital Co trimmed its holdings in Johnson & Johnson (NYSE:JNJ) by 4.9% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 44,894 shares of the company’s stock after selling 2,291 shares during the period. Johnson & Johnson comprises approximately 2.5% of Addison Capital Co’s holdings, making the stock its 10th largest holding. Addison Capital Co’s holdings in Johnson & Johnson were worth $8,324,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in JNJ. Vanguard Group Inc. grew its stake in shares of Johnson & Johnson by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 237,047,859 shares of the company’s stock worth $36,209,060,000 after purchasing an additional 3,085,180 shares during the last quarter. Geode Capital Management LLC boosted its holdings in Johnson & Johnson by 2.1% during the second quarter. Geode Capital Management LLC now owns 60,609,476 shares of the company’s stock worth $9,227,988,000 after buying an additional 1,225,676 shares in the last quarter. Norges Bank acquired a new position in Johnson & Johnson in the second quarter worth approximately $4,877,174,000. Bank of New York Mellon Corp increased its holdings in shares of Johnson & Johnson by 3.5% in the third quarter. Bank of New York Mellon Corp now owns 24,637,649 shares of the company’s stock valued at $4,568,313,000 after buying an additional 835,146 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. lifted its position in shares of Johnson & Johnson by 0.3% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 18,951,337 shares of the company’s stock valued at $2,894,979,000 after acquiring an additional 52,074 shares during the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson Trading Down 0.1%

Johnson & Johnson stock opened at $227.10 on Friday. Johnson & Johnson has a one year low of $141.50 and a one year high of $230.00. The company’s fifty day moving average price is $210.72 and its two-hundred day moving average price is $191.32. 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 capitalization of $547.16 billion, a price-to-earnings ratio of 20.55, a PEG ratio of 2.21 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 the consensus estimate of $2.46. The company had revenue of $24.56 billion for the quarter, compared to the consensus estimate of $24.14 billion. Johnson & Johnson had a return on equity of 33.34% and a net margin of 28.46%.The company’s revenue for the quarter was up 9.1% compared to the same quarter last year. During the same quarter last year, the company posted $2.04 earnings per share. 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 Dividend Announcement

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

Key Johnson & Johnson News

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.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on JNJ shares. Johnson Rice set a $190.00 price target on Johnson & Johnson and gave the company a “hold” rating in a research report on Wednesday, October 22nd. Loop Capital set a $220.00 target price on shares of Johnson & Johnson in a report on Tuesday. Wall Street Zen raised shares of Johnson & Johnson from a “hold” rating to a “buy” rating in a research report on Sunday, January 25th. Wolfe Research upped their price target on shares of Johnson & Johnson from $225.00 to $240.00 and gave the company an “outperform” rating in a research report on Monday, January 5th. Finally, Freedom Capital cut shares of Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 16th. One investment 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 MarketBeat, the company 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.