Impact Partnership Wealth LLC Lowers Holdings in Johnson & Johnson $JNJ

Impact Partnership Wealth LLC trimmed its position in shares of Johnson & Johnson (NYSE:JNJ) by 71.0% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,584 shares of the company’s stock after selling 3,883 shares during the period. Impact Partnership Wealth LLC’s holdings in Johnson & Johnson were worth $294,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in JNJ. Vanguard Group Inc. boosted its position in Johnson & Johnson by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 237,047,859 shares of the company’s stock valued at $36,209,060,000 after buying an additional 3,085,180 shares during the last quarter. Geode Capital Management LLC boosted its holdings in Johnson & Johnson by 2.1% in the second quarter. Geode Capital Management LLC now owns 60,609,476 shares of the company’s stock valued at $9,227,988,000 after purchasing an additional 1,225,676 shares during the last quarter. Norges Bank acquired a new stake in Johnson & Johnson during the 2nd quarter valued at approximately $4,877,174,000. Bank of New York Mellon Corp raised its position in shares of Johnson & Johnson by 3.5% in the 3rd 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 purchasing an additional 835,146 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. boosted its stake 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 buying an additional 52,074 shares during the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on the stock. Weiss Ratings restated a “buy (b)” rating on shares of Johnson & Johnson in a research note on Wednesday. Raymond James Financial boosted their price objective on Johnson & Johnson from $174.00 to $209.00 and gave the company an “outperform” rating in a report on Wednesday, October 15th. UBS Group reaffirmed a “buy” rating on shares of Johnson & Johnson in a report on Monday, January 5th. Royal Bank Of Canada set a $240.00 price target on Johnson & Johnson in a report on Wednesday, December 17th. Finally, Guggenheim raised their price objective on Johnson & Johnson from $227.00 to $240.00 and gave the stock a “buy” rating in a research note on Friday, January 23rd. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $233.05.

Johnson & Johnson Trading Down 0.1%

Shares of Johnson & Johnson stock opened at $227.10 on Friday. The business has a fifty day simple moving average of $210.72 and a 200-day simple moving average of $191.57. The firm has a market cap of $547.16 billion, a price-to-earnings ratio of 20.55, a price-to-earnings-growth ratio of 2.21 and a beta of 0.34. Johnson & Johnson has a fifty-two week low of $141.50 and a fifty-two week high of $230.00. The company has a quick ratio of 0.80, a current ratio of 1.07 and a debt-to-equity ratio of 0.50.

Johnson & Johnson (NYSE:JNJ) last announced its 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. The company had revenue of $24.56 billion for the quarter, compared to analyst estimates of $24.14 billion. Johnson & Johnson had a return on equity of 33.34% and a net margin of 28.46%.Johnson & Johnson’s revenue for the quarter was up 9.1% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.04 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. On average, equities analysts forecast that Johnson & Johnson will post 10.58 EPS 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. Stockholders 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 annualized dividend and a dividend yield of 2.3%. Johnson & Johnson’s dividend payout ratio is 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.

Johnson & Johnson Company 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.