Townsquare Capital LLC Sells 9,801 Shares of Johnson & Johnson $JNJ

Townsquare Capital LLC cut its stake in Johnson & Johnson (NYSE:JNJ) by 17.2% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 47,176 shares of the company’s stock after selling 9,801 shares during the quarter. Johnson & Johnson comprises about 1.3% of Townsquare Capital LLC’s holdings, making the stock its 13th biggest holding. Townsquare Capital LLC’s holdings in Johnson & Johnson were worth $8,747,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently modified their holdings of JNJ. Clark Asset Management LLC lifted its stake in shares of Johnson & Johnson by 51.6% in the 2nd quarter. Clark Asset Management LLC now owns 8,884 shares of the company’s stock valued at $1,357,000 after purchasing an additional 3,025 shares during the period. AustralianSuper Pty Ltd lifted its position in Johnson & Johnson by 632.0% during the third quarter. AustralianSuper Pty Ltd now owns 89,183 shares of the company’s stock valued at $16,536,000 after buying an additional 77,000 shares during the period. Treasurer of the State of North Carolina boosted its holdings in shares of Johnson & Johnson by 8.3% during the 2nd quarter. Treasurer of the State of North Carolina now owns 1,234,945 shares of the company’s stock valued at $188,638,000 after buying an additional 94,957 shares in the last quarter. Talbot Financial LLC grew its position in shares of Johnson & Johnson by 4.6% in the 3rd quarter. Talbot Financial LLC now owns 138,424 shares of the company’s stock worth $25,667,000 after buying an additional 6,143 shares during the period. Finally, Liberty One Investment Management LLC grew its position in shares of Johnson & Johnson by 83.9% in the 3rd quarter. Liberty One Investment Management LLC now owns 366,813 shares of the company’s stock worth $68,040,000 after buying an additional 167,353 shares during the period. Institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Stock Performance

Shares of JNJ opened at $227.10 on Friday. The company has a market cap of $547.16 billion, a price-to-earnings ratio of 20.55, a P/E/G ratio of 2.21 and a beta of 0.34. The business’s fifty day simple moving average is $210.72 and its two-hundred day simple moving average is $191.57. Johnson & Johnson has a 12 month low of $141.50 and a 12 month high of $230.00. The company has a current ratio of 1.07, a quick ratio of 0.80 and a debt-to-equity ratio of 0.50.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings results 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 firm had revenue of $24.56 billion for the quarter, compared to the consensus estimate of $24.14 billion. During the same period in the prior year, the company posted $2.04 earnings per share. The company’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. Research analysts anticipate that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th will be issued a dividend of $1.30 per share. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio (DPR) is presently 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.

Analyst Ratings Changes

Several equities research analysts recently commented on the stock. Wall Street Zen raised shares of Johnson & Johnson from a “hold” rating to a “buy” rating in a research note on Sunday, January 25th. Guggenheim boosted their price target on Johnson & Johnson from $227.00 to $240.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. The Goldman Sachs Group reaffirmed a “buy” rating and set a $250.00 price objective on shares of Johnson & Johnson in a research report on Thursday, January 22nd. Scotiabank reiterated an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday, January 22nd. Finally, TD Cowen increased their target price on Johnson & Johnson from $222.00 to $250.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. 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 company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $233.05.

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.