Heritage Investors Management Corp Sells 2,411 Shares of Johnson & Johnson $JNJ

Heritage Investors Management Corp trimmed its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 1.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 173,278 shares of the company’s stock after selling 2,411 shares during the period. Johnson & Johnson comprises about 1.0% of Heritage Investors Management Corp’s portfolio, making the stock its 26th largest position. Heritage Investors Management Corp’s holdings in Johnson & Johnson were worth $32,129,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of JNJ. Brighton Jones LLC increased its holdings in shares of Johnson & Johnson by 13.9% in the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock valued at $7,502,000 after acquiring an additional 6,332 shares during the period. United Bank raised its holdings in Johnson & Johnson by 110.7% in the first quarter. United Bank now owns 9,279 shares of the company’s stock worth $1,539,000 after purchasing an additional 4,876 shares in the last quarter. Sivia Capital Partners LLC boosted its holdings in shares of Johnson & Johnson by 13.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock valued at $896,000 after buying an additional 692 shares in the last quarter. Wealth Group Ltd. grew its position in shares of 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 buying an additional 168 shares during the last quarter. Finally, Financial Insights Inc. raised its stake in shares of Johnson & Johnson by 9.2% during the 2nd quarter. Financial Insights Inc. now owns 4,065 shares of the company’s stock worth $621,000 after acquiring an additional 344 shares in the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Stock Up 1.0%

Johnson & Johnson stock opened at $233.11 on Wednesday. Johnson & Johnson has a fifty-two week low of $141.50 and a fifty-two week high of $235.20. The company has a market cap of $561.62 billion, a PE ratio of 21.10, a PEG ratio of 2.24 and a beta of 0.35. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.80 and a current ratio of 1.07. The business’s 50-day simple moving average is $211.74 and its two-hundred day simple moving average is $192.73.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly 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 during the quarter, compared to analyst estimates of $24.14 billion. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.34%. Johnson & Johnson’s revenue for the quarter was up 9.1% compared to the same quarter last year. During the same period last year, the firm posted $2.04 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. Equities analysts anticipate that Johnson & Johnson will post 10.58 EPS for the current 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 issued a $1.30 dividend. This represents a $5.20 annualized dividend and a yield of 2.2%. The ex-dividend date of this dividend is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio is presently 47.06%.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on JNJ shares. UBS Group restated a “buy” rating on shares of Johnson & Johnson in a research note on Monday, January 5th. Leerink Partners boosted their target price on Johnson & Johnson from $201.00 to $232.00 and gave the stock a “market perform” rating in a research note on Thursday, January 22nd. Freedom Capital cut Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 16th. Barclays boosted their price target on Johnson & Johnson from $197.00 to $217.00 and gave the stock an “equal weight” rating in a research note on Tuesday, December 30th. Finally, Argus increased their price objective on shares of Johnson & Johnson from $210.00 to $240.00 in a research report on Friday, January 23rd. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $233.73.

More Johnson & Johnson News

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

• Positive Sentiment: Multiple analyst upgrades and higher price targets — Morgan Stanley upgraded JNJ to Overweight and raised its PT to $262, RBC lifted its PT to $255 with an Outperform rating, BofA nudged its PT to $227, and other outlets report a PT raised to $265; these moves signal stronger analyst conviction on JNJ’s earnings and margin outlook. Morgan Stanley Upgrades Johnson & Johnson to Overweight, Increases PT to $262 RBC Raises Price Target on Johnson & Johnson to $255 BofA lifts PT on Johnson & Johnson (JNJ) to $227 from $221 – here’s why Johnson & Johnson (NYSE:JNJ) Price Target Raised to $265.00
• Positive Sentiment: MedTech/product progress: J&J MedTech announced updates to its Varipulse product and a new ultrasound catheter, which can expand procedure use and revenue potential in vascular/interventional markets. Johnson & Johnson MedTech announces updates to Varipulse, new ultrasound catheter
• Positive Sentiment: Commercial rollout: J&J launched the first daily-disposable multifocal toric contact lens for astigmatic presbyopic patients in the U.K. and Ireland (ACUVUE®), supporting the consumer/vision revenue stream. Johnson & Johnson Launches the First and Only Daily Disposable Multifocal Toric Contact Lens for Astigmatic Patients with Presbyopia
• Positive Sentiment: Investor access: Management will present at the TD Cowen Health Care Conference on March 3 — a chance to hear updated guidance, pipeline milestones and margin drivers directly from management. Johnson & Johnson to Participate in the TD Cowen 46th Annual Health Care Conference
• Neutral Sentiment: Context piece: A Forbes analysis reviews JNJ’s ~52% run over the past nine months, attributing gains to improved earnings, product wins and legal progress — useful background but not an immediate catalyst. What’s Behind The 50% Surge In JNJ Stock?

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.