Savant Capital LLC Acquires 14,076 Shares of Johnson & Johnson $JNJ

Savant Capital LLC raised its holdings in Johnson & Johnson (NYSE:JNJ) by 5.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 255,620 shares of the company’s stock after acquiring an additional 14,076 shares during the period. Savant Capital LLC’s holdings in Johnson & Johnson were worth $47,397,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the stock. Brighton Jones LLC grew its stake in shares of Johnson & Johnson by 13.9% during the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock worth $7,502,000 after buying an additional 6,332 shares during the last quarter. United Bank grew its position in Johnson & Johnson by 110.7% during the 1st quarter. United Bank now owns 9,279 shares of the company’s stock worth $1,539,000 after acquiring an additional 4,876 shares during the last quarter. Sivia Capital Partners LLC increased its holdings in Johnson & Johnson by 13.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after purchasing an additional 692 shares in the last quarter. Wealth Group Ltd. raised its position in Johnson & Johnson by 12.8% in the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock valued at $226,000 after purchasing an additional 168 shares during the last quarter. Finally, Merit Financial Group LLC boosted its stake in shares of Johnson & Johnson by 30.8% during the second quarter. Merit Financial Group LLC now owns 179,717 shares of the company’s stock valued at $27,452,000 after purchasing an additional 42,294 shares in the last quarter. Institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Stock Performance

JNJ stock opened at $234.26 on Thursday. The firm has a market cap of $564.40 billion, a PE ratio of 21.20, a price-to-earnings-growth ratio of 2.26 and a beta of 0.35. The company has a current ratio of 1.07, a quick ratio of 0.80 and a debt-to-equity ratio of 0.50. The stock has a 50-day moving average price of $212.27 and a 200-day moving average price of $193.02. Johnson & Johnson has a 1-year low of $141.50 and a 1-year high of $235.83.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Wednesday, January 21st. The company reported $2.46 earnings per share (EPS) for the quarter, meeting the consensus estimate of $2.46. The firm 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%.The company’s revenue 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. As a group, equities research analysts expect that Johnson & Johnson will post 10.58 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The business 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 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio (DPR) is presently 47.06%.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Analyst upgrades and raised price targets are boosting investor sentiment — Bank of America raised its PT to $227 (from $221) and RBC raised its PT to $255 while keeping an Outperform rating, signaling confidence in JNJ’s outlook. BofA Lifts PT on Johnson & Johnson (JNJ) to $227 From $221 – Here’s Why RBC Raises Price Target on Johnson & Johnson to $255
• Positive Sentiment: Clinical and commercial oncology updates are underpinning the longer‑term earnings thesis — recent ERLEADA and DARZALEX FASPRO data/updates are framed as material to JNJ’s oncology growth, and commentary expects oncology sales to roughly double over time. That bolsters the case for faster revenue/earnings ramp. ERLEADA And DARZALEX FASPRO Updates Shape Johnson And Johnson Oncology Story Johnson & Johnson’s Getting Back to Double-Digit Growth. Has the Stock Become a Bargain Buy?
• Positive Sentiment: Product and medtech momentum: JNJ MedTech announced Varipulse updates and a new ultrasound catheter, and ACUVUE launched a novel daily multifocal toric contact lens in the UK/Ireland — both moves expand near‑term commercial catalysts and diversify growth drivers outside pharma. Johnson & Johnson MedTech announces updates to Varipulse, new ultrasound catheter Johnson & Johnson Launches the First and Only Daily Disposable Multifocal Toric Contact Lens
• Neutral Sentiment: Context piece: recent analysis highlights JNJ’s ~50% stock rally over the past nine months driven by improved earnings, product wins and legal progress — useful for sentiment context but not new company-specific catalyst. What’s Behind The 50% Surge In JNJ Stock?

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on JNJ. Sanford C. Bernstein raised their price objective on shares of Johnson & Johnson from $208.00 to $225.00 and gave the company a “market perform” rating in a report on Friday, January 23rd. Wall Street Zen raised shares of Johnson & Johnson from a “hold” rating to a “buy” rating in a research note on Sunday, January 25th. HSBC boosted their price objective on shares of Johnson & Johnson from $240.00 to $265.00 and gave the stock a “buy” rating in a research note on Friday, January 30th. Guggenheim raised their target price on Johnson & Johnson from $227.00 to $240.00 and gave the stock a “buy” rating in a research report on Friday, January 23rd. Finally, Leerink Partners upped their price target on Johnson & Johnson from $201.00 to $232.00 and gave the company a “market perform” rating in a research report on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $233.73.

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.