New York Life Investment Management LLC Decreases Position in Johnson & Johnson $JNJ

New York Life Investment Management LLC reduced its position in shares of Johnson & Johnson (NYSE:JNJ) by 1.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 328,841 shares of the company’s stock after selling 3,790 shares during the period. New York Life Investment Management LLC’s holdings in Johnson & Johnson were worth $60,974,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Evolution Wealth Management Inc. acquired a new position in Johnson & Johnson during the second quarter worth $27,000. Clayton Financial Group LLC purchased a new position in shares of Johnson & Johnson during the 3rd quarter worth $28,000. Semmax Financial Advisors Inc. boosted its position in shares of Johnson & Johnson by 55.0% during the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after acquiring an additional 72 shares during the last quarter. Compass Financial Services Inc grew its holdings in shares of Johnson & Johnson by 707.1% in the third quarter. Compass Financial Services Inc now owns 226 shares of the company’s stock valued at $42,000 after purchasing an additional 198 shares during the period. Finally, Signature Resources Capital Management LLC increased its position in Johnson & Johnson by 262.9% during the third quarter. Signature Resources Capital Management LLC now owns 254 shares of the company’s stock worth $47,000 after purchasing an additional 184 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Johnson & Johnson News Roundup

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

• Positive Sentiment: JNJ reached new all‑time highs and technical indicators show strong buy interest, supporting momentum buyers and ETF inflows. Johnson & Johnson Is a Resilient Blue‑Chip Stock and It Just Hit New All‑Time Highs
• Positive Sentiment: RBC raised its price target to $255 and reiterated an Outperform, saying JNJ is positioned to manage legal overhang — a catalyst for investors focused on downside risk. RBC Sees Johnson & Johnson (JNJ) Well Positioned to Manage Legal Overhang
• Positive Sentiment: Regulatory approvals deepening JNJ’s oncology and medtech footprint bolster longer‑term growth expectations for the pipeline and portfolio. Johnson & Johnson Deepens Oncology And MedTech Footprint With New Approvals
• Positive Sentiment: Recent analyst upgrades drove short‑term buying (reports note JNJ trading up on upgrades), helping push the share price higher. Johnson & Johnson (NYSE:JNJ) Trading Up 1% on Analyst Upgrade
• Neutral Sentiment: Zacks and other market commentaries note elevated investor attention — useful context but not a direct catalyst beyond increasing volatility and flows. Johnson & Johnson (JNJ) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Analyst commentary (Globe & Mail) provides sector context and mixed views — some analysts remain bullish while others flag valuation concerns, creating a split consensus. Analysts Offer Insights on Healthcare Companies: Amgen (AMGN) and Johnson & Johnson (JNJ)
• Neutral Sentiment: Commentary questioning whether current pricing fully reflects JNJ’s refocused healthcare portfolio is worth watching for longer‑term positioning but isn’t an immediate sell signal. Is Johnson & Johnson (JNJ) Pricing Reflect Recent Healthcare Portfolio Focus?

Johnson & Johnson Stock Up 1.1%

Shares of JNJ opened at $240.30 on Monday. The company’s 50-day simple moving average is $213.54 and its 200-day simple moving average is $194.21. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.80 and a current ratio of 1.07. Johnson & Johnson has a 1 year low of $141.50 and a 1 year high of $240.94. The stock has a market capitalization of $578.95 billion, a PE ratio of 21.75, a P/E/G ratio of 2.33 and a beta of 0.35.

Johnson & Johnson (NYSE:JNJ) last announced its earnings results on Wednesday, January 21st. The company reported $2.46 earnings per share for the quarter, hitting the consensus estimate of $2.46. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.34%. 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 firm earned $2.04 EPS. The firm’s revenue for the quarter was up 9.1% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. Analysts forecast that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be paid a dividend of $1.30 per share. 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 payout ratio is presently 47.06%.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on JNJ shares. Stifel Nicolaus increased their price target on shares of Johnson & Johnson from $205.00 to $220.00 and gave the company a “hold” rating in a research note on Thursday, January 22nd. Guggenheim raised their target price on Johnson & Johnson from $227.00 to $240.00 and gave the stock a “buy” rating in a research note on Friday, January 23rd. Argus upped their price target on Johnson & Johnson from $210.00 to $240.00 in a research note on Friday, January 23rd. Sanford C. Bernstein raised their price objective on Johnson & Johnson from $208.00 to $225.00 and gave the stock a “market perform” rating in a research report on Friday, January 23rd. Finally, Bank of America upped their target price on shares of Johnson & Johnson from $220.00 to $221.00 and gave the company a “neutral” 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 assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $233.73.

Johnson & Johnson 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.