Brown Brothers Harriman & Co. raised its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 2.4% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 374,940 shares of the company’s stock after purchasing an additional 8,665 shares during the quarter. Brown Brothers Harriman & Co.’s holdings in Johnson & Johnson were worth $69,521,000 as of its most recent SEC filing.
Other hedge funds have also recently bought and sold shares of the company. Abich Financial Wealth Management LLC purchased a new stake in Johnson & Johnson during the 3rd quarter worth approximately $26,000. Evolution Wealth Management Inc. acquired a new position in Johnson & Johnson during the 2nd quarter worth approximately $27,000. Clayton Financial Group LLC purchased a new stake in shares of Johnson & Johnson in the 3rd quarter valued at approximately $28,000. Semmax Financial Advisors Inc. raised its holdings in shares of Johnson & Johnson by 55.0% in the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after purchasing an additional 72 shares in the last quarter. Finally, Compass Financial Services Inc lifted its position in shares of Johnson & Johnson by 707.1% during the 3rd quarter. Compass Financial Services Inc now owns 226 shares of the company’s stock worth $42,000 after purchasing an additional 198 shares during the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.
Key Johnson & Johnson News
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: FDA approves the TECNIS PureSee intraocular lens, adding a new, differentiated cataract/presbyopia product to J&J’s surgical vision portfolio — could support revenue and aftermarket growth in the medtech segment. FDA Approval Of TECNIS PureSee IOL Adds New Lens For J&J Investors
- Positive Sentiment: Promising Phase 1 Erda‑iDRS (erdafitinib) results in intermediate‑risk NMIBC: 89% complete response rate and durable responses up to 18 months with tolerable safety — bolsters oncology pipeline optionality if later‑stage data confirm benefit. Johnson & Johnson highlights promising first-in-human Erda-iDRS (formerly TAR-210) results in intermediate-risk non-muscle-invasive bladder cancer
- Positive Sentiment: BofA raised its price target (to $253) and lifted revenue expectations citing pipeline growth — supportive analyst attention that can underpin sentiment even with a Neutral rating. BofA Raises Johnson & Johnson (JNJ) Price Target on Pipeline Growth
- Positive Sentiment: Citigroup analyst expects JNJ shares to rise — additional buy-side commentary can amplify positive flows if confirmed with upgrades or higher targets. Johnson & Johnson (NYSE:JNJ) Stock Price Expected to Rise, Citigroup Analyst Says
- Neutral Sentiment: Dividend and “Dividend King” coverage reminds investors of JNJ’s income profile — supportive for long‑term holders but unlikely to drive short‑term price swings. Johnson & Johnson (JNJ) Could Be a Great Choice
- Neutral Sentiment: Barclays reaffirmed its Hold rating — steady analyst stance that tempers upside momentum from positive news. Barclays Reaffirms Their Hold Rating on Johnson & Johnson (JNJ)
- Neutral Sentiment: Industry pieces on BCG shortages and competitor ImmunityBio note market dynamics in NMIBC — useful context for future demand shifts but not an immediate JNJ catalyst. IBRX and the BCG Shortage: A 2026 Catalyst Investors Are Tracking
- Neutral Sentiment: Analyst / valuation updates show modest shifts in fair value assumptions tied to individual drugs (Tremfya, Tecvayli, Inlexzo, Darzalex) — indicates ongoing re‑rating risk/reward as pipeline readouts arrive. How The Johnson & Johnson (JNJ) Narrative Is Shifting With Pipeline Rethinks And New Valuation Targets
- Negative Sentiment: Preliminary approval of a $65M eve‑of‑trial settlement in an antitrust suit tied to Actelion’s Tracleer — modest direct financial hit but reputational/legal overhang for the pharma legacy business. Eve-of-Trial $65M Settlement Preliminarily Approved in Novel Antitrust Class Action Against J&J Subsidiary Actelion Pharmaceuticals
Wall Street Analyst Weigh In
Get Our Latest Stock Report on Johnson & Johnson
Johnson & Johnson Trading Down 0.1%
Shares of JNJ stock opened at $241.71 on Friday. The company has a market capitalization of $582.50 billion, a price-to-earnings ratio of 21.87, a PEG ratio of 2.39 and a beta of 0.34. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.48. The firm has a 50-day moving average price of $231.91 and a 200 day moving average price of $206.23. Johnson & Johnson has a twelve month low of $141.50 and a twelve month high of $251.71.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last released its quarterly earnings results on Saturday, January 31st. The company reported $2.46 earnings per share (EPS) for the quarter. The company had revenue of $24.28 billion for the quarter. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.04%. Research analysts forecast that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.
Johnson & Johnson Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th were paid a $1.30 dividend. This represents a $5.20 annualized dividend and a yield of 2.2%. The ex-dividend date was Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio is presently 47.06%.
Insider Activity
In related news, EVP Timothy Schmid sold 22,623 shares of the company’s stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the completion of the transaction, the executive vice president owned 26,769 shares of the company’s stock, valued at approximately $6,540,469.77. This represents a 45.80% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the transaction, the executive vice president directly owned 23,003 shares in the company, valued at approximately $5,598,700.17. This represents a 21.22% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 30,142 shares of company stock worth $7,360,528 over the last quarter. 0.16% of the stock is currently owned by company insiders.
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.
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