Johnson & Johnson $JNJ Stock Position Raised by Alliancebernstein L.P.

Alliancebernstein L.P. increased its stake in Johnson & Johnson (NYSE:JNJ) by 0.4% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 7,932,612 shares of the company’s stock after acquiring an additional 31,385 shares during the quarter. Alliancebernstein L.P. owned approximately 0.33% of Johnson & Johnson worth $1,470,865,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of the stock. AustralianSuper Pty Ltd grew its holdings in shares of 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 in the last quarter. J.W. Cole Advisors Inc. lifted its stake in Johnson & Johnson by 2.2% in the 3rd quarter. J.W. Cole Advisors Inc. now owns 130,934 shares of the company’s stock worth $24,278,000 after acquiring an additional 2,769 shares in the last quarter. Guinness Asset Management LTD boosted its position in Johnson & Johnson by 0.4% during the 3rd quarter. Guinness Asset Management LTD now owns 1,383,195 shares of the company’s stock worth $251,216,000 after acquiring an additional 5,994 shares during the period. Treasurer of the State of North Carolina grew its stake in 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 acquiring an additional 94,957 shares in the last quarter. Finally, National Pension Service increased its holdings in shares of Johnson & Johnson by 3.2% in the 3rd quarter. National Pension Service now owns 4,926,569 shares of the company’s stock valued at $913,484,000 after purchasing an additional 151,707 shares during the period. 69.55% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 6,197 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total value of $1,508,287.83. Following the completion of the sale, the executive vice president owned 23,003 shares of the company’s stock, valued at $5,598,700.17. The trade was a 21.22% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Timothy Schmid sold 1,322 shares of the stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $245.66, for a total value of $324,762.52. Following the transaction, the executive vice president directly owned 25,447 shares in the company, valued at approximately $6,251,310.02. This represents a 4.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 30,142 shares of company stock valued at $7,360,528 over the last quarter. 0.16% of the stock is currently owned by corporate insiders.

Johnson & Johnson Trading Down 0.1%

NYSE:JNJ opened at $241.71 on Friday. The company has a market capitalization of $582.19 billion, a P/E ratio of 21.87, a P/E/G ratio of 2.38 and a beta of 0.34. The stock’s 50 day moving average price is $231.91 and its 200 day moving average price is $206.44. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.77 and a current ratio of 1.03. Johnson & Johnson has a 52 week low of $141.50 and a 52 week high of $251.71.

Johnson & Johnson (NYSE:JNJ) last posted its earnings results on Saturday, January 31st. The company reported $2.46 earnings per share (EPS) for the quarter. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.04%. The firm had revenue of $24.28 billion during the quarter. On average, research analysts forecast that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th were issued a $1.30 dividend. The ex-dividend date was Tuesday, February 24th. This represents a $5.20 dividend on an annualized basis and a yield of 2.2%. Johnson & Johnson’s dividend payout ratio is currently 47.06%.

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

A number of research firms have recently issued reports on JNJ. UBS Group reissued a “buy” rating on shares of Johnson & Johnson in a research report on Monday, January 5th. Scotiabank reiterated an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday, January 22nd. JPMorgan Chase & Co. lifted their target price on shares of Johnson & Johnson from $225.00 to $250.00 and gave the company a “neutral” rating in a research note on Thursday, March 5th. Guggenheim boosted their price target on shares of Johnson & Johnson from $227.00 to $240.00 and gave the company a “buy” rating in a report on Friday, January 23rd. Finally, BMO Capital Markets reaffirmed an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday, December 11th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $235.91.

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.