Johnson & Johnson $JNJ Shares Sold by Oppenheimer Asset Management Inc.

Oppenheimer Asset Management Inc. reduced its position in Johnson & Johnson (NYSE:JNJ) by 1.4% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 650,335 shares of the company’s stock after selling 8,918 shares during the quarter. Johnson & Johnson comprises about 1.3% of Oppenheimer Asset Management Inc.’s holdings, making the stock its 7th largest position. Oppenheimer Asset Management Inc.’s holdings in Johnson & Johnson were worth $120,585,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in JNJ. Evolution Wealth Management Inc. acquired a new stake in shares of Johnson & Johnson in the 2nd quarter valued at approximately $27,000. Clayton Financial Group LLC purchased a new position in Johnson & Johnson in the third quarter worth $28,000. Semmax Financial Advisors Inc. lifted its holdings in Johnson & Johnson by 55.0% in the second 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 period. Compass Financial Services Inc boosted 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 in the last quarter. Finally, Signature Resources Capital Management LLC grew its stake in shares of Johnson & Johnson by 262.9% during the 3rd 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 period. 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: 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 Performance

NYSE JNJ opened at $240.30 on Monday. The company has a quick ratio of 0.80, a current ratio of 1.07 and a debt-to-equity ratio of 0.50. Johnson & Johnson has a fifty-two week low of $141.50 and a fifty-two week high of $240.94. The business has a fifty day moving average of $213.54 and a 200-day moving average of $194.21. The stock has a market cap of $578.95 billion, a price-to-earnings ratio of 21.75, a price-to-earnings-growth ratio of 2.33 and a beta of 0.35.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings data on Wednesday, January 21st. The company reported $2.46 EPS for the quarter, meeting analysts’ consensus estimates of $2.46. Johnson & Johnson had a return on equity of 33.34% and a net margin of 28.46%.The business had revenue of $24.56 billion for the quarter, compared to analyst estimates of $24.14 billion. During the same quarter last year, the company earned $2.04 earnings per share. The business’s revenue for the quarter was up 9.1% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. As a group, analysts predict that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

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

Analyst Upgrades and Downgrades

JNJ has been the subject of several recent analyst reports. BMO Capital Markets reiterated an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday, December 11th. Leerink Partners increased their target price on shares of Johnson & Johnson from $201.00 to $232.00 and gave the company a “market perform” rating in a report on Thursday, January 22nd. The Goldman Sachs Group reissued a “buy” rating and set a $250.00 price target on shares of Johnson & Johnson in a research note on Thursday, January 22nd. Wolfe Research upped their price target on Johnson & Johnson from $225.00 to $240.00 and gave the stock an “outperform” rating in a report on Monday, January 5th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Johnson & Johnson in a report on Wednesday, January 28th. 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 company. According to data from MarketBeat.com, Johnson & Johnson currently has an average 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.