Empirical Financial Services LLC d.b.a. Empirical Wealth Management Acquires 10,596 Shares of Johnson & Johnson $JNJ

Empirical Financial Services LLC d.b.a. Empirical Wealth Management grew its stake in Johnson & Johnson (NYSE:JNJ) by 14.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 84,003 shares of the company’s stock after purchasing an additional 10,596 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s holdings in Johnson & Johnson were worth $17,384,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also modified their holdings of JNJ. Centennial Wealth Advisory LLC raised its stake in Johnson & Johnson by 2.2% during the 4th quarter. Centennial Wealth Advisory LLC now owns 2,284 shares of the company’s stock worth $473,000 after buying an additional 49 shares during the period. Gleason Group Inc. grew its stake in Johnson & Johnson by 0.8% in the fourth quarter. Gleason Group Inc. now owns 6,390 shares of the company’s stock valued at $1,322,000 after acquiring an additional 50 shares during the period. ACT Wealth Management LLC grew its stake in Johnson & Johnson by 3.9% in the fourth quarter. ACT Wealth Management LLC now owns 1,399 shares of the company’s stock valued at $290,000 after acquiring an additional 52 shares during the period. SOA Wealth Advisors LLC. increased its holdings in shares of Johnson & Johnson by 0.7% in the third quarter. SOA Wealth Advisors LLC. now owns 7,392 shares of the company’s stock worth $1,371,000 after acquiring an additional 53 shares in the last quarter. Finally, Ethos Financial Group LLC raised its position in shares of Johnson & Johnson by 0.6% during the third quarter. Ethos Financial Group LLC now owns 9,110 shares of the company’s stock worth $1,689,000 after purchasing an additional 53 shares during the period. Institutional investors own 69.55% of the company’s stock.

Insider Activity at Johnson & Johnson

In other news, EVP Timothy Schmid sold 22,623 shares of the company’s stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the sale, the executive vice president owned 26,769 shares in the company, valued at $6,540,469.77. This represents a 45.80% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction that occurred on Tuesday, February 17th. The shares were 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 directly owned 23,003 shares of the company’s stock, valued at approximately $5,598,700.17. The trade was a 21.22% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 30,142 shares of company stock worth $7,360,528 in the last ninety days. Insiders own 0.16% of the company’s stock.

Analyst Ratings Changes

JNJ has been the subject of several research analyst reports. Wall Street Zen lowered Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Johnson & Johnson in a research note on Wednesday, January 28th. Sanford C. Bernstein upped their price target 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. Stifel Nicolaus raised their price objective on shares of Johnson & Johnson from $205.00 to $220.00 and gave the stock a “hold” rating in a report on Thursday, January 22nd. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $250.00 price objective on shares of Johnson & Johnson in a research report on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have given a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $236.91.

Key Johnson & Johnson News

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

• Positive Sentiment: Royalty Pharma signed a $500M R&D deal with J&J to support an experimental autoimmune antibody — a meaningful near‑term collaboration and capital inflow that supports JNJ’s pipeline value. Royalty Pharma, Johnson & Johnson Strike $500M Autoimmune Drug Deal
• Positive Sentiment: New randomized controlled trial data presented at ACC 2026 and published in JACC bolster JNJ’s pharma/MedTech credibility — supports revenue upside from adoption of cardiovascular products. Why Johnson & Johnson (JNJ) Is One of the Best Pharma Stocks to Invest in Now
• Positive Sentiment: Analysts and dividend trackers expect J&J to announce another dividend increase in April, reinforcing its income profile for income‑oriented investors. 7 Dividend Increases Expected In April 2026
• Neutral Sentiment: JNJ has become a trending stock on retail/analysis platforms, increasing attention and trading flows but not necessarily changing fundamentals. Johnson & Johnson (JNJ) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: JNJ’s history of earnings beats and solid margins keeps expectations elevated; investors will watch the next report closely for confirmation. Will Johnson & Johnson (JNJ) Beat Estimates Again in Its Next Earnings Report?
• Negative Sentiment: MedTech preview notes China weakness as a potential headwind for Q1 MedTech revenue — regional softness could pressure sales versus expectations. JNJ Q1 MedTech Preview: Key Drivers and China Headwinds to Watch
• Negative Sentiment: After a ~61% one‑year rally, some outlets question valuation and whether upside is limited from current levels — valuation concerns can amplify selling on weakness. Is It Too Late To Consider Johnson & Johnson (JNJ) After Its 61% One-Year Surge?
• Negative Sentiment: Bridgewater’s Ray Dalio trimming his JNJ stake was reported — large-manager trimming can be read negatively by some investors even if position sizes are modest. Johnson & Johnson (JNJ): Billionaire Ray Dalio Trims Position

Johnson & Johnson Trading Down 0.0%

Johnson & Johnson stock opened at $242.93 on Friday. The company has a market cap of $585.11 billion, a price-to-earnings ratio of 21.98, a P/E/G ratio of 2.41 and a beta of 0.34. The firm has a 50-day moving average of $239.86 and a 200-day moving average of $212.75. The company has a debt-to-equity ratio of 0.48, a current ratio of 1.03 and a quick ratio of 0.77. Johnson & Johnson has a one year low of $141.50 and a one year high of $251.71.

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

Johnson & Johnson Company 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.