Toth Financial Advisory Corp Grows Position in Johnson & Johnson $JNJ

Toth Financial Advisory Corp grew its position in shares of Johnson & Johnson (NYSE:JNJ) by 8.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 71,201 shares of the company’s stock after purchasing an additional 5,664 shares during the quarter. Johnson & Johnson makes up about 1.4% of Toth Financial Advisory Corp’s portfolio, making the stock its 17th biggest holding. Toth Financial Advisory Corp’s holdings in Johnson & Johnson were worth $13,202,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Clark Asset Management LLC raised its position in Johnson & Johnson by 51.6% in the second quarter. Clark Asset Management LLC now owns 8,884 shares of the company’s stock valued at $1,357,000 after purchasing an additional 3,025 shares during the period. Treasurer of the State of North Carolina increased its position in shares of 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 worth $188,638,000 after purchasing an additional 94,957 shares during the last quarter. Apexium Financial LP raised its holdings in Johnson & Johnson by 10.7% in the 1st quarter. Apexium Financial LP now owns 23,989 shares of the company’s stock valued at $3,978,000 after buying an additional 2,310 shares during the period. Avanza Fonder AB lifted its position in Johnson & Johnson by 2.9% in the second quarter. Avanza Fonder AB now owns 234,647 shares of the company’s stock valued at $35,842,000 after buying an additional 6,566 shares during the last quarter. Finally, Winnow Wealth LLC purchased a new position in Johnson & Johnson during the second quarter worth about $295,000. 69.55% of the stock is owned by hedge funds and other institutional investors.

Johnson & Johnson Stock Down 0.9%

Shares of NYSE JNJ opened at $206.49 on Friday. The business has a 50-day moving average of $198.10 and a two-hundred day moving average of $179.19. The company has a market capitalization of $497.49 billion, a price-to-earnings ratio of 19.93, a price-to-earnings-growth ratio of 2.24 and a beta of 0.36. Johnson & Johnson has a 1 year low of $140.68 and a 1 year high of $215.18. The company has a debt-to-equity ratio of 0.50, a current ratio of 1.07 and a quick ratio of 0.80.

Johnson & Johnson (NYSE:JNJ) last issued its earnings results on Wednesday, August 30th. The company reported $2.26 earnings per share for the quarter. The business had revenue of $24.02 billion for the quarter. Johnson & Johnson had a return on equity of 32.73% and a net margin of 27.26%. On average, analysts forecast that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, December 9th. Stockholders of record on Tuesday, November 25th were issued a $1.30 dividend. The ex-dividend date was Tuesday, November 25th. This represents a $5.20 annualized dividend and a dividend yield of 2.5%. Johnson & Johnson’s dividend payout ratio is presently 50.19%.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on the stock. UBS Group boosted their price target on shares of Johnson & Johnson from $190.00 to $214.00 and gave the company a “buy” rating in a research note on Tuesday, October 14th. BMO Capital Markets reissued an “outperform” rating on shares of Johnson & Johnson in a research report on Thursday, December 11th. Citigroup raised their price target on Johnson & Johnson from $215.00 to $232.00 and gave the stock a “buy” rating in a research report on Thursday, December 11th. Morgan Stanley boosted their price objective on Johnson & Johnson from $190.00 to $197.00 and gave the company an “equal weight” rating in a report on Friday, December 12th. Finally, Royal Bank Of Canada set a $240.00 target price on Johnson & Johnson in a research note on Wednesday. Four equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and nine have given a Hold rating to the company’s stock. According to MarketBeat.com, Johnson & Johnson presently has an average rating of “Moderate Buy” and a consensus price target of $210.25.

Johnson & Johnson News Summary

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

• Positive Sentiment: FDA approves a subcutaneous version of Rybrevant (amivantamab) that reduces administration time from hours to minutes for EGFR‑mutated NSCLC — this materially improves patient convenience, may raise uptake vs. IV therapy and supports long‑term revenue potential for JNJ’s lung‑cancer franchise. J&J Wins FDA Nod for Subcutaneous Version of NSCLC Drug Rybrevant
• Positive Sentiment: FDA clears RYBREVANT FASPRO (amivantamab + hyaluronidase) as the first subcutaneous therapy across Rybrevant indications, enabling much shorter, simpler first‑line regimens when combined with LAZCLUZE — a regulatory win that supports commercial uptake and margins. U.S. FDA Approval of RYBREVANT FASPRO
• Positive Sentiment: JNJ’s MedTech unit won FDA clearance for the TRUFILL n‑BCA liquid embolic system to treat symptomatic chronic subdural hematoma (cSDH), expanding neurovascular indications and supporting device revenue growth. Johnson & Johnson Receives FDA Approval for TRUFILL n‑BCA
• Positive Sentiment: Media and investor sentiment is bullish: Jim Cramer highlighted JNJ’s oncology momentum and broader rotation into healthcare/defensive names, which can drive retail interest and support multiple expansion. Jim Cramer Couldn’t Stop Gushing About Johnson & Johnson (JNJ)’s Cancer Drugs
• Neutral Sentiment: Analyst/valuation commentary argues JNJ’s premium multiple is supported by accelerating growth and portfolio mix; useful context for longer‑term positioning but less likely to move near‑term price. Johnson and Johnson: Valuation Premium Justified By Accelerating Growth
• Neutral Sentiment: Macro note: rate cuts and dividend‑friendly ETF flows (e.g., mentions in MarketBeat pieces) can support demand for high‑quality dividend payers like JNJ, but impact is gradual. Rate Cuts Make These 3 Income ETFs More Attractive Than Ever
• Negative Sentiment: Near‑term pullback likely driven by profit‑taking after a large YTD move (shares are up significantly year‑to‑date); heavy volume suggests short‑term selling pressure despite positive catalysts.

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.