GLOBALT Investments LLC GA Buys 39,297 Shares of Johnson & Johnson $JNJ

GLOBALT Investments LLC GA boosted its stake in Johnson & Johnson (NYSE:JNJ) by 241.6% in the third quarter, HoldingsChannel reports. The firm owned 55,562 shares of the company’s stock after acquiring an additional 39,297 shares during the period. GLOBALT Investments LLC GA’s holdings in Johnson & Johnson were worth $10,302,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently modified their holdings of JNJ. Norges Bank purchased a new stake in shares of Johnson & Johnson during the 2nd quarter valued at about $4,877,174,000. Laurel Wealth Advisors LLC increased its stake in shares of Johnson & Johnson by 15,040.6% in the second quarter. Laurel Wealth Advisors LLC now owns 7,420,699 shares of the company’s stock worth $1,133,512,000 after purchasing an additional 7,371,687 shares in the last quarter. Vanguard Group Inc. lifted its stake in shares of Johnson & Johnson by 1.3% during the 2nd quarter. Vanguard Group Inc. now owns 237,047,859 shares of the company’s stock valued at $36,209,060,000 after buying an additional 3,085,180 shares in the last quarter. Assenagon Asset Management S.A. boosted its holdings in Johnson & Johnson by 159.6% in the 2nd quarter. Assenagon Asset Management S.A. now owns 4,159,260 shares of the company’s stock worth $635,327,000 after buying an additional 2,557,388 shares during the period. Finally, Kingstone Capital Partners Texas LLC purchased a new stake in Johnson & Johnson in the 2nd quarter worth $401,420,000. 69.55% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

JNJ has been the topic of several research analyst reports. Cowen restated a “buy” rating on shares of Johnson & Johnson in a research report on Tuesday, October 14th. Morgan Stanley lifted their target price on Johnson & Johnson from $190.00 to $197.00 and gave the company an “equal weight” rating in a research note on Friday, December 12th. Argus set a $210.00 price objective on shares of Johnson & Johnson in a report on Wednesday, October 15th. Guggenheim upped their target price on shares of Johnson & Johnson from $206.00 to $227.00 and gave the stock a “buy” rating in a research report on Friday, December 5th. Finally, Johnson Rice set a $190.00 target price on shares of Johnson & Johnson and gave the company a “hold” rating in a research note on Wednesday, October 22nd. Four research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $210.25.

Johnson & Johnson Stock Up 1.1%

Shares of JNJ opened at $208.01 on Thursday. The company has a debt-to-equity ratio of 0.50, a current ratio of 1.07 and a quick ratio of 0.80. The stock has a market capitalization of $501.14 billion, a price-to-earnings ratio of 20.08, a price-to-earnings-growth ratio of 2.23 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 business’s 50 day simple moving average is $199.06 and its 200-day simple moving average is $180.31.

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

Johnson & Johnson Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, December 9th. Investors of record on Tuesday, November 25th were issued a $1.30 dividend. The ex-dividend date of this dividend was Tuesday, November 25th. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.5%. Johnson & Johnson’s dividend payout ratio (DPR) is presently 50.19%.

Key Johnson & Johnson News

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

• Positive Sentiment: EU approval for Tremfya in pediatric plaque psoriasis expands JNJ’s commercial opportunity in immunology and makes Tremfya the first IL‑23 inhibitor cleared for any pediatric indication — a potential revenue tailwind. JNJ’s Tremfya Gets EU Approval for Pediatric Plaque Psoriasis
• Positive Sentiment: FDA cleared a subcutaneous formulation of Rybrevant for NSCLC, improving patient convenience and potentially broadening uptake versus IV; this strengthens oncology growth prospects. J&J Wins FDA Nod for Subcutaneous Version of NSCLC Drug Rybrevant (Revised)
• Positive Sentiment: Multiple analyst pieces and model portfolios continue to flag JNJ as a high‑yield, defensive stock for 2026 — supporting demand from income and conservative equity investors. Top 5 High-Yield S&P 500 Stocks to Buy for Reliable Returns in 2026
• Neutral Sentiment: Stifel Nicolaus reiterated a Hold rating on JNJ — a reminder that some analysts remain cautious on near‑term upside despite pipeline progress. Stifel Nicolaus Reaffirms Their Hold Rating on Johnson & Johnson (JNJ)
• Neutral Sentiment: Market commentary and earnings previews highlight stronger Q3 results and recent rally/valuation debates — these narratives help explain interest in the stock but don’t change fundamentals immediately. Here’s Why Johnson & Johnson (JNJ) Surged in Q3
• Negative Sentiment: A Baltimore jury ordered J&J to pay roughly $1.5B in a talc/asbestos mesothelioma case — the largest single‑plaintiff talc award reported — creating legal liability risk, potential settlement/appeal costs, and headline volatility. J&J vows appeal after US jury hits it with record $1.5 billion talc cancer award
• Negative Sentiment: Company statements and multiple outlets report the verdict and ongoing exposure (tens of thousands of talc suits), which could weigh on sentiment, raise legal reserves or influence long‑term liability assumptions. Over $1.5 Billion Baltimore Verdict Holds Johnson & Johnson Liable Over Iconic Baby Powder

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.