Lee Danner & Bass Inc. Sells 4,154 Shares of Johnson & Johnson $JNJ

Lee Danner & Bass Inc. reduced its stake in shares of Johnson & Johnson (NYSE:JNJ) by 3.8% in the third quarter, according to its most recent filing with the SEC. The fund owned 104,928 shares of the company’s stock after selling 4,154 shares during the period. Johnson & Johnson makes up 1.4% of Lee Danner & Bass Inc.’s investment portfolio, making the stock its 13th biggest position. Lee Danner & Bass Inc.’s holdings in Johnson & Johnson were worth $19,456,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in the company. Clayton Financial Group LLC purchased a new position in shares of Johnson & Johnson in the 3rd quarter worth about $28,000. Evolution Wealth Management Inc. bought a new stake in Johnson & Johnson in the 2nd quarter worth approximately $27,000. Semmax Financial Advisors Inc. boosted its stake in Johnson & Johnson by 55.0% in the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after buying an additional 72 shares in the last quarter. GFG Capital LLC bought a new position in Johnson & Johnson during the second quarter valued at approximately $35,000. Finally, Signature Resources Capital Management LLC raised its stake in shares of Johnson & Johnson by 262.9% during the third quarter. Signature Resources Capital Management LLC now owns 254 shares of the company’s stock worth $47,000 after acquiring an additional 184 shares in the last quarter. Institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Stock Down 0.0%

NYSE JNJ opened at $218.12 on Thursday. Johnson & Johnson has a 1 year low of $141.50 and a 1 year high of $220.11. The stock has a market capitalization of $525.52 billion, a PE ratio of 21.05, a PEG ratio of 2.24 and a beta of 0.34. 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 business’s 50-day moving average is $207.39 and its 200 day moving average is $188.27.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data on Wednesday, January 21st. The company reported $2.46 earnings per share for the quarter, hitting the consensus estimate of $2.46. The business had revenue of $24.56 billion during the quarter, compared to analysts’ expectations of $24.14 billion. Johnson & Johnson had a return on equity of 32.73% and a net margin of 27.26%.The business’s revenue was up 9.1% on a year-over-year basis. During the same quarter last year, the business posted $2.04 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. Sell-side analysts forecast that Johnson & Johnson will post 10.58 earnings per share for the current year.

Johnson & Johnson Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be issued a $1.30 dividend. The ex-dividend date is Tuesday, February 24th. This represents a $5.20 annualized dividend and a yield of 2.4%. Johnson & Johnson’s payout ratio is 50.19%.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Q4 revenue beat and 2026 guidance above consensus — management raised FY2026 sales and EPS targets, signaling mid‑single‑digit organic growth and margin improvement. Johnson & Johnson reports Q4 and Full-Year 2025 results
• Positive Sentiment: MedTech and oncology drove top‑line strength (MedTech up mid‑single digits; strong Darzalex and other cancer drug growth), supporting the company’s revenue trajectory beyond STELARA. Johnson & Johnson Says Product Launches, Regulatory Approvals Drive Growth
• Positive Sentiment: Technicals and analyst sentiment remain constructive — MarketBeat highlights a trend‑following buy signal and rising analyst price targets, which could limit downside and support future upside. Johnson & Johnson Quietly Triggers a Trend Following Buy Signal
• Neutral Sentiment: EPS outcome was mixed: adjusted EPS roughly in line (small beat vs. some consensus figures) and margins broadly as expected — solid but not overpowering enough to eliminate near‑term concerns. Johnson & Johnson (JNJ) Tops Q4 Earnings and Revenue Estimates
• Negative Sentiment: Talc litigation advanced this week as plaintiffs cleared a key expert testimony hurdle — a reminder of legacy legal risk that can create episodic share pressure and potential liabilities. Johnson & Johnson Talc Plaintiffs Clear Key Expert Testimony Hurdle
• Negative Sentiment: STELARA sales plunged after loss of exclusivity and biosimilar competition (material YOY decline), which is a sizable headwind given STELARA’s previous revenue contribution. That dynamic is a key reason shares traded down despite the beat. J&J Stock Down Despite Q4 Earnings Beat, Oncology Drugs Drive Sales
• Negative Sentiment: Company flagged a hit from a recent drug‑pricing deal with the administration (described as “hundreds of millions” of dollars), which tempers net profit upside and adds near‑term uncertainty. Johnson & Johnson forecasts 2026 profit above Wall Street estimates

Analyst Ratings Changes

JNJ has been the subject of a number of research reports. Raymond James Financial upped their price objective on shares of Johnson & Johnson from $174.00 to $209.00 and gave the company an “outperform” rating in a research note on Wednesday, October 15th. Bank of America upped their price target on shares of Johnson & Johnson from $204.00 to $220.00 and gave the company a “neutral” rating in a research report on Monday, December 15th. Wells Fargo & Company lifted their price objective on Johnson & Johnson from $212.00 to $230.00 and gave the stock an “overweight” rating in a report on Friday, December 12th. Stifel Nicolaus increased their target price on Johnson & Johnson from $165.00 to $190.00 and gave the company a “hold” rating in a report on Wednesday, October 15th. Finally, Wall Street Zen cut Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, January 17th. Three equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and nine have given a Hold rating to the company. According to MarketBeat.com, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and an average target price of $213.33.

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.