Joel Isaacson & Co. LLC Raises Stock Position in Johnson & Johnson $JNJ

Joel Isaacson & Co. LLC raised its stake in shares of Johnson & Johnson (NYSE:JNJ) by 3.9% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 78,050 shares of the company’s stock after acquiring an additional 2,963 shares during the quarter. Johnson & Johnson makes up 0.5% of Joel Isaacson & Co. LLC’s investment portfolio, making the stock its 29th largest position. Joel Isaacson & Co. LLC’s holdings in Johnson & Johnson were worth $14,472,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Clark Asset Management LLC lifted its position in shares of 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 acquiring an additional 3,025 shares in the last quarter. Treasurer of the State of North Carolina raised its stake in Johnson & Johnson by 8.3% in the 2nd quarter. Treasurer of the State of North Carolina now owns 1,234,945 shares of the company’s stock valued at $188,638,000 after purchasing an additional 94,957 shares during the last quarter. Talbot Financial LLC lifted its holdings in Johnson & Johnson by 4.6% in the 3rd quarter. Talbot Financial LLC now owns 138,424 shares of the company’s stock valued at $25,667,000 after purchasing an additional 6,143 shares in the last quarter. Liberty One Investment Management LLC boosted its stake in Johnson & Johnson by 83.9% during the 3rd quarter. Liberty One Investment Management LLC now owns 366,813 shares of the company’s stock worth $68,040,000 after purchasing an additional 167,353 shares during the last quarter. Finally, Winnow Wealth LLC purchased a new stake in shares of Johnson & Johnson during the second quarter worth $295,000. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Price Performance

JNJ stock opened at $218.58 on Friday. Johnson & Johnson has a 52-week low of $141.50 and a 52-week high of $222.17. The company has a quick ratio of 0.80, a current ratio of 1.07 and a debt-to-equity ratio of 0.50. The stock has a market cap of $526.62 billion, a price-to-earnings ratio of 19.78, a price-to-earnings-growth ratio of 2.24 and a beta of 0.34. The business has a fifty day moving average of $207.86 and a two-hundred day moving average of $188.48.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings results on Wednesday, January 21st. The company reported $2.46 earnings per share for the quarter, hitting analysts’ consensus estimates 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 33.34% and a net margin of 28.46%.The company’s revenue was up 9.1% compared to the same quarter last year. During the same period in the prior year, the business posted $2.04 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. As a group, research analysts anticipate that Johnson & Johnson will post 10.58 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th will be given a dividend of $1.30 per share. The ex-dividend date is Tuesday, February 24th. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.4%. Johnson & Johnson’s dividend payout ratio (DPR) is currently 50.19%.

More Johnson & Johnson News

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

• Positive Sentiment: Q4 print and 2026 outlook: J&J beat revenue expectations, reported stronger margins and gave FY2026 sales and EPS guidance that was modestly above consensus — the core drivers cited were oncology strength and MedTech momentum. This underpins the bullish analyst reaction and higher expectations for organic growth. Business Wire: Q4 and Full-Year 2025 results
• Positive Sentiment: Large analyst upgrade: Scotiabank boosted its price target sharply to $265 (sector outperform), signaling meaningful upside versus the current level and likely supporting buying interest. The Fly: Scotiabank price-target raise
• Positive Sentiment: Technical/market momentum: MarketBeat highlights a trend-following buy signal after the pullback to support levels, which can attract momentum traders and reduce downside risk for buyers. MarketBeat: trend-following buy signal
• Neutral Sentiment: Analyst tweaks with limited conviction: Bank of America and Stifel nudged targets higher (to $221 and $220 respectively) but kept neutral/hold stances — these adjustments offer modest upside but little change to conviction. Benzinga: analyst target changes
• Positive Sentiment: Dividend and longer-term thesis remain intact: Coverage pieces note J&J’s status as a Dividend King with a sustainable payout and a growing MedTech pipeline (including OTTAVA robotics), supporting steady institutional demand. Zacks: dividend thesis
• Negative Sentiment: Talc litigation moving forward: A court ruling will allow plaintiffs’ expert testimony in the talc MDL, increasing legal uncertainty and potential exposure that remains an overhang for the stock. Benzinga: talc litigation update
• Negative Sentiment: Stelara biosimilar pressure: Investors remain cautious after Stelara sales fell sharply following patent loss; biosimilar competition is dragging growth in that franchise and was cited as a reason for pre-market weakness even after the beat. Blockonomi: Stelara and market reaction

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on JNJ shares. Morgan Stanley boosted their price target on shares of Johnson & Johnson from $197.00 to $200.00 and gave the stock an “equal weight” rating in a research report on Thursday. Scotiabank restated an “outperform” rating on shares of Johnson & Johnson in a report on Thursday. Citigroup increased their price target on Johnson & Johnson from $232.00 to $250.00 and gave the company a “buy” rating in a report on Thursday. Guggenheim boosted their price objective on Johnson & Johnson from $206.00 to $227.00 and gave the stock a “buy” rating in a research note on Friday, December 5th. Finally, Wall Street Zen downgraded Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, January 17th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat.com, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and a consensus target price of $219.86.

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.