Mutual of America Capital Management LLC Sells 15,378 Shares of Johnson & Johnson $JNJ

Mutual of America Capital Management LLC decreased its position in shares of Johnson & Johnson (NYSE:JNJ) by 5.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 280,484 shares of the company’s stock after selling 15,378 shares during the quarter. Johnson & Johnson comprises approximately 0.5% of Mutual of America Capital Management LLC’s investment portfolio, making the stock its 18th biggest holding. Mutual of America Capital Management LLC’s holdings in Johnson & Johnson were worth $52,007,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the company. Clayton Financial Group LLC acquired a new position in shares of Johnson & Johnson in the 3rd quarter valued at $28,000. Evolution Wealth Management Inc. bought a new position in Johnson & Johnson during the second quarter worth about $27,000. Semmax Financial Advisors Inc. grew 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 valued at $31,000 after acquiring an additional 72 shares during the period. GFG Capital LLC bought a new stake in shares of Johnson & Johnson in the second quarter worth about $35,000. Finally, Signature Resources Capital Management LLC raised its position 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 purchasing an additional 184 shares during the period. Institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Stock Up 1.4%

Shares of JNJ stock opened at $224.50 on Wednesday. The firm’s fifty day moving average price is $209.28 and its two-hundred day moving average price is $190.32. The company has a current ratio of 1.07, a quick ratio of 0.80 and a debt-to-equity ratio of 0.50. Johnson & Johnson has a 1 year low of $141.50 and a 1 year high of $225.50. The firm has a market capitalization of $540.88 billion, a P/E ratio of 20.32, a PEG ratio of 2.15 and a beta of 0.34.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data on Wednesday, January 21st. The company reported $2.46 earnings per share for the quarter, meeting the consensus estimate of $2.46. Johnson & Johnson had a return on equity of 33.34% and a net margin of 28.46%.The company had revenue of $24.56 billion during the quarter, compared to analysts’ expectations of $24.14 billion. During the same quarter last year, the company earned $2.04 EPS. Johnson & Johnson’s revenue for the quarter was up 9.1% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. On average, equities analysts predict that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th will be paid 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 2.3%. Johnson & Johnson’s dividend payout ratio is currently 47.06%.

More Johnson & Johnson News

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

• Positive Sentiment: Management issued strong FY‑2026 guidance and highlighted accelerating growth, which lifts forward earnings and revenue expectations for JNJ. JNJ Delivers Strong 2026 Guidance Even as Policy Costs Loom
• Positive Sentiment: FDA approved a DARZALEX FASPRO®‑based quadruplet (D‑VRd) for newly diagnosed, transplant‑ineligible multiple myeloma — expands label, reinforces DARZALEX as foundational therapy and supports longer‑term oncology sales growth. DARZALEX FASPRO®-based quadruplet regimen approved in the U.S.
• Positive Sentiment: Guggenheim raised J&J’s price target (to $240) after the solid Q4 results and the strong 2026 guide, signaling buy‑side confidence and potential upward pressure from analysts. Guggenheim Lifts Johnson & Johnson (JNJ) Outlook After Solid Q4 and 2026 Guide
• Positive Sentiment: Unusually large call‑option volume (about 37,990 calls, ~23% above average) suggests short‑term bullish positioning by traders and potential added upside momentum in the stock.
• Neutral Sentiment: J&J reported corporate social impact activity — $100M of MedTech donations since 2020 and an additional $20M commitment — positive for brand/ESG but unlikely to move near‑term fundamentals. Johnson & Johnson Marks $100 Million of MedTech Products Donated Since 2020
• Neutral Sentiment: Analyst/commentary pieces (Zacks, coverage on momentum and trending status) highlight market interest and technical strength; useful for sentiment but not a direct catalyst. J&J Targets $100B+ Sales in 2026 as Growth Accelerates in Both Units
• Negative Sentiment: Management flagged potential policy and reimbursement headwinds that could raise costs or pressure margins in certain markets — a risk to near‑term profitability if issues intensify. JNJ Delivers Strong 2026 Guidance Even as Policy Costs Loom

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on JNJ. Guggenheim boosted their price objective on Johnson & Johnson from $227.00 to $240.00 and gave the company a “buy” rating in a research report on Friday. Freedom Capital lowered shares of Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a report on Friday, January 16th. Wells Fargo & Company boosted their price objective on shares of Johnson & Johnson from $230.00 to $240.00 and gave the company an “overweight” rating in a research report on Thursday, January 22nd. Weiss Ratings reiterated a “buy (b)” rating on shares of Johnson & Johnson in a report on Friday, October 31st. Finally, Daiwa Capital Markets upgraded Johnson & Johnson from a “neutral” rating to an “outperform” rating and set a $203.00 price target on the stock in a report on Monday, October 20th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $230.36.

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.