Truist Financial Corp Raises Position in Johnson & Johnson $JNJ

Truist Financial Corp grew its stake in shares of Johnson & Johnson (NYSE:JNJ) by 25.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,953,835 shares of the company’s stock after buying an additional 399,676 shares during the quarter. Truist Financial Corp owned 0.08% of Johnson & Johnson worth $362,280,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of JNJ. SOA Wealth Advisors LLC. grew its stake in shares of Johnson & Johnson by 0.7% in the third quarter. SOA Wealth Advisors LLC. now owns 7,392 shares of the company’s stock worth $1,371,000 after purchasing an additional 53 shares during the last quarter. Ethos Financial Group LLC raised its holdings in shares of Johnson & Johnson by 0.6% during the third quarter. Ethos Financial Group LLC now owns 9,110 shares of the company’s stock valued at $1,689,000 after acquiring an additional 53 shares in the last quarter. Heritage Oak Wealth Advisors LLC lifted its stake in Johnson & Johnson by 3.5% in the third quarter. Heritage Oak Wealth Advisors LLC now owns 1,639 shares of the company’s stock worth $304,000 after acquiring an additional 55 shares during the period. Lifestyle Asset Management Inc. boosted its holdings in Johnson & Johnson by 3.4% in the third quarter. Lifestyle Asset Management Inc. now owns 1,683 shares of the company’s stock valued at $312,000 after acquiring an additional 56 shares in the last quarter. Finally, Wynn Capital LLC increased its position in shares of Johnson & Johnson by 0.4% during the third quarter. Wynn Capital LLC now owns 15,930 shares of the company’s stock valued at $2,954,000 after buying an additional 57 shares during the period. Institutional investors own 69.55% of the company’s stock.

Analyst Ratings Changes

JNJ has been the subject of a number of research analyst reports. Johnson Rice set a $190.00 target price on Johnson & Johnson and gave the company a “hold” rating in a research note on Wednesday, October 22nd. Freedom Capital downgraded shares of Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 16th. TD Cowen lifted their price objective on Johnson & Johnson from $222.00 to $250.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Barclays increased their target price on Johnson & Johnson from $197.00 to $217.00 and gave the stock an “equal weight” rating in a research note on Tuesday, December 30th. Finally, Wolfe Research lifted their price target on Johnson & Johnson from $225.00 to $240.00 and gave the stock an “outperform” rating in a research report on Monday, January 5th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat, Johnson & Johnson has an average rating of “Moderate Buy” and a consensus target price of $230.36.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Key legal risk reduced — a U.S. judge dismissed a lawsuit alleging J&J committed fraud by repeatedly trying to use a shell company’s bankruptcy to resolve talc claims, removing one potential overhang on the stock. US judge tosses lawsuit accusing J&J of fraud over talc bankruptcy strategy
• Positive Sentiment: Analyst bullishness and higher targets after Q4 — Scotiabank raised its JNJ price target to $265 (from $230) and reiterated an Outperform rating following the quarter, supporting upside expectations. Scotiabank Raises Johnson & Johnson Target
• Positive Sentiment: Fund and analyst endorsements reinforce momentum — coverage from Barron’s, Zacks and bullish analyst notes highlight J&J’s Q4 beat, solid guidance and growth drivers in Innovative Medicine and MedTech. These narratives help justify recent multiple expansion and investor interest. This Winning Fund Pro Likes J&J
• Neutral Sentiment: Unusually high options volume — trading flow shows elevated speculative or hedging activity, which can amplify short‑term volatility but doesn’t change fundamentals. Monitor open interest and put/call skew for directional cues. Johnson & Johnson Sees Unusually High Options Volume
• Negative Sentiment: Insider selling — CEO Joaquin Duato recently sold roughly $22M in JNJ stock days after the quarter, which can be perceived negatively by investors despite possible pre‑arranged sale plans; worth watching for follow‑up disclosures. CEO Dumps $22M in Stock Post Q4

Johnson & Johnson Stock Performance

JNJ stock opened at $227.17 on Friday. The company has a market cap of $547.31 billion, a P/E ratio of 20.56, a price-to-earnings-growth ratio of 2.21 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 stock’s fifty day moving average price is $210.25 and its 200-day moving average price is $190.83. Johnson & Johnson has a 1 year low of $141.50 and a 1 year high of $230.00.

Johnson & Johnson (NYSE:JNJ) last announced its earnings results on Wednesday, January 21st. The company reported $2.46 EPS for the quarter, meeting 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 net margin of 28.46% and a return on equity of 33.34%. The firm’s revenue was up 9.1% on a year-over-year basis. During the same period in the prior year, the company earned $2.04 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. On average, equities analysts forecast that Johnson & Johnson will post 10.58 earnings per share for the current year.

Johnson & Johnson Announces Dividend

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 given a dividend of $1.30 per share. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend is Tuesday, February 24th. Johnson & Johnson’s payout ratio is presently 47.06%.

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.