Advisors Capital Management LLC Grows Position in Johnson & Johnson $JNJ

Advisors Capital Management LLC raised its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 1.9% during the third quarter, according to its most recent filing with the SEC. The firm owned 515,907 shares of the company’s stock after purchasing an additional 9,534 shares during the period. Johnson & Johnson accounts for about 1.2% of Advisors Capital Management LLC’s portfolio, making the stock its 16th largest position. Advisors Capital Management LLC’s holdings in Johnson & Johnson were worth $95,660,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of JNJ. SOA Wealth Advisors LLC. lifted its stake in shares of Johnson & Johnson by 0.7% during the 3rd 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 Johnson & Johnson by 0.6% in the third quarter. Ethos Financial Group LLC now owns 9,110 shares of the company’s stock worth $1,689,000 after purchasing an additional 53 shares in the last quarter. Heritage Oak Wealth Advisors LLC lifted its position in shares of Johnson & Johnson by 3.5% during the third quarter. Heritage Oak Wealth Advisors LLC now owns 1,639 shares of the company’s stock valued at $304,000 after buying an additional 55 shares during the last quarter. Investor s Fiduciary Advisor Network LLC boosted its holdings in shares of Johnson & Johnson by 0.8% in the 3rd quarter. Investor s Fiduciary Advisor Network LLC now owns 6,905 shares of the company’s stock valued at $1,280,000 after buying an additional 55 shares in the last quarter. Finally, TPG Advisors LLC boosted its holdings in shares of Johnson & Johnson by 3.5% in the 3rd quarter. TPG Advisors LLC now owns 1,628 shares of the company’s stock valued at $302,000 after buying an additional 55 shares in the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Stock Performance

Shares of JNJ stock opened at $242.93 on Wednesday. The business has a fifty day moving average of $218.94 and a 200 day moving average of $197.88. Johnson & Johnson has a 1 year low of $141.50 and a 1 year high of $246.35. The company has a debt-to-equity ratio of 0.48, a current ratio of 1.03 and a quick ratio of 0.77. The firm has a market capitalization of $585.44 billion, a price-to-earnings ratio of 21.98, a price-to-earnings-growth ratio of 2.36 and a beta of 0.35.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data on Saturday, January 31st. The company reported $2.46 earnings per share for the quarter. Johnson & Johnson had a return on equity of 33.04% and a net margin of 28.46%.The business had revenue of $24.28 billion for the quarter. As a group, research analysts expect that Johnson & Johnson will post 10.58 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th will be issued a $1.30 dividend. This represents a $5.20 annualized dividend and a dividend yield of 2.1%. The ex-dividend date of this dividend is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio is 47.06%.

Analyst Ratings Changes

A number of equities research analysts recently commented on JNJ shares. Argus increased their target price on shares of Johnson & Johnson from $210.00 to $240.00 in a research report on Friday, January 23rd. Sanford C. Bernstein increased their price objective on Johnson & Johnson from $208.00 to $225.00 and gave the company a “market perform” rating in a report on Friday, January 23rd. Leerink Partners boosted their target price on Johnson & Johnson from $201.00 to $232.00 and gave the stock a “market perform” rating in a research note on Thursday, January 22nd. Citigroup upped their target price on Johnson & Johnson from $232.00 to $250.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. Finally, Wells Fargo & Company raised their price target on Johnson & Johnson from $230.00 to $240.00 and gave the stock an “overweight” rating in a report on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and a consensus target price of $233.73.

Johnson & Johnson News Roundup

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

• Positive Sentiment: FDA approved a simplified once‑monthly dosing schedule for RYBREVANT FASPRO (amivantamab and hyaluronidase‑lpuj), which should reduce clinic visits and could accelerate adoption and revenue visibility for J&J’s lung‑cancer franchise. FDA approves RYBREVANT FASPRO™ (amivantamab and hyaluronidase-lpuj) as the only EGFR-targeted therapy that can be administered once a month Johnson & Johnson’s new FDA approval lets lung cancer patients switch to monthly dosing sooner
• Positive Sentiment: Coverage of dividend activity (J&J cited among dividend‑rallying blue chips) can attract income investors and support the stock as yields remain a focus for the market. Bank of America Tumbles 7% While Verizon, J&J, and Chevron Rally on Dividend Hikes
• Positive Sentiment: J&J’s MedTech segment showed strong growth in 2025; continued momentum in orthopedics, surgery and cardiovascular devices supports recurring revenue and profit margins, making the business less cyclical. J&J’s MedTech Shows Strong Growth in 2025: Will 2026 be Better?
• Neutral Sentiment: Analysts give J&J an average “Moderate Buy” rating — supportive but not a strong catalyst by itself; implies steady expectations rather than a major re‑rating. Johnson & Johnson (NYSE:JNJ) Given Average Recommendation of “Moderate Buy” by Analysts
• Neutral Sentiment: High‑profile endorsement from Jim Cramer can boost retail interest in the short term but is unlikely to change fundamentals. Johnson & Johnson (JNJ) Is Amazing, Says Jim Cramer
• Negative Sentiment: A recent talc verdict and renewed media focus on litigation keep legal risk and valuation in focus; investors may apply a discount or await clarity on reserve levels and appeals outcomes. This is the primary near‑term bearish catalyst. Johnson And Johnson Talc Verdict Puts Legal Risks And Valuation In Focus

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.