Johnson & Johnson $JNJ Holdings Decreased by Mcdonald Partners LLC

Mcdonald Partners LLC lowered its stake in Johnson & Johnson (NYSE:JNJ) by 28.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 19,660 shares of the company’s stock after selling 7,654 shares during the quarter. Johnson & Johnson comprises about 1.1% of Mcdonald Partners LLC’s portfolio, making the stock its 20th biggest holding. Mcdonald Partners LLC’s holdings in Johnson & Johnson were worth $3,646,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently bought and sold shares of JNJ. Brighton Jones LLC lifted its position in Johnson & Johnson by 13.9% in the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock worth $7,502,000 after purchasing an additional 6,332 shares during the period. United Bank increased its position in shares of Johnson & Johnson by 110.7% during the 1st quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after purchasing an additional 4,876 shares during the period. Sivia Capital Partners LLC raised its stake in shares of Johnson & Johnson by 13.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after buying an additional 692 shares in the last quarter. Wealth Group Ltd. lifted its holdings in shares of Johnson & Johnson by 12.8% in the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock valued at $226,000 after buying an additional 168 shares during the period. Finally, Schnieders Capital Management LLC. boosted its stake in Johnson & Johnson by 9.8% during the second quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock valued at $11,255,000 after buying an additional 6,584 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Insider Buying and Selling at Johnson & Johnson

In related news, EVP Timothy Schmid sold 22,623 shares of the stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total value of $5,527,477.59. Following the completion of the sale, the executive vice president directly owned 26,769 shares of the company’s stock, valued at approximately $6,540,469.77. This represents a 45.80% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total value of $1,508,287.83. Following the sale, the executive vice president owned 23,003 shares of the company’s stock, valued at $5,598,700.17. The trade was a 21.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 30,142 shares of company stock worth $7,360,528 over the last three months. 0.16% of the stock is owned by insiders.

Johnson & Johnson Stock Performance

Johnson & Johnson stock opened at $246.77 on Wednesday. Johnson & Johnson has a fifty-two week low of $141.50 and a fifty-two week high of $251.71. The firm’s 50 day simple moving average is $226.32 and its 200-day simple moving average is $203.01. 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 company has a market cap of $594.69 billion, a P/E ratio of 22.33, a price-to-earnings-growth ratio of 2.41 and a beta of 0.34.

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

Johnson & Johnson Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th will be issued 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 2.1%. Johnson & Johnson’s payout ratio is currently 47.06%.

Analysts Set New Price Targets

Several equities research analysts have commented on JNJ shares. Barclays boosted their price target on shares of Johnson & Johnson from $197.00 to $217.00 and gave the stock an “equal weight” rating in a research report on Tuesday, December 30th. Royal Bank Of Canada boosted their target price on shares of Johnson & Johnson from $240.00 to $255.00 and gave the stock an “outperform” rating in a report on Tuesday, February 3rd. Daiwa Securities Group increased their target price on shares of Johnson & Johnson from $203.00 to $237.00 and gave the company an “outperform” rating in a research note on Thursday, January 29th. TD Cowen lifted their price target on shares of Johnson & Johnson from $222.00 to $250.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. Finally, Bank of America reaffirmed a “neutral” rating on shares of Johnson & Johnson in a report on Monday. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $232.70.

More Johnson & Johnson News

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

• Positive Sentiment: Nipocalimab earned a U.S. FDA Fast Track designation for systemic lupus erythematosus (SLE), accelerating development and review timelines and supporting the therapy’s commercial potential if Phase 3 confirms benefit. This reduces regulatory risk for a late‑stage immunology asset. Johnson & Johnson therapy nipocalimab granted U.S. FDA Fast Track designation in systemic lupus erythematosus (SLE)
• Positive Sentiment: Management and analysts point to immunology and neuroscience (Tremfya, Caplyta, Spravato) as key growth drivers that are offsetting revenue pressure from Stelara’s loss of exclusivity — supporting medium‑term top‑line resilience. Immunology, Neuroscience Step Up as Key Growth Engines for J&J
• Positive Sentiment: Early clinical results for the prostate cancer candidate pasritamig were described as encouraging with plans toward Phase 3—an oncology win could be materially value‑accretive if later‑stage trials succeed. Johnson And Johnson Weighs Drug Breakthroughs Against Possible DePuy Synthes Sale
• Neutral Sentiment: JNJ presented at the TD Cowen health‑care conference (transcript available) — useful for detail on pipeline timelines and management tone but not an immediate catalyst absent new disclosures. Johnson & Johnson (JNJ) Presents at TD Cowen 46th Annual Health Care Conference Transcript
• Neutral Sentiment: JNJ scheduled its Q1 results call for April 14 — a routine event that will be the next formal opportunity for management to update guidance and pipeline timing. Johnson & Johnson to Host Investor Conference Call on First-Quarter Results
• Neutral Sentiment: Dividend/income outlets continue to feature JNJ as a top dividend stock, reinforcing its appeal to income investors but not necessarily a near‑term price catalyst. 5 Top Dividend Stocks for March 2026: Chevron (CVX) and Johnson & Johnson (JNJ) Lead the Pack
• Negative Sentiment: Bank of America reiterated a Hold with a note that oncology‑driven estimates are higher but upside is limited, which can curb bullish momentum and keep valuation upside constrained. Balanced Outlook on Johnson & Johnson: Higher Oncology-Driven Estimates but Limited Upside Justify Hold Rating
• Negative Sentiment: Reports that J&J is exploring strategic options for its DePuy Synthes orthopedics unit, including a possible sale that could exceed $20B, introduce near‑term uncertainty (timing, tax/structural outcomes) that can pressure the stock despite potential long‑term value realization. Johnson And Johnson Weighs Drug Breakthroughs Against Possible DePuy Synthes Sale

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.