Johnson & Johnson $JNJ Position Boosted by Talbot Financial LLC

Talbot Financial LLC boosted its position in Johnson & Johnson (NYSE:JNJ) by 4.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 138,424 shares of the company’s stock after buying an additional 6,143 shares during the quarter. Johnson & Johnson makes up about 2.2% of Talbot Financial LLC’s investment portfolio, making the stock its 12th biggest holding. Talbot Financial LLC’s holdings in Johnson & Johnson were worth $25,667,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of JNJ. Brighton Jones LLC raised its holdings in shares of Johnson & Johnson by 13.9% during 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 grew 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 buying an additional 4,876 shares during the last quarter. T. Rowe Price Investment Management Inc. acquired a new stake in Johnson & Johnson during the first quarter worth about $102,460,000. PGIM Custom Harvest LLC lifted its holdings in Johnson & Johnson by 11.2% in the first quarter. PGIM Custom Harvest LLC now owns 1,761 shares of the company’s stock worth $292,000 after acquiring an additional 177 shares during the last quarter. Finally, Barnes Wealth Management Group Inc boosted its stake in Johnson & Johnson by 8.9% in the first quarter. Barnes Wealth Management Group Inc now owns 2,026 shares of the company’s stock valued at $336,000 after acquiring an additional 166 shares during the period. Institutional investors own 69.55% of the company’s stock.

Key Stores Impacting Johnson & Johnson

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

• Positive Sentiment: FDA approves a subcutaneous version of Rybrevant (amivantamab) that reduces administration time from hours to minutes for EGFR‑mutated NSCLC — this materially improves patient convenience, may raise uptake vs. IV therapy and supports long‑term revenue potential for JNJ’s lung‑cancer franchise. J&J Wins FDA Nod for Subcutaneous Version of NSCLC Drug Rybrevant
• Positive Sentiment: FDA clears RYBREVANT FASPRO (amivantamab + hyaluronidase) as the first subcutaneous therapy across Rybrevant indications, enabling much shorter, simpler first‑line regimens when combined with LAZCLUZE — a regulatory win that supports commercial uptake and margins. U.S. FDA Approval of RYBREVANT FASPRO
• Positive Sentiment: JNJ’s MedTech unit won FDA clearance for the TRUFILL n‑BCA liquid embolic system to treat symptomatic chronic subdural hematoma (cSDH), expanding neurovascular indications and supporting device revenue growth. Johnson & Johnson Receives FDA Approval for TRUFILL n‑BCA
• Positive Sentiment: Media and investor sentiment is bullish: Jim Cramer highlighted JNJ’s oncology momentum and broader rotation into healthcare/defensive names, which can drive retail interest and support multiple expansion. Jim Cramer Couldn’t Stop Gushing About Johnson & Johnson (JNJ)’s Cancer Drugs
• Neutral Sentiment: Analyst/valuation commentary argues JNJ’s premium multiple is supported by accelerating growth and portfolio mix; useful context for longer‑term positioning but less likely to move near‑term price. Johnson and Johnson: Valuation Premium Justified By Accelerating Growth
• Neutral Sentiment: Macro note: rate cuts and dividend‑friendly ETF flows (e.g., mentions in MarketBeat pieces) can support demand for high‑quality dividend payers like JNJ, but impact is gradual. Rate Cuts Make These 3 Income ETFs More Attractive Than Ever
• Negative Sentiment: Near‑term pullback likely driven by profit‑taking after a large YTD move (shares are up significantly year‑to‑date); heavy volume suggests short‑term selling pressure despite positive catalysts.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on JNJ. Loop Capital set a $190.00 price target on Johnson & Johnson in a report on Wednesday, October 22nd. JPMorgan Chase & Co. raised their target price on Johnson & Johnson from $185.00 to $200.00 and gave the company a “neutral” rating in a research note on Tuesday, September 16th. UBS Group upped their price target on shares of Johnson & Johnson from $190.00 to $214.00 and gave the stock a “buy” rating in a research report on Tuesday, October 14th. Argus set a $210.00 target price on shares of Johnson & Johnson in a research note on Wednesday, October 15th. Finally, Citigroup upped their target price on shares of Johnson & Johnson from $215.00 to $232.00 and gave the stock a “buy” rating in a research report on Thursday, December 11th. Four equities research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $210.25.

Johnson & Johnson Stock Performance

Shares of JNJ opened at $206.49 on Friday. The firm has a market capitalization of $497.49 billion, a PE ratio of 19.93, a P/E/G ratio of 2.26 and a beta of 0.36. 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 firm has a 50-day moving average price of $198.10 and a 200 day moving average price of $179.02. Johnson & Johnson has a 52-week low of $140.68 and a 52-week high of $215.18.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings results on Wednesday, August 30th. The company reported $2.26 EPS for the quarter. The company had revenue of $24.02 billion for the quarter. Johnson & Johnson had a net margin of 27.26% and a return on equity of 32.73%. On average, sell-side analysts anticipate that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, December 9th. Shareholders of record on Tuesday, November 25th were paid a dividend of $1.30 per share. This represents a $5.20 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date of this dividend was Tuesday, November 25th. Johnson & Johnson’s dividend payout ratio (DPR) is presently 50.19%.

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.