NorthCrest Asset Manangement LLC Purchases 5,185 Shares of Johnson & Johnson $JNJ

NorthCrest Asset Manangement LLC boosted its holdings in Johnson & Johnson (NYSE:JNJ) by 2.1% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 250,912 shares of the company’s stock after acquiring an additional 5,185 shares during the quarter. Johnson & Johnson accounts for about 1.1% of NorthCrest Asset Manangement LLC’s investment portfolio, making the stock its 14th largest position. NorthCrest Asset Manangement LLC’s holdings in Johnson & Johnson were worth $47,395,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently made changes to their positions in the stock. Vanguard Group Inc. raised its position in Johnson & Johnson by 1.3% during the second quarter. Vanguard Group Inc. now owns 237,047,859 shares of the company’s stock valued at $36,209,060,000 after purchasing an additional 3,085,180 shares in the last quarter. Geode Capital Management LLC lifted its position in Johnson & Johnson by 2.1% in the second quarter. Geode Capital Management LLC now owns 60,609,476 shares of the company’s stock valued at $9,227,988,000 after purchasing an additional 1,225,676 shares during the last quarter. Norges Bank purchased a new stake in Johnson & Johnson during the 2nd quarter valued at $4,877,174,000. Bank of New York Mellon Corp boosted its holdings in shares of Johnson & Johnson by 2.7% during the second quarter. Bank of New York Mellon Corp now owns 23,802,503 shares of the company’s stock worth $3,635,832,000 after purchasing an additional 620,039 shares during the period. Finally, Charles Schwab Investment Management Inc. grew its position in shares of Johnson & Johnson by 0.3% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 18,951,337 shares of the company’s stock worth $2,894,979,000 after buying an additional 52,074 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the stock. Sanford C. Bernstein lifted their target price on shares of Johnson & Johnson from $193.00 to $208.00 and gave the company a “market perform” rating in a research note on Friday, January 9th. HSBC restated a “buy” rating and set a $240.00 price target on shares of Johnson & Johnson in a report on Wednesday, December 10th. TD Cowen restated a “buy” rating on shares of Johnson & Johnson in a report on Tuesday, October 14th. Weiss Ratings restated a “buy (b)” rating on shares of Johnson & Johnson in a research note on Friday, October 31st. Finally, Johnson Rice set a $190.00 price target on Johnson & Johnson and gave the stock a “hold” rating in a research note on Wednesday, October 22nd. Three investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $213.33.

Johnson & Johnson News Summary

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

• Positive Sentiment: Q4 revenue beat and 2026 guidance above consensus — management raised FY2026 sales and EPS targets, signaling mid‑single‑digit organic growth and margin improvement. Johnson & Johnson reports Q4 and Full-Year 2025 results
• Positive Sentiment: MedTech and oncology drove top‑line strength (MedTech up mid‑single digits; strong Darzalex and other cancer drug growth), supporting the company’s revenue trajectory beyond STELARA. Johnson & Johnson Says Product Launches, Regulatory Approvals Drive Growth
• Positive Sentiment: Technicals and analyst sentiment remain constructive — MarketBeat highlights a trend‑following buy signal and rising analyst price targets, which could limit downside and support future upside. Johnson & Johnson Quietly Triggers a Trend Following Buy Signal
• Neutral Sentiment: EPS outcome was mixed: adjusted EPS roughly in line (small beat vs. some consensus figures) and margins broadly as expected — solid but not overpowering enough to eliminate near‑term concerns. Johnson & Johnson (JNJ) Tops Q4 Earnings and Revenue Estimates
• Negative Sentiment: Talc litigation advanced this week as plaintiffs cleared a key expert testimony hurdle — a reminder of legacy legal risk that can create episodic share pressure and potential liabilities. Johnson & Johnson Talc Plaintiffs Clear Key Expert Testimony Hurdle
• Negative Sentiment: STELARA sales plunged after loss of exclusivity and biosimilar competition (material YOY decline), which is a sizable headwind given STELARA’s previous revenue contribution. That dynamic is a key reason shares traded down despite the beat. J&J Stock Down Despite Q4 Earnings Beat, Oncology Drugs Drive Sales
• Negative Sentiment: Company flagged a hit from a recent drug‑pricing deal with the administration (described as “hundreds of millions” of dollars), which tempers net profit upside and adds near‑term uncertainty. Johnson & Johnson forecasts 2026 profit above Wall Street estimates

Johnson & Johnson Trading Down 0.0%

Shares of Johnson & Johnson stock opened at $218.12 on Thursday. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.80 and a current ratio of 1.07. Johnson & Johnson has a fifty-two week low of $141.50 and a fifty-two week high of $220.11. The company has a fifty day moving average of $207.39 and a 200 day moving average of $188.27. The company has a market capitalization of $525.52 billion, a P/E ratio of 21.05, a P/E/G ratio of 2.24 and a beta of 0.34.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings results on Wednesday, January 21st. The company reported $2.46 EPS for the quarter, hitting analysts’ consensus estimates of $2.46. Johnson & Johnson had a return on equity of 32.73% and a net margin of 27.26%.The company had revenue of $24.56 billion for the quarter, compared to analysts’ expectations of $24.14 billion. During the same period in the previous year, the firm earned $2.04 EPS. The firm’s revenue 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, 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 announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be given a $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date is Tuesday, February 24th. Johnson & Johnson’s payout ratio is currently 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.