Johnson & Johnson $JNJ Stock Position Increased by Pacifica Partners Inc.

Pacifica Partners Inc. grew its stake in Johnson & Johnson (NYSE:JNJ) by 7.6% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 38,939 shares of the company’s stock after acquiring an additional 2,762 shares during the period. Johnson & Johnson comprises 2.6% of Pacifica Partners Inc.’s investment portfolio, making the stock its 8th biggest holding. Pacifica Partners Inc.’s holdings in Johnson & Johnson were worth $7,244,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of the company. Evolution Wealth Management Inc. acquired a new position in shares of Johnson & Johnson in the second quarter worth $27,000. Semmax Financial Advisors Inc. lifted its position in Johnson & Johnson by 55.0% in the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after acquiring an additional 72 shares during the last quarter. GFG Capital LLC purchased a new position in Johnson & Johnson during the 2nd quarter worth approximately $35,000. 1248 Management LLC purchased a new stake in Johnson & Johnson in the 1st quarter valued at $48,000. Finally, Vermillion & White Wealth Management Group LLC lifted its position in Johnson & Johnson by 66.4% during the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 376 shares of the company’s stock worth $57,000 after acquiring an additional 150 shares during the period. 69.55% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research firms have weighed in on JNJ. Bank of America upped their target price on Johnson & Johnson from $204.00 to $220.00 and gave the company a “neutral” rating in a report on Monday, December 15th. UBS Group increased their price target on Johnson & Johnson from $190.00 to $214.00 and gave the company a “buy” rating in a report on Tuesday, October 14th. Barclays boosted their price target on Johnson & Johnson from $176.00 to $197.00 and gave the stock an “equal weight” rating in a research note on Tuesday, December 2nd. Cowen reissued a “buy” rating on shares of Johnson & Johnson in a report on Tuesday, October 14th. Finally, Morgan Stanley upped their price target on shares of Johnson & Johnson from $190.00 to $197.00 and gave the stock an “equal weight” rating in a research report on Friday, December 12th. Four equities research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and nine have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $210.25.

Johnson & Johnson Trading Down 0.9%

NYSE JNJ opened at $206.49 on Friday. The firm’s 50 day moving average price is $198.10 and its two-hundred day moving average price is $179.02. 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 twelve month low of $140.68 and a twelve month high of $215.18. The stock has a market cap of $497.49 billion, a price-to-earnings ratio of 19.93, a PEG ratio of 2.26 and a beta of 0.36.

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

Johnson & Johnson Dividend Announcement

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

Key Headlines 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.

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.