Johnson & Johnson $JNJ Shares Sold by Nordwand Advisors LLC

Nordwand Advisors LLC reduced its position in shares of Johnson & Johnson (NYSE:JNJ) by 85.7% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 47,946 shares of the company’s stock after selling 287,900 shares during the quarter. Johnson & Johnson comprises 1.4% of Nordwand Advisors LLC’s portfolio, making the stock its 19th largest holding. Nordwand Advisors LLC’s holdings in Johnson & Johnson were worth $8,890,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently bought and sold shares of JNJ. Norges Bank acquired a new stake in shares of Johnson & Johnson during the 2nd quarter valued at $4,877,174,000. Laurel Wealth Advisors LLC boosted its position in shares of Johnson & Johnson by 15,040.6% in the second quarter. Laurel Wealth Advisors LLC now owns 7,420,699 shares of the company’s stock worth $1,133,512,000 after buying an additional 7,371,687 shares during the period. Vanguard Group Inc. increased its holdings in shares of Johnson & Johnson by 1.3% in the 2nd 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 during the period. Geode Capital Management LLC grew its holdings in shares of Johnson & Johnson by 2.1% during the 2nd quarter. Geode Capital Management LLC now owns 60,609,476 shares of the company’s stock valued at $9,227,988,000 after acquiring an additional 1,225,676 shares in the last quarter. Finally, Legal & General Group Plc increased its stake in shares of Johnson & Johnson by 6.2% in the second quarter. Legal & General Group Plc now owns 18,917,274 shares of the company’s stock worth $2,889,614,000 after acquiring an additional 1,097,855 shares during the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.

Key Johnson & Johnson News

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 Stock Down 0.0%

Shares of Johnson & Johnson stock opened at $218.12 on Thursday. Johnson & Johnson has a 12 month low of $141.50 and a 12 month high of $220.11. The stock has a market cap of $525.52 billion, a PE ratio of 21.05, a price-to-earnings-growth ratio of 2.24 and a beta of 0.34. 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 business has a fifty day simple moving average of $207.39 and a 200 day simple moving average of $188.27.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings results on Wednesday, January 21st. The company reported $2.46 earnings per share 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 firm had revenue of $24.56 billion during the quarter, compared to the consensus estimate of $24.14 billion. During the same quarter in the prior year, the firm posted $2.04 EPS. The business’s revenue was up 9.1% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. Research analysts predict that Johnson & Johnson will post 10.58 EPS for the current year.

Johnson & Johnson Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be given 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 yield of 2.4%. Johnson & Johnson’s payout ratio is currently 50.19%.

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on JNJ shares. Wells Fargo & Company upped their price objective on shares of Johnson & Johnson from $212.00 to $230.00 and gave the stock an “overweight” rating in a report on Friday, December 12th. Barclays increased their price target on Johnson & Johnson from $197.00 to $217.00 and gave the company an “equal weight” rating in a report on Tuesday, December 30th. Argus set a $210.00 target price on shares of Johnson & Johnson in a research note on Wednesday, October 15th. Sanford C. Bernstein boosted their target price on shares of Johnson & Johnson from $193.00 to $208.00 and gave the stock a “market perform” rating in a research report on Friday, January 9th. Finally, Raymond James Financial upped their price target on Johnson & Johnson from $174.00 to $209.00 and gave the stock an “outperform” rating in a report on Wednesday, October 15th. Three equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat, Johnson & Johnson currently has an average rating of “Moderate Buy” and an average price target of $213.33.

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.