Janney Capital Management LLC Increases Holdings in Johnson & Johnson $JNJ

Janney Capital Management LLC grew its position in shares of Johnson & Johnson (NYSE:JNJ) by 22.4% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 108,580 shares of the company’s stock after buying an additional 19,864 shares during the quarter. Johnson & Johnson accounts for approximately 1.3% of Janney Capital Management LLC’s holdings, making the stock its 15th largest position. Janney Capital Management LLC’s holdings in Johnson & Johnson were worth $20,133,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the company. Evolution Wealth Management Inc. bought a new stake in shares of Johnson & Johnson during the 2nd quarter valued at about $27,000. Clayton Financial Group LLC purchased a new position in shares of Johnson & Johnson in the third quarter worth approximately $28,000. Semmax Financial Advisors Inc. grew its position in Johnson & Johnson by 55.0% during the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after buying an additional 72 shares during the period. GFG Capital LLC purchased a new stake in Johnson & Johnson during the second quarter valued at approximately $35,000. Finally, Signature Resources Capital Management LLC raised its position in Johnson & Johnson by 262.9% in the third quarter. Signature Resources Capital Management LLC now owns 254 shares of the company’s stock worth $47,000 after acquiring an additional 184 shares during the period. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on JNJ. Weiss Ratings reissued a “buy (b)” rating on shares of Johnson & Johnson in a research report on Friday, October 31st. The Goldman Sachs Group boosted their price target on Johnson & Johnson from $213.00 to $240.00 and gave the company a “buy” rating in a report on Thursday, December 18th. Cowen reaffirmed a “buy” rating on shares of Johnson & Johnson in a research note on Tuesday, October 14th. Loop Capital set a $190.00 price objective on Johnson & Johnson in a research report on Wednesday, October 22nd. Finally, Bank of America increased their target price on shares of Johnson & Johnson from $204.00 to $220.00 and gave the stock a “neutral” rating in a report on Monday, December 15th. Four research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and an average target price of $213.33.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Positive Phase 3 MajesTEC‑9 results: J&J reported topline data showing TECVAYLI (teclistamab) monotherapy cut risk of progression or death by 71% and reduced risk of death by 40% versus standard of care in a hard‑to‑treat multiple myeloma cohort — a result that supports TECVAYLI as a potential earlier standard of care and strengthens future revenue and label expansion prospects. TECVAYLI monotherapy demonstrates superior progression-free and overall survival
• Positive Sentiment: Additional Phase 3 confirmation: Separate coverage highlights Tecvayli’s Phase 3 results showing reduced progression and extended survival in pretreated multiple myeloma patients with manageable safety — reinforcing commercial upside if approvals/label expansions follow. Johnson & Johnson Drug Slows Blood Cancer, Extends Survival In Pretreated Patients
• Positive Sentiment: Legal relief in Auris litigation: J&J won a partial reversal of a roughly $1B loss in the Auris case, reducing a sizable litigation overhang and lowering potential cash/earnings risk tied to the matter. That legal win supports sentiment and removes a tail‑risk. Johnson & Johnson wins partial reversal of $1B Auris case loss
• Neutral Sentiment: Analyst commentary and investor attention: Recent analyst notes review J&J’s fundamentals ahead of the Q4 print and compare J&J to peers; these discussions are keeping the name in focus but do not change near‑term fundamentals by themselves. Analysts Offer Insights on Healthcare Companies
• Neutral Sentiment: Earnings preview and metrics deep‑dive: Coverage previewing J&J’s upcoming Q4 release highlights key non‑GAAP metrics and items to watch (pipeline updates, margin drivers, guidance) — useful for positioning but outcome‑dependent. Exploring Analyst Estimates for Johnson & Johnson (JNJ) Q4 Earnings
• Negative Sentiment: Uncertain beat potential into earnings: Some previews suggest J&J may not have the mix needed for an earnings beat, implying the quarterly report could disappoint relative to expectations and introduce short‑term downside if guidance or key metrics miss. Johnson & Johnson (JNJ) Reports Next Week

Johnson & Johnson Stock Performance

NYSE JNJ opened at $219.62 on Friday. The business has a 50-day moving average price of $205.18 and a 200-day moving average price of $186.28. The firm has a market cap of $529.13 billion, a price-to-earnings ratio of 21.20, a price-to-earnings-growth ratio of 2.24 and a beta of 0.34. Johnson & Johnson has a twelve month low of $141.50 and a twelve month high of $219.75. The company has a quick ratio of 0.80, a current ratio of 1.07 and a debt-to-equity ratio of 0.50.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings results on Tuesday, October 14th. The company reported $2.80 EPS for the quarter, topping the consensus estimate of $2.76 by $0.04. The business had revenue of $23.99 billion for the quarter, compared to analysts’ expectations of $23.73 billion. Johnson & Johnson had a net margin of 27.26% and a return on equity of 32.73%. The business’s quarterly revenue was up 6.8% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.42 EPS. As a group, equities research analysts predict that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th will be paid a $1.30 dividend. The ex-dividend date of this dividend 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 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.