Whittier Trust Co. Cuts Stock Position in Johnson & Johnson $JNJ

Whittier Trust Co. lessened its stake in Johnson & Johnson (NYSE:JNJ) by 3.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 184,380 shares of the company’s stock after selling 5,888 shares during the quarter. Whittier Trust Co.’s holdings in Johnson & Johnson were worth $34,781,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. boosted its position in shares of 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 buying an additional 3,085,180 shares during the last quarter. Geode Capital Management LLC lifted its stake in 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 during the period. Norges Bank purchased a new stake in shares of Johnson & Johnson during the 2nd quarter valued at about $4,877,174,000. Bank of New York Mellon Corp grew its stake in shares of Johnson & Johnson by 2.7% in 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 acquiring an additional 620,039 shares during the period. Finally, Charles Schwab Investment Management Inc. lifted its position in Johnson & Johnson by 0.3% during the second quarter. Charles Schwab Investment Management Inc. now owns 18,951,337 shares of the company’s stock valued at $2,894,979,000 after purchasing an additional 52,074 shares during the period. Institutional investors own 69.55% of the company’s stock.

Wall Street Analysts Forecast Growth

JNJ has been the topic of several research reports. Wells Fargo & Company raised their target price on Johnson & Johnson from $230.00 to $240.00 and gave the stock an “overweight” rating in a research report on Thursday, January 22nd. Leerink Partners increased their price target on Johnson & Johnson from $201.00 to $232.00 and gave the stock a “market perform” rating in a research note on Thursday, January 22nd. BMO Capital Markets reissued an “outperform” rating on shares of Johnson & Johnson in a report on Thursday, December 11th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Johnson & Johnson in a research note on Friday, October 31st. Finally, Barclays lifted their price target on shares of Johnson & Johnson from $197.00 to $217.00 and gave the company an “equal weight” rating in a report on Tuesday, December 30th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have given a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $230.36.

Johnson & Johnson Trading Up 1.0%

NYSE JNJ traded up $2.23 during trading hours on Wednesday, hitting $226.67. 974,119 shares of the company were exchanged, compared to its average volume of 8,993,431. The stock has a market cap of $546.10 billion, a PE ratio of 20.51, a price-to-earnings-growth ratio of 2.15 and a beta of 0.34. Johnson & Johnson has a 52 week low of $141.50 and a 52 week high of $228.42. The stock has a 50-day moving average price of $209.28 and a 200 day moving average price of $190.32. 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 released its earnings results on Wednesday, January 21st. The company reported $2.46 earnings per share for the quarter, meeting the consensus estimate of $2.46. Johnson & Johnson had a return on equity of 33.34% and a net margin of 28.46%.The firm had revenue of $24.56 billion for the quarter, compared to the consensus estimate of $24.14 billion. During the same quarter in the previous year, the company posted $2.04 EPS. The company’s revenue for the quarter 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. Analysts forecast 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. Shareholders of record on Tuesday, February 24th will be issued a $1.30 dividend. This represents a $5.20 annualized dividend and a dividend yield of 2.3%. The ex-dividend date is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio is currently 47.06%.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: FDA approved a DARZALEX FASPRO®-based quadruplet regimen (D-VRd) for newly diagnosed, transplant‑ineligible multiple myeloma patients — expands DARZALEX’s label into another front‑line setting and could drive meaningful incremental biologics revenue over coming years. DARZALEX FASPRO® approval
• Positive Sentiment: Company set 2026 guidance above Street expectations and reiterated aggressive growth targets (JNJ is targeting $100B+ sales in 2026), supporting revenue upside and investor confidence in the medium term. J&J Targets $100B+ Sales in 2026
• Positive Sentiment: Analysts are turning more bullish: TipRanks notes rising analyst optimism and Guggenheim raised its price target to $240 after solid Q4 and the 2026 guide — analyst upgrades and higher PTs can help sustain buying momentum. TipRanks bullish trend Guggenheim lifts outlook
• Neutral Sentiment: Unusual options activity — traders bought ~37,990 calls (a ~23% rise vs typical daily call volume) which can amplify intraday moves but doesn’t guarantee sustained directional change. (Options volume report)
• Neutral Sentiment: Multiple investor‑oriented writeups (Zacks, other outlets) highlight JNJ as a strong momentum/dividend name — supports retail interest but is commentary rather than new fundamental news. Zacks momentum piece
• Neutral Sentiment: Corporate philanthropy: J&J marked $100M of MedTech donations since 2020 — positive for ESG profile but limited direct impact on near‑term earnings. MedTech donations
• Negative Sentiment: Headline risk from policy and cost pressures — coverage notes that rising policy costs could weigh on profitability despite strong guidance; keep an eye on regulatory/payer dynamics that could cap margin expansion. Policy costs loom

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.