Hodges Capital Management Inc. Increases Stock Holdings in Johnson & Johnson $JNJ

Hodges Capital Management Inc. increased its stake in shares of Johnson & Johnson (NYSE:JNJ) by 79.0% during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 16,211 shares of the company’s stock after acquiring an additional 7,153 shares during the period. Hodges Capital Management Inc.’s holdings in Johnson & Johnson were worth $3,006,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the company. Vanguard Group Inc. boosted its position in 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 buying an additional 3,085,180 shares during the last quarter. Geode Capital Management LLC boosted its holdings 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 acquired a new stake in Johnson & Johnson during the 2nd quarter valued at approximately $4,877,174,000. Bank of New York Mellon Corp increased its holdings in Johnson & Johnson by 3.5% during the 3rd quarter. Bank of New York Mellon Corp now owns 24,637,649 shares of the company’s stock worth $4,568,313,000 after purchasing an additional 835,146 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. raised 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 valued at $2,894,979,000 after purchasing an additional 52,074 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson Stock Performance

Shares of JNJ stock opened at $242.93 on Wednesday. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.48. The business has a 50 day moving average of $218.94 and a two-hundred day moving average of $197.88. The company has a market cap of $585.44 billion, a P/E ratio of 21.98, a PEG ratio of 2.36 and a beta of 0.35. Johnson & Johnson has a 52 week low of $141.50 and a 52 week high of $246.35.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings results on Saturday, January 31st. The company reported $2.46 earnings per share (EPS) for the quarter. Johnson & Johnson had a return on equity of 33.04% and a net margin of 28.46%.The business had revenue of $24.28 billion for the quarter. As a group, analysts anticipate that Johnson & Johnson will post 10.58 EPS for the current year.

Johnson & Johnson Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th will be issued a dividend of $1.30 per share. The ex-dividend date of this dividend is Tuesday, February 24th. This represents a $5.20 annualized dividend and a dividend yield of 2.1%. Johnson & Johnson’s payout ratio is 47.06%.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on the stock. Barclays lifted their price target on shares of Johnson & Johnson from $197.00 to $217.00 and gave the stock an “equal weight” rating in a research note on Tuesday, December 30th. Citigroup boosted their target price on shares of Johnson & Johnson from $232.00 to $250.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. TD Cowen increased their price target on shares of Johnson & Johnson from $222.00 to $250.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. The Goldman Sachs Group reissued a “buy” rating and issued a $250.00 price objective on shares of Johnson & Johnson in a report on Thursday, January 22nd. Finally, Loop Capital set a $220.00 target price on Johnson & Johnson in a report on Tuesday, January 27th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $233.73.

Johnson & Johnson News Roundup

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

• Positive Sentiment: FDA approved a simplified once‑monthly dosing schedule for RYBREVANT FASPRO (amivantamab and hyaluronidase‑lpuj), which should reduce clinic visits and could accelerate adoption and revenue visibility for J&J’s lung‑cancer franchise. FDA approves RYBREVANT FASPRO™ (amivantamab and hyaluronidase-lpuj) as the only EGFR-targeted therapy that can be administered once a month Johnson & Johnson’s new FDA approval lets lung cancer patients switch to monthly dosing sooner
• Positive Sentiment: Coverage of dividend activity (J&J cited among dividend‑rallying blue chips) can attract income investors and support the stock as yields remain a focus for the market. Bank of America Tumbles 7% While Verizon, J&J, and Chevron Rally on Dividend Hikes
• Positive Sentiment: J&J’s MedTech segment showed strong growth in 2025; continued momentum in orthopedics, surgery and cardiovascular devices supports recurring revenue and profit margins, making the business less cyclical. J&J’s MedTech Shows Strong Growth in 2025: Will 2026 be Better?
• Neutral Sentiment: Analysts give J&J an average “Moderate Buy” rating — supportive but not a strong catalyst by itself; implies steady expectations rather than a major re‑rating. Johnson & Johnson (NYSE:JNJ) Given Average Recommendation of “Moderate Buy” by Analysts
• Neutral Sentiment: High‑profile endorsement from Jim Cramer can boost retail interest in the short term but is unlikely to change fundamentals. Johnson & Johnson (JNJ) Is Amazing, Says Jim Cramer
• Negative Sentiment: A recent talc verdict and renewed media focus on litigation keep legal risk and valuation in focus; investors may apply a discount or await clarity on reserve levels and appeals outcomes. This is the primary near‑term bearish catalyst. Johnson And Johnson Talc Verdict Puts Legal Risks And Valuation In Focus

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.