18,511 Shares in Johnson & Johnson $JNJ Purchased by Tradewinds LLC.

Tradewinds LLC. purchased a new stake in Johnson & Johnson (NYSE:JNJ) in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 18,511 shares of the company’s stock, valued at approximately $3,432,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in JNJ. Whelan Financial bought a new stake in Johnson & Johnson during the third quarter worth $251,000. Mizuho Markets Americas LLC lifted its stake in Johnson & Johnson by 5,278.8% in the 3rd quarter. Mizuho Markets Americas LLC now owns 89,664 shares of the company’s stock valued at $16,625,000 after purchasing an additional 87,997 shares during the last quarter. Allstate Corp grew its holdings in Johnson & Johnson by 1,554.7% during the third quarter. Allstate Corp now owns 86,872 shares of the company’s stock worth $16,108,000 after purchasing an additional 81,622 shares during the period. Violich Capital Management Inc. raised its stake in Johnson & Johnson by 8.4% in the third quarter. Violich Capital Management Inc. now owns 95,736 shares of the company’s stock valued at $17,751,000 after buying an additional 7,400 shares during the period. Finally, NorthCrest Asset Manangement LLC lifted its position in shares of Johnson & Johnson by 2.1% in the third quarter. NorthCrest Asset Manangement LLC now owns 250,912 shares of the company’s stock valued at $47,395,000 after buying an additional 5,185 shares during the last quarter. Institutional investors own 69.55% of the company’s stock.

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 Trading Down 0.0%

Shares of JNJ stock opened at $218.12 on Thursday. The stock has a 50 day simple moving average of $207.39 and a 200 day simple moving average of $188.27. Johnson & Johnson has a 1 year low of $141.50 and a 1 year high of $220.11. The company has a current ratio of 1.07, a quick ratio of 0.80 and a debt-to-equity ratio of 0.50. The stock has a market cap of $525.52 billion, a P/E ratio of 21.05, a price-to-earnings-growth ratio of 2.24 and a beta of 0.34.

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 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 period in the prior year, the company posted $2.04 EPS. The company’s revenue 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. On average, research analysts predict that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th will be given a $1.30 dividend. The ex-dividend date is Tuesday, February 24th. This represents a $5.20 annualized dividend and a dividend yield of 2.4%. Johnson & Johnson’s payout ratio is presently 50.19%.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on JNJ shares. Weiss Ratings restated a “buy (b)” rating on shares of Johnson & Johnson in a research note on Friday, October 31st. Royal Bank Of Canada set a $240.00 target price on shares of Johnson & Johnson in a research note on Wednesday, December 17th. HSBC reissued a “buy” rating and issued a $240.00 price target on shares of Johnson & Johnson in a report on Wednesday, December 10th. Daiwa Capital Markets upgraded Johnson & Johnson from a “neutral” rating to an “outperform” rating and set a $203.00 price objective for the company in a report on Monday, October 20th. Finally, Johnson Rice set a $190.00 target price on Johnson & Johnson and gave the stock a “hold” rating in a research note on Wednesday, October 22nd. 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 stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $213.33.

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.