TIAA Trust National Association Has $69.71 Million Stake in Johnson & Johnson $JNJ

TIAA Trust National Association decreased its position in Johnson & Johnson (NYSE:JNJ) by 1.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 336,834 shares of the company’s stock after selling 3,300 shares during the quarter. TIAA Trust National Association’s holdings in Johnson & Johnson were worth $69,708,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in JNJ. Brighton Jones LLC grew its position in shares of Johnson & Johnson by 13.9% in the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock valued at $7,502,000 after purchasing an additional 6,332 shares during the last quarter. United Bank grew its position in Johnson & Johnson by 110.7% during the first quarter. United Bank now owns 9,279 shares of the company’s stock worth $1,539,000 after buying an additional 4,876 shares in the last quarter. Sivia Capital Partners LLC grew its position in Johnson & Johnson by 13.4% during the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after buying an additional 692 shares in the last quarter. Wealth Group Ltd. grew its position in Johnson & Johnson by 12.8% during the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock worth $226,000 after buying an additional 168 shares in the last quarter. Finally, Schnieders Capital Management LLC. grew its position in Johnson & Johnson by 9.8% during the second quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock worth $11,255,000 after buying an additional 6,584 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson Trading Down 0.3%

Shares of JNJ stock opened at $232.17 on Tuesday. The stock’s fifty day moving average price is $231.83 and its two-hundred day moving average price is $226.38. The company has a market cap of $558.89 billion, a PE ratio of 26.84, a P/E/G ratio of 2.28 and a beta of 0.26. Johnson & Johnson has a fifty-two week low of $149.04 and a fifty-two week high of $251.71. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03.

Johnson & Johnson (NYSE:JNJ) last issued its earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, beating analysts’ consensus estimates of $2.68 by $0.02. The firm had revenue of $24.06 billion for the quarter, compared to the consensus estimate of $23.60 billion. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The company’s revenue was up 9.9% compared to the same quarter last year. During the same quarter last year, the business posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Equities analysts predict that Johnson & Johnson will post 11.57 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be paid a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date is Tuesday, May 26th. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s dividend payout ratio is currently 61.97%.

Analysts Set New Price Targets

A number of brokerages recently issued reports on JNJ. Weiss Ratings downgraded Johnson & Johnson from a “buy (b+)” rating to a “buy (b)” rating in a research report on Friday, April 24th. Citigroup increased their price target on Johnson & Johnson from $274.00 to $285.00 and gave the stock a “buy” rating in a research report on Tuesday, April 7th. Wells Fargo & Company increased their price target on Johnson & Johnson from $240.00 to $263.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 15th. Sanford C. Bernstein increased their price target on Johnson & Johnson from $225.00 to $251.00 and gave the stock a “market perform” rating in a research report on Wednesday, April 15th. Finally, TD Cowen assumed coverage on Johnson & Johnson in a research report on Wednesday, April 8th. They set a “buy” rating and a $250.00 price target on the stock. Twenty research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $253.04.

Johnson & Johnson News Summary

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

• Positive Sentiment: Johnson & Johnson agreed to buy Firefly Bio for $1 billion, adding a novel degrader antibody conjugate platform that could broaden its oncology pipeline and improve its position in difficult-to-treat cancers. Johnson & Johnson to Acquire Firefly Bio, Inc. to Expand Oncology Pipeline with Novel Degrader Antibody Conjugate Platform
• Positive Sentiment: The Firefly deal signals continued capital deployment into high-value cancer assets, which can support investor confidence in J&J’s long-term earnings growth beyond its core healthcare franchise. Johnson & Johnson to buy Firefly Bio for $1 billion
• Neutral Sentiment: Commentary highlighting J&J as a “cheap robotics stock” focused on coronary artery disease treatment may reinforce the company’s medical technology story, but it is not a major new catalyst on its own. Johnson & Johnson (JNJ): A Cheap Robotics Stock Redefining Coronary Artery Disease Treatment
• Neutral Sentiment: A separate mention that J&J received a buy rating from Guggenheim may be supportive, but the note appears older and less likely to be driving today’s move. Johnson & Johnson (JNJ) Gets a Buy from Guggenheim

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.