Johnson & Johnson $JNJ Stake Increased by First Financial Bankshares Inc

First Financial Bankshares Inc boosted its stake in Johnson & Johnson (NYSE:JNJ) by 1.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 693,866 shares of the company’s stock after purchasing an additional 10,510 shares during the quarter. Johnson & Johnson makes up 2.6% of First Financial Bankshares Inc’s investment portfolio, making the stock its 9th largest position. First Financial Bankshares Inc’s holdings in Johnson & Johnson were worth $128,657,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Abich Financial Wealth Management LLC bought a new stake in Johnson & Johnson during the 3rd quarter worth approximately $26,000. Clayton Financial Group LLC purchased a new position in shares of Johnson & Johnson during the 3rd quarter valued at $28,000. Evolution Wealth Management Inc. bought a new position in shares of Johnson & Johnson in the second quarter worth $27,000. Semmax Financial Advisors Inc. raised its position in shares of Johnson & Johnson by 55.0% in the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after buying an additional 72 shares in the last quarter. Finally, Compass Financial Services Inc boosted its stake in Johnson & Johnson by 707.1% during the third quarter. Compass Financial Services Inc now owns 226 shares of the company’s stock valued at $42,000 after buying an additional 198 shares during the period. 69.55% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on JNJ shares. Wolfe Research upped their target price on Johnson & Johnson from $225.00 to $240.00 and gave the stock an “outperform” rating in a research note on Monday, January 5th. Morgan Stanley set a $262.00 price objective on shares of Johnson & Johnson and gave the stock an “overweight” rating in a research report on Wednesday, January 28th. Guggenheim lifted their target price on shares of Johnson & Johnson from $227.00 to $240.00 and gave the company a “buy” rating in a research report on Friday, January 23rd. Loop Capital set a $220.00 price target on shares of Johnson & Johnson in a research note on Tuesday, January 27th. Finally, BMO Capital Markets restated an “outperform” rating on shares of Johnson & Johnson in a research report on Thursday, December 11th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $232.70.

Johnson & Johnson Stock Up 1.3%

Shares of NYSE JNJ opened at $245.53 on Tuesday. The stock has a market capitalization of $591.70 billion, a P/E ratio of 22.22, a PEG ratio of 2.35 and a beta of 0.35. Johnson & Johnson has a one year low of $141.50 and a one year high of $246.96. The firm’s 50 day simple moving average is $221.69 and its two-hundred day simple moving average is $199.96. The company has a debt-to-equity ratio of 0.48, a current ratio of 1.03 and a quick ratio of 0.77.

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

Johnson & Johnson Dividend Announcement

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

More Johnson & Johnson News

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

• Positive Sentiment: Momentum from product mix and earnings beat: Recent coverage highlights a “triple threat” for JNJ — stronger oncology sales, a MedTech rebound, and a surprise earnings beat that beat tariff headwinds, supporting continued upside potential. Does JNJ Stock Still Offer Value?
• Positive Sentiment: Potential asset sale of DePuy Synthes could unlock value: Bloomberg reports J&J is exploring a possible sale of its orthopedics unit as part of separation plans — a divestiture could raise cash, simplify the company and be viewed as value-accretive by investors. Bloomberg Reports Potential Major Asset Sale by Johnson & Johnson (JNJ)
• Positive Sentiment: Ongoing retail and dividend-focused bullishness reinforces investor demand: Multiple retail-focused pieces (The Motley Fool, Yahoo) continue to paint JNJ as a core, low-volatility dividend holding, supporting sustained buying interest from income and long-term investors. The Only Healthcare Stock I’d Buy and Never Sell Might Be Johnson & Johnson
• Neutral Sentiment: Strategic partnership/co-funding with Blackstone noted but short-term impact unclear: J&J announced a first co-funding agreement with Blackstone; strategic but the market reaction has been muted and concrete near-term benefits remain to be proven. Johnson & Johnson (JNJ) Stock Flat despite First Co-funding Agreement with Blackstone
• Neutral Sentiment: Options activity and analyst notes mixed: Unusually high options trading and a raised but modest price-target move have created noise rather than a clear directional signal. Johnson & Johnson Target of Unusually High Options Trading (NYSE:JNJ) Johnson & Johnson (NYSE:JNJ) Price Target Raised to $210.00
• Negative Sentiment: Bayer lawsuit creates legal overhang: Bayer filed a New York lawsuit against J&J and Janssen over prostate cancer drug Nubeqa — adds litigation risk and potential distraction for the biotech unit. Bayer files lawsuit against Johnson & Johnson, Janssen Biotech
• Negative Sentiment: Insider sale disclosed: EVP Timothy Schmid sold 1,322 shares (filed Form 4), trimming his stake — routine but can be viewed negatively by some investors as a signal to take profits. SEC filing: Form 4

Insider Activity

In other Johnson & Johnson news, EVP Timothy Schmid sold 22,623 shares of Johnson & Johnson stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total value of $5,527,477.59. Following the transaction, the executive vice president directly owned 26,769 shares of the company’s stock, valued at $6,540,469.77. The trade was a 45.80% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total value of $1,508,287.83. Following the completion of the sale, the executive vice president owned 23,003 shares of the company’s stock, valued at $5,598,700.17. The trade was a 21.22% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 30,142 shares of company stock worth $7,360,528. Company insiders own 0.16% of the company’s stock.

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.