Mcdonald Partners LLC Has $3.65 Million Stock Holdings in Johnson & Johnson $JNJ

Mcdonald Partners LLC trimmed its position in shares of Johnson & Johnson (NYSE:JNJ) by 28.0% in the 3rd quarter, Holdings Channel.com reports. The fund owned 19,660 shares of the company’s stock after selling 7,654 shares during the quarter. Johnson & Johnson comprises about 1.1% of Mcdonald Partners LLC’s holdings, making the stock its 20th biggest position. Mcdonald Partners LLC’s holdings in Johnson & Johnson were worth $3,646,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. Norges Bank bought a new stake in shares of Johnson & Johnson in the 2nd quarter valued at approximately $4,877,174,000. Laurel Wealth Advisors LLC lifted its stake in Johnson & Johnson by 15,040.6% in the second quarter. Laurel Wealth Advisors LLC now owns 7,420,699 shares of the company’s stock valued at $1,133,512,000 after acquiring an additional 7,371,687 shares during the last quarter. Vanguard Group Inc. grew its position in Johnson & Johnson by 1.3% in the second quarter. Vanguard Group Inc. now owns 237,047,859 shares of the company’s stock worth $36,209,060,000 after acquiring an additional 3,085,180 shares in the last quarter. Geode Capital Management LLC increased its stake in shares of Johnson & Johnson by 2.1% during the 2nd quarter. Geode Capital Management LLC now owns 60,609,476 shares of the company’s stock worth $9,227,988,000 after purchasing an additional 1,225,676 shares during the last quarter. Finally, Legal & General Group Plc raised its holdings in shares of Johnson & Johnson by 6.2% during the 2nd quarter. Legal & General Group Plc now owns 18,917,274 shares of the company’s stock valued at $2,889,614,000 after purchasing an additional 1,097,855 shares in the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Analyst Upgrades and Downgrades

JNJ has been the subject of a number of recent research reports. Wolfe Research upped their price objective on shares of Johnson & Johnson from $225.00 to $240.00 and gave the stock an “outperform” rating in a report on Monday, January 5th. Bank of America reaffirmed a “neutral” rating on shares of Johnson & Johnson in a research report on Monday. Rothschild & Co Redburn upped their price target on Johnson & Johnson from $180.00 to $210.00 and gave the stock a “neutral” rating in a research note on Thursday, February 19th. Morgan Stanley set a $262.00 price objective on Johnson & Johnson and gave the company an “overweight” rating in a research note on Wednesday, January 28th. Finally, Daiwa Securities Group boosted their target price on Johnson & Johnson from $203.00 to $237.00 and gave the stock an “outperform” rating in a report on Thursday, January 29th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and nine have given a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $232.70.

Johnson & Johnson Trading Down 0.7%

Shares of NYSE:JNJ opened at $246.77 on Wednesday. Johnson & Johnson has a 52-week low of $141.50 and a 52-week high of $251.71. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.77 and a current ratio of 1.03. The company has a market cap of $594.69 billion, a P/E ratio of 22.33, a P/E/G ratio of 2.41 and a beta of 0.34. The stock’s 50-day moving average is $226.32 and its 200-day moving average is $203.01.

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

Johnson & Johnson Announces Dividend

The business also recently declared 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. The ex-dividend date of this dividend is Tuesday, February 24th. This represents a $5.20 dividend on an annualized basis and a yield of 2.1%. Johnson & Johnson’s dividend payout ratio is 47.06%.

Insider Buying and Selling at Johnson & Johnson

In related news, EVP Timothy Schmid sold 1,322 shares of Johnson & Johnson stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $245.66, for a total transaction of $324,762.52. Following the sale, the executive vice president directly owned 25,447 shares of the company’s stock, valued at $6,251,310.02. This trade represents a 4.94% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the business’s stock in a transaction dated 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 transaction, the executive vice president owned 23,003 shares in the company, valued at $5,598,700.17. This represents a 21.22% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 30,142 shares of company stock worth $7,360,528 over the last 90 days. Company insiders own 0.16% of the company’s stock.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Nipocalimab earned a U.S. FDA Fast Track designation for systemic lupus erythematosus (SLE), accelerating development and review timelines and supporting the therapy’s commercial potential if Phase 3 confirms benefit. This reduces regulatory risk for a late‑stage immunology asset. Johnson & Johnson therapy nipocalimab granted U.S. FDA Fast Track designation in systemic lupus erythematosus (SLE)
• Positive Sentiment: Management and analysts point to immunology and neuroscience (Tremfya, Caplyta, Spravato) as key growth drivers that are offsetting revenue pressure from Stelara’s loss of exclusivity — supporting medium‑term top‑line resilience. Immunology, Neuroscience Step Up as Key Growth Engines for J&J
• Positive Sentiment: Early clinical results for the prostate cancer candidate pasritamig were described as encouraging with plans toward Phase 3—an oncology win could be materially value‑accretive if later‑stage trials succeed. Johnson And Johnson Weighs Drug Breakthroughs Against Possible DePuy Synthes Sale
• Neutral Sentiment: JNJ presented at the TD Cowen health‑care conference (transcript available) — useful for detail on pipeline timelines and management tone but not an immediate catalyst absent new disclosures. Johnson & Johnson (JNJ) Presents at TD Cowen 46th Annual Health Care Conference Transcript
• Neutral Sentiment: JNJ scheduled its Q1 results call for April 14 — a routine event that will be the next formal opportunity for management to update guidance and pipeline timing. Johnson & Johnson to Host Investor Conference Call on First-Quarter Results
• Neutral Sentiment: Dividend/income outlets continue to feature JNJ as a top dividend stock, reinforcing its appeal to income investors but not necessarily a near‑term price catalyst. 5 Top Dividend Stocks for March 2026: Chevron (CVX) and Johnson & Johnson (JNJ) Lead the Pack
• Negative Sentiment: Bank of America reiterated a Hold with a note that oncology‑driven estimates are higher but upside is limited, which can curb bullish momentum and keep valuation upside constrained. Balanced Outlook on Johnson & Johnson: Higher Oncology-Driven Estimates but Limited Upside Justify Hold Rating
• Negative Sentiment: Reports that J&J is exploring strategic options for its DePuy Synthes orthopedics unit, including a possible sale that could exceed $20B, introduce near‑term uncertainty (timing, tax/structural outcomes) that can pressure the stock despite potential long‑term value realization. Johnson And Johnson Weighs Drug Breakthroughs Against Possible DePuy Synthes Sale

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.