Johnson & Johnson $JNJ Shares Acquired by Advisors Capital Management LLC

Advisors Capital Management LLC increased its stake in shares of Johnson & Johnson (NYSE:JNJ) by 1.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 515,907 shares of the company’s stock after acquiring an additional 9,534 shares during the period. Johnson & Johnson comprises 1.2% of Advisors Capital Management LLC’s holdings, making the stock its 16th largest position. Advisors Capital Management LLC’s holdings in Johnson & Johnson were worth $95,660,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently bought and sold shares of the company. Clark Asset Management LLC raised its position in shares of Johnson & Johnson by 51.6% in the second quarter. Clark Asset Management LLC now owns 8,884 shares of the company’s stock worth $1,357,000 after acquiring an additional 3,025 shares during the period. AustralianSuper Pty Ltd grew its position in shares of Johnson & Johnson by 632.0% during the 3rd quarter. AustralianSuper Pty Ltd now owns 89,183 shares of the company’s stock valued at $16,536,000 after acquiring an additional 77,000 shares during the period. J.W. Cole Advisors Inc. raised its holdings in Johnson & Johnson by 2.2% in the 3rd quarter. J.W. Cole Advisors Inc. now owns 130,934 shares of the company’s stock worth $24,278,000 after purchasing an additional 2,769 shares during the period. Guinness Asset Management LTD boosted its position in Johnson & Johnson by 0.4% during the third quarter. Guinness Asset Management LTD now owns 1,383,195 shares of the company’s stock worth $251,216,000 after purchasing an additional 5,994 shares in the last quarter. Finally, Treasurer of the State of North Carolina grew its holdings in Johnson & Johnson by 8.3% in the second quarter. Treasurer of the State of North Carolina now owns 1,234,945 shares of the company’s stock valued at $188,638,000 after purchasing an additional 94,957 shares during the period. 69.55% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Johnson & Johnson

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 Trading Down 0.2%

Shares of JNJ opened at $242.93 on Wednesday. Johnson & Johnson has a 12-month low of $141.50 and a 12-month high of $246.35. The firm has a market capitalization of $585.44 billion, a P/E ratio of 21.98, a P/E/G ratio of 2.36 and a beta of 0.35. The firm has a 50-day moving average price of $218.94 and a 200 day moving average price of $197.88. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.48.

Johnson & Johnson (NYSE:JNJ) last issued its earnings results on Saturday, January 31st. The company reported $2.46 EPS for the quarter. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.04%. The company had revenue of $24.28 billion for the quarter. Sell-side analysts forecast that Johnson & Johnson will post 10.58 EPS for the current year.

Johnson & Johnson Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be given a $1.30 dividend. This represents a $5.20 annualized dividend and a yield of 2.1%. The ex-dividend date is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio is presently 47.06%.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on the company. HSBC increased their target price on Johnson & Johnson from $240.00 to $265.00 and gave the company a “buy” rating in a research report on Friday, January 30th. BMO Capital Markets reiterated an “outperform” rating on shares of Johnson & Johnson in a research report on Thursday, December 11th. Johnson Rice set a $190.00 price target on shares of Johnson & Johnson and gave the company a “hold” rating in a research note on Wednesday, October 22nd. Guggenheim boosted their price objective on Johnson & Johnson from $227.00 to $240.00 and gave the stock a “buy” rating in a research note on Friday, January 23rd. Finally, Wall Street Zen cut Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Saturday. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Johnson & Johnson presently has an average rating of “Moderate Buy” and an average price target of $233.73.

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.