Johnson & Johnson $JNJ Holdings Cut by Stenger Family Office LLC

Stenger Family Office LLC lowered its stake in shares of Johnson & Johnson (NYSE:JNJ) by 80.4% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 3,076 shares of the company’s stock after selling 12,619 shares during the period. Stenger Family Office LLC’s holdings in Johnson & Johnson were worth $585,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Evolution Wealth Management Inc. acquired a new position in Johnson & Johnson in the 2nd quarter worth about $27,000. Clayton Financial Group LLC bought a new stake in shares of Johnson & Johnson in the 3rd quarter valued at approximately $28,000. Semmax Financial Advisors Inc. increased its holdings in 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 during the last quarter. GFG Capital LLC bought a new position in Johnson & Johnson during the second quarter valued at approximately $35,000. Finally, Signature Resources Capital Management LLC lifted its stake in Johnson & Johnson by 262.9% in the third quarter. Signature Resources Capital Management LLC now owns 254 shares of the company’s stock valued at $47,000 after acquiring an additional 184 shares during the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on the stock. Daiwa Capital Markets upgraded shares of Johnson & Johnson from a “neutral” rating to an “outperform” rating and set a $203.00 price target on the stock in a research note on Monday, October 20th. Wolfe Research increased their target price on shares of Johnson & Johnson from $225.00 to $240.00 and gave the stock an “outperform” rating in a research report on Monday, January 5th. Wells Fargo & Company boosted their price target on Johnson & Johnson from $212.00 to $230.00 and gave the stock an “overweight” rating in a research report on Friday, December 12th. Argus set a $210.00 price target on Johnson & Johnson in a research note on Wednesday, October 15th. Finally, Scotiabank initiated coverage on Johnson & Johnson in a research note on Thursday, November 13th. They issued a “sector outperform” rating and a $230.00 price objective on the stock. Four analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and ten have given a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $213.33.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Positive Phase 3 results for CAPLYTA (major psychiatric drug) showed stronger remission outcomes, lifting biotech/pharma sentiment around JNJ. CAPLYTA Shows Stronger Remission Results in Phase 3 MDD Data, JNJ Says
• Positive Sentiment: Robotic surgery business and a recent regulatory submission are cited as supporting JNJ’s dividend-growth outlook, reinforcing income-investor interest. Robotic surgery fuels Johnson & Johnson dividend growth outlook
• Positive Sentiment: High-profile bullish coverage: Jim Cramer has been increasingly positive on JNJ, noting strength in the cancer portfolio and framing JNJ as a core holding — a boost to retail sentiment. Jim Cramer Says He Was Wrong for Selling Johnson & Johnson for the Charitable Trust
• Positive Sentiment: Market commentary points to JNJ nearing a 52-week high as CAPLYTA data and earnings momentum lift near-term upside expectations. Johnson & Johnson Near 52-Week High As CAPLYTA Data Boosts Sentiment
• Neutral Sentiment: Analyst previews ahead of Q4 (earnings due Jan 21) are broadly constructive — core pharma and MedTech strength cited, but Q4/2026 guidance is the key near-term catalyst. Johnson & Johnson Q4 preview: Strength in core portfolio keeps analysts bullish
• Neutral Sentiment: Coverage pieces detail ways to generate income from JNJ shares and options ahead of earnings — increased retail/options activity could amplify intraday moves. How To Earn $500 A Month From Johnson & Johnson Stock Ahead Of Q4 Earnings
• Neutral Sentiment: Index/sector coverage notes JNJ’s MedTech reach on Dow-related indices — supportive for passive flows but not an immediate price catalyst. Johnson & Johnson (NYSE:JNJ) Dow Jones Index Medical Technology Reach
• Negative Sentiment: Broader market “risk-off” (Davos/Trump headlines) pressured US equities today, which weighed on JNJ despite company-specific gains. Markets Switch to “Risk-Off” Ahead of Trump at Davos
• Negative Sentiment: Analysts and previews flag near-term risks: Stelara biosimilar competition and China headwinds could pressure growth and margin recovery in 2026. Should You Buy, Sell or Hold J&J Stock Ahead of Q4 Results?
• Negative Sentiment: Outlook risk: commentary warns 2026 guidance will be a big test for JNJ’s valuation — missed targets or cautious guidance could trigger a pullback. Johnson & Johnson’s $10 Billion Test: 2026 Outlook Could Make Or Break JNJ Heading Into Q4

Johnson & Johnson Price Performance

NYSE JNJ opened at $218.09 on Wednesday. The stock has a 50-day simple moving average of $206.92 and a 200 day simple moving average of $188.05. Johnson & Johnson has a twelve month low of $141.50 and a twelve month high of $220.11. The stock has a market capitalization of $525.43 billion, a PE ratio of 21.05, a P/E/G ratio of 2.25 and a beta of 0.34. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.80 and a current ratio of 1.07.

Johnson & Johnson Dividend Announcement

The firm also recently disclosed 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. This represents a $5.20 annualized dividend and a dividend yield of 2.4%. The ex-dividend date of this dividend is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio is currently 50.19%.

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.