Lbp Am Sa Has $30.33 Million Stake in Johnson & Johnson $JNJ

Lbp Am Sa lessened its position in Johnson & Johnson (NYSE:JNJ) by 16.9% in the third quarter, Holdings Channel.com reports. The firm owned 163,591 shares of the company’s stock after selling 33,259 shares during the quarter. Lbp Am Sa’s holdings in Johnson & Johnson were worth $30,333,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. Evolution Wealth Management Inc. bought a new position in Johnson & Johnson during the 2nd quarter worth approximately $27,000. Clayton Financial Group LLC acquired a new position in shares of Johnson & Johnson during the third quarter valued at about $28,000. Semmax Financial Advisors Inc. boosted 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 acquiring an additional 72 shares in the last quarter. GFG Capital LLC acquired a new stake in Johnson & Johnson in the 2nd quarter valued at $35,000. Finally, Signature Resources Capital Management LLC grew its holdings in shares of Johnson & Johnson by 262.9% during the third quarter. Signature Resources Capital Management LLC now owns 254 shares of the company’s stock valued at $47,000 after buying an additional 184 shares during the last quarter. Institutional investors own 69.55% of the company’s stock.

Analysts Set New Price Targets

JNJ has been the subject of several recent research reports. Wall Street Zen upgraded Johnson & Johnson from a “hold” rating to a “buy” rating in a report on Sunday. Daiwa Capital Markets upgraded Johnson & Johnson from a “neutral” rating to an “outperform” rating and set a $203.00 price objective for the company in a research note on Monday, October 20th. The Goldman Sachs Group restated a “buy” rating and set a $250.00 price target on shares of Johnson & Johnson in a research note on Thursday, January 22nd. Weiss Ratings reiterated a “buy (b)” rating on shares of Johnson & Johnson in a research report on Friday, October 31st. Finally, Bank of America lifted their price objective on shares of Johnson & Johnson from $220.00 to $221.00 and gave the company a “neutral” rating in a research note on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $230.36.

Johnson & Johnson Stock Performance

NYSE:JNJ opened at $224.50 on Wednesday. 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 has a fifty-two week low of $141.50 and a fifty-two week high of $225.50. The firm has a market cap of $540.88 billion, a PE ratio of 20.32, a price-to-earnings-growth ratio of 2.15 and a beta of 0.34. The business has a 50 day moving average price of $209.28 and a 200-day moving average price of $190.32.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data on Wednesday, January 21st. The company reported $2.46 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $2.46. The firm had revenue of $24.56 billion for the quarter, compared to analysts’ expectations of $24.14 billion. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.34%. The company’s revenue for the quarter was up 9.1% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.04 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. 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 disclosed 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 is Tuesday, February 24th. This represents a $5.20 annualized dividend and a yield of 2.3%. Johnson & Johnson’s dividend payout ratio (DPR) is 47.06%.

Johnson & Johnson News Summary

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

• Positive Sentiment: Management issued strong FY‑2026 guidance and highlighted accelerating growth, which lifts forward earnings and revenue expectations for JNJ. JNJ Delivers Strong 2026 Guidance Even as Policy Costs Loom
• Positive Sentiment: FDA approved a DARZALEX FASPRO®‑based quadruplet (D‑VRd) for newly diagnosed, transplant‑ineligible multiple myeloma — expands label, reinforces DARZALEX as foundational therapy and supports longer‑term oncology sales growth. DARZALEX FASPRO®-based quadruplet regimen approved in the U.S.
• Positive Sentiment: Guggenheim raised J&J’s price target (to $240) after the solid Q4 results and the strong 2026 guide, signaling buy‑side confidence and potential upward pressure from analysts. Guggenheim Lifts Johnson & Johnson (JNJ) Outlook After Solid Q4 and 2026 Guide
• Positive Sentiment: Unusually large call‑option volume (about 37,990 calls, ~23% above average) suggests short‑term bullish positioning by traders and potential added upside momentum in the stock.
• Neutral Sentiment: J&J reported corporate social impact activity — $100M of MedTech donations since 2020 and an additional $20M commitment — positive for brand/ESG but unlikely to move near‑term fundamentals. Johnson & Johnson Marks $100 Million of MedTech Products Donated Since 2020
• Neutral Sentiment: Analyst/commentary pieces (Zacks, coverage on momentum and trending status) highlight market interest and technical strength; useful for sentiment but not a direct catalyst. J&J Targets $100B+ Sales in 2026 as Growth Accelerates in Both Units
• Negative Sentiment: Management flagged potential policy and reimbursement headwinds that could raise costs or pressure margins in certain markets — a risk to near‑term profitability if issues intensify. JNJ Delivers Strong 2026 Guidance Even as Policy Costs Loom

About Johnson & Johnson

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.