Schaper Benz & Wise Investment Counsel Inc. WI Sells 2,435 Shares of Johnson & Johnson $JNJ

Schaper Benz & Wise Investment Counsel Inc. WI lowered its holdings in Johnson & Johnson (NYSE:JNJ) by 2.6% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 92,985 shares of the company’s stock after selling 2,435 shares during the quarter. Johnson & Johnson makes up about 1.4% of Schaper Benz & Wise Investment Counsel Inc. WI’s investment portfolio, making the stock its 27th largest holding. Schaper Benz & Wise Investment Counsel Inc. WI’s holdings in Johnson & Johnson were worth $19,243,000 as of its most recent SEC filing.

Several other hedge funds have also recently made changes to their positions in JNJ. AustralianSuper Pty Ltd raised its stake in Johnson & Johnson by 632.0% in the third quarter. AustralianSuper Pty Ltd now owns 89,183 shares of the company’s stock worth $16,536,000 after buying an additional 77,000 shares in the last quarter. J.W. Cole Advisors Inc. boosted its position in Johnson & Johnson by 2.2% during the 3rd quarter. J.W. Cole Advisors Inc. now owns 130,934 shares of the company’s stock valued at $24,278,000 after acquiring an additional 2,769 shares in the last quarter. Guinness Asset Management LTD grew its holdings in shares of Johnson & Johnson by 0.4% during the 3rd quarter. Guinness Asset Management LTD now owns 1,383,195 shares of the company’s stock worth $251,216,000 after acquiring an additional 5,994 shares during the period. Treasurer of the State of North Carolina raised its position in shares of Johnson & Johnson by 8.3% in the 2nd quarter. Treasurer of the State of North Carolina now owns 1,234,945 shares of the company’s stock worth $188,638,000 after acquiring an additional 94,957 shares in the last quarter. Finally, National Pension Service raised its position in shares of Johnson & Johnson by 3.2% in the 3rd quarter. National Pension Service now owns 4,926,569 shares of the company’s stock worth $913,484,000 after acquiring an additional 151,707 shares in the last quarter. 69.55% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on JNJ shares. Loop Capital set a $220.00 price target on Johnson & Johnson in a research report on Tuesday, January 27th. JPMorgan Chase & Co. increased their price objective on Johnson & Johnson from $225.00 to $250.00 and gave the stock a “neutral” rating in a report on Thursday, March 5th. Sanford C. Bernstein boosted their target price on shares of Johnson & Johnson from $208.00 to $225.00 and gave the company a “market perform” rating in a report on Friday, January 23rd. Freedom Capital downgraded shares of Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 16th. Finally, Argus increased their price target on shares of Johnson & Johnson from $210.00 to $240.00 in a research note on Friday, January 23rd. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat, Johnson & Johnson currently has an average rating of “Moderate Buy” and a consensus target price of $236.91.

Johnson & Johnson News Summary

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

• Positive Sentiment: MarketBeat highlights JNJ as a defensive growth pick after the Kenvue spin‑off, noting durable revenue growth, medtech/robotics upside and Dividend King status — a reason income‑oriented investors may keep buying. A Q2 2026 Playbook for Navigating Market Uncertainty (JNJ)
• Positive Sentiment: Wolfe Research added JNJ to a favorites list and the company was noted among Dividend Kings/Aristocrats — institutional endorsement that can support demand for the stock. Johnson & Johnson (JNJ) Gains Spot on Wolfe Favorites amid Growth Outlook
• Positive Sentiment: Analyst coverage: Erste Group nudged up its FY2027 EPS forecast for JNJ (small raise to $12.54), signaling incremental confidence in the company’s earnings trajectory after recent product approvals and commercialization progress.
• Positive Sentiment: Zacks notes a surge in J&J’s pipeline and 2025 approvals that set up stronger growth from new drugs in 2026 — a material upside driver if approvals translate into accelerating top‑line contribution. J&J’s Pipeline Surge Sets Up Stronger Growth From New Drugs in 2026
• Positive Sentiment: Investor commentary (Seeking Alpha) reiterates JNJ’s place in conservative dividend‑growth portfolios — supporting steady, long‑term demand from income investors. Johnson & Johnson: Deserves A Place In Conservative Dividend Growth Portfolios
• Neutral Sentiment: Preparation for Q1 results: a Barchart preview notes analysts expect a single‑digit EPS decline next quarter — this sets modest downside risk to near‑term sentiment but is already priced in to some extent. What You Need To Know Ahead of Johnson & Johnson’s Earnings Release
• Neutral Sentiment: Valuation check: recent strong 12‑month returns have drawn attention; some analysts view the stock as having outperformed, so volatility around re‑ratings is possible. Assessing Johnson & Johnson (JNJ) Valuation After Recent Gains And Kenvue Spin Off
• Negative Sentiment: Legal and perception risks persist: while a punitive damages award (~$950M) was overturned, a $16M talc verdict remains and some outlets label JNJ overvalued — ongoing litigation headlines and valuation criticism can pressure the stock. Punitive Damages Award Worth $950 Million Overturned Against Johnson & Johnson (JNJ), $16M Talc Verdict Stands

Insider Transactions at Johnson & Johnson

In other news, EVP Timothy Schmid sold 1,322 shares of the stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $245.66, for a total transaction of $324,762.52. Following the sale, the executive vice president owned 25,447 shares in the company, valued at $6,251,310.02. This represents a 4.94% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of the firm’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 transaction of $1,508,287.83. Following the sale, the executive vice president directly owned 23,003 shares of the company’s stock, valued at $5,598,700.17. This trade represents a 21.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 30,142 shares of company stock valued at $7,360,528. 0.16% of the stock is owned by company insiders.

Johnson & Johnson Stock Down 0.3%

JNJ stock opened at $239.30 on Friday. The business has a 50 day moving average of $236.97 and a 200 day moving average of $210.03. The firm has a market cap of $576.39 billion, a PE ratio of 21.66, a price-to-earnings-growth ratio of 2.37 and a beta of 0.34. Johnson & Johnson has a twelve month low of $141.50 and a twelve month high of $251.71. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.48.

Johnson & Johnson (NYSE:JNJ) last released its earnings results on Saturday, January 31st. The company reported $2.46 EPS 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 for the quarter. On average, research analysts forecast that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th were given a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a yield of 2.2%. The ex-dividend date of this dividend was Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio is 47.06%.

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.