BOK Financial Private Wealth Inc. Lowers Holdings in Johnson & Johnson $JNJ

BOK Financial Private Wealth Inc. reduced its stake in shares of Johnson & Johnson (NYSE:JNJ) by 35.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,466 shares of the company’s stock after selling 4,699 shares during the period. BOK Financial Private Wealth Inc.’s holdings in Johnson & Johnson were worth $1,570,000 as of its most recent SEC filing.

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

Johnson & Johnson News Summary

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

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on JNJ shares. Morgan Stanley set a $262.00 price objective on shares of Johnson & Johnson and gave the stock an “overweight” rating in a research report on Wednesday, January 28th. Guggenheim raised their price objective on Johnson & Johnson from $227.00 to $240.00 and gave the company a “buy” rating in a research report on Friday, January 23rd. Bank of America upped their target price on Johnson & Johnson from $220.00 to $221.00 and gave the stock a “neutral” rating in a research report on Thursday, January 22nd. BMO Capital Markets reiterated an “outperform” rating on shares of Johnson & Johnson in a report on Thursday, December 11th. Finally, HSBC upped their price target on Johnson & Johnson from $240.00 to $265.00 and gave the stock a “buy” rating in a report on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $233.73.

Johnson & Johnson Price Performance

Shares of NYSE JNJ opened at $242.93 on Wednesday. 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 has a fifty-two week low of $141.50 and a fifty-two week high of $246.35. The business has a 50 day moving average price of $218.94 and a two-hundred day moving average price of $197.88. The firm has a market cap of $585.44 billion, a PE ratio of 21.98, a price-to-earnings-growth ratio of 2.36 and a beta of 0.35.

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

Johnson & Johnson Dividend Announcement

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 dividend of $1.30 per share. This represents a $5.20 annualized dividend and a yield of 2.1%. The ex-dividend date of this dividend is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio (DPR) is currently 47.06%.

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.