Johnson & Johnson $JNJ is First Financial Bankshares Inc’s 9th Largest Position

First Financial Bankshares Inc boosted its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 1.5% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 693,866 shares of the company’s stock after purchasing an additional 10,510 shares during the period. Johnson & Johnson comprises approximately 2.6% of First Financial Bankshares Inc’s holdings, making the stock its 9th largest holding. First Financial Bankshares Inc’s holdings in Johnson & Johnson were worth $128,657,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of JNJ. Abich Financial Wealth Management LLC bought a new position in shares of Johnson & Johnson during the third quarter valued at approximately $26,000. Clayton Financial Group LLC purchased a new position in Johnson & Johnson during the 3rd quarter valued at $28,000. Evolution Wealth Management Inc. bought a new position in Johnson & Johnson in the 2nd quarter worth $27,000. Semmax Financial Advisors Inc. lifted its position in shares of Johnson & Johnson by 55.0% in the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after purchasing an additional 72 shares during the period. Finally, Compass Financial Services Inc boosted its stake in shares of Johnson & Johnson by 707.1% during the 3rd quarter. Compass Financial Services Inc now owns 226 shares of the company’s stock valued at $42,000 after purchasing an additional 198 shares in the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Price Performance

Shares of NYSE:JNJ opened at $245.53 on Tuesday. The business has a fifty day moving average price of $221.69 and a 200-day moving average price of $199.96. The company has a debt-to-equity ratio of 0.48, a current ratio of 1.03 and a quick ratio of 0.77. The company has a market capitalization of $591.70 billion, a PE ratio of 22.22, a PEG ratio of 2.35 and a beta of 0.35. Johnson & Johnson has a 1-year low of $141.50 and a 1-year high of $246.96.

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

Johnson & Johnson Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several analysts have commented on JNJ shares. Bank of America raised their price objective on shares of Johnson & Johnson from $220.00 to $221.00 and gave the stock a “neutral” rating in a report on Thursday, January 22nd. UBS Group reissued a “buy” rating on shares of Johnson & Johnson in a research report on Monday, January 5th. BMO Capital Markets restated an “outperform” rating on shares of Johnson & Johnson in a research report on Thursday, December 11th. HSBC increased their price objective on Johnson & Johnson from $240.00 to $265.00 and gave the stock a “buy” rating in a report on Friday, January 30th. Finally, Daiwa Securities Group boosted their target price on shares of Johnson & Johnson from $203.00 to $237.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $232.70.

Key Johnson & Johnson News

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

• Positive Sentiment: Momentum from product mix and earnings beat: Recent coverage highlights a “triple threat” for JNJ — stronger oncology sales, a MedTech rebound, and a surprise earnings beat that beat tariff headwinds, supporting continued upside potential. Does JNJ Stock Still Offer Value?
• Positive Sentiment: Potential asset sale of DePuy Synthes could unlock value: Bloomberg reports J&J is exploring a possible sale of its orthopedics unit as part of separation plans — a divestiture could raise cash, simplify the company and be viewed as value-accretive by investors. Bloomberg Reports Potential Major Asset Sale by Johnson & Johnson (JNJ)
• Positive Sentiment: Ongoing retail and dividend-focused bullishness reinforces investor demand: Multiple retail-focused pieces (The Motley Fool, Yahoo) continue to paint JNJ as a core, low-volatility dividend holding, supporting sustained buying interest from income and long-term investors. The Only Healthcare Stock I’d Buy and Never Sell Might Be Johnson & Johnson
• Neutral Sentiment: Strategic partnership/co-funding with Blackstone noted but short-term impact unclear: J&J announced a first co-funding agreement with Blackstone; strategic but the market reaction has been muted and concrete near-term benefits remain to be proven. Johnson & Johnson (JNJ) Stock Flat despite First Co-funding Agreement with Blackstone
• Neutral Sentiment: Options activity and analyst notes mixed: Unusually high options trading and a raised but modest price-target move have created noise rather than a clear directional signal. Johnson & Johnson Target of Unusually High Options Trading (NYSE:JNJ) Johnson & Johnson (NYSE:JNJ) Price Target Raised to $210.00
• Negative Sentiment: Bayer lawsuit creates legal overhang: Bayer filed a New York lawsuit against J&J and Janssen over prostate cancer drug Nubeqa — adds litigation risk and potential distraction for the biotech unit. Bayer files lawsuit against Johnson & Johnson, Janssen Biotech
• Negative Sentiment: Insider sale disclosed: EVP Timothy Schmid sold 1,322 shares (filed Form 4), trimming his stake — routine but can be viewed negatively by some investors as a signal to take profits. SEC filing: Form 4

Insider Activity at Johnson & Johnson

In related news, 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 completion of the sale, the executive vice president owned 23,003 shares of the company’s stock, valued at $5,598,700.17. This trade represents a 21.22% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Timothy Schmid sold 1,322 shares of the company’s stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $245.66, for a total value of $324,762.52. Following the completion of the transaction, the executive vice president directly owned 25,447 shares in the company, valued at $6,251,310.02. This trade represents a 4.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 30,142 shares of company stock valued at $7,360,528 in the last three months. 0.16% of the stock is owned by insiders.

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.