Mayflower Financial Advisors LLC Has $4.80 Million Stock Position in Johnson & Johnson $JNJ

Mayflower Financial Advisors LLC raised its holdings in Johnson & Johnson (NYSE:JNJ) by 44.7% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 23,185 shares of the company’s stock after buying an additional 7,167 shares during the quarter. Mayflower Financial Advisors LLC’s holdings in Johnson & Johnson were worth $4,798,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of JNJ. AustralianSuper Pty Ltd boosted its position 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 in the last quarter. J.W. Cole Advisors Inc. increased its position in Johnson & Johnson by 2.2% in the 3rd quarter. J.W. Cole Advisors Inc. now owns 130,934 shares of the company’s stock valued at $24,278,000 after buying an additional 2,769 shares in the last quarter. Guinness Asset Management LTD raised its stake in 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 buying an additional 5,994 shares during the period. Treasurer of the State of North Carolina raised its stake in Johnson & Johnson by 8.3% during 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 buying an additional 94,957 shares during the period. Finally, National Pension Service boosted its holdings in Johnson & Johnson by 3.2% in the third 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 currently owned by institutional investors.

Wall Street Analyst Weigh In

Several research firms have recently commented on JNJ. Royal Bank Of Canada boosted their price objective on Johnson & Johnson from $240.00 to $255.00 and gave the company an “outperform” rating in a report on Tuesday, February 3rd. The Goldman Sachs Group reissued a “buy” rating and issued a $250.00 price target on shares of Johnson & Johnson in a research report on Thursday, January 22nd. Argus boosted their price target on shares of Johnson & Johnson from $210.00 to $240.00 in a research note on Friday, January 23rd. Rothschild & Co Redburn upped their price objective on shares of Johnson & Johnson from $180.00 to $210.00 and gave the stock a “neutral” rating in a report on Thursday, February 19th. Finally, Loop Capital set a $220.00 price objective on shares of Johnson & Johnson in a research note on Tuesday, January 27th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $236.91.

Johnson & Johnson News Roundup

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

• Positive Sentiment: EMA/CHMP approved a Type II label variation allowing DARZALEX (daratumumab) subcutaneous injections to be administered by patients or trained caregivers (from dose five), covering all approved multiple myeloma indications — this is the first oncology injectable in Europe cleared for self/caregiver administration and should boost convenience, adherence and market penetration for a high‑margin oncology drug. Johnson & Johnson’s DARZALEX becomes first oncology injectable approved for administration by patients or caregivers J&J’s Darzalex nets first self-administered cancer injectable approval
• Positive Sentiment: Technical setup shows a bull‑flag breakout attempt supported by key moving averages, signaling improving demand and potential upside toward higher Fibonacci extension targets — technical momentum can attract short‑term buyers and algorithmic flows. Johnson & Johnson (JNJ) Price Forecast: Bull Flag Signals Strength
• Positive Sentiment: Analyst sentiment is improving: several Street price targets and fair‑value estimates have moved higher (some in the $250–$280 range) and Erste slightly raised FY2027 EPS assumptions — supportive for medium‑term price momentum and analyst‑led flows. How The Story Is Shifting For Johnson & Johnson (JNJ) As Analyst Targets Rise A Q2 2026 Playbook for Navigating Market Uncertainty (JNJ)
• Neutral Sentiment: J&J’s pipeline and oncology positioning continue to be highlighted by analysts and sector pieces — longer‑term growth upside exists from new launches and immuno‑oncology trends, but timing and commercial ramp remain uncertain. J&J’s Pipeline Surge Sets Up Stronger Growth From New Drugs in 2026
• Neutral Sentiment: Court/legal update: a large punitive damages award (~$950M) was overturned while a separate $16M talc verdict stands — this reduces headline legal overhang but some liabilities remain, so legal risk is diminished but not fully eliminated. Punitive damages award worth $950 million overturned against Johnson & Johnson (JNJ), $16M talc verdict stands
• Negative Sentiment: Near‑term revenue/earnings risks: analysts flag biosimilar pressure and loss‑of‑exclusivity for Stelara, and Street models foresee a possible single‑digit EPS decline in the upcoming quarter — these headwinds could limit upside until new drugs scale. Can New Drugs Drive J&J’s Innovative Medicine Despite Stelara LOE? What You Need To Know Ahead of Johnson & Johnson’s Earnings Release

Johnson & Johnson Price Performance

JNJ opened at $240.39 on Friday. Johnson & Johnson has a 1 year low of $141.50 and a 1 year high of $251.71. 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 $579.01 billion, a price-to-earnings ratio of 21.75, a P/E/G ratio of 2.37 and a beta of 0.34. The firm’s fifty day moving average price is $237.40 and its two-hundred day moving average price is $210.69.

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

Johnson & Johnson Announces Dividend

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

Insider Buying and Selling

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 6,197 shares of the business’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total value of $1,508,287.83. Following the transaction, the executive vice president owned 23,003 shares of the company’s stock, valued at approximately $5,598,700.17. The trade was a 21.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Timothy Schmid sold 22,623 shares of the company’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $244.33, for a total value of $5,527,477.59. Following the completion of the transaction, the executive vice president owned 26,769 shares of the company’s stock, valued at $6,540,469.77. This trade represents a 45.80% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 30,142 shares of company stock worth $7,360,528 in the last 90 days. Company insiders own 0.16% of the company’s stock.

Johnson & Johnson Company 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.