Joel Isaacson & Co. LLC Increases Position in Johnson & Johnson $JNJ

Joel Isaacson & Co. LLC increased its stake in shares of Johnson & Johnson (NYSE:JNJ) by 3.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 78,050 shares of the company’s stock after purchasing an additional 2,963 shares during the quarter. Johnson & Johnson makes up 0.5% of Joel Isaacson & Co. LLC’s holdings, making the stock its 29th largest position. Joel Isaacson & Co. LLC’s holdings in Johnson & Johnson were worth $14,472,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Clark Asset Management LLC boosted its stake in Johnson & Johnson by 51.6% in the 2nd quarter. Clark Asset Management LLC now owns 8,884 shares of the company’s stock worth $1,357,000 after purchasing an additional 3,025 shares in the last quarter. Treasurer of the State of North Carolina raised its holdings in shares of Johnson & Johnson by 8.3% in the second 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 last quarter. Talbot Financial LLC lifted its stake in shares of Johnson & Johnson by 4.6% during the third quarter. Talbot Financial LLC now owns 138,424 shares of the company’s stock worth $25,667,000 after buying an additional 6,143 shares during the period. Liberty One Investment Management LLC grew its holdings in shares of Johnson & Johnson by 83.9% during the third quarter. Liberty One Investment Management LLC now owns 366,813 shares of the company’s stock valued at $68,040,000 after buying an additional 167,353 shares during the last quarter. Finally, Winnow Wealth LLC acquired a new position in shares of Johnson & Johnson in the 2nd quarter valued at $295,000. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Analyst Ratings Changes

Several research firms have weighed in on JNJ. Daiwa Capital Markets upgraded Johnson & Johnson from a “neutral” rating to an “outperform” rating and set a $203.00 price target on the stock in a research note on Monday, October 20th. Loop Capital set a $190.00 target price on Johnson & Johnson in a report on Wednesday, October 22nd. Morgan Stanley increased their price target on shares of Johnson & Johnson from $197.00 to $200.00 and gave the stock an “equal weight” rating in a report on Thursday. Citigroup lifted their price objective on shares of Johnson & Johnson from $232.00 to $250.00 and gave the company a “buy” rating in a research note on Thursday. Finally, TD Cowen increased their price objective on shares of Johnson & Johnson from $222.00 to $250.00 and gave the stock a “buy” rating in a research note on Thursday. Two analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $219.86.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Q4 print and 2026 outlook: J&J beat revenue expectations, reported stronger margins and gave FY2026 sales and EPS guidance that was modestly above consensus — the core drivers cited were oncology strength and MedTech momentum. This underpins the bullish analyst reaction and higher expectations for organic growth. Business Wire: Q4 and Full-Year 2025 results
• Positive Sentiment: Large analyst upgrade: Scotiabank boosted its price target sharply to $265 (sector outperform), signaling meaningful upside versus the current level and likely supporting buying interest. The Fly: Scotiabank price-target raise
• Positive Sentiment: Technical/market momentum: MarketBeat highlights a trend-following buy signal after the pullback to support levels, which can attract momentum traders and reduce downside risk for buyers. MarketBeat: trend-following buy signal
• Neutral Sentiment: Analyst tweaks with limited conviction: Bank of America and Stifel nudged targets higher (to $221 and $220 respectively) but kept neutral/hold stances — these adjustments offer modest upside but little change to conviction. Benzinga: analyst target changes
• Positive Sentiment: Dividend and longer-term thesis remain intact: Coverage pieces note J&J’s status as a Dividend King with a sustainable payout and a growing MedTech pipeline (including OTTAVA robotics), supporting steady institutional demand. Zacks: dividend thesis
• Negative Sentiment: Talc litigation moving forward: A court ruling will allow plaintiffs’ expert testimony in the talc MDL, increasing legal uncertainty and potential exposure that remains an overhang for the stock. Benzinga: talc litigation update
• Negative Sentiment: Stelara biosimilar pressure: Investors remain cautious after Stelara sales fell sharply following patent loss; biosimilar competition is dragging growth in that franchise and was cited as a reason for pre-market weakness even after the beat. Blockonomi: Stelara and market reaction

Johnson & Johnson Price Performance

Shares of NYSE JNJ opened at $218.58 on Friday. The company has a debt-to-equity ratio of 0.50, a current ratio of 1.07 and a quick ratio of 0.80. The stock has a market capitalization of $526.62 billion, a price-to-earnings ratio of 19.78, a PEG ratio of 2.24 and a beta of 0.34. The firm’s 50 day simple moving average is $207.86 and its 200-day simple moving average is $188.48. Johnson & Johnson has a 12 month low of $141.50 and a 12 month high of $222.17.

Johnson & Johnson (NYSE:JNJ) last posted its earnings results on Wednesday, January 21st. The company reported $2.46 earnings per share (EPS) for the quarter, meeting the consensus estimate of $2.46. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.34%. The firm had revenue of $24.56 billion during the quarter, compared to analysts’ expectations of $24.14 billion. During the same period in the previous year, the business posted $2.04 EPS. The business’s revenue was up 9.1% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. Analysts expect that Johnson & Johnson will post 10.58 EPS for the current year.

Johnson & Johnson Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th will be given a dividend of $1.30 per share. The ex-dividend date is Tuesday, February 24th. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.4%. Johnson & Johnson’s dividend payout ratio (DPR) is 50.19%.

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.