MGO One Seven LLC Acquires 44,269 Shares of Johnson & Johnson $JNJ

MGO One Seven LLC lifted its stake in Johnson & Johnson (NYSE:JNJ) by 54.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 126,007 shares of the company’s stock after acquiring an additional 44,269 shares during the period. Johnson & Johnson makes up about 0.5% of MGO One Seven LLC’s holdings, making the stock its 27th largest holding. MGO One Seven LLC’s holdings in Johnson & Johnson were worth $23,364,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Vanguard Group Inc. grew its holdings in Johnson & Johnson by 1.3% during the 2nd quarter. Vanguard Group Inc. now owns 237,047,859 shares of the company’s stock valued at $36,209,060,000 after buying an additional 3,085,180 shares in the last quarter. Geode Capital Management LLC grew its stake in Johnson & Johnson by 2.1% during the second quarter. Geode Capital Management LLC now owns 60,609,476 shares of the company’s stock valued at $9,227,988,000 after acquiring an additional 1,225,676 shares in the last quarter. Norges Bank bought a new stake in Johnson & Johnson during the 2nd quarter worth approximately $4,877,174,000. Bank of New York Mellon Corp lifted its stake in Johnson & Johnson by 2.7% in the 2nd quarter. Bank of New York Mellon Corp now owns 23,802,503 shares of the company’s stock worth $3,635,832,000 after purchasing an additional 620,039 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. boosted its holdings in Johnson & Johnson by 0.3% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 18,951,337 shares of the company’s stock valued at $2,894,979,000 after purchasing an additional 52,074 shares during the period. 69.55% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on JNJ shares. The Goldman Sachs Group upped their price target on shares of Johnson & Johnson from $213.00 to $240.00 and gave the stock a “buy” rating in a report on Thursday, December 18th. Argus set a $210.00 target price on Johnson & Johnson in a research note on Wednesday, October 15th. Cowen reiterated a “buy” rating on shares of Johnson & Johnson in a research report on Tuesday, October 14th. Wells Fargo & Company upped their price objective on shares of Johnson & Johnson from $212.00 to $230.00 and gave the stock an “overweight” rating in a research report on Friday, December 12th. Finally, Raymond James Financial lifted their target price on shares of Johnson & Johnson from $174.00 to $209.00 and gave the company an “outperform” rating in a research report on Wednesday, October 15th. Four research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat, Johnson & Johnson presently has an average rating of “Moderate Buy” and an average price target of $213.33.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Phase 3 MajesTEC-9 topline: TECVAYLI (teclistamab) monotherapy showed a 71% reduction in risk of progression or death and a 40% reduction in risk of death versus standard of care in early-relapse, largely anti‑CD38/lenalidomide‑refractory myeloma — a potentially significant new earlier-line oncology opportunity that can drive revenue and R&D upside. TECVAYLI® monotherapy demonstrates superior progression-free and overall survival versus standard of care as early as first relapse in patients with multiple myeloma predominantly refractory to anti-CD38 therapy and lenalidomide
• Positive Sentiment: Delaware court orders recalculation of damages in Auris/robotics case — the state’s top court overturned part of a ~$1B award and ordered a recalculation that could materially reduce J&J’s payout exposure, lowering legal risk on the balance sheet. Court Orders Recalculation Of Damages In Johnson & Johnson Auris Case
• Positive Sentiment: MedTech momentum: Zacks highlights growth driven by cardiovascular strength and new product rollouts, supporting the MedTech segment’s contribution even as China weakness lingers — a constructive signal for recurring revenue. What’s Powering J&J’s MedTech Growth Ahead of Q4 Release?
• Positive Sentiment: Psychiatry pipeline/data: New CAPLYTA and SPRAVATO analyses being presented at ACNP reinforce J&J’s CNS franchise and could support future label or adoption upside. Johnson & Johnson elevates leadership in depression with new data at 2026 American College of Neuropsychopharmacology Annual Meeting
• Neutral Sentiment: Company expected to report quarterly results this week — keep an eye on guidance, MedTech trends and margins; earnings timing may create short-term volatility but is routine. Johnson & Johnson (JNJ) Projected to Post Quarterly Earnings on Wednesday
• Neutral Sentiment: Investor attention spikes: Zacks notes heavy search/interest in JNJ — increased attention can amplify moves around data and earnings. Investors Heavily Search Johnson & Johnson (JNJ): Here is What You Need to Know
• Neutral Sentiment: Dividend visibility: JNJ features in dividend-focused lists (Dogs of the Dow coverage); this underpins income investor interest but is unlikely to move shares materially on its own. The Dogs of the Dow: 10 Downtrodden Dividends Paying Out Up to 6.8%
• Negative Sentiment: Zacks preview flags J&J may lack the setup for an earnings beat next week — if results or guidance disappoint, that could reverse some of today’s gains. Johnson & Johnson (JNJ) Reports Next Week: Wall Street Expects Earnings Growth

Johnson & Johnson Stock Performance

Shares of NYSE JNJ opened at $218.53 on Thursday. The stock’s 50-day moving average is $204.52 and its 200 day moving average is $186.04. The stock has a market cap of $526.51 billion, a price-to-earnings ratio of 21.09, a P/E/G ratio of 2.19 and a beta of 0.34. Johnson & Johnson has a 1-year low of $141.50 and a 1-year high of $218.86. The company has a current ratio of 1.07, a quick ratio of 0.80 and a debt-to-equity ratio of 0.50.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Tuesday, October 14th. The company reported $2.80 EPS for the quarter, beating analysts’ consensus estimates of $2.76 by $0.04. The business had revenue of $23.99 billion for the quarter, compared to analysts’ expectations of $23.73 billion. Johnson & Johnson had a net margin of 27.26% and a return on equity of 32.73%. The business’s quarterly revenue was up 6.8% on a year-over-year basis. During the same period last year, the business earned $2.42 earnings per share. On average, sell-side analysts anticipate that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

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

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.