Violich Capital Management Inc. Has $17.75 Million Position in Johnson & Johnson $JNJ

Violich Capital Management Inc. increased its stake in Johnson & Johnson (NYSE:JNJ) by 8.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 95,736 shares of the company’s stock after purchasing an additional 7,400 shares during the period. Johnson & Johnson makes up 2.1% of Violich Capital Management Inc.’s holdings, making the stock its 10th largest position. Violich Capital Management Inc.’s holdings in Johnson & Johnson were worth $17,751,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Brighton Jones LLC raised its holdings in shares of Johnson & Johnson by 13.9% in the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock valued at $7,502,000 after purchasing an additional 6,332 shares during the last quarter. United Bank increased its stake in Johnson & Johnson by 110.7% in the 1st quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after buying an additional 4,876 shares during the last quarter. Sivia Capital Partners LLC lifted its position in Johnson & Johnson by 13.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after buying an additional 692 shares in the last quarter. Wedge Capital Management L L P NC boosted its stake in shares of Johnson & Johnson by 2.0% during the 2nd quarter. Wedge Capital Management L L P NC now owns 4,096 shares of the company’s stock worth $626,000 after buying an additional 81 shares during the last quarter. Finally, Opal Wealth Advisors LLC grew its holdings in shares of Johnson & Johnson by 11.5% in the 2nd quarter. Opal Wealth Advisors LLC now owns 2,116 shares of the company’s stock valued at $323,000 after acquiring an additional 218 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Q4 revenue beat and 2026 guidance above consensus — management raised FY2026 sales and EPS targets, signaling mid‑single‑digit organic growth and margin improvement. Johnson & Johnson reports Q4 and Full-Year 2025 results
• Positive Sentiment: MedTech and oncology drove top‑line strength (MedTech up mid‑single digits; strong Darzalex and other cancer drug growth), supporting the company’s revenue trajectory beyond STELARA. Johnson & Johnson Says Product Launches, Regulatory Approvals Drive Growth
• Positive Sentiment: Technicals and analyst sentiment remain constructive — MarketBeat highlights a trend‑following buy signal and rising analyst price targets, which could limit downside and support future upside. Johnson & Johnson Quietly Triggers a Trend Following Buy Signal
• Neutral Sentiment: EPS outcome was mixed: adjusted EPS roughly in line (small beat vs. some consensus figures) and margins broadly as expected — solid but not overpowering enough to eliminate near‑term concerns. Johnson & Johnson (JNJ) Tops Q4 Earnings and Revenue Estimates
• Negative Sentiment: Talc litigation advanced this week as plaintiffs cleared a key expert testimony hurdle — a reminder of legacy legal risk that can create episodic share pressure and potential liabilities. Johnson & Johnson Talc Plaintiffs Clear Key Expert Testimony Hurdle
• Negative Sentiment: STELARA sales plunged after loss of exclusivity and biosimilar competition (material YOY decline), which is a sizable headwind given STELARA’s previous revenue contribution. That dynamic is a key reason shares traded down despite the beat. J&J Stock Down Despite Q4 Earnings Beat, Oncology Drugs Drive Sales
• Negative Sentiment: Company flagged a hit from a recent drug‑pricing deal with the administration (described as “hundreds of millions” of dollars), which tempers net profit upside and adds near‑term uncertainty. Johnson & Johnson forecasts 2026 profit above Wall Street estimates

Analysts Set New Price Targets

A number of research analysts have weighed in on JNJ shares. BMO Capital Markets restated an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday, December 11th. Barclays boosted their target price on shares of Johnson & Johnson from $197.00 to $217.00 and gave the stock an “equal weight” rating in a report on Tuesday, December 30th. Wall Street Zen downgraded shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Saturday, January 17th. Daiwa Capital Markets raised shares of Johnson & Johnson from a “neutral” rating to an “outperform” rating and set a $203.00 target price on the stock in a report on Monday, October 20th. Finally, Bank of America lifted their price target on Johnson & Johnson from $204.00 to $220.00 and gave the stock a “neutral” rating in a report on Monday, December 15th. Three 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. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $213.33.

Johnson & Johnson Stock Performance

Shares of JNJ stock opened at $218.12 on Thursday. The company has a market capitalization of $525.52 billion, a price-to-earnings ratio of 21.05, a PEG ratio of 2.24 and a beta of 0.34. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.80 and a current ratio of 1.07. Johnson & Johnson has a 52 week low of $141.50 and a 52 week high of $220.11. The company has a 50-day simple moving average of $207.39 and a 200 day simple moving average of $188.27.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data on Wednesday, January 21st. The company reported $2.46 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $2.46. The company had revenue of $24.56 billion during the quarter, compared to analysts’ expectations of $24.14 billion. Johnson & Johnson had a return on equity of 32.73% and a net margin of 27.26%.The business’s revenue was up 9.1% on a year-over-year basis. During the same quarter in the previous year, the company posted $2.04 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. On average, sell-side analysts predict that Johnson & Johnson will post 10.58 earnings per share 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 $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date of this dividend is Tuesday, February 24th. Johnson & Johnson’s payout ratio 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.