Lmcg Investments LLC Has $11.88 Million Holdings in Johnson & Johnson $JNJ

Lmcg Investments LLC lifted its position in shares of Johnson & Johnson (NYSE:JNJ) by 13.2% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 64,050 shares of the company’s stock after purchasing an additional 7,471 shares during the quarter. Lmcg Investments LLC’s holdings in Johnson & Johnson were worth $11,876,000 at the end of the most recent reporting period.

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

Key Johnson & Johnson News

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

• Positive Sentiment: Positive Phase 3 results for CAPLYTA (major psychiatric drug) showed stronger remission outcomes, lifting biotech/pharma sentiment around JNJ. CAPLYTA Shows Stronger Remission Results in Phase 3 MDD Data, JNJ Says
• Positive Sentiment: Robotic surgery business and a recent regulatory submission are cited as supporting JNJ’s dividend-growth outlook, reinforcing income-investor interest. Robotic surgery fuels Johnson & Johnson dividend growth outlook
• Positive Sentiment: High-profile bullish coverage: Jim Cramer has been increasingly positive on JNJ, noting strength in the cancer portfolio and framing JNJ as a core holding — a boost to retail sentiment. Jim Cramer Says He Was Wrong for Selling Johnson & Johnson for the Charitable Trust
• Positive Sentiment: Market commentary points to JNJ nearing a 52-week high as CAPLYTA data and earnings momentum lift near-term upside expectations. Johnson & Johnson Near 52-Week High As CAPLYTA Data Boosts Sentiment
• Neutral Sentiment: Analyst previews ahead of Q4 (earnings due Jan 21) are broadly constructive — core pharma and MedTech strength cited, but Q4/2026 guidance is the key near-term catalyst. Johnson & Johnson Q4 preview: Strength in core portfolio keeps analysts bullish
• Neutral Sentiment: Coverage pieces detail ways to generate income from JNJ shares and options ahead of earnings — increased retail/options activity could amplify intraday moves. How To Earn $500 A Month From Johnson & Johnson Stock Ahead Of Q4 Earnings
• Neutral Sentiment: Index/sector coverage notes JNJ’s MedTech reach on Dow-related indices — supportive for passive flows but not an immediate price catalyst. Johnson & Johnson (NYSE:JNJ) Dow Jones Index Medical Technology Reach
• Negative Sentiment: Broader market “risk-off” (Davos/Trump headlines) pressured US equities today, which weighed on JNJ despite company-specific gains. Markets Switch to “Risk-Off” Ahead of Trump at Davos
• Negative Sentiment: Analysts and previews flag near-term risks: Stelara biosimilar competition and China headwinds could pressure growth and margin recovery in 2026. Should You Buy, Sell or Hold J&J Stock Ahead of Q4 Results?
• Negative Sentiment: Outlook risk: commentary warns 2026 guidance will be a big test for JNJ’s valuation — missed targets or cautious guidance could trigger a pullback. Johnson & Johnson’s $10 Billion Test: 2026 Outlook Could Make Or Break JNJ Heading Into Q4

Wall Street Analysts Forecast Growth

JNJ has been the topic of several analyst reports. Argus set a $210.00 target price on Johnson & Johnson in a research report on Wednesday, October 15th. Raymond James Financial lifted their price objective on shares of Johnson & Johnson from $174.00 to $209.00 and gave the stock an “outperform” rating in a report on Wednesday, October 15th. Johnson Rice set a $190.00 target price on shares of Johnson & Johnson and gave the stock a “hold” rating in a research note on Wednesday, October 22nd. The Goldman Sachs Group raised their price target on shares of Johnson & Johnson from $213.00 to $240.00 and gave the company a “buy” rating in a research report on Thursday, December 18th. Finally, Bank of America boosted their price target on shares of Johnson & Johnson from $204.00 to $220.00 and gave the stock a “neutral” rating in a report on Monday, December 15th. Four equities 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 stock. According to MarketBeat, Johnson & Johnson has an average rating of “Moderate Buy” and a consensus target price of $213.33.

Johnson & Johnson Price Performance

JNJ opened at $218.09 on Wednesday. Johnson & Johnson has a fifty-two week low of $141.50 and a fifty-two week high of $220.11. The firm has a 50-day moving average of $206.92 and a 200 day moving average of $188.05. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.80 and a current ratio of 1.07. The firm has a market cap of $525.43 billion, a P/E ratio of 21.05, a PEG ratio of 2.25 and a beta of 0.34.

Johnson & Johnson Dividend Announcement

The business 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. 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 dividend payout ratio is currently 50.19%.

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.