54,803 Shares in Johnson & Johnson $JNJ Bought by NatWest Group plc

NatWest Group plc bought a new stake in Johnson & Johnson (NYSE:JNJ) during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 54,803 shares of the company’s stock, valued at approximately $10,162,000. Johnson & Johnson comprises 2.5% of NatWest Group plc’s holdings, making the stock its 16th biggest holding.

Several other institutional investors have also modified their holdings of JNJ. Evolution Wealth Management Inc. bought a new position in Johnson & Johnson in the 2nd quarter worth about $27,000. Semmax Financial Advisors Inc. boosted its position in shares of Johnson & Johnson by 55.0% during the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after buying an additional 72 shares during the period. GFG Capital LLC bought a new position in Johnson & Johnson in the 2nd quarter worth approximately $35,000. 1248 Management LLC acquired a new stake in Johnson & Johnson in the 1st quarter valued at approximately $48,000. Finally, Vermillion & White Wealth Management Group LLC boosted its position in Johnson & Johnson by 66.4% during the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 376 shares of the company’s stock worth $57,000 after acquiring an additional 150 shares during the period. Institutional investors 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: FDA approves a subcutaneous version of Rybrevant (amivantamab) that reduces administration time from hours to minutes for EGFR‑mutated NSCLC — this materially improves patient convenience, may raise uptake vs. IV therapy and supports long‑term revenue potential for JNJ’s lung‑cancer franchise. J&J Wins FDA Nod for Subcutaneous Version of NSCLC Drug Rybrevant
• Positive Sentiment: FDA clears RYBREVANT FASPRO (amivantamab + hyaluronidase) as the first subcutaneous therapy across Rybrevant indications, enabling much shorter, simpler first‑line regimens when combined with LAZCLUZE — a regulatory win that supports commercial uptake and margins. U.S. FDA Approval of RYBREVANT FASPRO
• Positive Sentiment: JNJ’s MedTech unit won FDA clearance for the TRUFILL n‑BCA liquid embolic system to treat symptomatic chronic subdural hematoma (cSDH), expanding neurovascular indications and supporting device revenue growth. Johnson & Johnson Receives FDA Approval for TRUFILL n‑BCA
• Positive Sentiment: Media and investor sentiment is bullish: Jim Cramer highlighted JNJ’s oncology momentum and broader rotation into healthcare/defensive names, which can drive retail interest and support multiple expansion. Jim Cramer Couldn’t Stop Gushing About Johnson & Johnson (JNJ)’s Cancer Drugs
• Neutral Sentiment: Analyst/valuation commentary argues JNJ’s premium multiple is supported by accelerating growth and portfolio mix; useful context for longer‑term positioning but less likely to move near‑term price. Johnson and Johnson: Valuation Premium Justified By Accelerating Growth
• Neutral Sentiment: Macro note: rate cuts and dividend‑friendly ETF flows (e.g., mentions in MarketBeat pieces) can support demand for high‑quality dividend payers like JNJ, but impact is gradual. Rate Cuts Make These 3 Income ETFs More Attractive Than Ever
• Negative Sentiment: Near‑term pullback likely driven by profit‑taking after a large YTD move (shares are up significantly year‑to‑date); heavy volume suggests short‑term selling pressure despite positive catalysts.

Johnson & Johnson Price Performance

Shares of NYSE:JNJ opened at $206.49 on Friday. The company has a market capitalization of $497.49 billion, a PE ratio of 19.93, a price-to-earnings-growth ratio of 2.26 and a beta of 0.36. 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 stock has a fifty day moving average of $198.10 and a 200-day moving average of $179.02. Johnson & Johnson has a one year low of $140.68 and a one year high of $215.18.

Johnson & Johnson (NYSE:JNJ) last issued its earnings results on Wednesday, August 30th. The company reported $2.26 earnings per share (EPS) for the quarter. Johnson & Johnson had a return on equity of 32.73% and a net margin of 27.26%.The business had revenue of $24.02 billion for the quarter. As a group, equities analysts anticipate that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, December 9th. Shareholders of record on Tuesday, November 25th were issued a $1.30 dividend. This represents a $5.20 annualized dividend and a dividend yield of 2.5%. The ex-dividend date was Tuesday, November 25th. Johnson & Johnson’s dividend payout ratio (DPR) is presently 50.19%.

Analyst Ratings Changes

A number of brokerages have recently commented on JNJ. Cowen reissued a “buy” rating on shares of Johnson & Johnson in a report on Tuesday, October 14th. Daiwa Capital Markets upgraded shares of Johnson & Johnson from a “neutral” rating to an “outperform” rating and set a $203.00 price target on the stock in a research report on Monday, October 20th. HSBC reaffirmed a “buy” rating and issued a $240.00 price target on shares of Johnson & Johnson in a research note on Wednesday, December 10th. Stifel Nicolaus raised their price objective on shares of Johnson & Johnson from $165.00 to $190.00 and gave the company a “hold” rating in a research note on Wednesday, October 15th. Finally, Royal Bank Of Canada set a $240.00 target price on Johnson & Johnson in a research report on Wednesday. Four analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and nine have given a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $210.25.

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.