Johnson & Johnson $JNJ Shares Sold by Securian Asset Management Inc.

Securian Asset Management Inc. reduced its position in Johnson & Johnson (NYSE:JNJ) by 7.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 116,309 shares of the company’s stock after selling 9,487 shares during the period. Johnson & Johnson comprises about 0.6% of Securian Asset Management Inc.’s portfolio, making the stock its 27th biggest holding. Securian Asset Management Inc.’s holdings in Johnson & Johnson were worth $21,566,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in JNJ. Integral Investment Advisors Inc. increased its holdings in Johnson & Johnson by 0.8% in the third quarter. Integral Investment Advisors Inc. now owns 17,041 shares of the company’s stock valued at $3,160,000 after buying an additional 133 shares in the last quarter. Sivik Global Healthcare LLC purchased a new position in shares of Johnson & Johnson in the 3rd quarter valued at about $4,636,000. Sather Financial Group Inc raised its holdings in Johnson & Johnson by 5.2% in the 3rd quarter. Sather Financial Group Inc now owns 6,054 shares of the company’s stock worth $1,123,000 after purchasing an additional 298 shares during the period. Kelly Financial Group LLC purchased a new position in Johnson & Johnson during the third quarter worth approximately $209,000. Finally, Index Fund Advisors Inc. purchased a new stake in shares of Johnson & Johnson in the third quarter valued at approximately $5,781,000. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson Stock Performance

JNJ opened at $204.47 on Friday. Johnson & Johnson has a twelve month low of $140.68 and a twelve month high of $215.18. The firm has a market capitalization of $492.62 billion, a PE ratio of 19.74, a PEG ratio of 2.10 and a beta of 0.34. The company has a current ratio of 1.07, a quick ratio of 0.80 and a debt-to-equity ratio of 0.50. The firm’s 50-day moving average price is $202.87 and its 200 day moving average price is $184.75.

Johnson & Johnson (NYSE:JNJ) last released its earnings results on Wednesday, August 30th. The company reported $2.26 earnings per share for the quarter. The business had revenue of $24.02 billion for the quarter. Johnson & Johnson had a net margin of 27.26% and a return on equity of 32.73%. Johnson & Johnson has set its FY 2025 guidance at 10.800-10.900 EPS. As a group, sell-side analysts expect that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th will be paid a dividend of $1.30 per share. The ex-dividend date of this dividend is Tuesday, February 24th. This represents a $5.20 dividend on an annualized basis and a yield of 2.5%. Johnson & Johnson’s payout ratio is 50.19%.

More Johnson & Johnson News

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

• Positive Sentiment: Barclays raised its JNJ price target on strength in key drugs, signaling analyst confidence in the company’s mid-term revenue drivers. Barclays Raises Johnson & Johnson (JNJ) Target on Strength in Key Drugs
• Positive Sentiment: Deal with the Trump administration gives JNJ tariff exemptions and accelerates a reported ~$55 billion plan to expand U.S. manufacturing — this reduces tariff risk, improves supply-chain resilience and could support margins over time. J&J Strikes Drug Pricing Deal With Trump, Gets Tariff Reprieve
• Positive Sentiment: Clinical and product-development catalysts: mid-stage success for nipocalimab in SLE and J&J MedTech’s Ottava surgical robot submission to the FDA could drive future revenue and sentiment if approvals/commercialization progress. J&J succeeds in mid-stage trial for SLE therapy Johnson & Johnson MedTech submits Ottava surgical robot to FDA
• Neutral Sentiment: Sector tailwind: healthcare stocks have been rallying and JNJ sits in many health-care ETFs, which can provide passive-buying support independent of company-specific news. This ETF Is Proof That the Healthcare Rebound Is Real
• Neutral Sentiment: Partnerships and collaborations (e.g., Lexeo on cardiac gene therapy) expand J&J’s pipeline exposure but are longer-term and incremental to near-term earnings. Lexeo Therapeutics Announces Research Collaboration with Johnson & Johnson
• Negative Sentiment: JNJ agreed to cut U.S. drug prices as part of the government deal — that creates near- and medium-term revenue/price pressure for affected medicines and is a headline risk for investors focused on margins. Johnson & Johnson reaches deal with US government to lower drug prices
• Negative Sentiment: Zacks trimmed several near-term EPS estimates (Q1–Q4 and FY2027) marginally — this reflects some analyst caution after the pricing agreement and contributes to downward pressure on the stock.

Analyst Ratings Changes

A number of research analysts have recently issued reports on the company. Daiwa Capital Markets upgraded Johnson & Johnson from a “neutral” rating to an “outperform” rating and set a $203.00 target price on the stock in a research report on Monday, October 20th. Daiwa America upgraded shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research report on Monday, October 20th. Raymond James Financial boosted their target price on shares of Johnson & Johnson from $174.00 to $209.00 and gave the stock an “outperform” rating in a research note on Wednesday, October 15th. Loop Capital set a $190.00 price target on shares of Johnson & Johnson in a research note on Wednesday, October 22nd. Finally, Wolfe Research boosted their price objective on Johnson & Johnson from $225.00 to $240.00 and gave the stock an “outperform” rating in a research note on Monday, January 5th. Four investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and a consensus target price of $213.33.

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.