Cumberland Partners Ltd Acquires 56,015 Shares of Johnson & Johnson $JNJ

Cumberland Partners Ltd lifted its holdings in Johnson & Johnson (NYSE:JNJ) by 474.7% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 67,815 shares of the company’s stock after acquiring an additional 56,015 shares during the period. Johnson & Johnson accounts for about 0.8% of Cumberland Partners Ltd’s portfolio, making the stock its 29th biggest holding. Cumberland Partners Ltd’s holdings in Johnson & Johnson were worth $12,574,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in JNJ. Abich Financial Wealth Management LLC bought a new stake in shares of Johnson & Johnson in the third quarter worth about $26,000. Evolution Wealth Management Inc. purchased a new position in Johnson & Johnson during the 2nd quarter valued at approximately $27,000. Clayton Financial Group LLC bought a new stake in Johnson & Johnson in the 3rd quarter worth approximately $28,000. Semmax Financial Advisors Inc. raised its holdings in shares of Johnson & Johnson by 55.0% during the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after acquiring an additional 72 shares in the last quarter. Finally, Compass Financial Services Inc boosted its position in shares of Johnson & Johnson by 707.1% during the 3rd quarter. Compass Financial Services Inc now owns 226 shares of the company’s stock valued at $42,000 after acquiring an additional 198 shares during the last quarter. 69.55% of the stock is owned by hedge funds and other institutional investors.

Johnson & Johnson Trading Up 0.6%

Shares of NYSE JNJ opened at $244.89 on Thursday. Johnson & Johnson has a fifty-two week low of $141.50 and a fifty-two week high of $246.35. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.77 and a current ratio of 1.03. The company has a market cap of $590.17 billion, a price-to-earnings ratio of 22.16, a PEG ratio of 2.36 and a beta of 0.35. The business’s 50 day moving average price is $219.71 and its 200-day moving average price is $198.21.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings data on Saturday, January 31st. The company reported $2.46 earnings per share (EPS) for the quarter. Johnson & Johnson had a return on equity of 33.04% and a net margin of 28.46%.The company had revenue of $24.28 billion during the quarter. On average, sell-side analysts expect that Johnson & Johnson will post 10.58 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be issued a dividend of $1.30 per share. The ex-dividend date is Tuesday, February 24th. This represents a $5.20 dividend on an annualized basis and a yield of 2.1%. Johnson & Johnson’s dividend payout ratio (DPR) is presently 47.06%.

Insider Activity

In other news, EVP Vanessa Broadhurst sold 6,197 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the transaction, the executive vice president directly owned 23,003 shares of the company’s stock, valued at approximately $5,598,700.17. This trade represents a 21.22% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Timothy Schmid sold 22,623 shares of the stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total value of $5,527,477.59. Following the completion of the transaction, the executive vice president directly owned 26,769 shares in the company, valued at approximately $6,540,469.77. This trade represents a 45.80% decrease in their position. The SEC filing for this sale provides additional information. 0.16% of the stock is owned by insiders.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Announced a >$1 billion investment to build a next‑generation cell‑therapy manufacturing facility in Pennsylvania as part of a multi‑year U.S. manufacturing expansion — expands capacity for JNJ’s cell/biologic pipeline and signals long‑term revenue growth potential. Read More.
• Positive Sentiment: FDA approved a simplified monthly dosing schedule for RYBREVANT FASPRO (amivantamab + hyaluronidase), improving convenience for EGFR+ NSCLC patients and potentially boosting uptake and product competitiveness. Read More.
• Positive Sentiment: Received FDA Breakthrough Therapy Designation for subcutaneous amivantamab (RYBREVANT FASPRO) in advanced head & neck cancer — could speed development and improve commercial prospects if confirmatory data follow. Read More.
• Positive Sentiment: Raised the quarterly dividend to $1.30 (annualized $5.20), reinforcing the shareholder‑yield profile that supports income‑oriented ownership. Read More.
• Neutral Sentiment: Options activity around JNJ has increased, which can amplify short‑term moves; useful for traders but not a fundamental driver by itself. Read More.
• Neutral Sentiment: Small contract extension with Trellus Health keeps a patient‑support program in place — operationally positive but immaterial to overall revenue. Read More.
• Negative Sentiment: Insider selling: two executive vice presidents disclosed sizable stock sales this week (Vanessa Broadhurst sold ~6,197 shares at ~$243.39; Timothy Schmid sold ~22,623 shares at ~$244.33). Large insider sales can weigh on sentiment even if motivated by diversification or tax planning. Read More.
• Negative Sentiment: Ongoing talc litigation and recent verdict coverage keep legal risk and potential liabilities on the radar — this continues to cap valuation upside despite operational wins. Read More.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on JNJ shares. Leerink Partners upped their price target on shares of Johnson & Johnson from $201.00 to $232.00 and gave the company a “market perform” rating in a research note on Thursday, January 22nd. Weiss Ratings restated a “buy (b)” rating on shares of Johnson & Johnson in a research report on Wednesday, January 28th. Stifel Nicolaus boosted their price objective on Johnson & Johnson from $205.00 to $220.00 and gave the stock a “hold” rating in a research note on Thursday, January 22nd. Guggenheim raised their price objective on Johnson & Johnson from $227.00 to $240.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. Finally, Wells Fargo & Company boosted their target price on Johnson & Johnson from $230.00 to $240.00 and gave the company an “overweight” rating in a research report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat, Johnson & Johnson has a consensus rating of “Moderate Buy” and an average target price of $233.73.

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.