Johnson & Johnson $JNJ Shares Sold by Comgest Global Investors S.A.S.

Comgest Global Investors S.A.S. lessened its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 12.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,818,700 shares of the company’s stock after selling 251,012 shares during the quarter. Johnson & Johnson makes up approximately 6.0% of Comgest Global Investors S.A.S.’s investment portfolio, making the stock its 6th largest position. Comgest Global Investors S.A.S. owned approximately 0.08% of Johnson & Johnson worth $337,223,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in JNJ. L & S Advisors Inc boosted its position in Johnson & Johnson by 365.9% during the third quarter. L & S Advisors Inc now owns 40,854 shares of the company’s stock worth $7,575,000 after purchasing an additional 32,086 shares during the period. Synovus Financial Corp lifted its stake in shares of Johnson & Johnson by 2.5% during the 3rd quarter. Synovus Financial Corp now owns 230,188 shares of the company’s stock worth $42,686,000 after buying an additional 5,653 shares during the last quarter. NewEdge Wealth LLC grew its stake in Johnson & Johnson by 3.2% in the 3rd quarter. NewEdge Wealth LLC now owns 235,947 shares of the company’s stock valued at $43,886,000 after buying an additional 7,299 shares during the last quarter. Redmont Wealth Advisors LLC bought a new position in Johnson & Johnson in the 3rd quarter valued at about $380,000. Finally, Pzena Investment Management LLC lifted its position in Johnson & Johnson by 0.8% during the third quarter. Pzena Investment Management LLC now owns 248,251 shares of the company’s stock worth $46,031,000 after acquiring an additional 1,938 shares during the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.

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.

Insider Buying and Selling at Johnson & Johnson

In other news, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total value of $1,508,287.83. Following the completion of the transaction, the executive vice president directly owned 23,003 shares in the company, valued at approximately $5,598,700.17. This represents a 21.22% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Timothy Schmid sold 22,623 shares of the business’s stock in a transaction dated 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 sale, the executive vice president owned 26,769 shares in the company, valued at approximately $6,540,469.77. This trade represents a 45.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.16% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

JNJ has been the topic of several research reports. UBS Group reaffirmed a “buy” rating on shares of Johnson & Johnson in a research report on Monday, January 5th. Argus increased their price objective on Johnson & Johnson from $210.00 to $240.00 in a research report on Friday, January 23rd. Royal Bank Of Canada lifted their target price on Johnson & Johnson from $240.00 to $255.00 and gave the stock an “outperform” rating in a report on Tuesday, February 3rd. Weiss Ratings restated a “buy (b)” rating on shares of Johnson & Johnson in a research note on Wednesday, January 28th. Finally, Stifel Nicolaus raised their price target on shares of Johnson & Johnson from $205.00 to $220.00 and gave the stock a “hold” rating in a research report on Thursday, January 22nd. One research 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 stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $233.73.

Johnson & Johnson Stock Performance

NYSE:JNJ opened at $244.89 on Thursday. 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. 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 stock has a fifty day moving average price of $219.71 and a 200-day moving average price of $198.21.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings results on Saturday, January 31st. The company reported $2.46 EPS for the quarter. The business had revenue of $24.28 billion during the quarter. Johnson & Johnson had a return on equity of 33.04% and a net margin of 28.46%. As a group, equities analysts anticipate that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The business also recently declared 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 of this dividend is Tuesday, February 24th. This represents a $5.20 annualized dividend and a dividend yield of 2.1%. Johnson & Johnson’s payout ratio is 47.06%.

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.