Johnson & Johnson $JNJ Shares Sold by LaFleur & Godfrey LLC

LaFleur & Godfrey LLC trimmed its holdings in Johnson & Johnson (NYSE:JNJ) by 2.4% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 140,137 shares of the company’s stock after selling 3,498 shares during the quarter. Johnson & Johnson comprises 3.2% of LaFleur & Godfrey LLC’s portfolio, making the stock its 5th biggest holding. LaFleur & Godfrey LLC’s holdings in Johnson & Johnson were worth $25,984,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. Clark Asset Management LLC boosted its stake in Johnson & Johnson by 51.6% in the second quarter. Clark Asset Management LLC now owns 8,884 shares of the company’s stock valued at $1,357,000 after acquiring an additional 3,025 shares during the last quarter. AustralianSuper Pty Ltd lifted its stake in shares of Johnson & Johnson by 632.0% in the 3rd quarter. AustralianSuper Pty Ltd now owns 89,183 shares of the company’s stock valued at $16,536,000 after purchasing an additional 77,000 shares during the period. J.W. Cole Advisors Inc. grew its stake in shares of Johnson & Johnson by 2.2% during the third quarter. J.W. Cole Advisors Inc. now owns 130,934 shares of the company’s stock worth $24,278,000 after purchasing an additional 2,769 shares during the period. Guinness Asset Management LTD grew its stake in shares of Johnson & Johnson by 0.4% during the third quarter. Guinness Asset Management LTD now owns 1,383,195 shares of the company’s stock worth $251,216,000 after purchasing an additional 5,994 shares during the period. Finally, Treasurer of the State of North Carolina lifted its stake in Johnson & Johnson by 8.3% in the second quarter. Treasurer of the State of North Carolina now owns 1,234,945 shares of the company’s stock valued at $188,638,000 after buying an additional 94,957 shares during the period. Institutional investors own 69.55% of the company’s stock.

More Johnson & Johnson News

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

• Positive Sentiment: Clinical and regulatory wins for oncology: J&J reported strong Phase 1b/2 data for subcutaneous amivantamab (RYBREVANT FASPRO) in head & neck cancer and has received FDA Breakthrough Therapy attention and a separate monthly‑dosing approval that can improve patient convenience and commercial uptake. These outcomes support the pharma growth story and were cited as a reason for recent buying interest. RYBREVANT clinical results
• Positive Sentiment: Potential strategic catalyst: reports say J&J is preparing a possible ~$20B sale of its orthopedics unit — a deal could unlock value, boost cash for buybacks/dividends or speed a planned separation, which traders view as a material upside catalyst if executed. Reuters on orthopedics sale
• Positive Sentiment: Capital investment and dividend support: J&J announced a $1B investment in a Pennsylvania cell‑therapy facility and recently raised its quarterly dividend to $1.30 — both reinforce the company’s long‑term growth capacity and income appeal for dividend investors. Fox Business on $1B investment
• Neutral Sentiment: Options and sentiment flow: unusually high call buying (41,649 calls, ~45% above typical daily call volume) and amplified options chatter are increasing intraday volatility and can intensify moves without changing fundamentals — watch open interest and directional concentration. Benzinga on options trends
• Neutral Sentiment: Positive post‑earnings momentum: coverage (Zacks/TipRanks/others) notes JNJ is up since earnings as investors re‑rate pharma catalysts and dividends — helpful for sentiment but incremental vs. material corporate events. Zacks on post‑earnings move
• Negative Sentiment: Analyst caveat: Rothschild & Co Redburn raised its price target to $210 but kept a “neutral” rating — the PT sits below the current share price, signaling downside risk and giving traders a reason to trim positions. MarketScreener on Rothschild PT
• Negative Sentiment: Insider selling: recent sales by senior executives (disclosed Form 4s) are prompting some investor concern about near‑term profit‑taking and are adding selling pressure. SEC filing on insider sell
• Negative Sentiment: Legal overhang: ongoing talc litigation and verdict coverage continue to create valuation uncertainty and cap multiple expansion despite operational positives. Yahoo Finance on talc risk

Insider Transactions at Johnson & Johnson

In related news, EVP Vanessa Broadhurst sold 6,197 shares of Johnson & Johnson stock in a transaction that occurred 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 sale, the executive vice president 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 position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Timothy Schmid sold 22,623 shares of the business’s stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $244.33, for a total value of $5,527,477.59. Following the completion of the sale, the executive vice president owned 26,769 shares in the company, valued at $6,540,469.77. The trade was a 45.80% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.16% of the stock is currently owned by company insiders.

Johnson & Johnson Stock Down 1.9%

Johnson & Johnson stock opened at $242.27 on Monday. The company has a 50 day moving average of $221.06 and a 200-day moving average of $199.44. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.48. Johnson & Johnson has a twelve month low of $141.50 and a twelve month high of $246.96. The stock has a market capitalization of $583.86 billion, a PE ratio of 21.93, a price-to-earnings-growth ratio of 2.35 and a beta of 0.35.

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

Johnson & Johnson Dividend Announcement

The company also recently disclosed 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 annualized dividend and a dividend yield of 2.1%. The ex-dividend date of this dividend is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio is currently 47.06%.

Wall Street Analysts Forecast Growth

JNJ has been the subject of several analyst reports. Loop Capital set a $220.00 target price on Johnson & Johnson in a research report on Tuesday, January 27th. Wells Fargo & Company lifted their price objective on shares of Johnson & Johnson from $230.00 to $240.00 and gave the stock an “overweight” rating in a research note on Thursday, January 22nd. BMO Capital Markets reaffirmed an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday, December 11th. Morgan Stanley set a $262.00 price target on shares of Johnson & Johnson and gave the stock an “overweight” rating in a research report on Wednesday, January 28th. Finally, TD Cowen boosted their price target on shares of Johnson & Johnson from $222.00 to $250.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have issued a Hold rating to the company. According to MarketBeat.com, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and an average price target of $232.70.

Johnson & Johnson 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.