Zhang Financial LLC Has $2.32 Million Holdings in Johnson & Johnson $JNJ

Zhang Financial LLC lessened its stake in Johnson & Johnson (NYSE:JNJ) by 28.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 12,484 shares of the company’s stock after selling 5,057 shares during the quarter. Zhang Financial LLC’s holdings in Johnson & Johnson were worth $2,315,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in JNJ. Norges Bank bought a new stake in shares of Johnson & Johnson in the 2nd quarter valued at about $4,877,174,000. Laurel Wealth Advisors LLC raised its stake in Johnson & Johnson by 15,040.6% in the second quarter. Laurel Wealth Advisors LLC now owns 7,420,699 shares of the company’s stock valued at $1,133,512,000 after buying an additional 7,371,687 shares during the period. Vanguard Group Inc. boosted its holdings in Johnson & Johnson by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 237,047,859 shares of the company’s stock valued at $36,209,060,000 after purchasing an additional 3,085,180 shares during the period. Geode Capital Management LLC increased its holdings in shares of Johnson & Johnson by 2.1% during the second quarter. Geode Capital Management LLC now owns 60,609,476 shares of the company’s stock worth $9,227,988,000 after purchasing an additional 1,225,676 shares during the period. Finally, Legal & General Group Plc boosted its stake in shares of Johnson & Johnson by 6.2% in the second quarter. Legal & General Group Plc now owns 18,917,274 shares of the company’s stock valued at $2,889,614,000 after buying an additional 1,097,855 shares during the period. 69.55% of the stock is owned by institutional investors.

Insider Activity at Johnson & Johnson

In related news, EVP Vanessa Broadhurst sold 6,197 shares of the business’s stock in a transaction 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 owned 23,003 shares in the company, valued at $5,598,700.17. The trade was a 21.22% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Timothy Schmid sold 22,623 shares of the firm’s stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the completion of the sale, the executive vice president owned 26,769 shares of the company’s stock, valued at $6,540,469.77. The trade was a 45.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 30,142 shares of company stock worth $7,360,528. Insiders own 0.16% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on JNJ shares. Bank of America upped their target price on Johnson & Johnson from $220.00 to $221.00 and gave the company a “neutral” rating in a research report on Thursday, January 22nd. Scotiabank restated an “outperform” rating on shares of Johnson & Johnson in a research report on Thursday, January 22nd. Wall Street Zen downgraded shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Wolfe Research boosted their price objective on shares of Johnson & Johnson from $225.00 to $240.00 and gave the company an “outperform” rating in a research report on Monday, January 5th. Finally, UBS Group restated a “buy” rating on shares of Johnson & Johnson in a research report on Monday, January 5th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and nine have given a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $232.70.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: FDA pipeline upside — J&J submitted an sBLA for IMAAVY (nipocalimab) as the first potential FDA‑approved therapy for warm autoimmune hemolytic anemia, giving Janssen a new, high‑margin specialty indication with meaningful unmet need. JNJ seeks FDA approval of IMAAVY (PR Newswire)
• Positive Sentiment: Clinical proof supports growth — new three‑year TREMFYA ulcerative colitis data reinforce J&J’s ability to replace legacy Stelara sales, underpinning revenue/earnings guidance and investor confidence in the Innovative Medicine segment. TREMFYA three‑year data (MSN)
• Positive Sentiment: Potential asset sale could unlock value — reports J&J is exploring a sale of DePuy Synthes (orthopedics) as part of its separation plans; a major divestiture would raise cash and simplify the portfolio, which investors tend to reward. Potential DePuy sale (InsiderMonkey)
• Neutral Sentiment: Analyst and options activity is creating noise — Wall Street coverage is generally constructive but mixed (price targets/ratings vary) and unusual options flows are elevating short‑term volatility without a clear directional signal. Wall Street optimism (Zacks)
• Neutral Sentiment: Strategic partnerships (e.g., first co‑funding with Blackstone) are notable but their near‑term earnings impact is unclear. Co‑funding with Blackstone (TipRanks)
• Negative Sentiment: Legal overhang — Bayer filed a lawsuit over prostate‑cancer drug claims (Nubeqa), adding litigation risk that can pressure sentiment in the biotech/pharma unit. Bayer sues J&J (Reuters)
• Negative Sentiment: Today’s ex‑dividend technical effect — Feb. 24 was the ex‑dividend date for JNJ’s $1.30 quarterly payout, so the share price is likely to show a mechanical decline equal to the dividend amount, which can look like a sell‑off even when fundamentals are intact. Ex‑dividend note (MarketBeat)
• Negative Sentiment: Insider selling disclosed — EVP Timothy Schmid sold shares (Form 4 filings); routine disposals can be read negatively by some traders, adding modest near‑term pressure. Form 4 (SEC)

Johnson & Johnson Stock Up 0.2%

Johnson & Johnson stock opened at $246.21 on Wednesday. The firm has a market cap of $593.35 billion, a price-to-earnings ratio of 22.28, a PEG ratio of 2.39 and a beta of 0.35. Johnson & Johnson has a 52-week low of $141.50 and a 52-week high of $247.25. 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 firm has a 50 day moving average price of $222.42 and a two-hundred day moving average price of $200.48.

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

Johnson & Johnson Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors 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 annualized dividend and a yield of 2.1%. Johnson & Johnson’s dividend payout ratio (DPR) is currently 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.