Gotham Asset Management LLC Buys 28,690 Shares of Johnson & Johnson $JNJ

Gotham Asset Management LLC increased its stake in shares of Johnson & Johnson (NYSE:JNJ) by 15.6% during the third quarter, HoldingsChannel.com reports. The fund owned 213,036 shares of the company’s stock after purchasing an additional 28,690 shares during the period. Gotham Asset Management LLC’s holdings in Johnson & Johnson were worth $39,501,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. AustralianSuper Pty Ltd lifted its position in Johnson & Johnson by 632.0% during the 3rd quarter. AustralianSuper Pty Ltd now owns 89,183 shares of the company’s stock worth $16,536,000 after acquiring an additional 77,000 shares during the last quarter. J.W. Cole Advisors Inc. grew its position in shares of Johnson & Johnson by 2.2% in the third quarter. J.W. Cole Advisors Inc. now owns 130,934 shares of the company’s stock valued at $24,278,000 after purchasing an additional 2,769 shares during the last quarter. Guinness Asset Management LTD increased its stake in shares of Johnson & Johnson by 0.4% in 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. Treasurer of the State of North Carolina increased its stake in shares of 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 worth $188,638,000 after purchasing an additional 94,957 shares during the period. Finally, National Pension Service lifted its position in shares of Johnson & Johnson by 3.2% during the 3rd quarter. National Pension Service now owns 4,926,569 shares of the company’s stock worth $913,484,000 after purchasing an additional 151,707 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Johnson & Johnson

In other news, EVP Timothy Schmid sold 1,322 shares of Johnson & Johnson stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $245.66, for a total transaction of $324,762.52. Following the sale, the executive vice president directly owned 25,447 shares in the company, valued at approximately $6,251,310.02. The trade was a 4.94% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of the company’s stock in a transaction dated 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 completion of the sale, the executive vice president directly owned 23,003 shares in the company, valued at approximately $5,598,700.17. The trade was a 21.22% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 30,142 shares of company stock worth $7,360,528 in the last three months. Insiders own 0.16% of the company’s stock.

Wall Street Analyst Weigh In

JNJ has been the topic of a number of research analyst reports. Guggenheim raised their target price on Johnson & Johnson from $227.00 to $240.00 and gave the company a “buy” rating in a report on Friday, January 23rd. Royal Bank Of Canada upped their price target on Johnson & Johnson from $240.00 to $255.00 and gave the stock an “outperform” rating in a report on Tuesday, February 3rd. Argus raised their price objective on shares of Johnson & Johnson from $210.00 to $240.00 in a research note on Friday, January 23rd. Wells Fargo & Company boosted their target price on shares of Johnson & Johnson from $230.00 to $240.00 and gave the stock an “overweight” rating in a research report on Thursday, January 22nd. Finally, JPMorgan Chase & Co. upped their target price on shares of Johnson & Johnson from $225.00 to $250.00 and gave the company a “neutral” rating in a research note on Thursday, March 5th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $235.91.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: FDA approves the TECNIS PureSee intraocular lens, adding a new, differentiated cataract/presbyopia product to J&J’s surgical vision portfolio — could support revenue and aftermarket growth in the medtech segment. FDA Approval Of TECNIS PureSee IOL Adds New Lens For J&J Investors
• Positive Sentiment: Promising Phase 1 Erda‑iDRS (erdafitinib) results in intermediate‑risk NMIBC: 89% complete response rate and durable responses up to 18 months with tolerable safety — bolsters oncology pipeline optionality if later‑stage data confirm benefit. Johnson & Johnson highlights promising first-in-human Erda-iDRS (formerly TAR-210) results in intermediate-risk non-muscle-invasive bladder cancer
• Positive Sentiment: BofA raised its price target (to $253) and lifted revenue expectations citing pipeline growth — supportive analyst attention that can underpin sentiment even with a Neutral rating. BofA Raises Johnson & Johnson (JNJ) Price Target on Pipeline Growth
• Positive Sentiment: Citigroup analyst expects JNJ shares to rise — additional buy-side commentary can amplify positive flows if confirmed with upgrades or higher targets. Johnson & Johnson (NYSE:JNJ) Stock Price Expected to Rise, Citigroup Analyst Says
• Neutral Sentiment: Dividend and “Dividend King” coverage reminds investors of JNJ’s income profile — supportive for long‑term holders but unlikely to drive short‑term price swings. Johnson & Johnson (JNJ) Could Be a Great Choice
• Neutral Sentiment: Barclays reaffirmed its Hold rating — steady analyst stance that tempers upside momentum from positive news. Barclays Reaffirms Their Hold Rating on Johnson & Johnson (JNJ)
• Neutral Sentiment: Industry pieces on BCG shortages and competitor ImmunityBio note market dynamics in NMIBC — useful context for future demand shifts but not an immediate JNJ catalyst. IBRX and the BCG Shortage: A 2026 Catalyst Investors Are Tracking
• Neutral Sentiment: Analyst / valuation updates show modest shifts in fair value assumptions tied to individual drugs (Tremfya, Tecvayli, Inlexzo, Darzalex) — indicates ongoing re‑rating risk/reward as pipeline readouts arrive. How The Johnson & Johnson (JNJ) Narrative Is Shifting With Pipeline Rethinks And New Valuation Targets
• Negative Sentiment: Preliminary approval of a $65M eve‑of‑trial settlement in an antitrust suit tied to Actelion’s Tracleer — modest direct financial hit but reputational/legal overhang for the pharma legacy business. Eve-of-Trial $65M Settlement Preliminarily Approved in Novel Antitrust Class Action Against J&J Subsidiary Actelion Pharmaceuticals

Johnson & Johnson Trading Down 0.1%

Johnson & Johnson stock opened at $241.71 on Monday. The business has a 50 day moving average price of $231.91 and a two-hundred day moving average price of $206.65. 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 12 month low of $141.50 and a 12 month high of $251.71. The stock has a market cap of $582.19 billion, a price-to-earnings ratio of 21.87, a price-to-earnings-growth ratio of 2.38 and a beta of 0.34.

Johnson & Johnson (NYSE:JNJ) last announced 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 for the quarter. Johnson & Johnson had a return on equity of 33.04% and a net margin of 28.46%. As a group, equities analysts forecast that Johnson & Johnson will post 10.58 EPS for the current year.

Johnson & Johnson Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th were paid a dividend of $1.30 per share. The ex-dividend date was Tuesday, February 24th. This represents a $5.20 dividend on an annualized basis and a yield of 2.2%. Johnson & Johnson’s payout ratio is currently 47.06%.

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.