Groupama Asset Managment Sells 2,495 Shares of Johnson & Johnson $JNJ

Groupama Asset Managment cut its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 6.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 36,719 shares of the company’s stock after selling 2,495 shares during the period. Groupama Asset Managment’s holdings in Johnson & Johnson were worth $6,808,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the business. SOA Wealth Advisors LLC. boosted its holdings in shares of Johnson & Johnson by 0.7% during the 3rd quarter. SOA Wealth Advisors LLC. now owns 7,392 shares of the company’s stock valued at $1,371,000 after acquiring an additional 53 shares during the last quarter. Ethos Financial Group LLC raised its holdings in shares of Johnson & Johnson by 0.6% during the third quarter. Ethos Financial Group LLC now owns 9,110 shares of the company’s stock valued at $1,689,000 after purchasing an additional 53 shares during the last quarter. Pinnacle Holdings LLC lifted its position in Johnson & Johnson by 0.5% during the third quarter. Pinnacle Holdings LLC now owns 11,214 shares of the company’s stock valued at $2,079,000 after purchasing an additional 54 shares during the period. Bouchey Financial Group Ltd boosted its holdings in Johnson & Johnson by 0.8% in the third quarter. Bouchey Financial Group Ltd now owns 7,249 shares of the company’s stock worth $1,344,000 after purchasing an additional 54 shares during the last quarter. Finally, Intrepid Capital Management Inc. boosted its holdings in Johnson & Johnson by 0.4% in the third quarter. Intrepid Capital Management Inc. now owns 12,785 shares of the company’s stock worth $2,371,000 after purchasing an additional 54 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors.

Johnson & Johnson News Summary

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

• Positive Sentiment: FDA approval of Icotyde opens a new, convenient oral IL‑23R treatment for moderate‑to‑severe plaque psoriasis — a potential multi‑billion‑dollar growth driver that directly expands J&J’s immunology portfolio and pressures injectable rivals. FDA approves psoriasis pill from J&J that rivals shots Tremfya, Skyrizi
• Positive Sentiment: HSBC raised its J&J price target to $280 and reiterated a Buy, citing healthcare strength — a clear bullish signal that can support further upside. HSBC Raises Johnson & Johnson (NYSE:JNJ) Price Target to $280.00
• Positive Sentiment: Morgan Stanley and other analysts continue to back J&J’s growth outlook around Icotyde (Morgan Stanley kept a Buy and $262 PT), reinforcing bullish institutional sentiment. Early Icotyde Approval Strengthens Johnson & Johnson’s Immunology Growth Outlook and Multi‑Billion‑Dollar Potential
• Positive Sentiment: Positive analyst/commentary pieces (e.g., The Motley Fool) argue J&J’s diversified franchises and new drugs justify a buy-and-hold stance, supporting longer‑term investor interest. 2 Reasons to Buy Johnson & Johnson Stock Like There’s No Tomorrow
• Neutral Sentiment: Barclays raised its target to $234 but kept an Equal‑Weight rating, implying limited near‑term upside from that shop and signaling mixed views across brokers. Benzinga
• Neutral Sentiment: Online investor interest and searches for JNJ have spiked (Zacks notes heavy attention), which can increase volatility but doesn’t guarantee direction. Investors Heavily Search Johnson & Johnson (JNJ): Here is What You Need to Know
• Neutral Sentiment: General dividend-planning content (e.g., pieces on how much to invest to get $100k in dividends) may drive some investor interest in JNJ’s yield, but it’s not a company‑specific catalyst. How Much Do you Need To Invest to Make $100k On Dividends Right Now?
• Negative Sentiment: Market/macro skepticism is limiting upside: commentators like Jim Cramer note J&J “should have gone higher” but broader stagflation concerns and a tough tape are keeping buyers cautious, which can cap short‑term gains. Jim Cramer on Johnson & Johnson: “It Should Have Gone Higher, But It Just Shows You How Hard It Is to Buck Stagflation Theories”
• Negative Sentiment: Recent short-term weakness (coverage noting a recent slide) highlights vulnerability to market rotation and headline-driven volatility despite fundamental wins. Johnson & Johnson (JNJ) Stock Slides as Market Rises: Facts to Know Before You Trade

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on JNJ shares. Sanford C. Bernstein boosted their target price on shares of Johnson & Johnson from $208.00 to $225.00 and gave the company a “market perform” rating in a research note on Friday, January 23rd. Stifel Nicolaus lifted their price objective on Johnson & Johnson from $205.00 to $220.00 and gave the stock a “hold” rating in a report on Thursday, January 22nd. TD Cowen upped their price objective on Johnson & Johnson from $222.00 to $250.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. Daiwa Securities Group increased their target price on Johnson & Johnson from $203.00 to $237.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. Finally, Barclays boosted their price target on Johnson & Johnson from $217.00 to $234.00 and gave the company an “equal weight” rating in a research note on Thursday. One 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’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $236.91.

Insider Buying and Selling

In other news, EVP Timothy Schmid sold 22,623 shares of the stock in a transaction 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 directly owned 26,769 shares of the company’s stock, valued at $6,540,469.77. This represents a 45.80% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the firm’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 sale, 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 30,142 shares of company stock valued at $7,360,528. Company insiders own 0.16% of the company’s stock.

Johnson & Johnson Stock Performance

Shares of JNJ opened at $237.76 on Friday. The business has a 50-day simple moving average of $234.59 and a two-hundred day simple moving average of $207.97. 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 52 week low of $141.50 and a 52 week high of $251.71. The stock has a market cap of $572.68 billion, a price-to-earnings ratio of 21.52, a PEG ratio of 2.34 and a beta of 0.34.

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 firm 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%. On average, analysts expect that Johnson & Johnson will post 10.58 EPS for the current year.

Johnson & Johnson Announces Dividend

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