Jacobs & Co. CA Sells 2,321 Shares of Johnson & Johnson $JNJ

Jacobs & Co. CA lessened its stake in shares of Johnson & Johnson (NYSE:JNJ) by 4.5% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 49,318 shares of the company’s stock after selling 2,321 shares during the quarter. Jacobs & Co. CA’s holdings in Johnson & Johnson were worth $10,206,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Rosenberg Matthew Hamilton increased its position in Johnson & Johnson by 2.0% during the fourth quarter. Rosenberg Matthew Hamilton now owns 3,616 shares of the company’s stock valued at $748,000 after acquiring an additional 70 shares during the last quarter. Boltwood Capital Management raised its stake in shares of Johnson & Johnson by 1.3% in the fourth quarter. Boltwood Capital Management now owns 4,263 shares of the company’s stock valued at $882,000 after acquiring an additional 54 shares during the period. Global Wealth Strategies & Associates lifted its holdings in shares of Johnson & Johnson by 6.6% in the 4th quarter. Global Wealth Strategies & Associates now owns 1,928 shares of the company’s stock worth $399,000 after acquiring an additional 119 shares during the last quarter. Advisors Management Group Inc. ADV boosted its stake in shares of Johnson & Johnson by 2.6% during the 3rd quarter. Advisors Management Group Inc. ADV now owns 29,561 shares of the company’s stock worth $5,481,000 after purchasing an additional 736 shares during the period. Finally, AIA Group Ltd grew its holdings in Johnson & Johnson by 70.5% during the 3rd quarter. AIA Group Ltd now owns 112,856 shares of the company’s stock valued at $20,926,000 after purchasing an additional 46,682 shares during the last quarter. 69.55% of the stock is owned by hedge funds and other institutional investors.

More Johnson & Johnson News

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

• Positive Sentiment: FDA approves Icotyde — expands J&J’s immunology/new drug portfolio with the first oral IL‑23 receptor antagonist, creating multi‑billion dollar revenue potential and unlocking milestone/royalty pathways with partners. Johnson & Johnson announces U.S. FDA approved Icotyde
• Positive Sentiment: Bullish analyst support — HSBC raised its price target to $280 (Buy) and Morgan Stanley reiterated a Buy with a $262 target, reinforcing upside expectations for J&J’s immunology growth. These firm-level views support longer‑term upside. HSBC Raises Johnson & Johnson Price Target TipRanks / Morgan Stanley note
• Neutral Sentiment: Clinical collaboration for prostate cancer — J&J signed a clinical‑supply agreement with GI Innovation to test a combo therapy in mCRPC (Phase 1b). Early‑stage, potentially value‑creating but long horizon. GI Innovation Announces First Clinical Supply Agreement
• Neutral Sentiment: Barclays raised its price target to $234 but kept an Equal Weight rating — a modest constructive signal, though the rating implies limited near‑term upside from current levels. Barclays Sees Continued Strength in J&J Pharma Business
• Neutral Sentiment: Partner (Protagonist) implications — Protagonist Therapeutics shares have rallied on Icotyde approval news because of milestone/royalty potential; that upside can translate into contingent payments to J&J’s partners but is secondary to J&J’s own sales path. Protagonist Therapeutics Stock Rallies Nearly 7%
• Negative Sentiment: Profit‑taking and macro skepticism — after a large run‑up in JNJ shares, investors appear to be trimming positions; market‑level concerns (stagflation commentary from influential voices) and cautious broker ratings (Equal Weight from Barclays) likely pressured the stock despite the positive product and analyst news. Jim Cramer on Johnson & Johnson

Wall Street Analyst Weigh In

A number of analysts recently weighed in on the stock. Wolfe Research increased their price objective on shares of Johnson & Johnson from $225.00 to $240.00 and gave the stock an “outperform” rating in a research report on Monday, January 5th. Wall Street Zen downgraded Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Citigroup raised their price target on Johnson & Johnson from $250.00 to $274.00 and gave the stock a “buy” rating in a research note on Wednesday, March 11th. Loop Capital set a $220.00 price objective on Johnson & Johnson in a research report on Tuesday, January 27th. Finally, Morgan Stanley set a $253.00 target price on Johnson & Johnson in a research note on Wednesday. One 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 stock. According to data from MarketBeat.com, Johnson & Johnson has a consensus rating of “Moderate Buy” and an average price target of $236.91.

Johnson & Johnson Stock Down 0.8%

Shares of Johnson & Johnson stock opened at $235.64 on Friday. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.48. The company has a market cap of $567.57 billion, a P/E ratio of 21.32, a PEG ratio of 2.35 and a beta of 0.34. The firm’s 50 day moving average price is $235.21 and its 200-day moving average price is $208.38. Johnson & Johnson has a 52-week low of $141.50 and a 52-week high of $251.71.

Johnson & Johnson (NYSE:JNJ) last posted its earnings results on Saturday, January 31st. The company reported $2.46 EPS 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%. On average, sell-side analysts predict that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th were given a $1.30 dividend. The ex-dividend date of this dividend was Tuesday, February 24th. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.2%. Johnson & Johnson’s dividend payout ratio (DPR) is presently 47.06%.

Insider Buying and Selling at Johnson & Johnson

In related news, EVP Timothy Schmid sold 22,623 shares of the business’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 transaction, the executive vice president directly owned 26,769 shares in the company, valued at $6,540,469.77. The trade was a 45.80% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 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 value of $1,508,287.83. Following the transaction, the executive vice president directly owned 23,003 shares in the company, valued at $5,598,700.17. This represents a 21.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 30,142 shares of company stock worth $7,360,528. 0.16% of the stock is owned by company insiders.

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.