Meyer Handelman Co. Sells 5,430 Shares of Johnson & Johnson $JNJ

Meyer Handelman Co. lowered its stake in Johnson & Johnson (NYSE:JNJ) by 4.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 114,779 shares of the company’s stock after selling 5,430 shares during the quarter. Meyer Handelman Co.’s holdings in Johnson & Johnson were worth $23,754,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Centennial Wealth Advisory LLC increased its position in shares of Johnson & Johnson by 2.2% during the 4th quarter. Centennial Wealth Advisory LLC now owns 2,284 shares of the company’s stock worth $473,000 after purchasing an additional 49 shares during the last quarter. Gleason Group Inc. boosted its holdings in shares of Johnson & Johnson by 0.8% in the 4th quarter. Gleason Group Inc. now owns 6,390 shares of the company’s stock valued at $1,322,000 after buying an additional 50 shares during the last quarter. SOA Wealth Advisors LLC. grew its stake in shares of Johnson & Johnson by 0.7% in the third quarter. SOA Wealth Advisors LLC. now owns 7,392 shares of the company’s stock valued at $1,371,000 after buying an additional 53 shares in the last quarter. Ethos Financial Group LLC increased its holdings in Johnson & Johnson by 0.6% during the third quarter. Ethos Financial Group LLC now owns 9,110 shares of the company’s stock worth $1,689,000 after buying an additional 53 shares during the last quarter. Finally, Pinnacle Holdings LLC increased its holdings in Johnson & Johnson by 0.5% during the third quarter. Pinnacle Holdings LLC now owns 11,214 shares of the company’s stock worth $2,079,000 after buying an additional 54 shares during the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of analysts have commented on the stock. Loop Capital set a $220.00 price target on shares of Johnson & Johnson in a research note on Tuesday, January 27th. Wolfe Research upped their target price on shares of Johnson & Johnson from $225.00 to $240.00 and gave the company an “outperform” rating in a report on Monday, January 5th. The Goldman Sachs Group reiterated a “buy” rating and issued a $250.00 target price on shares of Johnson & Johnson in a research note on Thursday, January 22nd. Bank of America reissued a “neutral” rating on shares of Johnson & Johnson in a research report on Monday, March 2nd. Finally, Sanford C. Bernstein upped their price objective on Johnson & Johnson from $208.00 to $225.00 and gave the company a “market perform” rating in a research note on Friday, January 23rd. 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’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $236.91.

Insider Buying and Selling at Johnson & Johnson

In related news, EVP Vanessa Broadhurst sold 6,197 shares of the firm’s stock in a transaction dated 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 directly owned 23,003 shares of the company’s stock, valued at $5,598,700.17. This trade represents a 21.22% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP Timothy Schmid sold 1,322 shares of the business’s stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $245.66, for a total value of $324,762.52. Following the transaction, the executive vice president directly owned 25,447 shares of the company’s stock, valued at approximately $6,251,310.02. The trade was a 4.94% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 30,142 shares of company stock valued at $7,360,528 over the last 90 days. Corporate insiders own 0.16% of the company’s stock.

Johnson & Johnson Stock Performance

NYSE:JNJ opened at $242.93 on Friday. The company has a market cap of $585.11 billion, a price-to-earnings ratio of 21.98, a PEG ratio of 2.42 and a beta of 0.34. Johnson & Johnson has a fifty-two week low of $141.50 and a fifty-two week high of $251.71. 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 stock has a fifty day moving average price of $239.41 and a 200-day moving average price of $212.30.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Saturday, January 31st. The company reported $2.46 EPS 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 anticipate that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Strong clinical and product momentum — RCT data presented at ACC and published in JACC and JNJ’s recent pace of approvals/med‑tech launches bolster revenue visibility and the company’s long‑term growth story. Why Johnson & Johnson (JNJ) Is One of the Best Pharma Stocks to Invest in Now
• Positive Sentiment: R&D partnership deal — a reported $500M agreement with Royalty Pharma to advance an experimental autoimmune antibody provides non‑dilutive funding and validates JNJ’s pipeline strategy. Royalty Pharma, Johnson & Johnson Strike $500M Autoimmune Drug Deal
• Positive Sentiment: Defensive, dividend appeal — coverage pieces highlight JNJ as a reliable dividend aristocrat and a low‑volatility healthcare hold during market stress, supporting investor demand in uncertain markets. This Healthcare Stock Barely Flinches During Market Sell-Offs
• Neutral Sentiment: Analyst interest and trending status — outlets note JNJ is trending on investor platforms and some analysts expect another earnings beat given its history; this can amplify short‑term flows but isn’t a new fundamental change. Johnson & Johnson (JNJ) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Major-holder activity — reports show Bridgewater (Ray Dalio) trimmed its position; large-manager moves can influence flows but don’t necessarily reflect company fundamentals. Johnson & Johnson (JNJ): Billionaire Ray Dalio Trims Position
• Negative Sentiment: MedTech China headwinds — previews ahead of Q1 highlight strong cardiovascular and new‑product adoption but warn of slowing demand in China, which is a near‑term earnings risk for the MedTech segment and likely a key reason shares are under pressure. JNJ Q1 MedTech Preview: Key Drivers and China Headwinds to Watch
• Negative Sentiment: Valuation/rotation concerns — after a large one‑year rally, some commentary asks whether returns are largely priced in; combined with periodic profit‑taking, this contributes to downward pressure. Is It Too Late To Consider Johnson & Johnson (JNJ) After Its 61% One-Year Surge?

About Johnson & Johnson

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.