Sava Infond d.o.o. Has $3.12 Million Stock Holdings in Johnson & Johnson $JNJ

Sava Infond d.o.o. grew its position in Johnson & Johnson (NYSE:JNJ) by 17.5% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 16,820 shares of the company’s stock after buying an additional 2,500 shares during the period. Sava Infond d.o.o.’s holdings in Johnson & Johnson were worth $3,119,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in JNJ. Vanguard Group Inc. lifted its position in Johnson & Johnson by 1.3% during 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 raised its stake 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 buying an additional 1,225,676 shares during the last quarter. Norges Bank acquired a new position in Johnson & Johnson in the second quarter valued at approximately $4,877,174,000. Bank of New York Mellon Corp boosted its stake in Johnson & Johnson by 3.5% in the third quarter. Bank of New York Mellon Corp now owns 24,637,649 shares of the company’s stock valued at $4,568,313,000 after acquiring an additional 835,146 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. grew its holdings in Johnson & Johnson by 0.3% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 18,951,337 shares of the company’s stock worth $2,894,979,000 after acquiring an additional 52,074 shares during the period. Institutional investors and hedge funds own 69.55% of the company’s stock.

Insiders Place Their Bets

In related news, EVP Timothy Schmid sold 22,623 shares of the business’s 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 sale, the executive vice president directly owned 26,769 shares of the company’s stock, valued at approximately $6,540,469.77. The trade was a 45.80% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the 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 transaction, the executive vice president owned 23,003 shares of the company’s stock, valued at approximately $5,598,700.17. This trade represents a 21.22% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.16% of the company’s stock.

Johnson & Johnson Stock Down 1.9%

Shares of Johnson & Johnson stock opened at $242.27 on Friday. The company has a market capitalization of $583.86 billion, a P/E ratio of 21.93, a price-to-earnings-growth ratio of 2.40 and a beta of 0.35. The company has a debt-to-equity ratio of 0.48, a current ratio of 1.03 and a quick ratio of 0.77. The business has a 50-day moving average of $221.06 and a two-hundred day moving average of $199.04. Johnson & Johnson has a 1 year low of $141.50 and a 1 year high of $246.96.

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

Johnson & Johnson Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th will be given 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 dividend yield of 2.1%. Johnson & Johnson’s dividend payout ratio is currently 47.06%.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Clinical and regulatory wins for oncology: J&J reported strong Phase 1b/2 data for subcutaneous amivantamab (RYBREVANT FASPRO) in head & neck cancer and has received FDA Breakthrough Therapy attention and a separate monthly‑dosing approval that can improve patient convenience and commercial uptake. These outcomes support the pharma growth story and were cited as a reason for recent buying interest. RYBREVANT clinical results
• Positive Sentiment: Potential strategic catalyst: reports say J&J is preparing a possible ~$20B sale of its orthopedics unit — a deal could unlock value, boost cash for buybacks/dividends or speed a planned separation, which traders view as a material upside catalyst if executed. Reuters on orthopedics sale
• Positive Sentiment: Capital investment and dividend support: J&J announced a $1B investment in a Pennsylvania cell‑therapy facility and recently raised its quarterly dividend to $1.30 — both reinforce the company’s long‑term growth capacity and income appeal for dividend investors. Fox Business on $1B investment
• Neutral Sentiment: Options and sentiment flow: unusually high call buying (41,649 calls, ~45% above typical daily call volume) and amplified options chatter are increasing intraday volatility and can intensify moves without changing fundamentals — watch open interest and directional concentration. Benzinga on options trends
• Neutral Sentiment: Positive post‑earnings momentum: coverage (Zacks/TipRanks/others) notes JNJ is up since earnings as investors re‑rate pharma catalysts and dividends — helpful for sentiment but incremental vs. material corporate events. Zacks on post‑earnings move
• Negative Sentiment: Analyst caveat: Rothschild & Co Redburn raised its price target to $210 but kept a “neutral” rating — the PT sits below the current share price, signaling downside risk and giving traders a reason to trim positions. MarketScreener on Rothschild PT
• Negative Sentiment: Insider selling: recent sales by senior executives (disclosed Form 4s) are prompting some investor concern about near‑term profit‑taking and are adding selling pressure. SEC filing on insider sell
• Negative Sentiment: Legal overhang: ongoing talc litigation and verdict coverage continue to create valuation uncertainty and cap multiple expansion despite operational positives. Yahoo Finance on talc risk

Analysts Set New Price Targets

JNJ has been the topic of a number of analyst reports. Citigroup increased their price target on Johnson & Johnson from $232.00 to $250.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Guggenheim increased their target price on Johnson & Johnson from $227.00 to $240.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. The Goldman Sachs Group restated a “buy” rating and set a $250.00 target price on shares of Johnson & Johnson in a research report on Thursday, January 22nd. Stifel Nicolaus upped their price target on Johnson & Johnson from $205.00 to $220.00 and gave the company a “hold” rating in a research note on Thursday, January 22nd. Finally, BMO Capital Markets reissued an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday, December 11th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat.com, Johnson & Johnson presently has an average rating of “Moderate Buy” and an average target price of $232.70.

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.