Calydon Capital Sells 4,701 Shares of Johnson & Johnson $JNJ

Calydon Capital decreased its position in Johnson & Johnson (NYSE:JNJ) by 10.9% during the 3rd quarter, Holdings Channel reports. The firm owned 38,321 shares of the company’s stock after selling 4,701 shares during the period. Johnson & Johnson comprises about 1.1% of Calydon Capital’s holdings, making the stock its 25th biggest holding. Calydon Capital’s holdings in Johnson & Johnson were worth $7,106,000 as of its most recent filing with the SEC.

Several other hedge funds also recently made changes to their positions in the company. Brighton Jones LLC increased its position in shares of Johnson & Johnson by 13.9% in the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock valued at $7,502,000 after acquiring an additional 6,332 shares during the period. United Bank boosted its holdings in shares of Johnson & Johnson by 110.7% during the first quarter. United Bank now owns 9,279 shares of the company’s stock worth $1,539,000 after purchasing an additional 4,876 shares during the period. Sivia Capital Partners LLC boosted its holdings in shares of Johnson & Johnson by 13.4% during the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after purchasing an additional 692 shares during the period. Wealth Group Ltd. grew its stake in shares of Johnson & Johnson by 12.8% in the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock worth $226,000 after purchasing an additional 168 shares during the last quarter. Finally, Schnieders Capital Management LLC. increased its holdings in Johnson & Johnson by 9.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock valued at $11,255,000 after purchasing an additional 6,584 shares during the period. 69.55% of the stock is owned by hedge funds and other institutional investors.

Key Johnson & Johnson News

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

Analyst Upgrades and Downgrades

A number of research analysts have commented on JNJ shares. Bank of America reaffirmed a “neutral” rating on shares of Johnson & Johnson in a research report on Monday, March 2nd. Loop Capital set a $220.00 target price on Johnson & Johnson in a research note on Tuesday, January 27th. Guggenheim upped 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 raised their price target on Johnson & Johnson from $240.00 to $255.00 and gave the stock an “outperform” rating in a research note on Tuesday, February 3rd. Finally, HSBC lifted their price target on shares of Johnson & Johnson from $240.00 to $265.00 and gave the company a “buy” rating in a report on Friday, January 30th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $235.91.

Insider Buying and Selling at Johnson & Johnson

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

Johnson & Johnson Price Performance

Shares of NYSE JNJ opened at $241.71 on Friday. Johnson & Johnson has a fifty-two week low of $141.50 and a fifty-two week high of $251.71. The company has a 50 day simple moving average of $231.91 and a two-hundred day simple moving average of $206.44. The company has a market capitalization of $582.19 billion, a price-to-earnings ratio of 21.87, a P/E/G ratio of 2.38 and a beta of 0.34. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.77 and a current ratio of 1.03.

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

Johnson & Johnson Dividend Announcement

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