Swiss Life Asset Management Ltd Lowers Stock Position in Johnson & Johnson $JNJ

Swiss Life Asset Management Ltd cut its stake in shares of Johnson & Johnson (NYSE:JNJ) by 2.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,268,409 shares of the company’s stock after selling 26,035 shares during the quarter. Johnson & Johnson makes up approximately 1.2% of Swiss Life Asset Management Ltd’s holdings, making the stock its 12th biggest position. Swiss Life Asset Management Ltd’s holdings in Johnson & Johnson were worth $235,188,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC increased its stake in Johnson & Johnson by 13.9% in the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock worth $7,502,000 after buying an additional 6,332 shares in the last quarter. United Bank boosted its stake in shares of Johnson & Johnson by 110.7% in the first quarter. United Bank now owns 9,279 shares of the company’s stock worth $1,539,000 after acquiring an additional 4,876 shares during the period. Sivia Capital Partners LLC grew its position 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 in the last quarter. Wealth Group Ltd. raised its stake in Johnson & Johnson by 12.8% during the 2nd quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock valued at $226,000 after purchasing an additional 168 shares during the period. Finally, Schnieders Capital Management LLC. raised its stake 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. Institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Trading Down 0.8%

JNJ stock opened at $235.64 on Friday. The firm has a fifty day moving average price of $235.21 and a 200 day moving average price of $208.38. Johnson & Johnson has a fifty-two week low of $141.50 and a fifty-two week high of $251.71. The firm has a market cap of $567.57 billion, a PE ratio of 21.32, a price-to-earnings-growth ratio of 2.35 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 released its quarterly earnings results on Saturday, January 31st. The company reported $2.46 earnings per share (EPS) for the quarter. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.04%. The company had revenue of $24.28 billion for the quarter. Sell-side analysts anticipate that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th were issued 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%.

Johnson & Johnson News Roundup

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

Analyst Upgrades and Downgrades

Several research firms have weighed in on JNJ. JPMorgan Chase & Co. upped their price target on Johnson & Johnson from $225.00 to $250.00 and gave the stock a “neutral” rating in a research note on Thursday, March 5th. Wells Fargo & Company boosted their target price on shares of Johnson & Johnson from $230.00 to $240.00 and gave the stock an “overweight” rating in a report on Thursday, January 22nd. BMO Capital Markets restated an “outperform” rating on shares of Johnson & Johnson in a research report on Thursday, December 11th. Wolfe Research lifted their price target 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. Finally, Rothschild & Co Redburn boosted their price target on shares of Johnson & Johnson from $180.00 to $210.00 and gave the stock a “neutral” rating in a research note on Thursday, February 19th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $236.91.

Insider Activity

In other news, EVP Vanessa Broadhurst sold 6,197 shares of the firm’s stock in a transaction that occurred 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 completion of 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Timothy Schmid sold 22,623 shares of Johnson & Johnson stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total value of $5,527,477.59. Following the completion of the transaction, the executive vice president owned 26,769 shares of the company’s stock, valued at approximately $6,540,469.77. This trade represents a 45.80% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 30,142 shares of company stock valued at $7,360,528. 0.16% of the stock is currently 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.